Client Interview Form

Complete this form during Tax Preparation Consultation. Once the call is completed press submit and the selected items will be sent in a form email along with the next steps for the client to complete so you can start with processing their return!

Select Your Name *

Shot, dental or school records. Or public aid approval letter

Public Aid Approval Letter, Shot, Dental or School Records

Social Security card(s)

Wage statements

Last year’s Federal and State tax return

Self-employment business income and expenses / 1099-NEC* / 1099-MISC* / 1099-K*

Commissions received/paid

Pension, retirement income/1099-R

Canceled Debt Amount/1099-C

Social Security income/SSA-1099

IRA contributions

Statements on the sales of stocks or bonds/1099-B

Interest and dividend income/1099-INT/1099-DIV

Lottery or gambling winnings/losses

States refund amount/1099-G

Income and expenses from rentals

Alimony paid or received

Record of purchase or sale of residence

Medical and dental expenses

Real estate and personal property taxes

State or local taxes paid

Sales tax paid

Estimated taxes or foreign taxes paid

Cash and non-cash charitable donations

Mortgage or home equity loan interest paid/1098

Job-related educational expenses

Educator expenses

Moving expenses for member of military

Casualty and theft losses related to a qualified disaster

Child care expenses and the provider’s name, address, SSN or EIN the expenses were paid to

Receipt(s) for qualified energy efficient home improvements

ID/Driver’s License for anyone 18 and up on the return

Social Security Cards for every person on the return

Birth Certificates, custody agreements or court orders if you have them (the IRS is being extremely strict about this)

Insurance Forms (1095 A, B or C) for everyone on the return (if you had insurance)

For college and technical students current or previous (Forms 1098-T or 1098-E)

Expenses if you have any (this includes childcare, business, medical, etc.)

Lease or utility bill if filing head of household

Unemployment paperwork (1099-G Form)

Info that was provided on SBA (EIDL or PPP) application if applied/forgiven

Also provide how much money you’ve been sent in stimulus payments (if any)

Any Additional Information

Select the Intake Form (s)

2024 Intake Form

https://link.obataxandconsulting.com/widget/form/6zTJ9FawLhUrZdcloL1I

Business Intake Form

https://link.obataxandconsulting.com/widget/form/dZEdxSKaXD2EbEMxe6mF

Small Business Expenses

https://link.obataxandconsulting.com/widget/form/MWyZ479AOmXAmycdSVmF

2023 Intake Form

https://link.obataxandconsulting.com/widget/form/iLE0LyvEviHoMc702zRZ

2022 Intake Form

https://link.obataxandconsulting.com/widget/form/H7mw4v1xktMHh231wWMg

2021 Intake Form

https://link.obataxandconsulting.com/widget/form/8MLQ2lzSLQVA9mnJI3Yz

2020 Intake Form

https://link.obataxandconsulting.com/widget/form/4Pdglg8W81YdwfJxvZZQ