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Hamilton Financial ®
Intake Form
Answer MOST Accurately <Leave Blank if DOES NOT apply>
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Hamilton Financial ®
Tax Verified Pro
Answer MOST Accurately <Leave Blank if DOES NOT apply>
TAXPAYER
NAME
[First & Last]
Your answer
TAXPAYER PHONE #
Your answer
TAXPAYER ADDRESS | CITY | STATE | ZIP
Your answer
TAXPAYER EMAIL
Your answer
TAXPAYER OCCUPATION
Your answer
FILING STATUS
Choose
SINGLE
MARRIED FILING JOINT
MARRIED FILING SEPERATE
HEAD OF HOUSEHOLD
QUALIFYING WIDOW/WIDOWER
Do you have IRS Identity <IP PIN>?
Choose
YES
NO
Do you have IRS Form 1095-A from
healthcare.gov
?
Choose
YES
NO
Did you
FILE a TAX Last Year?
Choose
Yes
No
Did you
RECEIVE A TAX REFUND Last year?
Choose
Yes
No
Do you
OWE
IRS or
FEDERAL DEBT?
Choose
Yes
No
Do YOU Give Consent to CHECK IRS (IVR) system 1-800-304-3107?
YES
NO
Did you attend SCHOOL | UNIVERSITY?
Choose
Yes
No
Do you have IRS FORM 1098-T?
Choose
Yes
No
DID you Pay LOAN(s) INTEREST?
Choose
Yes
No
Do you OWN a HOME?
Choose
Yes
No
DID you PAY -MORTGAGE INTEREST?
Choose
Yes
No
DID you PAY - PROPERTY TAX?
Choose
Yes
No
Do you Donate to CHARITY?
Choose
Yes
No
Do you OWN a BUSINESS?
Choose
Yes
No
Do you HAVE a HOBBY?
Choose
Yes
No
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