New Client Intake & Tax Organizer | Spargur Tax & Accounting

1. Who’s on this return?

Birthdates matter more than people expect — they drive credits, standard deductions, and IRS matching. Please don’t enter Social Security numbers here; we’ll gather those securely once we connect.

Filing status

Taxpayer full name

Taxpayer date of birth

Taxpayer email

Taxpayer cell phone

Spouse full name if filing jointly

Spouse date of birth

Spouse email separate from above

Spouse cell phone

Mailing address

2. Dependents

Children and others you support. Date of birth is what we really need now — SSNs come later, securely.

Name

Date of birth

Relationship

Name

Date of birth

Relationship

Name

Date of birth

Relationship

Name

Date of birth

Relationship

3. What kinds of income did you have?

Check everything that applies — it tells us which documents to expect.

4. Did any of these happen this year?

Life changes almost always change the return.

5. Deductions & credits you may have

Check any you think apply — we’ll confirm and find ones you missed.

6. Anything else we should know?

How did you hear about us? optional

This goes straight to William Spargur, EA. Please don’t enter Social Security or account numbers here — we’ll collect those through our secure upload once we’re working together.