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Tax Client Intake Form
Home
About Us
Services
Virtual File
More
En Espanol
Contact Us
Appointment
Reviews
Faq’s
Notification
Pricing
Tax Client Intake Form
Search
Tax Client Intake Form
Tax Client Intake Form
1
Filing Status
2
Taxpayer Info
3
Spouse Info
4
Dependents
5
Income
6
Deductions
7
Payments
8
Miscellaneous
Disclaimer:
Thank you for your interest in being a client of Elegance Multi Services LLC This form is used to collect information about new clients and is for internal purposes only. The information you provide is confidential and will be treated accordingly.
Filing Status
Filing Status
(Required)
Single
Married Filing Joint
Married Filing Single
Head of Household
Qualifying Widower
Taxpayer Info
Name
(Required)
Address
(Required)
Street Address
City
State / Province / Region
ZIP / Postal Code
E-Mail
(Required)
Phone
(Required)
Date of Birth
MM slash DD slash YYYY
Social Security Number
Occupation
Spouse Info
Name
(Required)
Address
(Required)
Street Address
City
State / Province / Region
ZIP / Postal Code
E-Mail
(Required)
Phone
(Required)
Date of Birth
MM slash DD slash YYYY
Social Security Number
Occupation
Dependents
Name
(Required)
SSN
DOB
MM slash DD slash YYYY
Relationship
Student?
(Required)
Yes
No
Disabled?
(Required)
Yes
No
Name
(Required)
SSN
DOB
MM slash DD slash YYYY
Relationship
Student?
(Required)
Yes
No
Disabled?
(Required)
Yes
No
Name
(Required)
SSN
DOB
MM slash DD slash YYYY
Relationship
Student?
(Required)
Yes
No
Disabled?
(Required)
Yes
No
Income
Did you receive W2 income?
(Required)
Yes
No
-If yes, how many total W2s?
Did you receive any self-employment income?
Yes
No
Did you receive income from rental property?
Yes
No
Did you receive unemployment income?
Yes
No
Did you receive any money from stock sales?
Yes
No
Did you receive any interest or dividends?
Yes
No
Did you receive any Social Security income?
Yes
No
Did you receive any miscellaneous (1099) income?
Yes
No
Did you receive any alimony?
Yes
No
Did you receive any other income from assets sold?
Yes
No
Did you take any money from your 401k?
Yes
No
Did you receive any taxable refunds/credits/offsets?
Yes
No
Did you receive any foreign income?
Yes
No
Did you receive any other income?
Yes
No
If yes, list other streams of income
Adjustments to Income
Did you have any educator (teaching) expenses?
Yes
No
Did you have any health savings account deductions?
Yes
No
Did you have any moving expenses (military only)?
Yes
No
Did you pay for self-employed health insurance?
Yes
No
Did you make contributions to a retirement plan?
Yes
No
Did you have any student loans or tuition/fees deductions?
Yes
No
Did you pay any alimony?
Yes
No
DEDUCTIONS
Do you have any mortgage interest?
Yes
No
Did you pay any real estate tax?
Yes
No
Did you pay any vehicle tax?
Yes
No
Did you pay tithes?
Yes
No
Did you pay any childcare expenses?
Yes
No
Did you have any other deductions or credits?
Yes
No
-If yes, list other deductions or credits
Payments
Did you file taxes last year?
Yes
No
Did you owe the state last year?
Yes
No
Did you pay the state last year?
Yes
No
Do you owe the IRS?
Yes
No
If yes, how much?
Did you receive a federal refund last year?
Yes
No
Have you received any letters from the IRS?
Yes
No
Did you borrow funds for college tuition?
Yes
No
Did you make any estimated payments toward this year’s tax return?
Yes
No
If yes, enter all payments made along with the dates
Miscellaneous
Are you part of a business partnership or corporation?
Yes
No
Are you an Armed Forces Reservist?
Yes
No
Are you a victim of identity theft?
Yes
No
Signature
Signature / Name
Date
MM slash DD slash YYYY
Print Name
Virtual File Form
First & Last Name / Nombre y Apellido
(Required)
Address (Direccion)
SS ID #
Email (Correo Electonico):*
(Required)
Birthday (Fecha de Nacimiento): DD/MM/YYYY
MM slash DD slash YYYY
Phone (Número de Teléfono):*
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Nombre y Apellido
(Required)
SS ID #
Fecha De Nacimiento- DD/MM/YYYY
MM slash DD slash YYYY
Teléfono*
Email
Direccion De Casa
×
