Johnson Financial Consultants LLC - Client Intake-Form 2025 (Tax Season 2026)

Who is your Tax Professional?*

Are you a New or Existing Client?*

How did you hear about us?*

Existing Client

Social Media

Referred

Other

Referral Name*

Which tax year do you need filed?*

Taxpayer's First Name*

Taxpayer's Last Name*

Date of Birth*

Email Address*

Cell Phone Number*

Cell Phone Provider (Sprint, AT&T, etc)*

Current Home Address*

Apt #

City*

State*

ZIP Code*

What county do you live in?

Valid Government Issued ID/DL/Passport*

Taxpayer's Social Security Number*

Taxpayer's Social Security Card *

What is your occupation?*

Were you, your spouse or dependent issued an Identity Protection Pin (IP Pin) from the IRS?*

Yes

No

Upload IP PIN

Are you or your spouse blind as of December 31?*

Myself

Spouse

N/A

Have you ever failed an audit and been sanctioned for any credits or non-dependents from your tax return?*

Yes

No

What year?*

Homeowners upload a copy of your mortgage interest statement, property taxes, and property insurance. Renters upload a copy of your lease agreement and 7-12 rent receipts. Both must include utility bills, grocery receipts and household expenses.

Were you married as of December 31?*

Yes

No

Are you filing a tax return with your spouse?*

Yes

No

Did you or your spouse change your last name with the Social Security Administration?*

Yes

No

Did you live separately during the last 6 months of the tax year you are filing for?*

Yes

No

Spouse First & Last Name *

Spouse Date of Birth*

Spouse Valid ID/DL/Passport*

Spouse Social Security Number*

Spouse Social Security Card*

Are you claiming any dependents on your tax return?*

Yes

No

How many dependents are you claiming?*

1. Dependents Full Name/Social Security #/Date of Birth/Relationship to you/ How many months lived in the home for the tax year in question

Social Security Card for Dependent 1

2. Dependents Full Name/Social Security #/Date of Birth/Relationship to you/ How many months lived in the home for the tax year in question

Social Security Card for Dependent 2

3. Dependents Full Name/Social Security #/Date of Birth/Relationship to you/ How many months lived in the home for the tax year in question

Social Security Card for Dependent 3

4. Dependents Full Name/Social Security #/Date of Birth/Relationship to you/ How many months lived in the home for the tax year in question

Social Security Card for Dependent 4

Did you adopt a child this year?*

Yes

No

Upload Adoption Expenses

Did you receive any government assistance this tax year? Ex. housing, food stamps, tanf, medicaid etc.*

Yes

No

Provide all government assistance documentation

Can you prove dependent lived with you for more than half of the year?*

Yes

No

Provide document showing you and dependent have the same address. Examples: Government Assistance Letter, Childcare Provider Letter, School Records, Medical Records, Lease, etc.

Can anyone else claim any dependent listed above?*

Yes

No

If you are the parent be sure to upload birth certificate for each dependent. If you are not the parent provide document showing relationship. If you do not have this information can you provide it to the IRS in case of an Audit?*

Do you have joint custody of the dependent?*

Yes

No

Upload Court Order Agreement*

Do you switch yearly to claim the dependent?*

Yes

No

Do you have a notarized letter stating you can claim the dependent for the tax year or Form 8332 signed?*

Yes

No

Upload form 8332*

Did you pay childcare cost for any dependent under the age of 13, whether it be to a daycare or an individual?*

Yes

No

Upload Childcare Provider Form or statement from individual with their social security number stating the amount you paid

Are any dependent permanently disabled?*

Yes

No

Upload Disability Documents*

Can another taxpayer claim you as a dependent on their tax return?*

Yes

No

Did anyone help support you or your dependents during the year?*

Yes

No

Did you, your spouse, or dependent attend college part-time or full-time for this tax year? Be sure to upload form for 2024 and 2025.*

Yes

No

File Upload - 1098-T / 1098-E

Did you, your spouse, or dependent receive Marketplace Health Insurance (1095A), Medicaid (1095-B), or insurance through your employer (1095C) for this tax year?*

Yes

No

File Upload - 1095-A / 1095-B / 1095-C

Did you or your spouse receive the first time homebuyer credit between April 8, 2008 - May 1, 2010?*

Yes

No

Did you purchase or sell a home this tax year?*

Yes

No

Provide Purchase/Sell Documents

Did you make any charitable contributions for this tax year? Ex. Goodwill, Salvation Army, Church etc.*

Yes

No

File Upload - Receipt

If you received any documents listed below, please upload all that applies.

1099 INT

1099 DIV

1099 OID

1099 SA

1099 S

1099 R

1099 RRB

1099 LTC

1099 B

1099 C

Form 1098 Mortgage

W-2 G

Form 5498 IRA

Form 5498 QA

Form 5498 ESA

For Teachers K-12 ONLY - classroom receipts

Active Military Members - If you were relocated (permanent change of station) upload all moving expenses.

