​​Client Intake Form

Gathering Information for Better Service

​📲 TAXESTOGO 📲

TaxesToGo is a app we use to collect information we need from our tax clients. This app is a easy to use tool and is a requirement for all of our tax clients and preparers.

Before you fill this form out please make sure to download the app. The images to right ➡️ is an example of what the tax app looks like.

If you have registered previously, perfect! Just log into your account and use the information to fill the taxestogo section out on the form below.

This is how the app will look as shown below. 

​​taxestogo

taxestogo app image
Click here for android
Click here for iOS

This what the app should look like once you have registered and the code will appear on the main screen.

Taxes to go example

​By submitting the form below:​

I AGREE, The information contained in this office or on this website is of a general nature. It should not be construed as legal advice, nor should it be acted upon in your specific situation without further details and/​or professional assistance. Any use of information contained in this office or on our web site is done so at the risk of the user, and the tax preparer is not responsible for the result or outcome of its use.


The tax professional does not guarantee and is not liable for the truthfulness, accuracy, effectiveness, or any resulting effects of the use of any information contained in this office or on the web site. It is advised and it is the responsibility of the visitor of this office or web site to seek proper instruction and/​or seek professional assistance in all matters regarding taxes and the IRS.


The tax professional is thus held harmless, released of, and users of information contained in this office or on this web site assume full responsibility for, any violation of Tax laws and/​or IRS procedure, and any other legal liability resulting from use of any information contained in this office or on this web site. I attest that all information contained in this income tax return was obtained from the taxpayer or spouse and is true and correct to the best of his/​her knowledge. 

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​​The journey starts here! Fill out the form below.

​Client Intake Form

Taxes To Go App

Basic Information

Taxpayer Information

Spouse Information

Taxpayer Information

Series of Questions

Banking Information: You are authorizing hb financial and investment firm to collect your banking information for credit or debit purposes, for funds being received or owed by you. If you agree to these terms please fill out this section below and answered the following questions.

Taxpayer Income

Schedule C (Self Employment)

Other Expenses, Real Estate & Equipment Purchase

Being self-employed means that you provide a service or trade selling goods or making money offering services to people who need them: Ex. Barber, Stylist, cutting grass, Painter, Cleaner or Janitorial services, babysitting, entertainer, auto detail, promoting, party or event planner Everything I am signing is true to the best of my knowledge.

If you will be claiming an Earned Income Credit, Child Tax Credit, Additional Child Tax Credit, HOH, and/ or an American Opportunity Credit on your tax return this year, you must complete this questionnaire. The United States Congress have, as a reaction to the substantial tax fraud resulting from their original error of choosing to distribute federal social welfare program benefits via the tax return, placed new excessive inappropriate "due diligence" requirement on paid tax return preparers whose client are claiming certain tax credits. This added to the excessive and inappropriate requirements previously implemented by the Internal Revenue Service, the IRS has forced tax preparers to question and verify that their clients qualify to receive certain credits i.e. EIC, CTC, ACTC, and now HOH.

Attestation and Disclaimer

You can upload a maximum of 15 files, each up to 90MB.

​HB Financial is committed to protecting and respecting your privacy, and we’ll only use your personal information to administer your account and to provide the products and services you requested from us. From time to time, we would like to contact you about our products and services, as well as other content that may be of interest to you. Submitting the form above you consent to us contacting you for this purpose.

I agree to receive other communications from HB Financial.  You can unsubscribe from these communications at any time. For more information on how to unsubscribe, our privacy practices, and how we are committed to protecting and respecting your privacy, please review our Privacy Policy. By clicking submit below, you consent to allow HB Financial to store and process the personal information submitted above to provide you the content requested.