Client Intake | TaxEase Solutions By Dorothea
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Confidential Client Intake

This form collects sensitive personal and tax-related information. All data submitted is securely transmitted and stored. Information provided is used only for the preparation and filing of your tax return and is not shared with anyone other than the IRS or as legally required.

Please ensure all information entered is accurate and complete.

Client Information

Spouse Information (If Applicable)

Dependent Information

Dependent 1

Have more dependents? Please provide details for the first dependent above. We will discuss any additional dependents during your scheduled meeting.

Employment & Income

Check all that apply:

Self-Employed / Business

Education & Credits

Deductions & Expenses

Prior-Year Review

Banking Information (For Refunds)

Identity Verification (IRS Required)

Please confirm you will provide:

Additional Notes

Client Agreement & Consent

By submitting this form, I confirm that the information provided is true and complete to the best of my knowledge. I understand that tax credits, deductions, and refunds are based on eligibility and IRS regulations.

Your Information Is Secure

All information submitted is encrypted and kept strictly confidential. Your personal and tax information is used solely for tax preparation services and will never be shared with third parties, except as required for filing with the Internal Revenue Service (IRS).

Privacy Notice

TaxEase Solutions By Dorothea is committed to protecting your personal information. All client data is handled in accordance with IRS confidentiality requirements and applicable privacy laws.