Tax Preparation Virtual Client Intake Form

Tax Preparation Virtual Client Intake Form
Thank you for choosing our tax preparation services. Please complete the following form to provide us with the necessary information for your tax preparation.
Client Information
Full Name
First NameLast Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Address
Street Address
Street Address Line 2
CityState / Province
Postal / Zip CodeCountry
Occupation
Tax Information
Tax Year
Filing Status
Dependents
Income
Please provide the following income information for the tax year.
Wages, Salaries, Tips, etc.
Interest Income
Dividend Income
Other Income
Total Income During the Fiscal Year $
Deductions
Please provide the following deduction information for the tax year.
Standard Deduction
Itemized Deductions
Credits
Please provide the following credit information for the tax year.
Child Tax Credit
Education Credits
Other Credits
Additional Information
Date
MonthDayYear
Date
Signature
Clear
Should be Empty:

Client Information