2025 Tax Client Intake Form

Please complete the form below to securely submit your tax information. Should you have any inquiries or require assistance before completing this form, feel free to reach out to me via email at lmt@lawsonmobiletax.com or via phone at 855-722-8700. Thank you for choosing our services. Wishing you a pleasant day!!

How did you hear about us?

Who would you like to file with? *

First Name *

Middle Name

Last Name *

Suffix

Date of birth *

Occupation *

TAX ID/SSN# *

Address *

Street Address line 2

City *

State *

Postal code *

Phone *

Email *

Driver's License # *

State Driver's License Was Issued *

Date Driver's License Was Issued *

Driver's License Expiration Date *

What is your filing status? *

Are you filing an eligible spouse on your tax return? *

Yes

Spouse Name

Write N/A if not applicable

Social Security Number

Occupation

Date of Birth

Phone Number

Address Line

City

State

Zip Code

Driver's License #

State Driver's License was Issued by:

Date Driver's License Was Issued

Driver's License Expiration Date

Child and Dependent Daycare Expenses

If the provider is a person, enter the care provider's SSN

Child Name

Amount Paid

Provider Phone Number

Provider

Name

Tax ID# / SSN

Address

City

State

Zip Code

Do you want to enter another child care provider?

Yes

Upload photos of your W-2,1099,and ALL documents

Attach an image of all documents that can be used to assist your tax preparer with the preparation of your tax return.

File attachment

Upload here

Enter any additional information or comments that you would like the include for your tax preparer *

If you did not file your tax return with us last year, we recommend that you upload a copy of your previous year's tax return

Upload here

Do you owe from previous years? *

Yes

I have not filed previous years

Do you have a business that you would like to be included on your return? *

Yes

Business Owners Data Sheet

*Leave blank if not applicable

Name of Business

Employer ID Number

What is the legal structure of your business?

Business Address

Amount Paid ($)

Did you file a BOI report for this business?

yes

I want to file this with LMT

Business Income

All income receive during the fiscal year

Total Income

Business Expenses

Complete to the best of your ability. In each field enter the approximate amount you spent in each category.

Advertising

Contract Labor

Insurance

Interest

Legal & Professional Services

Office Expenses

Rent and Lease

Repairs and Maintenance

Supplies

Taxes and Licenses

Travel, Meals, and Entertainment

Utilities

Other Expenses

Is there any other information, questions, or concerns that you want to include to your tax preparer pertaining to your business?

Do you want to add bookkeeping services?

yes

I agree to terms & conditions

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E-Signature Below *

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