Free Tax Preparation Client Intake Form Template

Tax Preparation Client Intake Form

Please fill out the form to provide the details for tax preparation.

Name

    Contact Number

      Email

        Taxpayer Identification Number

          Tax Year to be Filed

            Are you self-employed?

            Did you have multiple sources of income?

            Did you receive Social Security, disability, or pension income?

            Did you make estimated tax payments?

            Tax Documents Checklist

            Check all that apply.

              • Wage & Tax Statement

              • Social Security or Retirement Income

              • Health Insurance Marketplace

              • Mortgage Interest Statement

              • Property Tax Paid

              Do you have any special tax situations or concerns?

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