Finance & Legal
Tax Preparation Client Intake
Collect everything your tax preparer needs before the first meeting — filing status, income sources, and documents.
- Questions
- 18
- Style
- One question at a time
- Price
- Free
Tax Preparation Client Intake
Collect everything your tax preparer needs before the first meeting — filing status, income sources, and documents.
Personal details
Full legal name*
As it appears on your tax records.
Date of birth*
Email address*
Draft returns and questions from your preparer go here.
Phone number*
Home address*
Your address on record for the tax year being filed.
Filing status*
Number of dependents*
Children or others you financially support.
Your tax year
Where did your income come from this year?*
Any big life changes this year?
Estimated total income for the year*
In your local currency, before tax — a ballpark is fine.
Documents & authorization
Prior-year tax return
Income statements*
Bank account for your refund
Where any refund should be deposited. You can also share this later in person.
Signature*
Confirms the details above are accurate to the best of your knowledge.
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