Client Intake Form – JJKM Tax Services

Personal

Spouse

Details

Income

Taxpayer Information

Current Tax Year

Did you file with us last year?

Yes No

Filing Status *

First Name *

Last Name *

Phone *

Cell Phone

Work Phone

Email *

Social Security Number *

Mailing Address *

Date of Birth *

Occupation

Are you a U.S. Citizen or green card holder?

Yes No

Marital Status

How did you hear about us?

Spouse Information

If you are married filing jointly or separately, please provide your spouse's information below.

Spouse First Name

Spouse Last Name

Spouse SSN

Spouse Date of Birth

Spouse Occupation

Date of Death (if applicable)

Spouse Cell Phone

Spouse Email

Dependents

Are you claiming any dependents?

Yes No

Code	First Name	Last Name	SSN	DOB	Relationship	Months	Action

Codes: L = Child living with you, O = Other dependent, N = Child not living with you.

Income Types

Please select all forms of income received in the current tax year:

Wages or Salary (W-2)

Self-Employed (1099-MISC/NEC)

Interest Income (1099-INT)

Dividends/Stocks

Social Security

Pension / Retirement

Unemployment

Authorization & Consent

By submitting this form, I confirm that all information I entered here is accurate and true to the best of my knowledge. I understand that JJKM will use this information to prepare my tax return. I authorize JJKM to securely capture and process my sensitive data, including government-issued identification and Social Security Numbers (SSN), solely for the purpose of tax preparation.

I Agree to the Terms of Consent *

JJKMPRO Client Income Tax Intake

2025 Tax Intake

Taxpayer Information

Spouse Information

Not Applicable

Taxpayer & Spouse Attestation

Dependents

Income Types

Authorization & Consent