Get Started | Tax Intake Form & Service Questionnaire

Let's Start With the Basics

Tell us who you are and how to reach you.

Are you a new or returning client? *

New Client Returning Client

Full Legal Name *

Date of Birth *

Phone Number *

Email Address *

Current Home Address *

City *

State *

ZIP *

How did you hear about us?

Filing Status & Tax Year

Select the filing status that applies to your situation.

Filing Status *

Individual W-2 Only Head of Household Married Filing Jointly Married Filing Separately Side Business (Sched. C) Fully Self-Employed Business Return (1065, 1120, etc.)

Tax Year(s) to File *

Social Security Number (SSN) *

Encrypted and transmitted securely. Never stored in plain text.

Marital Status

Married Single Widow(er)

Spouse Information

If filing jointly or listing a spouse, please provide their details.

Spouse Full Legal Name

Spouse SSN

Spouse Date of Birth

Spouse Phone Number

Spouse Email Address

Did your spouse have income this year?

Dependents

List anyone you are claiming as a dependent on your return.

Full Name

Relationship

Date of Birth

If you have no dependents, you can skip this step.

Income Sources

Check all the types of income you received this year.

Select all that apply:

W-2 Employment 1099 / Contract Work Self-Employment Rental Income Investments / Capital Gains Retirement Distributions Social Security Other Income

If "Other," please describe:

Do you have a foreign bank account, trust, or business?

Deductions & Life Events

Help us find every deduction you're entitled to.

Any major life changes this year? (Select all)

Got married Got divorced Had a baby / adoption Bought a home Sold a home Started a business Filed bankruptcy None of the above

Documents & Final Details

Let us know what documents you have ready. You'll upload them securely through the client portal after submission.

Which documents do you have available? (Select all)

W-2s 1099s 1098 (Mortgage Interest) Prior year return Bank statements Receipts EIN letter Government ID

Anything else we should know?

I acknowledge and understand the pricing and payment policies listed on this site. I understand a 50% retainer is required upfront for all returns and that all fees must be paid before filing unless I am enrolled in a monthly plan.

I confirm that all information provided is true and accurate to the best of my knowledge. I understand Eminent Financial Services will contact me regarding my return.

Start Your Tax Intake