Ms P' Tax Services and Planner
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Client Intake Form
Download Client Intake Form
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Date
Filing Status (HOH, W, MFS,MFJ) Phone Number
Full Name
*
Spouse’s Full Name
*
Home Phone
Cell Phone
Email
*
Address
City
State
Zip Code
Spouse’s Name
Phone number & Occupation:
Spouse’s Email address
*
Spouse’s Social Security number
Spouse’s Date of Birth
Name
*
Date of Birth
Relationship
Name
*
Date of Birth
Relationship
Name
*
Date of Birth
Relationship
Name
*
Date of Birth
Relationship
Add Birth Certificate | W2 From | Social Security Card | Drivers License
Click or drag a file to this area to upload.
1.Dependents lived with me for _____ of year.
Were any credits disallowed in the previous year? _______
Do you have copy of prior years’ AGI or Tax documents? _________
Own a business or have business/ rental / Investment/ Crypto income? _____________
In qualifying educational institution or have dependent in qualifying educational institution to receive a form 1098T? ___________
Anyone listed on the return considered disabled by law? _____________ If so whom?
______________________________________ can you provide SSA form or award letter?
claimed K-12 educators’
Any dependent or childcare expenses? _________________________________ if so to whom _______________________________________ provider’s business name EIN and amount paid must be submitted.
Anyone listed on the return not a US resident? _____________________
Have received unemployment during tax year ________________________________________
Did you pay have to repay any unemployment? _______ if so what amount: _________________
Did you or anyone in your household receive insurance through the marketplace? _________
Do you have employer paid health insurance______ if so do you have proof: _________
Did you pay any medical expense, copays, hospital bills, pharmacy, and/or physician’s expense? ______ If so, can you provide proof: _____________________
Did you make any estimated payments or carry over payments for tax year? ______
Are you an educator and have any applicable educators’ expense up to amount set by federal guidelines? ____________________
Have you in cancelation of debt of any kind? ______________ if so what and how much _________
Did you have any gambling winnings ________________ if so do you have w2-G form ________
Did you purchase a home in 2008 and still qualify for First Time Homebuyer Credit? ________________
Have you received any rental payments for any rental properties: ______ do you have expense and deduction proofs(Credit cards, repair bills, payment receipts): ________________________
Do you have a child in a qualifying K-12 school who qualifies for school readiness credit? __________
Have you and everyone in your household whom you are at law to have claimed in the prior year(s) received all stimulus and EIP amounts? ___________________________________________________________ if not have you already claimed the missing amount? ___________________ Explain: _________________________
Are you claiming injured spouse or filing taxes for deceased: _________ if so whom: _______________________
Direct Deposit:
Bank Name: _______________________________
Account Number: _______________________________
Routing Number: _______________________________
Submit
