CLIENT INTAKE FORM

Being your tax return with Unique Tax Solutions by completing this short intake form. This form collects preliminary information so our team can better understand your tax situation and determine your next steps.

For your security, do not enter Social Security numbers, banking information, PINs, passwords, or other sensitive financial information in this form.

First Name

Last Name

Date of Birth

Month

Day

Year

Phone Number

Email Address

Street Address

City

State

ZIP Code

Preferred Contact Method

Text Messages

Phone Call

Email

Are you a new or returning Unique Tax Solutions client?

New Client

Returning Client

Tax Filing Information

What tax year(s) do you need assistance with?

What filing status do you expect to use?

Are you legally married?

Yes

No

Can someone else claim you as a dependent?

Yes

No

Not Sure

Will you be claiming any dependent?

Yes

No

Not Sure

If yes, how many dependents do you expect to claim?

Did you file a tax return last year?

Yes

No

Not Sure

Do you need help with any unfiled prior-year tax returns?

Yes

No

Not Sure

INCOME & TAX SITUATION

Did you own or operate a business during the tax year?

Yes

No

Did you buy, sell, or own cryptocurrency or other digital assets during the tax year?

Yes

No

Not Sure

Did you attend college or pay qualified education expenses?

Yes

No

Did you purchase health insurance through the Marketplace?

Yes

No

Not Sure

Did you own a home or pay mortgage interest?

Yes

No

Did you pay childcare expenses?

Yes

No

Is there anything else about your tax situation you would like us to know?

DOCUMENTS & NEXT STEPS

Do you have all of your tax documents ready?

Yes

No

I’m Not Sure

Would you like a Unique Tax Solutions team member to contact you regarding missing documents?

Yes

No

IMPORTANT SECURITY NOTICE

Please do not upload or enter Social Security numbers, banking information, passwords, PINs,or other highly sensitive information through this website form. Unique Tax Solutions will provide instructions for securely submitting sensitive tax documents and information when necessary.

CONSENT, SIGNATURE & SUBMISSION

CLIENT ACKNOWLEDGMENT

Information Accuracy

I certify that the information provided in this preliminary intake form is true and accurate to the best of my knowledge.

Communication Authorization

I authorize Unique Tax Solutions to contact me by phone, text message, or email regarding my tax preparation inquiry and next steps.

Preliminary Intake Acknowledgment

I understand that submitting this form begins the intake process and does not mean that my tax return has been prepared, completed, reviewed, or filed.

Document Responsibility

I understand that I am responsible for providing complete and accurate tax documents and information before my tax return can be completed.

Signature

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Type your full legal name as your electronic signature.

Date Signed

Month

Day

Year