RCPRO 2026 TAX CLIENT INTAKE FORM
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RCPRO TAX CLIENT INTAKE FORM

This form is designed to collect the necessary information to prepare your tax return accurately and efficiently. The information you provide is strictly confidential and will be used solely for tax preparation and related services. Your Privacy Matters: I understand the sensitivity of the information you are sharing. I am committed to maintaining your privacy and protecting your personal and financial data through secure handling practices, encryption (where applicable), and strict confidentiality protocols. Due Diligence Statement: As part of my professional responsibility and in accordance with IRS regulations and industry standards, I collect this information to ensure compliance, accuracy, and to safeguard both your interests and mine. Please complete all sections to the best of your ability. If you have any questions while filling out this form, don't hesitate to reach out.

YOU MUST HIT SUBMIT AND GET THE COMPLETED MESSAGE OR THE FORM WILL NOT GO THROUGH.

Taxpayer Information

Spousal Information

(if deceased in the current tax year)

Dependent Information

List the names below of everyone who lived with you last year (other than your spouse), or anyone you supported but did not live with.

Dependent 1

Dependent 2

Dependent 3

Dependent 4

Tax Related Questions

Income

General Expenses

Authorization & Consent

  • I confirm that all information I entered here is accurate and true to the best of my knowledge
  • I allow you to capture my sensitive data like personal ID, government ID, Social Security Number (SSN), and other information.
  • I have read the terms and conditions and privacy policy.
  • By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.