Client Intake Form

- Step 1 of 27

What year are you filing for *

Filing Status *

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First Name *

Middle Name *

Last Name *

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SSN *

Your Social Security Number

Your DOB *

MM/DD/YYYY

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Driver's License *

Drag & Drop Files, Choose Files 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)

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

Address Line 1

Address Line 2

City

State

Zip Code

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Email *

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Phone *

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Did you get married within the past tax season '25?

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Spouse First Name *

Spouse Middle Name

This would not be filed out if they have two last names

Spouse Last Name *

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Spouse SSN *

Spouse Social Security Number

Spouse DOB *

Spouse Date of Birth MM/DD/YYYY

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Telephone number *

Add your Spouse telephone number

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Spouse Driver's License *

Drag & Drop Files, Choose Files to Upload You can upload up to 100 files.

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?

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Dependent #1 Name *

First

Middle

Last

Dependent #1 SSN *

Dependent #1 Date of Birth *

MM/DD/YYYY

Dependent #1 Gender *

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Dependent #2 Name *

First

Middle

Last

Dependent #2 SSN *

Dependent #2 Date of Birth *

MM/DD/YYYY

Dependent #2 Gender *

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Dependent #3 Name *

First

Middle

Last

Dependent #3 SSN *

Dependent #3 Date of Birth *

MM/DD/YYYY

Dependent #3 Gender *

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Dependent #4 Name *

First

Middle

Last

Dependent #4 SSN *

Dependent #4 Date of Birth *

MM/DD/YYYY

Dependent #4 Gender *

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Dependent #5 Name *

First

Middle

Last

Dependent #5 SSN *

Dependent #5 Date of Birth *

MM/DD/YYYY

Dependent #5 Gender *

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Dependent #6 Name *

First

Middle

Last

Dependent #6 SSN *

Dependent #6 Date of Birth *

MM/DD/YYYY

Dependent #6 Gender *

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Dependent #7 Name *

First

Middle

Last

Dependent #7 SSN *

Dependent #7 Date of Birth *

MM/DD/YYYY

Dependent #7 Gender *

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Dependent #8 Name *

First

Middle

Last

Dependent #8 SSN *

Dependent #8 Date of Birth *

MM/DD/YYYY

Dependent #8 Gender *

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Dependent #9 Name *

First

Middle

Last

Dependent #9 SSN *

Dependent #9 Date of Birth *

MM/DD/YYYY

Dependent #9 Gender *

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Dependent #10 Name *

First

Middle

Last

SSN number Current

Dependent #10 SSN *

Dependent #10 Date of Birth *

MM/DD/YYYY

Dependent #10 Gender *

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Do you have healthcare through your job?

Yes
No
I have Medicad

Please add tax forms - A Clear Picture of 1095-A Healthcare Marketplace *

Drag & Drop Files, Choose Files to Upload You can upload up to 100 files.

This form is needed for each individual that received supplemental payments. Even if you have had coverage for part of the year

Please add All tax forms - A Clear Picture of all W-2's or 1099 *

Drag & Drop Files, Choose Files to Upload You can upload up to 100 files.

You can upload a many documents, including your mortgage tax forms, retirement forms, or any similar documents if you have them.

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Do you have any Business?

Yes
No
Maybe

Business Name (or enter "Self") *

Total money your business made this year *

Include cash, apps, checks, and cards combined

Other income (if any)

Did you accept payments through apps or cards (Cash App, Square, Stripe, etc.)?

Did you use your personal vehicle for work?

List the Year of your car

List the MAKE of your car

List the Model of your car

Car Maintenance Expenses

Oil changes, Tires, Gas

Mileage Used

Current Milage

Money Out (Yearly Totals)

If none, enter 0.

Any Rental

Meals for work or with clients

Advertising & marketing

Rent

Utilities

Insurance

Internet

Phone

Equipment or tools purchased

Other business expenses

Did you keep any records (receipts, bank statements, notes)?

Did you pay anyone to help you (including family)?

Client Certification (Required) *

I certify that the information I provided is true, correct, and complete to the best of my knowledge. I understand that I am responsible for maintaining records to support all income and expenses reported. I acknowledge that AllGood Tax Pro prepares tax returns based solely on the information I provide and does not audit or independently verify my records. I understand that incomplete, inaccurate, or unsupported information may result in IRS adjustments, penalties, or interest, for which I am responsible.

Electronic Signature *

Clear Signature

Date Signed *

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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.

Electronic Signature *

Clear Signature

Date Signed *

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Email *

Money Out (Yearly Totals)

Contact Info

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