Client Intake Form

This comprehensive document gathers essential information from clients to ensure accurate and efficient tax preparation. Thank you for choosing Level Up Tax, LLC to assist you with your tax and business needs. Please complete the following information accurately and thoroughly to streamline our process and deliver the best possible results. Your cooperation in providing this information will help us maintain compliance and serve you more efficiently. We are committed to protecting your privacy and will treat all information with the utmost confidentiality.

Full Name

First Name

Last Name

Email

Social Security #

Option 1

Option 2

Option 3

Who referred you?

Do you have a ID pin with the IRS? If so please type in the six digit number

Date of Birth

MM

DD

YYYY

Phone number

(###)

###

####

Spouse date of Birth

MM

DD

YYYY

Spouse occupation

Spouse email

Home Address,City, State Zip

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Dependant(s) Full Name

First Name

Last Name

Dependant(s) Date

MM

DD

YYYY

Client Intake Form

Hours

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