1. Instructions

    1. Instructions

  2. Filing status

    1. *What Is your filing status?

  3. Personal information

    1. *Please enter your full name

    2. *Date of birth

    3. *Social security number (SSN)

    4. *Address

    5. *Phone number

    6. Alternative phone number

    7. *Email address

    8. *Occupation

  4. Spouse's information

    1. Spouse's full name

    2. Spouse's date of birth

    3. Spouse's social security number (SSN)

    4. Spouse's current address

    5. Spouse's phone number

    6. Spouse's alternative phone number

    7. Spouse's email address

    8. Spouse's occupation

  5. Additional information

    1. Dependents

    2. Income streams

Tax Preparation Intake Form


Tax Preparation Intake Form

Old McDonalds

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Instructions

Thank you for your interest in our services. Before we get started, we're going to need some information from you.


Please ensure that all information you enter here is accurate and true.



Checklist


Please use this checklist to provide the following:

  1. Filing status
  2. Personal information
  3. Spouse's information
  4. Additional information


What do you need to know?


  1. Provide all required information here using this form.
  2. Click ✓ Ok to submit and check off each request.
  3. Drafts are saved automatically and your progress restored (so you don't have to complete the checklist in one go


Need help?


Click the message icon in the top left corner to leave a message or comment for the question or section you're stuck in or need help with.


Getting started


Click the ✓ Ok button below to get started.


*What Is your filing status?

Please select your filing status.

  • Single

  • Married filing jointly

  • Married filing separately

  • Head of household

  • Qualifying widow(er)

*Please enter your full name

*Date of birth

Please select your date of birth.

*Social security number (SSN)

Please provide your social security number.

*Address

Please include your house number, street address, city, province, and postal / zip code.

*Phone number

Please provide your phone number. You may provide a landline or mobile number.

Alternative phone number

Please provide an alternative phone number (if any). You may provide a landline or mobile number.

*Occupation

Please enter your job or profession.

Spouse's full name

Spouse's date of birth

Please select your date of birth.

Spouse's social security number (SSN)

Please provide your social security number.

Spouse's current address

Leave empty if same as above.

Spouse's phone number

Please provide your spouse's phone number. You may provide a landline or mobile number.

Spouse's alternative phone number

Please provide an alternative phone number (if any). You may provide a landline or mobile number.

Spouse's occupation

Please enter your spouse's job or profession. (if applicable)

Dependents

Please list details for each dependent you have on a separate line:

  1. providing the name
  2. date of birth
  3. social security number
  4. and your relation to them


For example:

Sean, 02/18/2002, 123-45-6789, son

Emma, 05/13/2007, 321-54-9876, daughter




Note: Dependents doesn't include your spouse.

Income streams

Please list all income streams you have on a separate line:

  1. providing the business name
  2. type or service provided
  3. social security number
  4. and amount for each


For example:

Sean, 02/18/2002, 123-45-6789, son

Emma, 05/13/2007, 321-54-9876, daughter




Note: Dependents doesn't include your spouse.