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Individual Tax Intake Form

Individual Tax Intake Form

Please complete this form with as much detail as possible to help us accurately file your business income taxes. If you have any questions while completing this form, please don’t hesitate to contact our office.
Home Address Address (If Different From Spouse)
Requirements to Claim Dependents on Your Tax Return
To claim someone as a dependent on your tax return, you must meet certain IRS requirements based on the person's relationship to you, age, residency, and financial support. Relationship - Must be your child, stepchild, foster child, sibling, stepsibling, or a descendant of any of them. Must be under 19 at the end of the year, or under 24 if a full-time student. No age limit if permanently disabled. Must have lived with you for more than half of the year. The child must not have provided more than half of their own support. The child cannot file a joint return with another person unless it's to claim a refund. No Double Claims – Only one taxpayer can claim a dependent per tax year. The dependent must be a U.S. citizen, U.S. resident alien, U.S. national, or a resident of Canada or Mexico.

Additional Dependents
Additional Dependents
Banking Information
Please complete this section if you would like your refund or payment to be directly deposited into your financial institution. Providing your bank account details will ensure faster and secure processing of your funds. Thank you!
Banking Institution Address
Document Submission Message!!!!!
Ensure you have your documents ready in one of the following formats: Scanned Copy, JPEG, or PDF format for upload. If any documents are missing, a member of our team will notify you promptly to assist in completing the submission process.