Tax Client Intake Form

Thank you for choosing Wisdom FS Multservices LLC for your tax filing needs! We’re excited to serve you. Please complete the intake form as thoroughly as possible. If you have any questions or need assistance, feel free to call us at +1 407-446-4735.

Tax Payer Information

First Name *

Last Name *

Phone *

Email *

Address

Home Address *

City *

State *

Country *

Postal Code *

Social Security Number *

Picture of Social Security Card (SSN) *

Picture of ID Card/License (one) *

Void Check

Tax Documents (W-2 Forms, 1095-A forms etc)

Filing Status *

Single

Head of Household (Single with Dependents)

Married Filing Joint

Married Filing Separate

Spouse Information

Spouse First Name *

Spouse Last Name *

Spouse Date Of Birth *

Spouse Phone Number *

Spouse Email *

Spouse Address *

Street Address Line 2 *

City *

State Province *

Postal / Zip Code *

Spouse Occupation *

Spouse Social Security Number *

Upload Spouse Social Security Card *

Upload Picture of ID Card/License

Are You Claiming Dependents? *

Yes

No

Information of Dependents

Name of dependant (as it appears on Social Security Card) *

Dependant Date Of Birth *

Social Security Card or ITIN of dependant person *

Relationship of the dependant to you *

Bank Information

Bank Name *

Routing Number *

Account Number *

Account Type *

Checking

Savings

Upload Any Additional Documents

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We specialize in:

W2 & 1099NEC Filing – Accurate reporting for employees and independent contractors.
1095A & 1098T Forms – Proper handling of healthcare and education-related tax forms.
Personal & Business Tax Returns – Tailored tax solutions for both individuals and business entities.
Year-Round Tax Planning – Proactive strategies to reduce your tax burden and increase savings.

Focus on your goals, we’ll handle the numbers.

From filing to future planning, we’re here to make your tax experience smooth, compliant, and rewarding.

FREQUENTLY ASKED QUESTIONS (FAQ)

How long does credit repair take?

Every case is unique, but most clients start seeing results within 30–90 days, depending on the complexity of their credit reports.

Do you offer virtual consultations?

Yes! We offer online consultations to make it easy for you to get help wherever you are.

What documents do I need for tax filing?

You’ll need your W-2s, 1099s, 1095A forms, and any other income or deduction records. Our team will guide you through everything you need.

Can you help me if I already started my immigration process?

Absolutely. Whether you’re just beginning or need help completing your application, we can step in at any stage to make sure everything is done correctly.

How much does credit repair or business formation cost?

Prices vary depending on your specific situation and service package. Schedule a consultation to receive a personalized quote.

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