NM Tax New Client Intake Form

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First year clients please fill this out so we have all your basic information needed to file your return.

Email *

Filing Status *

List the Tax Year(s) we will be filing. *

Taxpayer Name *

Taxpayer Date of Birth *

YYYY

Taxpayer Phone Number *

Taxpayer Occupation Title *

Spouse Name

Spouse Date of Birth

YYYY

Spouse Phone Number

Spouse Occupation Title

Home Address *

Is your physical address the same as your mailing address? *

Yes

At any point did you buy / sell / trade Bitcoin, Crypto, or any online currency during the tax year we are filing? *

Yes

Did you have a child/children born in the tax year you are filing? *

Yes

Dependents? If YES, please list: 1. Their FULL name (First, Middle, Last) 2. Date(s) of Birth. 3. Number of months they lived with you

Do you have dependents that do not live with you and/or will be claimed on another person's tax return? If yes, briefly explain.

Were you covered under health insurance? What type? *

Private

Employer

Marketplace

Wasn't covered

Did you collect unemployment? *

Yes

Did you collect Social Security benefits? *

Yes

Did you move? *

Yes

Did you start/own a business? *

Yes

Did you file bankruptcy? *

Yes

Do you have a 401K through work? *

Yes

Do you have a Traditional IRA? *

Yes

Do you have a Roth IRA? *

Yes

Do you own any stocks/bonds separate from IRAs? *

Yes

How did you hear about us / who referred you? *

Submit

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