Tax preparation client intake form template 2026

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The document is a Client Information Form for Rooks CPA, PLLC and Rooks Wealth Management, PLLC. It collects personal and business information from clients, including names, social security numbers, dates of birth, contact details, marital status, employment information, financial data, and services required. The form is designed for both new clients and updates to existing client information.
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  1. Click ‘Get Form’ to open the tax preparation client intake form template in the editor.
  2. Begin by filling in your personal information, including your name, Social Security number, and date of birth. If applicable, provide your spouse's details as well.
  3. List all dependents by entering their names, Social Security numbers, and dates of birth. Indicate whether each child is a dependent.
  4. Complete the mailing and physical address sections accurately. If they differ, ensure both are filled out correctly.
  5. Provide your contact information including home, cell, and work phone numbers along with email addresses.
  6. In the business/employment section, enter your business name and FEIN. Fill in the contact details for yourself and any assistants.
  7. Select the type of entity that best describes your business from the provided options.
  8. Finally, review all sections for accuracy before saving or submitting your completed form.

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What Is an Intake Form? An intake form collects all the necessary information an organization or department needs to properly assess and route an individual or request through a business process. Examples include: Client intake. Project intake.
Tax Preparation Client Intake Form is a tool that a taxpayer can use to verify his/her income, expenses, insurance, and other related information about tax for the current year. This intake form contains a series of questions that will identify the tax amount to know if there are any overpaid taxes.
An intake form helps service providers streamline the client onboarding process and easily gather information from new clients. This questionnaire is a way for you to get to know your clients in the early stages of your relationship with them.

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Use Form 13614-C, Intake and Interview Sheet to engage your taxpayer in preparing an accurate return.
How to create fillable PDF files: Open Acrobat: Click on the \u201cTools\u201d tab and select \u201cPrepare Form.\u201d Select a file or scan a document: Acrobat will automatically analyze your document and add form fields. Add new form fields: Use the top toolbar and adjust the layout using tools in the right pane. Save your fillable PDF:
Creating an Intake form with Google Forms To create your intake form, go to https://docs.google.com/forms/u/0/ and click the Plus sign to create a new form. Name your form: In the top-left corner, click Untitled form or the template form name and enter a new name. Add a description: Under the form name, add your text.
Form 13614-C, Intake/Interview & Quality Review Sheet, is a tool designed to help ensure taxpayers are given the opportunity to provide all needed information before their tax return is prepared. When used properly, this form effectively contributes to accurate tax return preparation.
Share social links Step 1: Choose a client intake form tool. Step 2: Decide when you need to use it. Step 3: Ask the right questions. Step 4: Add other elements to your form. Step 5: Share the client intake form.

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Intake/Interview and Quality Review Sheet

You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our taxRead more

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