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Tax Client Intake Form

Your financial success is my top priority, so please complete this form in detail and upload your documents. This information is needed to accurately get you your maximum refund. If you can't upload a document or get an error, text me! Rest assured that everything you share is treated with the utmost confidentiality and security. Thank you for choosing me.

Taxpayer Information

Tell me about you. Only your name and email are required, but the more you fill in, the faster and more accurately I can get you your maximum refund.

Did you file your taxes last year (your 2025 return)?

Yes No

Upload last year's tax return

Photos or PDFs. Up to 15 MB each.

Which tax returns have you not filed?

2025 return (2026 season) 2024 return (2025 season) 2023 return (2024 season)

Previous year Schedule C if you filed self-employment (or other filed documents)

Photos or PDFs. Up to 15 MB each.

Filing status

Who referred you?

About you

First name *

Middle initial

Last name *

Phone

Email *

Social Security Number

Date of birth

Address line 1

Address line 2

City

State

Zip code

Have you lived at this address all year? If not, for how long?

Marital status

Occupation

Are you a full-time student?

Yes No

Are you a U.S. citizen or green card holder?

Yes No

Are you filing an eligible spouse on your return?

Yes No

Are you legally blind?

Yes No

Can someone else claim you as a dependent?

Yes No

Are you totally and permanently disabled?

Yes No

Did you receive health insurance through the Marketplace?

Yes No

Upload the Form 1095-A you received in the mail

Photos or PDFs. Up to 15 MB each.

IP (Identity Protection) PIN

Get it from your IRS account on the ID.me website, if you have one.

Upload your ID / driver's license, Social Security card, and proof of address (mail, bill, statement, etc.)

Select up to 10 photos or PDFs at once.

Check all that apply to you

Unemployment (Form 1099-G) Withdrawal of 401k Sold stocks (only deduct $3k of losses per year) Child support received Child support paid Uber/Lyft/DoorDash driver Currently owe the IRS Receive Social Security payments Currently receive housing/TANF/SNAP Acquired over $1,500 in interest & dividends

Spouse & Dependents

Only fill out the spouse section if you are married. If not, skip ahead to dependents.

Spouse information

Spouse full name

Spouse phone

Spouse email

Spouse Social Security Number

Spouse date of birth

Date of death (if deceased in the current tax year)

Is your spouse a full-time student?

Yes No

Is your spouse totally and permanently disabled?

Yes No

Is your spouse legally blind?

Yes No

Is your spouse the dependent of someone else?

Yes No

Is your spouse claiming any dependents?

Yes No

Did your spouse receive, sell, send, exchange, or acquire any virtual currency this year?

Yes No

Are you divorced or separated? How long did you live together this year?

Dependent information

List everyone who lived with you last year (other than your spouse), or anyone you supported who didn't live with you. The Earned Income Credit (EIC) increases with the first 3 children you claim; the most you can claim for EIC is 3. You must also meet income (AGI) requirements to qualify. If you are married filing separate, you can't claim the credit.

Dependent 1

Full name

Date of birth

Social Security Number

Relationship to you

How many months did they live in your home this year?

Did this dependent attend college this year?

Yes No

Is the dependent disabled or legally blind?

Yes No

IP (Identity Protection) PIN

Is anyone else allowed to claim this dependent? If so, enter their full name.

Daycare or private school annual tax statement

Daycares and private schools must give parents an annual tax statement. Upload it if you have it.

How much did you pay for someone to watch this child? How much did you pay for schooling?

Signed Form 8332 granting you the right to claim this child (if you have one)

Photos or PDFs. Up to 15 MB each.

Dependent 2

Full name

Date of birth

Social Security Number

Relationship to you

How many months did they live in your home this year?

Did this dependent attend college this year?

Yes No

Is the dependent disabled or legally blind?

Yes No

IP (Identity Protection) PIN

Is anyone else allowed to claim this dependent? If so, enter their full name.

Daycare or private school annual tax statement

Daycares and private schools must give parents an annual tax statement. Upload it if you have it.

How much did you pay for someone to watch this child? How much did you pay for schooling?

Signed Form 8332 granting you the right to claim this child (if you have one)

Photos or PDFs. Up to 15 MB each.

Dependent 3

Full name

Date of birth

Social Security Number

Relationship to you

How many months did they live in your home this year?

Did this dependent attend college this year?

Yes No

Is the dependent disabled or legally blind?

Yes No

IP (Identity Protection) PIN

Is anyone else allowed to claim this dependent? If so, enter their full name.

Daycare or private school annual tax statement

Daycares and private schools must give parents an annual tax statement. Upload it if you have it.

How much did you pay for someone to watch this child? How much did you pay for schooling?

