Template List

Client Intake Form


The Client Intake Form is a crucial step in the tax filing process, ensuring accuracy and efficiency. It emphasizes the need to read instructions thoroughly and gather all supporting documents before submission. The form covers various aspects, including sources of referral, tax year filing, financial situations, and specific documentation requirements. It stresses the importance of completeness, accuracy, and provides clear guidelines for document uploads. The final sections address refund disbursement details, payment obligations, and require a signature granting permission for tax-related activities. Overall, the form is designed for a streamlined and comprehensive tax filing experience, minimizing processing delays.