National Guard & Reserve Members - If you traveled more than 100 miles away from home while in service, upload unreimbursed travel expenses.

Qualifying Energy Efficient Home Expenses

Alimony Paid/Received

Medical & Dental Receipts

Gambling Winnings/Losses

Electric Plug in Vehicle Receipts

Taxes Paid (State, Local, Real Estate, Personal Property)

Provide all documents that are checked above.

Did you or your spouse receive unemployment benefits for this tax year?*

Yes

No

File Upload -1099G

Were you or your spouse employed this tax year?*

Yes

No

File Upload - W2's

Did you, your spouse, or dependent receive Social Security Benefits?*

Yes

No

Social Security Statement Letter*

Did you sell, exchange, or purchase virtual currency?

Yes

No

Receipts, sales, exchanges, or other dispositions of virtual currency and the fair market value of the virtual currency.

Are you a Small Business Owner or an Independent Contractor, 1099?*

Yes

No

Are you an Owner Operator?*

Yes

No

Did you register your vehicle and pay registration fees last year?*

Yes

No

Car Registration Upload

Do you have any outstanding tax liabilities such as; child support, student loans, etc? If so, tax prep payment must be paid up front.*

Yes

No

Did you receive a refund last year?*

Yes

No

How much was your STATE refund (not federal) last year? AL, FL, NV, SD, TN, TX, WA, and WY does not have state taxes.*

Our Tax Partners are full of entrepreneurs so be sure to check additional services you may be interested in.*

Bookkeeping

I am looking to start a business

I am looking for personal/business customized items.

I would like to become a tax preparer next tax season.

I am a homeowner and in search of a contractor for renovation projects.

I am looking to purchase a home within the next 2 years and in search of a Realtor.

Thank you but I'm not interested.

Do you need credit repair?*

Have you followed JFC on all social media platforms (@johnsonfcllc) to stay up to date with tax information and receive $25 off of your tax prep fee?

Yes

No

Would you like to apply for an Advance Loan, up to $7000? Last day to apply February 28.*

Yes

No

a) Loan Type

Up to $1000 no interest

From $1250 to $7000 Additional Fees Apply

How would you like to PAY for your Tax Preparation Fee?*

From my Tax Refund IF receiving one

Credit/Debit - An invoice will be sent

How would you like to RECEIVE your tax refund IF receiving one?

Direct Deposit

Prepaid Card - Will be issued via USPS w/ tracking unless you are in the DFW area

Name of Bank*

Routing Number *

Account Number *

Income and Allowable Expenses Statement Disclosure

Income and Allowable Expenses Statement

Income and Allowable Expenses Statement Disclosure

The IRS requires all income and allowable expenses to be reported on your tax return. By signing below, you acknowledge that you have read this statement in its entirety, fully understand, and agree.

No Refund Disclosure

We, at Johnson Financial Consultants, LLC. value the relationship we have with our clients. We are in this business to provide you with the absolute best service. You, the taxpayer have a choice to pay for your tax preparation fee by one of the following: Credit/Debit, or directly from your refund IF receiving one.

If you choose to have your tax preparation fee taken from your refund and for any reason your refund is intercepted or mailed, YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEE.
If your tax return has been completed and you do not sign, YOU ARE STILL RESPONSIBLE FOR YOUR TAX PREPARATION FEE.
If an amendment has to be filed due to you, the taxpayer, not giving all documents before your tax return is E-filed, you will be charged a $150 amendment fee.

By signing below you agree to pay your tax preparation fee regardless if a refund was received or not. We would like to remind you that we are providing you with a service NOT a refund. If no payment arrangement has been put in place, 45 days after your tax return has been completed or intercepted, an invoice will be sent to you via email with a payment being drafted. Please contact us immediately for payment arrangements so we can work with you.

Tax Filing Disclosure

I acknowledge that all information provided by me, the taxpayer, to Johnson Financial Consultants LLC is true and accurate to the best of my knowledge. I understand that I am required to have all supporting documentation to validate the information provided, if requested by either Johnson Financial Consultants LLC or the IRS. Furthermore, I understand knowingly by providing false information on my tax return and reporting it to the IRS, that I am taking part in a situation that could potentially lead to criminal penalty's and legal consequences punishable by law. I waive, Johnson Financial Consultants LLC and their preparers of any errors due to incorrect information provided by me. Signing below I authorize Johnson Financial Consultants LLC to file my tax return.

Additional Copies of Tax Return Policy

Johnson Financial Consultants LLC will provide 1 copy via email of your original signed tax return. If an additional copy is requested at any time, there will be a $20 fee so please save or print your tax return.

For Your Protection Against Fraud Please Provide An Updated Selfie To Ensure Your Identity Is Not Compromised.*