2020 Tax Client Intake Form
Partner of Austin Financial
Who were you referred by? *
Last Name *
First Name *
Email Address *
How are you filing? *
Do you have an ITIN from the IRS due to identity theft? *
If yes, what is your ITIN number?
Social Security Number *
Current Address, City, State, & Zip Code *
Phone Number *
Date Of Birth *
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Driver's License Number *
Driver's License State *
Driver's License Expiration Date *
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DD
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YYYY
Driver's License Issued Date *
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YYYY
Did you attend college in 2020? *
Dependent 1 Full Name | Date of Birth | Social Security Number
Dependent 2 Full Name | Date of Birth | Social Security Number
Dependent 3 Full Name | Date of Birth | Social Security Number
Did you have child care expenses? *
If so, what was your child care expense total?
Did a dependent attend college in 2020? *
Do you have a dependent over the age of 18 with disabilities? *
Return Payment Type Preferred *
How many W-2 Forms will you be filing? *
What is the total amount for your W-2 forms? *
What was your total amount for your Federal Withholdings on your W-2 forms? *
What was your total 401(K) contribution? *
Did you receive unemployment in 2020? *
If yes, what was the total amount you received?
Did you receive a stimulus payment in 2020? *
If yes, what was the total amount you received?
Will you be filing a Schedule C for Self Employment? *
If yes, what was your total Schedule C income amount?
Do you owe back taxes? *
Do you owe back child support? *
Do you own a home? *
Did you have health insurance in 2020? *
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