Client Intake Name * Address * Phone * Email * Choose Your Tax Preparer * Select a PreparerShanicka CampbellYvette CampbellCarlotta TruittJanell StricklandKiesha ScottMarquis WoodsSooniti Weems Taxpayer SSN * Date of Birth * Filing Status * SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er) Do You Have Any Dependents? YesNo Are you required to file with an Identity Protection PIN? YesNo Have you been audited in the last 2 years? YesNo Did you receive your full refund last year? YesNo How would you like to receive your refund? Prepaid CardDirect DepositCheck Applying for an Advance? YesNo Do You Have Any W2 Forms? YesNo Do You Have Any 1099 Forms? YesNo Are you Self Employed? YesNo Please Upload Your ID / Driver’s License * Upload Spouse ID How did you hear about us? * If you were referred, who referred you? Exquisite Financial Diamonds, Inc. will prepare your 2025 Tax Return from the information you furnished to us. You declare that you are legally responsible for the preparation and filing of your tax return. You certify that the information provided is true, correct, and complete. Taxpayer Signature *
