Client Intake Form – Riochi Giles

Email *

Best Contact Phone Number *

Preferred Contact Method *

How did you hear about Giles Consulting?

Primary Taxpayer Name *

Date of Birth *

SSN or ITIN *

Occupation *

Current Mailing Address

Address Line 1

Address Line 2

City

State / Province / Region

Zip / Postal Code

Country

Previous Mailing Address (if different than above address)

Address Line 1

Address Line 2

City

State / Province / Region

Zip / Postal Code

Country

Can you be claimed as a dependent by someone else?

Are you an active member or the spouse/dependent of an active member of the military?

Marital Status *

If Married, please provide full name of spouse.

If Marital Status MFJ or MFS is chosen, please provide secondary taxpayer information below.

Spouse Information: DOB, SSN, Occupation, Address if different, Phone Number, and Email Address

Do you have any dependents to claim? *

If yes, please provide dependent information below (Name, DOB, SSN)

Check all that apply (you should have a corresponding document to support) *

Check all that apply (you should have supporting documentation) *

CREDIT & DEDUCTIONS (Check all that apply and provide supporting documentation) *

Were you or any members of your household: *

Do you receive health insurance through the Marketplace? *

Did you or your spouse: *

I am interested in learning more about the following services offered by Giles Consulting.

Is there anything you would like to share before meeting with the tax specialist?

Upload all supporting documentation. If unable to attach, email to riochi@riochigiles.com

Drop your files here or click here to upload You can upload up to 1 files.