Client Intake Form

  1. (required)
  2. (required)
  3. (valid email required)
  4. (required)
  5. Filing Status
  6. Have you ever been denied the Earned Income Tax Credit?
  7. Can anyone else claim you as a dependent?
  8. Deductions for Schedule A
  9. Do you have any dependents?
  10. Do you own a business?
  11. Do you own your own home?
  12. Have you made any charitable donations?
  13. Do you have medical and/or dental premiums?
 

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