Fundamental Tax Solutions - 2026 New Client Intake Form

Chanel | 2026 New Client Intake Form

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Part 1: Taxpayer & Spouse Identity

Do you have a referral code? If so, enter it here.

Did you file your 2024 Tax Return with Fundamental Tax Solutions (Your Tax Instructor Shawn)?

YES, I did

No, I did not

Your First Name & Middle Initial*

As it appears on your Social Security Card

Your Last Name*

As it appears on your Social Security Card

Your Current Address*

Please include your city, state and zip code

Is this address new as of 2025?*

YES

NO

What was your Previous Address?*

Your Primary Email*

This is where you will receive Communication & Client Portal Notifications

Your Cell Phone Number*

A Secondary Phone Number*

Required for Bank Products (i.e. Refund Transfer)

What is the last four (4) digits of your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)?*

What is your Date of Birth (MM/DD/YYYY)?*

What is your Occupation?*

Individual tax return filing status*

Were you considered UNMARRIED as of 12/31/2025?*

What year did your spouse pass away?*

What is your Spouse's Full Legal Name (as shown on Social Security card)?*

What is the last four (4) digits of your Spouse's Social Security Number (SSN) or Individual Taxpayer Identification Number ITIN?*

What is your Spouse's Date of Birth (MM/DD/YYYY)?*

What is your Spouse's Occupation?*

Do you have any dependents you wish to claim?*

YES

NO

Part 2: Dependents & Tax Credits Skipped

No worries! We can still file your tax return. Answer the next question and move on to Part 3.

Part 2: Dependents & Tax Credits

For each dependent, provide: Full Legal Name, Date of Birth (MM/DD/YYYY), the last 4 digits of their SSN, ITIN, or ATIN, and relationship to you. Ex: Johnny David Doe, 01/01/2020, 2222, Son*

Did you, your spouse, or a dependent pay for college tuition or required materials (Form 1098-T)*

Part 3: Small Business, Freelance & Gig Work (Schedule C)

Do you have self-employment income, including side business, freelance, gig work, or 1099-NEC income?

Part 3: Small Business, Freelance & Gig Work (Schedule C) Skipped

That's ok. Business Income is not required! Move on to Part 4.

What is your Business Name & Activity?

Expense Categories (Check all that apply):

Advertising

Travel

Supplies

Licenses

Home Office

Subcontractors

Rent

Utilities

Meals

Business Insurance

Equipment over $2,500

Vehicle Milage/Expenses

Do you have documentation of you business expenses?

Part 4: High-Complexity Triggers

Did you sell, exchange, or receive digital assets/crypto?*

Do you have over $10,000 in a foreign bank account (FBAR)?*

Do you own rental real estate or receive K-1s?*

Did you earn income in more than one state during 2025?*

Part 5: Tax History & IRS Compliance

Do you, your spouse, or dependents have a 6-digit IRS IP PIN?

Make an Appointment: You will be able to choose from available Appointments on the next step

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