Private Client Intake
Reviewed by IRS Enrolled Agent + Paralegal
Section 1. Filer Identity
Full legal name
*
Date of birth
Email
*
Phone
Mailing address
State
Zip
SSN or ITIN status
I have a valid SSN
I have a valid ITIN
I need to apply for ITIN (we will help with W-7)
I need to renew my ITIN
Preferred language
English
Kreyol
Espanol / Spanish
Multiple
Section 2. Filing Status
Filing status for 2025
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Surviving Spouse
Not sure (we will determine)
Spouse name (if MFJ)
# of dependents
Are you 65+?
No
Yes (claim new $6K senior deduction)
Both spouses 65+
Section 3. Income (check all that apply)
W-2 wages from employer(s)
1099-NEC self-employment
1099-K (gig apps: Uber, DoorDash, etc.)
1099-INT interest
1099-DIV dividends
1099-R retirement distributions
SSA-1099 Social Security
Rental property income
Capital gains (stocks, crypto, real estate)
K-1 from partnership / S-corp
1099-G unemployment
W-2G gambling winnings
Alimony received (pre-2019 agreements)
Other (explain below)
OBBBA 2025 NEW deductions (check if applicable)
I received tips at work in 2025 (up to $25K deductible)
I worked overtime in 2025 (up to $12.5K of premium deductible)
I took out an auto loan for a US-assembled vehicle
Section 4. Deductions and Credits
Mortgage interest (Form 1098)
Property taxes paid
State income tax paid
Charitable donations
Major medical expenses
Student loan interest paid
IRA contributions
HSA contributions
Tuition / 1098-T (AOTC or Lifetime Learning)
Childcare expenses (with provider info)
Bought an EV in 2025 (Clean Vehicle Credit)
Installed solar / clean energy at home
Section 5. Refund and Logistics
Direct deposit?
Yes (we will collect bank info securely later)
No (paper check)
I want my refund applied to next year
Did you file last year?
Yes (please send last year's return)
No (first time filer)
No (skipped a year or more)
Have you received any IRS notices in the last 12 months?
No
Yes (I will scan and email)
I am being audited (URGENT)
I owe back taxes (URGENT)
Section 6. Anything else?
Tell us your situation in your own words
I have read and agree to the
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Private Client IntakeReviewed by IRS Enrolled Agent + ParalegalPrivate Client IntakeReviewed by IRS Enrolled Agent + Paralegal