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Tax Preparation Client Intake Form

Complete this form so Champs Professional Services can review your tax preparation information, organize your documents, and help prepare your return accurately.

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Before you begin: Please have your photo ID, Social Security cards or ITIN letters, income forms, dependent information, banking information, prior-year return, and any IRS, state, or city tax letters available. Missing information may delay preparation and filing.

1. Primary Taxpayer Information

Enter information exactly as it appears on your Social Security card and official tax documents.

First Name *

Last Name *

Social Security Number / ITIN *

Date of Birth *

Phone Number *

Email Address *

Current Mailing Address *

City *

State *

ZIP Code *

Occupation

Preferred Contact Method

2. Filing Status and Prior-Year Information

Expected Filing Status *

Did you file a return last year?

Did the IRS issue you an Identity Protection PIN?

Tax Year Being Prepared

3. Spouse Information

Complete this section if married or filing jointly/separately.

Spouse First Name

Spouse Last Name

Spouse SSN / ITIN

Spouse Date of Birth

Spouse Occupation

Spouse Phone Number

4. Dependents

List every dependent you want reviewed. Include full legal name, DOB, SSN/ITIN, relationship, months lived with you, student status, disability status if applicable, and income.

5. Income Documents

Select all income types that apply and provide the matching documents.

6. Self-Employment / Business Information

Complete this section if you had business income, contractor income, gig work, cash income, or payment-app income.

Business Name

Type of Business / Service

Total Gross Business Income

Business Miles Driven

Business Start Date

Did you use a home office?

Business Expenses

7. Deductions and Credits

Select all that apply and provide supporting documentation.

8. Health Insurance Information

Did everyone on the return have health insurance?

Did you receive Marketplace insurance?

9. Banking Information for Direct Deposit

Only complete this section if you want direct deposit or electronic payment setup.

Bank Name

Account Type

Routing Number

Account Number

10. State, Local, and Prior-Year Tax Information

State of Residence

States Worked In

City/Local Tax Forms or Locality

Estimated Tax Payments Made?

Did you receive any IRS, state, or city tax letters?

11. Document Upload Checklist

Upload clear photos or PDFs of all applicable documents. The upload field will only work after this page is connected to a secure form processor.

Upload Documents

12. Additional Information Anything else we should know?

13. Acknowledgment and Consent

I confirm that the information provided is true, complete, and accurate to the best of my knowledge. * I understand that missing or inaccurate documents may delay preparation or filing. * I authorize Champs Professional Services to contact me regarding tax preparation services. *

Client Electronic Signature *

Date *

Security note: Before using this form with real clients, replace the placeholder form action with a secure encrypted form provider or client portal. GitHub and Vercel should host the website only, not store sensitive tax records.