client intake form for taxes template

Professional Tax Services Engagement Intake Form

Instructions for Use

• Complete all sections accurately to ensure your tax filings are prepared in accordance with current regulations.
• Save a copy of this document for your personal records before transmitting it to your accounting professional.
• Ensure all supporting documentation (W-2s, 1099s, receipts) is attached or referenced where indicated to avoid processing delays.

Parties & Definitions

This Intake Form is submitted by [Full Legal Name] ("Client") to [Accounting Firm Name] ("Firm") for the purpose of initiating tax preparation services for the tax year ending [Year].

Operative Terms

1. Client Representations: Client represents that all information provided herein is true, correct, and complete to the best of their knowledge. Client acknowledges that the Firm will rely on this information to prepare tax returns.
2. Document Disclosure: Client agrees to provide all necessary supporting documentation, including but not limited to income statements, deduction receipts, and prior-year tax returns, upon request.
3. Scope of Services: The Firm agrees to prepare federal and state tax returns based solely on the information provided by the Client. The Firm is not responsible for auditing or verifying the accuracy of the provided data unless explicitly agreed upon in a separate engagement letter.
4. Deadlines: Client acknowledges that timely submission of this intake form and all supporting documents is required to meet filing deadlines. Failure to provide information by [Date] may result in the need for an extension.
5. Fee Structure: Services will be billed at a rate of [Amount] per [Hour/Return]. Any additional services, including audit representation or tax planning, will be subject to a separate fee agreement.
6. Confidentiality: The Firm agrees to maintain the confidentiality of all client data in accordance with applicable professional standards and federal privacy regulations.
7. Storage: Records provided by the Client will be [returned/destroyed/stored] by the Firm following the completion of the filing process.

Filing Status & Preferences

• Single
• Married Filing Jointly
• Married Filing Separately
• Head of Household

Signature & Acknowledgment

By signing below, the Client acknowledges that they have read, understood, and agreed to the terms outlined above.

Signature: __________ Printed Name: [Full Legal Name] Title: [Taxpayer/Authorized Representative] Date: [Date]

Legal Disclaimer

This document serves as a general framework for client information collection and does not constitute formal legal or tax advice. Laws regarding tax preparation and data privacy vary significantly by jurisdiction; please consult with qualified legal counsel or a licensed CPA to ensure your specific intake process complies with all local, state, and federal requirements.