Online Tax Client Intake Form

Welcome to AUDIT ME NOT, LLC!
Please fill out this form to help us prepare your tax return accurately and efficiently. All information provided is secure and confidential.

Personal Information

Full Name: Date of Birth: Social Security Number (SSN): Filing Status:

Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow(er)

Current Address: Phone Number: Email Address:

Employment & Income Information

Employer Name: W-2 Received?

Yes No

Self-Employment Income?

Yes No

Other Income (Rental, Investments, etc.): Upload Documents (W-2, 1099, etc.):

Deductions & Credits

Do you own a home?

Yes No

Mortgage Interest Paid: Charitable Donations?

Yes No

Education Expenses?

Yes No

Medical Expenses?

Yes No

Prior Year Tax Information

Did you file last year's taxes?

Yes No

If yes, what was your AGI? Are you claiming any dependents?

Yes No

Provide Dependents Info below:

Authorization & Consent

I authorize AUDIT ME NOT,LLC to prepare and file my tax return.
I confirm that all information provided is accurate.

Next Steps:

After submitting, we'll review your information and contact you to schedule a consultation or complete your tax return.

Questions? Contact us at info@auditmenot.net or (225) 283-4853.