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Client Intake Form

You will need:

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  • Social security cards or ITIN letters for all persons on your tax return.
     

  • Picture ID (such as valid, unexpired Driver's License or State ID) for you  and your spouse & all adult dependents on your tax return.
     

  • Birth Certificates for all minor dependents on your tax return.
     

  • All income documents.

 

Please complete the form below.

 

You are responsible for the information on your return. Please provide complete and accurate information.

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If you have questions, please ask your tax return preparer.

Are you a U.S. Citizen? Required
Is your spouse a U.S. Citizen? Required

Last year, were you:

Last year, was your spouse:

Part II - Marital Status and Household Information

As of December 31, 2023, what was your marital status? Required
If Married, did you get married in 2023? Required
Did you live with your spouse during any part of the last six months of 2023? Required

List the names below of:

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  • everyone who lived with you last year (other than your spouse)
     

  • anyone you provided more than 50% of their support, but they did not live with you last year

Dependent 1

Thanks for submitting!

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