CLIENT INTAKE FORM

Complete all related info accurately so we can process your return timely

Which Tax Year are you filing? *

2024 (current tax season)

2024 EXTENSION to FILE by 10/15/25

2023 (previous tax year)

Other

Are you a new or returning client?

I'm New

I'm Returning

Did someone refer you this year?

Yes

No

Who referred you?

Who is your Redeemed Tax Preparer? *

Filing Status *

Taxpayer Info

Taxpayer #1

Spouse (if MFJ or MFS)

Taxpayer (Current) Address

Address

City *

State *

Postal Code *

TaxPayer Email *

Spouse Email Address (mandatory if MFJ)

REFUND DISBURSEMENT INFO

How would you like to receive your refund? *

DEPENDENT INFO

Do you have any Dependents you are claiming on this return? *

HEALTH COVERAGE

Did everyone have Health Coverage in 2024? *

Yes

No

BUSSINESS ONWERS

For individuals who were Self-Employed at any time during this tax yeaR

Did you have ownership in a business? *

Yes

No

Business Info

This business entity was established in which year?

This Business was formed in which state?

Total Business Income (Year)

What type of business?

UPLOAD HERE

Submit all documents necessary to process your return correctly. (Include ID & all tax forms)

Upload documents here *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ID, SOCIAL, INCOME STATEMENTS, ETC.

If more than 10 documents please upload the rest below...

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Additonal Details

Is there anything you would like us to know or answer for you?

COMMENTS:

DISCLOSURES

The information submitted on these pages and affixed attachments are those of which I can validate for back up documentation if requested from the IRS. *

I agree

By checking the box below I have truthfully provided all documentation and information to my tax preparer. *

I agree

If I have SSI, AFDC, TANF, CASH AID, Section 8 I have reported my income to the proper agency before I filed my taxes and truthfully omitted my obligation to my tax preparer. *

I agree

Redeemed Tax Services is not responsible for services of income not reported to agency such as SSI, AFDC, TANF, CASH AID, and Section 8 where your benefits are affected. *

I understand

By signing boxes below, you're effectively providing your signature, agreeing that all information on this form is true and accurate to your best knowledge... *

Clear

As a measure to protect your identity through our virtual tax preparation, we ask you to take a photo of yourself as validation for ID proofing. *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

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