New Client Form

Personal Information

Let's start with your basic information.

Please enter names and Social Security / ITIN information exactly as shown on official documentation.

Tax Year *

Client Status *

First Name *

Middle Name (optional)

Last Name *

Date of Birth *

SSN / ITIN *

Email *

Phone *

Preferred Language

Preferred Contact Method

Street Address *

City *

State *

ZIP Code *

Marital Status *

Spouse Information

Spouse First Name *

Spouse Middle Name

Spouse Last Name *

Spouse Date of Birth *

Spouse SSN / ITIN *

Spouse Email (optional)

Documents & Final Information

Upload any documents you already have available. Additional documents may be requested after review.

Prior-Year Tax Return (optional)

Tax Documents W-2, 1099, 1095-A, 1098-T, 1099-R, etc.

IRS or State Notices (if applicable)

Additional Notes

Client Certification

I certify that the information provided in this questionnaire is true, correct, and complete to the best of my knowledge. I understand that IPE Tax & Accounting will rely on the information and documents I provide when reviewing my tax situation.

Primary Taxpayer Full Name *

Date *

* Required fields

New Tax Client Intake

Personal Information

Spouse Information

Dependents & Family

Important Changes During the Year

Income

Business / Self-Employment

Business Expenses

Deductions, Credits & Health Insurance

Health Insurance

Estimated Tax Payments

Special Tax Situations

Prior Tax Return

Documents & Final Information

Client Certification

Useful Links

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