ABOUT THIS FORM

PERSONAL TAX INTAKE FORM

Use this form to start your personal income tax preparation. If you haven't already done so, make sure you book a 30 minute tax meeting with me HERE. I'll make it simple and stress free to get your the maximum refund and ensure your taxes are filed correctly the first time.

When you submit this form:

Provide income details from all sources, including W-2s, 1099s, and other earnings

Include deductions and credits that may reduce your tax liability

Double-check names, Social Security numbers, and dependent information

Upload any required documents in the appropriate sections

Review everything before submitting to ensure accuracy

Licensed Life Insurance Agent in All 50 States • NPN 16261381

Serving clients across Miami, Palm Beach, Dade & Broward, and the greater Palm Beaches area.

Street Address
City
State/Province
Postal/Zip Code

Street
City
State
Zip Code

Name
Name
Name
Name
Name

Medical Expenses
Dental Expenses
Insurance Premiums paid
Insurance Premiums paid
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses

ABOUT THIS FORM

PERSONAL TAX INTAKE FORM

When you submit this form:

Personal Information

Spousal Information

Dependents

Tax Questions

General Expenses

ACKNOWLEDGMENT & SIGNATURE

Insurance

Taxes

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