Tax services

Tax client intake form

Fill this out before your appointment. Your information and documents go securely and only to HH Global.

Client information
Client status *
First time filing taxes?
Is taxpayer or spouse blind?
Is taxpayer or spouse disabled?
Filing status *
Dependents
Have you ever been denied the Earned Income Tax Credit (EITC)?
Can someone else claim you as a dependent?
Did you support your dependent for more than 6 months of the year?
Income
Have you waited on all income sources (W-2s, 1099s, Cash App statements, etc.)?
Select all forms of income
Are you self-employed?
Did you receive any cancelled debt forms (1099-C, 1099-A)?
Itemizing (please upload any documents below)
Additional forms & letters
Were you issued an Identity PIN (IP PIN)?
Did you purchase health insurance through the Marketplace (ObamaCare)? *
Did you receive any letters from the IRS last year?
Did you have daycare expenses for your dependent(s)?
Are you, your spouse, or a dependent enrolled in school and received Form 1098-T?
Interested in a life insurance quote?
Interested in bundling credit repair with your tax preparation?
Wrap up
Would you like to apply for a refund advance? *
How would you like your refund disbursed?