New Clients / Intake Client Intake Form Home»New Clients / Intake New Client Intake Form Please complete the form below so we can better understand your tax needs and assist you efficiently. Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Name *FirstLastEmail * Phone numberPrimary Taxpayer ID *EIN, TIN, or SSN Date of birthFiling Status *SingleMarried Filing JointlyMarried Filing SingleHead of HouseholdWidowerOtherTax Year(s) to File *2025202420232022202120202019Street address Occupation [Your Postal codeOccupationSpouse Full Legal NameSpouse Email Address Spouse Phone NumberSpouse Tax IDEIN, TIN, or SSN Spouse Date of BirthSpouse OccupationReferral InformationIf you were referred by someone to BOSS Taxes, please enter their full name belowYes, I agree to receive text messages from [Your Company Name]. Message and data rates may apply. Reply STOP to opt out. *I agreeSubmit
