Client Intake Form

- Step 1 of 9

Filing Status *

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First Name *

Middle Name *

Last Name *

SSN *

Your Social Security Number

Your DOB *

MM/DD/YYYY

Driver's License *

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)

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Current Mailing Address ( where you want your mail sent to) *

Address Line 1

Address Line 2

City

State

Zip Code

Email *

Phone *

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Did you get married within the past tax season '24?

Spouse First Name

Spouse Middle Name

Spouse Last Name

Spouse SSN

Spouse Social Security Number

Spouse DOB

Spouse Date of Birth MM/DD/YYYY

Telephone number *

Add your Spouse telephone number

Spouse Driver's License *

Add a Picture of Spouse's Driver's License or any form of ID i.e. school ID or passport.

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How many dependents are you claiming?

Dependent #1 Name *

First

Middle

Last

Dependent #1 SSN *

Dependent #1 Date of Birth *

MM/DD/YYYY

Dependent #1 Gender *

Dependent #2 Name *

First

Middle

Last

Dependent #2 SSN *

Dependent #2 Date of Birth *

MM/DD/YYYY

Dependent #2 Gender *

Dependent #3 Name *

First

Middle

Last

Dependent #3 SSN *

Dependent #3 Date of Birth *

MM/DD/YYYY

Dependent #3 Gender *

Dependent #4 Name *

First

Middle

Last

Dependent #4 SSN *

Dependent #4 Date of Birth *

MM/DD/YYYY

Dependent #4 Gender *

Dependent #5 Name *

First

Middle

Last

Dependent #5 SSN *

Dependent #5 Date of Birth *

MM/DD/YYYY

Dependent #5 Gender *

Dependent #6 Name *

First

Middle

Last

Dependent #6 SSN *

Dependent #6 Date of Birth *

MM/DD/YYYY

Dependent #6 Gender *

Dependent #7 Name *

First

Middle

Last

Dependent Birth provide

Dependent #7 SSN *

Dependent #7 Date of Birth *

MM/DD/YYYY

Dependent #7 Gender *

Dependent #8 Name *

First

Middle

Last

Dependent #8 SSN *

Dependent #8 Date of Birth *

MM/DD/YYYY

Dependent #8 Gender *

Dependent #9 Name *

First

Middle

Last

Dependent #9 SSN *

Dependent #9 Date of Birth *

MM/DD/YYYY

Dependent #9 Gender *

Dependent #10 Name *

First

Middle

Last

Dependent #10 SSN *

Dependent #10 Date of Birth *

MM/DD/YYYY

Dependent #10 Gender *

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W-2 or 1099 *

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 100 files.

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

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Do you have any entrepreneurial activities?

Yes
No
Maybe

What are these activities?

Cutting grass, doing hair, catering, event planning, notary, auto repair, other

How much do you spend?

1-3 Thousand
3-5 Thousand
5-10 Thousand

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Please provide the full name of your Bank for electronic deposit. If you prefer a physical check, simply write "Paper Check" in the field *

Full Bank name for electronic deposit (If you want a physical check, write "PAPER CHECK" in the field)

Routing Number 9 digits *

This is a 9-digit number

Account Number *

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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 number here.

How did you hear about us?

Let us know how you are found us

Authorization and Agreement *

Authorization and Agreement By clicking yes below, I confirm that the information provided in this form is accurate and complete to the best of my knowledge. I authorize Allgood Tax Pro to process my request as specified, including initiating electronic deposits or issuing a paper check based on the instructions provided. I understand that clicking yes serves as my legally binding agreement to the terms outlined in this form.

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Enter your email address to receive the link via email. Alternatively, you can copy and save the link below.

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Email *

Contact Info

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