Tax Preparation Intake

Thank you for completing your Tax Client Questionnaire! For new clients, it's essential to ensure all provided information is accurate. Here, you'll begin your virtual tax preparation submission by uploading the necessary tax information and documents. A Tax Professional will then prepare your file. Please INPUT all names (client, spouse, and dependents) exactly as they appear on Social Security cards. The virtual preparation process takes up to 24 business hours from the submission date, provided we have all required documents to complete your file.

Client Status *

New Client

Returning Client

Filing Status for Tax Year: *

Single
Head of Household
Married filing Jointly
Married filing Separate
Widow/er
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What tax year is this submission for? (Please do not attach documents that are not for the tax year you selected. If you need more than 1 year filed it needs to be submitted as a separate submission for each year. *

2025
2024
2023
2022
2021
2020
2019
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Tax Payer Information

First Name *

Last Name *

Date Of Birth *

Social Security Number *

Phone *

Email *

Address

Street Address *

City *

State *

Country

Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Congo, The Democratic Republic of the
Cook Islands
Costa Rica
Cote D"Ivoire
Croatia
Cuba
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands (Malvinas)
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See (Vatican City State)
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran, Islamic Republic Of
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea People's Democratic Republic
Republic of Korea
Kuwait
Kyrgyzstan
Land Islands
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libyan Arab Jamahiriya
Liechtenstein
Lithuania
Luxembourg
Macao
North Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Federated States of Micronesia
Moldova, Republic of
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestinian Territory, Occupied
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Reunion
Romania
Russian Federation
Rwanda
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Eswatini
Sweden
Switzerland
Syrian Arab Republic
Taiwan
Tajikistan
Tanzania, United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
UK
Ukraine
United Arab Emirates
United States
United States Minor Outlying Islands
Uruguay
Uzbekistan
Vanuatu
Venezuela
Vietnam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
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Postal code *

Tax Payer Questions *

Taxpayer can be claimed as a dependent on someone else's return.
Taxpayer was over age 18 and a full-time student at an eligible educational institution.
Taxpayer is blind.
Taxpayer is deceased.
Taxpayer wishes to contribute $3 to the Presidential Election Campaign Fund.
Filing Married filing separately and meets the requirements to claim the EIC.
Taxpayer or spouse served in a combat zone during the current tax year.
Taxpayer was affected by a natural disaster during the current tax year.
Taxpayer received, sold, or disposed of a digital asset (or financial interest in a digital asset) in the current tax year.
Taxpayer prefers to receive written communications from the IRS in a language other than English.
Taxpayer prefers to receive written communications from the IRS in an accessible format.
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Occupation *

Did you receive an Identity Protection PIN (IP PIN) letter from the IRS? *

Yes

If you have an IP PIN, please list below:

Providing information from your drivers license or other government issued ID will help prevent identity theft and tax fraud by ensuring that someone else isn't filing a return in your name/SSN. In some cases, providing this information can also help your return be processed more quickly.

Please Upload the front of your ID/DL

Please take a clear picture of it on a dark background. Please do not hold the ID, just place it flat on a table or book. Please note that if you file a state return in AL, OH, NY, or NM, we are REQUIRED to transmit information about your ID when your return is e-filed unless you do not have one.

If the IRS assigned an IP PIN to you then any return e-filed without this PIN will be rejected. Please make sure to include the IP PIN letter with your tax information when you send it to us. If you do not know where this letter is you can retrieve your PIN here. Please note that a new IP PIN is generated for each calendar year, and a new letter with this year's IP PIN is sent each January.

Spouse Information

Spouse Information

Full Name
Full Address
Date Of Birth
Is Spouse Totally and Permanently Disabled?
Is Spouse Legally Blind?
Is Spouse a Dependent?
Did Spouse Receive Unemployment Benefits?
Spouse Occupation

Spouse Tax Questions:

Spouse can be claimed as a dependent on someone else's return.
Spouse received, sold, or disposed of a digital asset (or financial interest in a digital asset) in the current tax year.
Spouse prefers to receive written communications from the IRS in a language other than English.
Spouse prefers to receive written communications from the IRS in an accessible format.
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Spouse Identification:

Dependents

Do you pay child care expenses for any of the dependents? *

Yes

Upload Childcare Form

Dependent 1

Full Name
Date Of Birth
Social Security Number
Number Of Months Lived in Home of (Tax Filing Year)
Relationship Between You and Dependent

Dependent 1: Social Security Card

Dependent 2

Full Name
Date Of Birth
Social Security Number
Number Of Months Lived in Home of (Tax Filing Year)
Relationship Between You and Dependent

Dependent 2: Social Security Card

Dependent 3

Full Name
Date Of Birth
Social Security Number
Number Of Months Lived in Home of (Tax Filing Year)
Relationship Between You and Dependent

Dependent 3: Social Security Card

Source of Income

Check the Income Items Which Pertain to You. *

Wages or Salary (W2 Income)
Unemployment
Pension/Retirement Income
Rental Income
Farm Income
Dividend/Sale of Stocks
Interest Income 1099 INT
Self-Employment-Bus. Income
Lottery or Gambling Income W-2G
Public/State Aid Income
Social Security Income
Tips
Other Income
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Upload W-2's, 1099's, 1095, etc *

Source of Expenses

Check the Expenses Which Pertain to You *

IRA's
Property Tax
Mortgage Points(closing points)
Business Owner/Self Employed
Tax Prep Expenses
Union Dues
Education Expense
Significant Loss or Theft
Charity of Religious Contributions
Mortgage Investment
Moving Expenses (Military)
Medical Expense (Exceeding Standard Deduction)
Buy or Sell Home
Job Related Expenses
Other
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Upload proof of Expenses

If someone referred you, please list name here:

Terms *

By signing below, you confirm that the information provided is accurate and authorize WealthCrest Financial, LLC to begin service based on your intake submission. You acknowledge this serves as your electronic signature under applicable law.

Client Signature (Electronic Signature Accepted) *

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Print Full Name (as signed above) *

Today's Date *

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