Client Intake Form

This form can take up to 15 mins to complete.

We do not disclose your information to any organizations or companies, except when required by the Internal Revenue Service. Additionally, if you request an advance or prepayment, your information may be shared with Santa Barbara TPG, Processing Bank. By completing this form you consent to share your information with Digital Tax Express.

Referred By ( if applicable )

Filing Status

What is your Filing Status?

Taxpayer Name

First Name

Last Name

Taxpayer Social Security Number

Taxpayer Date of Birth

YYYY

Taxpayer Occupation

Additional Information

Are any of these associated with your tax situation?

Spouse Name

First Name

Last Name

Spouse - Social Security Number

Spouse Date of Birth

YYYY

Spouse Occupation

Additional Information

Are any of these associated with your tax situation?

Taxpayer Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Spouse Address ( if different )

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Phone

Country

(###)

###

####

Spouse Phone

Country

(###)

###

####

Taxpayer Email

Spouse Email

Resident State as of 12/31 of the Current Year

Dependent 1 Name

First Name

Last Name

Dependent 1 - Social Security Number

Dependent 1 Date of Birth

YYYY

Dependent 2 Name

First Name

Last Name

Dependent 2 - Social Security Number

Dependent 2 Date of Birth

YYYY

Dependent 3 Name

First Name

Last Name

Dependent - 3 Social Security Number

Dependent 3 Date of Birth

YYYY

Message

Is there anything else you'd like us to know?

Client Intake Form

Client Intake Form Client Intake Form

Client Intake Form