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Client Intake Form

Client Intake Form | Jain Tax Solutions

Basic Contact Information

Full Name (as per tax return)

Email Address

Phone Number

State(s) of Residence

Preferred Contact Method

Email Phone WhatsApp

New or Returning Client?

New Returning

Tax Year & Filing Type

Tax Year

2025 Prior Year

Filing Type

Individual Business Both

Individual Tax Details

Filing Status

Single Married Filing Jointly Married Filing Separately Head of Household

Do you have dependents?

Yes No

If yes, how many?

Income Sources

W-2 1099-NEC / MISC Interest / Dividends Stock / RSUs Rental Income Crypto Foreign Income K-1

Deductions & Credits

Standard Deduction Itemized Deductions Mortgage Interest Property Taxes Education Credits Child Tax Credit Medical Expenses Retirement Contributions

Business Tax Details

Business Legal Name

EIN (optional)

Business Address

Business Structure

Sole Proprietor LLC >Partnership S-Corporation C-Corporation

Industry / Nature of Business

Number of Owners / Partners

Do you have employees?

Yes No

Approximate Annual Revenue

< $50K $50K–$100K $100K–$500K $500K+

Do you maintain bookkeeping?

Yes No Need help

Additional Services Needed

Prior-year filings Amended return IRS notice / Audit support Tax planning Payroll support Bookkeeping Multi-state filing

Document Upload

Accepted formats: PDF, JPG, PNG (Maximum file upload size: 10 MB)

Complexity & Special Notes

Received IRS notices?

Yes No

Foreign assets (FBAR / FATCA)?

Yes No

Anything else we should know?

Pricing Acknowledgement & Consent

Pricing is based on complexity I consent to be contacted I confirm the information provided is accurate

We’ll review your details and respond within 24 hours.

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267-608-9709