File Taxes

Daphne’s Trusted Tax Experts—Providing Local Service and Virtual Tax Preparation Across All 50 States. Our secure client portal allows you to upload documents and sign your return safely from any state

Client Intake Form

Client Intake Form

To be completed by clients requesting tax preparation services.

Primary Taxpayer Name
Primary Taxpayer Name
First
Middle
Last
Spouse Name
Spouse Name
First
Middle
Last
Spouse’s social security # is required if your filing status is Married Filing Separately or Married Filing Jointly
Mailing Address
Mailing Address
City
State/Province
Zip/Postal
What was your marital status on December 31, 2024?
Tax Filing Status
Did you have children or dependents last year?
Did you pay for child and dependent care?
**By providing the following information for each dependent (Name, Social Security Number, and Date of Birth), you acknowledge that you are the legal claimant for the dependent(s) listed and that no one else, including other individuals or family members, has claimed or will claim the dependent(s) on their tax return for the current tax year. You affirm that all the information provided is accurate and truthful to the best of your knowledge.**
Did you own your own business or do any gig work last year? (1099-NEC, 1099-MISC, 1099-K, or other records)
Did you receive income from other states?
Did you receive unemployment benefits? (Form 1099-G)
Did you receive interest from a bank account? (Form 1099-INT)
Did you sell any stocks or investments? (Form 1099-B)
Did you sell or trade cryptocurrency? (CSV, 1099-B or supplemental statements)
Did you withdraw funds or receive income from a retirement account? (Form 1099-R)
Did you receive Social Security benefits? (SSA-1099 or RRB-1099)
Did you receive any dividends? (Form 1099-DIV)
Did you receive rental property income? (Form 1099-MISC, 1099-K or other records)
Did you receive income from an S-corp, partnership , or trust? (Schedule K-1)
Did you sell a home? (Form 1099-S or escrow statement)
Did you have cancelled debt? (Form 1099-A, 1099-C)
Did you, your spouse, or your dependents have health care insurance through the Marketplace (Form 1095A)
**If you answered Yes please attach the 1095A form. If you had Marketplace insurance but did not receive the form you can download it online from your account at healthcare.gov**

Maximum file size: 516MB