Intake Form

Tax Pro Intake Form

First Name

Last Name

Occupation

Date of Birth

Home Phone

Cell Phone

Email Address

When is the best time to call you?

Morning

Afternoon

Evening

Let us know if you need special accomodations

Do you give consent to receive text messages from Tax Pro?

Yes

Are you new to our business?

Yes

Preferred Method of Contact

Text

Phone Call

Gender

Female

Male

Do you have an IP PIN number?

Yes

Please enter
your PIN # here

Are you a full time student?

Yes

Can anyone claim you on their tax return?

Yes

Address

Apartment Number

City

Zip

Do you want to receive your tax refund via direct deposit?

Yes

If no, do you want to receive your tax refund by

Check

Green Dot Card/Walmart Card

Do you have form 1095-A (Marketplace Insurance)

Yes

PLEASE LIST ANY & ALL DEPENDENTS TO BE CLAIMED ON THIS TAX RETURN

Name

Relationship

Date of Birth

Name

Relationship

Date of Birth

Name

Relationship

Date of Birth

Name

Relationship

Date of Birth

Are you claiming that you care for the dependent(s) listed above at least 6 months of the year

Yes

Please have all your douments ready for when we call you about your taxes.
Thank you

By clicking the above button, I consent to be contacted by Tax Pro and Webit, Inc. at any email address or telephone number I provide, including, without limitation, communications sent via text message to my cell phone or communications sent using an autodialer or prerecorded message. This acknowledgement constitutes my written consent to receive such communications. I agree and consent to any applicable Terms and Conditions of Use or Privacy Policy available on this website.

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DISCLAIMER: When filing Self-Employed income the IRS requires the proper documentation. That documentation includes any of the following:

1. Business License
2. Bank Statements
3. Records of gross receipts
4. Summary of Income
5. Reconstruction of income and expenses
6. Business Log or Ledger