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It also includes a checkbox to authorize automatic withdrawal of tax liabilities from the bank account instead of paying by check or online.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},393282,1791338525,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":47,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":8,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":79},2336474466712,"https://ap-avatar.wpscdn.com/davatar_a8503ba1806abce46bf441b54a3ca4cd","2025 Client Intake Form-Missing information can delay processing.  \nNew Client? ☐ No ☐ Yes To be prepared by: ☐ Bob ☐ Jason ☐ Joshua ☐ Sandy ☐ Unsure  \nTaxpayer and Spouse Information-  \n*The Taxpayer listed below is the person whose name appears first on the prior year tax return. * Taxpayer’s Name:   Social Security Number:  Date of Birth:   Home Phone:  Cell Phone:  Address:   City:  State:  Zip:  Taxpayer’s Email:   Occupation:    \nHas Taxpayer been issued an IP PIN by the IRS for 2025? ☐ No ☐ Yes, 2025 IP PIN:   Filing Status: ☐ Single ☐ Married, Filing Jointly ☐ Married, Filing Separately ☐ Head of Household ☐ Unsure  \nSpouse’s Name:   Spouse’s Social Security Number:  Spouse’s Date of Birth:   Home Phone:  Cell Phone:  Address:   City:  State:  Zip:   \nSpouse’s Email:   Spouse’s Occupation:   Has spouse been issued an IP PIN by the IRS for 2025? ☐ No ☐ Yes, 2025 IP PIN:    \n-Who is the primary contact for the 2025 tax preparation process?    \n-Did you divorce a spouse in 2025? ☐ No ☐ Yes Date of Divorce:    \n-Any deaths in your immediate family in 2025? ☐ No ☐ Yes, Name:   Date:   Dependent Information \\# of Dependents?   *more than 2 dependents, use Page 4 to provide their info Dependent Name:  DOB (M/D/Y): / /  SSN:  Has dependent been issued an IP PIN by the IRS for 2025? ☐ No ☐ Yes, 2025 IP PIN:    \n\\# of Months the dependent lived with you in 2025?   Has unearned income of more than $1,150? ☐ No ☐ Yes College Student: ☐ No ☐ Yes *enrolled in at least 12 credit hours per term in 2025? ☐ No ☐ Yes Relationship to you: ☐ Child, specify Gender ☐ Male ☐ Female OR ☐ Mother ☐ Father ☐     Dependent Name:  DOB (M/D/Y): / /  SSN:  Has dependent been issued an IP PIN by the IRS for 2025? ☐ No ☐ Yes, 2025 IP PIN:    \n\\# of Months the dependent lived with you in 2025?   Has unearned income of more than $1,150? ☐ No ☐ Yes College Student: ☐ No ☐ Yes *enrolled in at least 12 credit hours per term in 2025? ☐ No ☐ Yes Relationship to you: ☐ Child, specify Gender ☐ Male ☐ Female OR ☐ Mother ☐ Father ☐    \n-Is it anticipated that a different taxpayer will seek to claim a child listed as a Dependent for 2025? ☐ No ☐ Yes  \n*If a dependent listed filed a tax return for 2025, please provide a copy of that return.  \n-How many providers did you pay for child/dependent care in 2025?   *for more than 2 use Page 4 *  \nProvider 1 Name:   Tax ID:   Provider 1 Address:    \nChild or children cared for:   Amount Paid in 2025:   \nProvider 2 Name:   Tax ID:   Provider 2 Address:    \nChild or children cared for:   Amount Paid in 2025:   \nBanking Information-Would you like to receive any tax refunds by Direct Deposit? ☐ No ☐ Yes If yes, please provide banking info.  \n\n| Bank Name | Routing Number | Account Number | Specify, Checking or Savings |\n| --- | --- | --- | --- |\n|  |  |  |  |\n\n☐ Check this box and complete next section ONLY if you would like to have your tax liabilities automatically withdrawn from your bank account with tax filing rather than submitting payment to the IRS or State entities via check or online payment.  \n\n| Bank Name | Routing Number | Account Number | Specify, Checking or Savings |\n| --- | --- | --- | --- |\n|  |  |  |  |\n\nEstimated Payments-Have you made estimated Tax Payments for tax year 2025? ☐ No ☐ Yes If Yes, please provide details below:  \n\n| Installment | Date Paid | Federal Amount | Date Paid | State Amount |\n| --- | --- | --- | --- | --- |\n| First Quarter |  |  |  |  |\n| Second Quarter |  |  |  |  |\n| Third Quarter |  |  |  |  |\n| Fourth Quarter Amount |  |  |  |  |\n| applied from 2024\u003Cbr>Overpayment? |  |  |  |  |\n| Total |  |  |  |  |\n\nHSA and IRA Contributions-Did you and/or your spouse contribute or plan to contribute funds to an HSA, Roth  \nIRA, or Traditional IRA for 2025 that are NOT accounted for on your W2 statements? ☐ No ☐ Yes If Yes,  \nplease provide details below:  \n\n|  | Amount contributed already for 2025 | Additional amount you plan to\u003Cbr>contribute to be applied to 2025 |\n| --- | --- | --- |\n| Taxpa","cbCailuwFPBatwWf","https://ap.wps.com/l/cbCailuwFPBatwWf","pdf",2442704,"English","# Client Intake Overview\n## New Client and Preparation Responsibility\n## Taxpayer and Spouse Information\n## Primary Contact, Divorce, and Family Deaths\n## Dependent Information and Eligibility\n## Child/Dependent Care Providers\n## Banking Information and Direct Deposit\n## Estimated Payments\n## HSA and IRA Contributions\n## Crypto Currency Activity\n## 529 Plan Contributions\n## Rental Properties\n## Business Ownership and Filing Details","[{\"question\":\"Who should complete the 2025 client intake form?\",\"answer\":\"The form asks for the person prepared to be responsible for preparation, with options including Bob, Jason, Joshua, Sandy, or Unsure.\"},{\"question\":\"What dependent details are required for 2025?\",\"answer\":\"For each dependent, the form requests name, date of birth, SSN, whether they have an IRS IP PIN for 2025, months lived with the taxpayer, unearned income over $1,150, college student status and course load, and relationship details.\"},{\"question\":\"What banking information is collected for refunds and optional withdrawal authorization?\",\"answer\":\"The form requests direct deposit preferences and banking fields including bank name, routing number, account number, and account type (checking or savings). It also includes a checkbox to authorize automatic withdrawal of tax liabilities from the bank account instead of paying by check or online.\"}]","2025 Client Intake Form - Taxpayer & Spouse, Dependents, Banking, Estimated Payments | PDF",1790382469]