Home
About Us
Services
Travel Agency (Coming Soon)
Contact Us

Book Appointment

Intake Form

2026 Tax Client Intake Form

Client Status *

New Client

Existing Client

How did you hear about our services?

Facebook

Instagram

Referral

What is the best time to reach you?

If someone referred, you please list the name.

Did you file a tax return? *

Yes

No

Taxpayer Information

Filing Status *

Single

Head Of Household

Married Filling Separate

Married Filling Joint

Taxpayer's First Name *

First Name

Taxpayer's Last Name *

Last Name

Taxpayer SSN *

example:000-00-0000

Taxpayer Date OF Birth

example:12/31/2000

Taxpayer Phone Number

Example: 222/326/4444

Taxpayer Email *

Example: [email protected]

Taxpayer Occupation

Example: job title

Address *

Taxpayer Address

Street Address

City

State / Province

Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Congo, The Democratic Republic of the
Cook Islands
Costa Rica
Cote D"Ivoire
Croatia
Cuba
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands (Malvinas)
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See (Vatican City State)
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran, Islamic Republic Of
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea People's Democratic Republic
Republic of Korea
Kuwait
Kyrgyzstan
Land Islands
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libyan Arab Jamahiriya
Liechtenstein
Lithuania
Luxembourg
Macao
North Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Federated States of Micronesia
Moldova, Republic of
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestinian Territory, Occupied
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Reunion
Romania
Russian Federation
Rwanda
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Eswatini
Sweden
Switzerland
Syrian Arab Republic
Taiwan
Tajikistan
Tanzania, United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
UK
Ukraine
United Arab Emirates
United States
United States Minor Outlying Islands
Uruguay
Uzbekistan
Vanuatu
Venezuela
Vietnam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
No elements found. Consider changing the search query.
List is empty.

Country

Postal / Zip Code

Taxpayer Spouse Information

Spouse Name *

Spouse SSN *

Spouse Date of Birth

Spouse Email *

Spouse Occupation

Income Information

Which tax document you received in 2024?

W2

Unemployment Income

Household Employee

Self-Employed

Any 1099 Forms

Business income received

Example:$15,000.00

Please list all your business expenses here.

Example: Advertisement $25.00

List the documents you received

Due Diligence Questionnaire

Did you and your spouse live apart this year? *

Yes

No

Did you pay over half the expenses to maintain your home for the entire year? *

Yes

No

Did you support a children or family member at least 6 months out the year? *

Yes

No

If yes, did you live together at any time after June 30, 2024? *

Yes

No

Have you ever been denied the Earn Income Tax Credit or Child Tax Credit? *

Yes

No

Did you receive any government assistance?

Section 8

Rental Assistance

Can someone else claim you as a dependent?

Yes

No

Dependent Information

How many dependents do you have?

1

2

3

4

More Than 4

Please contact our office directly to provide dependent information.

Dependent #1

Dependent #1 First Name *

First Name

Dependent #1 Last Name

Last Name

Dependent #1 Date of Birth

Dependent #1 SSN#

Relationship to the dependent #1

Dependent #2

Dependent #2 First Name *

First Name

Dependent #2 Last Name

Last Name

Dependent #2 Date of Birth

Dependent #2 SSN#

Relationship to the dependent #2

Dependent #3

Dependent #3 First Name *

First Name

Dependent #3 Last Name

Last Name

Dependent #3 Date of Birth

Dependent #3 SSN#

Relationship to the dependent #3

Dependent #4

Dependent #4 First Name *

First Name

Dependent #4 Last Name

Last Name

Dependent #4 Date of Birth

Dependent #4 SSN#

Relationship to the dependent #4

If you have additional dependents, please list them here. Name, Date of Birth, Social Security Numbers and Relationship.

How many months did the dependent(s) live in the same home as you?

Are any dependent(s) in daycare? If yes, please upload the form that was provided to you from the daycare provider.

Yes

No

Please upload a copy of your daycare form here.

Drag and drop files here

Health Insurance Questionnaire

Did you have health insurance in 2025?

Yes

No

Did you or your dependent receive Medicaid?

Yes

No

Did you or your dependent receive health insurance through the Affordable Care Act (Marketplace)?

Yes

No

Please upload your marketplace insurance 1095-A form. *

Drag and drop files here

College Questionnaire

Were you or any of your dependents enrolled in college in 2024?

Yes

No

Do you have the 1098-T form for either you or your dependent(s)?

Yes

No

If you have your 1098-T form, please upload here.

Drag and drop files here

Banking Information

How would you like to receive your refund? *

Direct Deposit

Check

Prepaid Card

Name Of Bank *

Routing Number *

Account Number *

IRS Identity Pin Information

Were you issued an Identity Pin from the IRS *

Yes

No

Please list your pin here. *

Other Services Offered

Are you interested in Audit Protection for $93.00?

Yes

No

Are you interested in Identity Theft Protection $39.95?

Yes

No

Are you interested in our bookkeeping or payroll services?

Yes

No

Tell me more about the service

Please Specify

Are you interested in the cash advance loan up to $7,500 upon bank approval?

Yes

No

Taxpayer’s Signature

Date *

Primary Taxpayers Signature *

Clear

Date *

Taxpayers Spouse Signature if applicable *

Clear

Need to ask a question?

Do you have any questions? If so type here.

Documents to be uploaded. Please upload all the documents.

Taxpayer’s Drivers License

Taxpayer and dependent(s) Social Security card(s)

Taxpayer’s W-2 /1099’s

Self-Employment only! Expenses log, Summary of income etc

Dependent(s) Birth Certificate

Proof of Residency

We provide comprehensive tax preparation services for individuals and small business owners. Our careful attention to detail ensures your return is accurate, compliant, and positioned to capture every benefit you're entitled to receive.

qUIK LINKS

Home

About Us

Services

Travel Agency (Coming Soon)

Contact Us

Services

TAX PREPARATION

TAX PLANNING

BUSINESS EMPOWERMENT

LEGAL

PRIVACY POLICY

TERMS OF SERVICE

LEGAL DISCLAIMER

© Copyright 2026. faith steppers tax academy. All Rights Reserved.