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It also gathers dependent information with college student status, dates of birth, Social Security numbers, daycare expense data, relationship, and coverage months. A client questionnaire asks about tips, overtime, moves in 2025, marketplace medical insurance with 1095-A, digital assets, and estimated payments. 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D.O.B. Social Security \\#  Daycare expense  Relationship  Months\u003Cbr>   ☐ Yes ☐ No     ☐ Yes ☐ No   |  |  |  |  |  |  |  |\n| _________________________\u003Cbr>_________________________ | ☐ Yes ☐ No\u003Cbr>☐ Yes ☐ No | _____________\u003Cbr>_____________ | ________________________\u003Cbr>________________________ |  |  | ☐ Yes ☐ No\u003Cbr>☐ Yes ☐ No | __________________ ______\u003Cbr>__________________ ______ |\n\nCLIENT QUESTIONNAIRE  \n1. ☐ Yes ☐ No-Did you or your spouse receive tips in 2025?  \n2. ☐ Yes ☐ No-Did you or your spouse receive overtime? Please provide last pay-stub from 2025  \n3. ☐ Yes ☐ No-Did you move in 2025? If so when? ____________________________________  \n4. ☐ Yes ☐ No-Did you have marketplace (Pennie) medical insurance? If yes, please provide 1095-A  \n5. ☐ Yes ☐ No-Did you receive or sell any digital assets in 2025?  \n6. ☐ Yes ☐ No-Did you make any estimated payments in 2025? If yes, please provide receipts/amounts  \nE-FILE / FILING INFO-select one verify same as previous year  \nDirect Deposit Paper check by mail  \nRouting \\#:   Acct \\#:   Name of Bank:   Checking Savings  \nNOTES:","cbCaitVSXiD0Kiug","https://ap.wps.com/l/cbCaitVSXiD0Kiug","pdf",443733,"English","# Client Type\n## New Client / Returning Client\n# Filing Status and Address\n## Filing status selections\n## Address information\n# Taxpayer and Spouse Details\n## Identity, contact, and occupation\n## Preferred method of contact\n# Dependents Information\n## Dependents, college student status, and daycare expenses\n# Client Questionnaire (2025)\n## Tips, overtime, moving, insurance, digital assets, estimated payments\n# E-File and Filing Information\n## Direct deposit or paper check\n## Routing and account numbers\n# Notes","[{\"question\":\"Who should use this form (new or returning clients)?\",\"answer\":\"The form is designed for both new clients and returning clients. It includes checkboxes to indicate which type applies.\"},{\"question\":\"What personal and tax details are requested for the taxpayer and spouse?\",\"answer\":\"It requests filing status, identity information (including Social Security number and date of birth), email and phone, preferred contact method, occupation, and address. Spouse details are collected in a similar set of fields.\"},{\"question\":\"What items are asked in the 2025 client questionnaire?\",\"answer\":\"The questionnaire covers whether tips were received, whether overtime was received (with the last 2025 pay-stub requested), whether the client moved in 2025, marketplace medical insurance (with 1095-A if applicable), digital asset activity, and estimated payments (with receipts/amounts if applicable).\"}]","2025 Client Intake Form - Heintz Tax Service | PDF",1789811442]