Start Your Return — Legacy Tax Services

Client Intake Form

Please complete this secure form to begin your return. We keep your information confidential and use it only for tax preparation.

Fields marked with * are required.

Filing Status *

Single Married Filing Joint Married Filing Separate Head of Household Qualifying Widower

Taxpayer Info

Full Name * Street Address *

City * State *

Zip Code * Phone *

Email * Date of Birth *

SSN (last 4) * Occupation

State ID Issue Date State ID Expiration Date

IP PIN I.D. ME Username

I.D. ME Password

EIN Are you a dependent of another?

Dependents

Add up to 5 dependents below. You can add more later if needed.

Dependent Name SSN (last 4)

Date of Birth Relationship

Months in Home (0-12)

Dependent Name SSN (last 4)

Date of Birth Relationship

Months in Home (0-12)

Dependent Name SSN (last 4)

Date of Birth Relationship

Months in Home (0-12)

Dependent Name SSN (last 4)

Date of Birth Relationship

Months in Home (0-12)

Dependent Name SSN (last 4)

Date of Birth Relationship

Months in Home (0-12)

Other Income & Credits (last 12 months)

I had virtual currency transactions I had a foreign bank/brokerage account I had childcare costs I collected Social Security/retirement or made early withdrawals I collected unemployment I paid student loan interest I had marketplace health insurance (Form 1095-A)

Bank Information (for refund)

Bank Name Account #

Routing # Direct Deposit?

Acknowledgment *

Under penalty of perjury, I agree the above information is true to the best of my knowledge and is for the sole use of my tax return preparation.

I agree

Signature (type full name) * Date *

Need help? Text 662-689-1764

By submitting, you consent to Legacy Tax Services storing your information to prepare your return. We recommend uploading documents only via the secure link we provide after intake.