TAX PREP CLIENT INTAKE FORM

Filing Status *

TAXPAYER INFORMATION:

Full Name *

Date of birth

Phone *

Social Security

xxx-xx-xxxx Format

Email *

Address

Street Address

City

State

Country

Postal code

Name of Business *

EIN Number (If Applicable)

xx-xxxxxxx Format

Are you a full-time student?

Yes

No

Are you totally and permanently disabled?

Yes

No

Are you legally blind?

Yes

No

DEPENDANTS:

Enter your dependents here

TAX RELATED QUESTIONS:

Employment Status

BUSINESS EXPENSES:

Enter the following expenses total amount

Total Expenses

Drivers License

Profit/Loss Statement

Corporation Documents

Misc.

ACKNOWLEDGMENT & SIGNATURE

I confirmed that all information I entered here is accurate and true.
I allow 1040 Masters Tax Group to capture my sensitive data like personal id, government id, social security number (SSN), and other information.
I have read the terms and conditions and privacy policy of ABC Financial.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

Date Signed

Taxpayer Signature

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.