Signed Form 8332 granting you the right to claim this child (if you have one)

Photos or PDFs. Up to 15 MB each.

Dependent 4

Full name

Date of birth

Social Security Number

Relationship to you

How many months did they live in your home this year?

Did this dependent attend college this year?

Yes No

Is the dependent disabled or legally blind?

Yes No

IP (Identity Protection) PIN

Is anyone else allowed to claim this dependent? If so, enter their full name.

Daycare or private school annual tax statement

Daycares and private schools must give parents an annual tax statement. Upload it if you have it.

How much did you pay for someone to watch this child? How much did you pay for schooling?

Signed Form 8332 granting you the right to claim this child (if you have one)

Photos or PDFs. Up to 15 MB each.

Have you ever been denied one of the following?

Earned Income Tax Credit Child Tax Credit Additional Child Tax Credit

Tax Questions

Employment status

Employed Unemployed Self-employed

Are you contributing to a 401k or other pre-tax account?

Yes No

Did you work in different states this tax season? (OTR not included) If so, name the states and the time frames.

Have you ever been audited by the IRS? If so, list the year(s) and the outcomes.

Are you currently renting?

Yes No

What is the monthly rent?

Do you own your home?

Yes No

Do you have documents showing property taxes & mortgage interest paid? (Form 1098)

Yes No

Check all that apply to you (or your spouse)

You can be claimed as a dependent on someone else's return You were over 18 and a full-time student at an eligible school You or your spouse served in a combat zone this year You were affected by a natural disaster this year You received, sold, sent, exchanged, or acquired virtual currency this year Taxpayer is deceased

Are you claiming a deceased child or relative?

Yes No

Upload a copy of the death certificate

Photos or PDFs. Up to 15 MB each.

Any other tax questions about this year? Add them here.

Income

Please provide all the information you can. Don't let the questions intimidate you into not reporting your cash business income: this information helps you get credit for your expenses and handle your tax liability.

Select all forms of income you had this year

Wages or salary (W-2) Unemployment Pension/retirement income Rental income Farm income Dividends/sale of stocks Interest income Self-employment/business income (Sch. C) Alimony received Lottery or gambling income (W-2G) Public/state aid income Social Security income Tips

Are you self-employed or a business owner?

Yes No

What kind of business do you have?

How long have you been in business? EIN # if available

Business social media links

How do your clients pay you?

Cash Cash App Square Zelle PayPal/Venmo Direct deposit

How do you advertise your business?

Paid ads Booking websites Craigslist Social media (FB, IG, TT) Billboards Yellow Pages / Google ads

How much did you make in business profits this year?

Business expenses for the year

Advertising Utilities Supplies Travel Meals Office rent Contract labor Commissions and fees paid Health insurance paid Insurance other than health Legal & professional services Office expenses (website, subscriptions) Equipment (bought, rented, leased) Taxes & licenses

Year, make, and model of your vehicle

Business miles driven this year

Do you own a box truck, semi truck, farm, or construction equipment?

Yes No

General expenses

Select the other expenses that apply to you

IRAs Student loans Property tax Mortgage points (closing points) Business owner/self-employed Tax prep expenses Union dues Education expenses Significant loss or theft Charity or religious contributions Mortgage interest Moving expenses Medical expenses Alimony paid Bought or sold a home Job-related expenses

Upload profit/expense records and interest paid on loans

Photos or PDFs. Up to 15 MB each.

Refund & Consent

How would you like your refund deposited when it's ready?

Direct deposit Check from IRS in mail Prepaid debit card I have a tax obligation and won't receive a refund

Bank name

Routing number

Confirm routing number

Account number

Confirm account number

Authorization & consent

Consent to file tax return electronically

Because I prepare your tax return virtually, I need your permission to electronically sign and transmit your return to the IRS. Once I receive your authorization, I will complete your tax return and provide you copies of your signed and completed return. Please let me know if you have any questions or concerns.

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484 or by email at complaints@tigta.treas.gov.

Consent to use of tax return information

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. Federal law also prohibits us from revealing any personal or financial information to any third party. We will never reveal your financial or personal information to anyone unless you specifically request it in writing, on a separate consent form, naming the person or persons to whom you want it disclosed.

This consent is requested only to satisfy federal requirements so we may speak with you on the phone, send you email correspondence, mailings, newsletters, reminders, holiday and occasional cards and greetings, and reminders of upcoming deadlines.

I confirm that all information I entered here is accurate and true. I allow you to capture my sensitive data like personal ID, government ID, Social Security Number (SSN), and other information. I have read and agree to the consent to file electronically and the consent to use of tax return information above.

Type your full legal name as your signature *

Today's date *

By signing, you acknowledge that you have read and understood your responsibilities and ours in preparing this tax return.

Your information is sent securely and seen only by Monica.