Client Intake Form

Filing Status *

Name *

First

Middle

Last

SSN *

Your Social Security Number

Your DOB *

MM/DD/YYYY

Current Address *

Address Line 1

Address Line 2

City

State

Zip Code

Email *

Phone *

How many dependents are you claiming?

Driver's License *

Click or drag files to this area to upload. You can upload up to 6 files.

Add a Picture of your Driver’s License or any form of ID i.e. school ID or passport. (Include your Spouse’s ID if married)

W-2 or 1099 *

Click or drag files to this area to upload. You can upload up to 10 files.

A Clear Picture of all W-2’s or 1099

Additional Tax Forms

Click or drag files to this area to upload. You can upload up to 10 files.

You can upload a maximum of 5 images of any documents, including mortgage tax forms, retirement forms, or similar documents if you have them. If not please skip this section.

Side Hustles

Do you do anything outside of your 9-5? I.E. Cut grass, do hair, catering

Name of your bank *

Bank information for direct deposit: (If you want a paper check, write “PAPER CHECK” in the bank information space)

Routing Number

This is a 9-digit number

Account Number

If someone referred you to Allgood Tax Pro, Please add their name here.

If you have a someone you would like to refer to us, please add their name and telephone phone here.

How did you hear about us?

Let us know how you are found us

Contact Info

Services

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