Client Intake Form

📄 Client Intake Form – Start Your Tax Preparation Process

Thank you for choosing NextWave Taxes!

This secure intake form helps me gather the information I need to prepare your return accurately and efficiently. By completing this form, you’re giving me a clear picture of your tax situation so we can identify the right credits, deductions, and refund opportunities for you.

What this form includes:

✔️ Basic personal information

✔️ Income and employment details

✔️ Filing status + household information

✔️ Business or self-employment info (if applicable)

✔️ Document checklist to ensure nothing is missed

Why it matters:

Completing your intake form early allows me to begin reviewing your information, catch potential issues, and make sure you’re set up for the smoothest, most accurate tax filing possible.

Your information is always kept private and protected. Once your form is submitted, I’ll contact you with next steps or any additional documents needed.