Tax Preparation Client Intake Form Template

Important Notice

The information provided below is for general informational purposes only and is intended to serve as a sample form for gathering essential client details related to annual financial and tax-related documentation. It is not legal, accounting, or tax advice. Users should customize and review the form to ensure compliance with applicable local regulations and specific circumstances. The creator assumes no liability for errors, omissions, or any consequences resulting from use of the template without appropriate professional consultation.

Please note that this sample client intake form is for illustrative purposes only and may vary slightly to suit specific needs and circumstances.

Tax Preparation Client Intake Form Sample

Client Details:

Name: ________________________________

Address: _______________________________

Phone Number: __________________________

Email: _________________________________

Tax Year:

Year: ____________________________

Sources of Income:

• Wages or Salary
• Business or Self-Employment Income
• Interest and Dividends
• Rental Income
• Capital Gains
• Other (please specify): __________________________

Potential Deductions and Credits:

• Mortgage Interest
• Student Loan Interest
• Medical Expenses
• Charitable Contributions
• Retirement Contributions
• Education Expenses

Additional Details or Special Circumstances:

Please provide any relevant information that may affect your tax return:

Client Consent:

I hereby authorize the preparation of my tax returns based on the information provided and certify that all information is accurate to the best of my knowledge.

Date: ____________________________