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Tax Preparation Client Intake Form

We will review your details and get back to you shortly with further instructions or any additional information we may need. If you have any questions in the meantime, feel free to reach out at NEXFinancePro@gmail.com

About

Do you own your home?
Yes
No
If yes, do you have a mortgage?
Yes
No
Wages or Salary (Form W-2)
Yes
No
Self-Employment Income (Schedule C)
Yes
No
Rental Income (Schedule E)
Yes
No
Investment Income (1099-INT, 1099-DIV, etc.)
Yes
No
Retirement Income (1099-R)
Yes
No
Filing Status:
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow(er)
Do you have any dependents?
Yes
No
Did you have health insurance coverage for the entire tax year?
Yes
No
Do you have any foreign income or accounts?
Yes
No
Have you filed bankruptcy in the last year?
Yes
No
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