Client Intake Form | Adept Tax Solutions

Complete the Client Intake Form Below:

Thank you for choosing ADEPT TAX SOLUTIONS as your trusted tax preparation company! We are pleased to serve you.

PLEASE ensure that you can set aside 10 minutes to complete this form in its entirety. Make sure you have all necessary documents ready when submitting the form. If you are missing any documents, please email us at admin@taxeswithadept.com.

If you are applying for a refund advance, the more information you provide to us now the quicker we get you approved once approved funds should arrive in 24hrs.

⚠️ FYI: Don’t forget to hit submit after completing the form to ensure our office receives it. You will receive a confirmation after submission. If you do NOT receive a confirmation, your form was not submitted and will need to be completed again.

Have questions before starting? Send a text to 469-553-7652, and we’ll do our best to respond promptly!

Thank you again for choosing Adept Tax Solutions – we look forward to assisting you this tax season!

Are you a new or existing client?

Would you like to see if you PRE-QUALIFY for a SAME-DAY ADVANCE UP TO $7,000?

If anyone referred you please type their full name in the input box:

Taxpayer Full Name:

Taxpayer Date of Birth:

Month

Day

Year

Taxpayer Social Security Number:

Phone

Address

Taxpayer Photo Identification:

Taxpayer Social Security Card:

Taxpayer Income:

Taxpayer Additional Tax Documents:

Marital Status at the end of 2024:

SINGLE

MARRIED

Will you be filing a tax return with your Spouse?

YES

Were you issued an Identity Protection PIN (IP PIN) by the IRS?

YES

Enter Your IP PIN here:

Your tax return will reject if you don't provide this number!

Do you have any dependents you will claim on your tax return?

YES

How many dependents will you claim on your tax return?

Can you or your spouse be claimed as a dependent on another tax return?

YES

Spouse Full Name:

Spouse Date of Birth:

Spouse Social Security Number:

Spouse Phone Number:

Spouse Email:

Spouse Identification Card:

Spouse Social Security Card:

Spouse Income:

Spouse Additional Tax Documents:

Was your Spouse issued an Identity Protection PIN (IP PIN) by the IRS?

YES

Enter Spouses IP PIN here:

Your tax return will reject if you don't provide this number!

Did you your spouse or any dependents attend College in 2024?

YES

Upload 1098-T you can receive a Tax Credit up to $2,000.