Client Intake
Tax Client Intake Form
Ready to begin your tax preparation process? Complete the client intake form so Worlds Best Tax Association can collect the information required to begin reviewing your tax filing needs.
Before You Begin
Please have information available relating to:
- Taxpayer identification
- Spouse information, when applicable
- Dependents
- Employment income
- Self-employment income
- Other income
- Applicable deductions
- Applicable tax credits
- Previous tax return
- Contact information
Client Intake Form
Please complete all applicable sections carefully. Accurate information helps reduce delays during preparation.
Your information is submitted for the purpose of reviewing your tax preparation request.
Next Step
Once your intake is complete, securely upload the documents requested for your tax preparation.