Pretty and Precise Tax

Client Intake Form

Fill out the form below

Tax Preparer

Referred By

Today's Date*

Do you have an IP PIN#?* This was issued by the IRS and is needed to process the return. Please provide it, if you have

YES

Enter your IP PIN # (skip if N/A)

Did you have Market Place Insurance? This information must be provided to prevent return rejection. *

YES

Taxpayer First and Last Name*

Taxpayer Address, City, State and Zip Code *

Taxpayer SSN*

Taxpayer Birth Date*

Taxpayer Email*

Taxpayer Phone Number*

Taxpayer Occupation*

Taxpayer License/ID Number*

Spouse name (If filing jointly)

Spouse SSN Number

Spouse Birthday

Spouse License/ID Number

License/ID Upload (Taxpayer)

License/ID Upload (Taxpayer)Choose File

Upload SSC (Taxpayer)

Upload SSC (Taxpayer)Choose File

Tax Documents ( W2, 1099. Unemployment, etc) (Taxpayer)

Tax Documents ( W2, 1099. Unemployment, etc) (Taxpayer)Choose File

License/ID Upload (Spouse)

License/ID Upload (Spouse)Choose File

License/ID Upload (Spouse)

License/ID Upload (Spouse)Choose File

Upload SSC (Spouse)

Upload SSC (Spouse)Choose File

Tax Documents ( W2, 1099. Unemployment, etc) (Spouse)

Tax Documents ( W2, 1099. Unemployment, etc) (Spouse)Choose File

Dependent 1 Name

Dependent 1 SSN

Dependent 1 Birthday

Upload Dependent 1 SSC

Upload Dependent 1 SSCChoose File

Dependent 2 Name

Dependent 2 SSN

Dependent 2 Birthday

Upload Dependent 2 SSC

Upload Dependent 2 SSCChoose File

Dependent 3 Name

Dependent 3 SSN

Dependent 3 Birthday

Upload Dependent 3 SSC

Upload Dependent 3 SSCChoose File

Filing Status*

Did you receive a tax refund last year?*

YES

Were you audited by the IRS last year?*

YES

Bank Name*

Routing #*

Account #*

Pretty and Precise Tax, will prepare your 2025 individual tax return using the information you furnished to us. You, the taxpayer, are ultimately responsible for the preparation and filing of your tax return. I, the taxpayer named above, have provided HER TAX SOLUTION, the attached tax information and I certify that all the information entered on this HTS Intake form is accurate, true, and complete to the best of your knowledge.

AGREE

Tax Payer Signature* TYPE FULL NAME

Spouse Signature TYPE FULL NAME

Notes: FOR TAX PREPARER ONLY

Our CEO: Saige Elise Bowman

admin@prettyandprecisetax.com

(214) 813-9206

Dallas Texas