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Tax Preparation Client Intake Form

You will need:
• Tax Information such as Forms W-2, 1099, 1098, 1095.
• Social Security cards or ITIN letters for all persons on your tax return
• Picture ID (such as valid driver's license) for you and your spouse
• Complete pages 1-5 of this form.
• You are responsible for the information on your return. Provide complete and accurate information.
• If you have questions, ask the IRS-certified volunteer preparer.
Check if you or your spouse were:
Income: Check only the boxes that apply to you and/or your spouse
Expenses and Tax Related Events: Check only the boxes that apply to you and/or your spouse.

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NCRI TaxPro LLC provides reliable and compliant U.S. tax preparation services for individuals and businesses, focused on accuracy, transparency, and client confidence.
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