Mastermind

Mastermind Financial Services

Tax Preparation Client Intake Form

To make the process easier and provide you with an accurate tax estimate, please upload all required documents here. This includes your photo ID, Social Security cards for you and all dependents, birth certificates, and all income forms (W-2s, 1099s, etc.). If you need assistance, please contact your tax preparer — we're here to help.

Type of Client *

NewReturning

Tax Year Preparation Requested?

20252024Multiple Years

Please Select Your Tax Professional *

Please select your Tax Preparer's name.

Who Referred You?

Appointment Type *

In-OfficeVirtual

Are you interested in receiving a tax refund advance?

Yes up to $1,000Yes, up to $7,500No, I don't want an AdvanceNot sure / I'd like more information

Taxpayer Name *

Phone Number *

Email

Date of Birth *

Social Security # *

Please provide your Social or ITIN number.

Occupation *

Taxpayer Address *

Do you have an IRS Identity Protection PIN (IP PIN) for this tax year?

YesNo

Spouse Name

Date of Birth

Spouse Social Security #

Please provide your Social or ITIN number.

Occupation

Do you have an IRS Identity Protection PIN (IP PIN) for this tax year?

YesNo

Please select all that apply to you or your spouse during this tax year:

Disabled or BlindCollege student who received a Form 1098-TOwn a home and paid mortgage interest and/or property taxesPurchased or sold a homeMade charitable contributions or tithesHad eligible medical expensesPaid for energy-efficient or solar home improvementsServed in a combat zone during the tax yearAffected by a federally declared natural disaster during the tax year

Please upload your driver's license or state ID and Social Security card (and your spouse's, if applicable).

Drop files or browsePDF, JPG, PNG (max 25MB each)

Upload your and your spouse's income documents (W-2s, 1099s, W2-G, unemployment, or business records).

Drop files or browsePDF, JPG, PNG (max 25MB each)

Upload any available credit documents: tuition (1098-T), mortgage interest, property taxes, charitable donations, medical expenses, or energy/solar credits.

Drop files or browsePDF, JPG, PNG (max 25MB each)

Select all that apply for your dependents.

Earned over $5,500 during the tax yearAttends collegeHas a disabilityI provide more than half of their care and supportI paid childcare during the tax year

Please provide information for all dependents listed on your tax return.

Name	Date of Birth	Relationship	Social Security #

Please upload Social Security cards and birth certificates for all dependents.

Drop files or browsePDF, JPG, PNG (max 25MB each)

Please upload any childcare statements or receipts for dependent care expenses.

Drop files or browsePDF, JPG, PNG (max 25MB each)

Please upload Form 1098-T for each dependent, if applicable.

Drop files or browsePDF, JPG, PNG (max 25MB each)