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Heritage Tax Services
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  • Contact Us

Tax Intake Form

"*" indicates required fields

CLIENT INFORMATION

Full Name*
Date of Birth*
Mailing Address*
Preferred Contact Method*
Filing Type*
Filing Status*

DRIVERS LICENSE INFORMATION

Issue Date*
Expiry Date*
Carefully enter the correct Expiry Date
Accepted file types: jpg, gif, png, pdf, Max. file size: 5 MB.

SPOUSE INFORMATION

Spouse’s Full Name
Spouse’s Date of Birth

DEPENDENT INFORMATION

Full Name*
Dependent’s Date of Birth*
2nd Dependent’s Full Name*
2nd Dependent’s Date of Birth*
3rd Dependent’s Full Name*
3rd Dependent’s Date of Birth*
4th Dependent’s Full Name*
4th Dependent’s Date of Birth*
5th Dependent’s Full Name*
5th Dependent’s Date of Birth*
6th Dependent’s Full Name*
6th Dependent’s Date of Birth*

INCOME INFORMATION

Check all that apply and provide supporting forms*
DEDUCTIONS & CREDITS*
ADDITIONAL SERVICES NEEDED*

BANK INFORMATION (for Refund Direct Deposit)

Account Type*
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Accepted file types: jpg, gif, png, pdf, Max. file size: 50 MB.
    You can upload multiple documents here
    AUTHORIZATION & SIGNATURE*

    Testimonials

    Michael J.Entrepreneur
    “Heritage Tax Services transformed my tax experience. The team is polished, precise, and truly professional.”
    Dr. Renee A.Medical Professional
    Their 24-hour service and attention to detail are unmatched. I finally found a firm that operates at my pace.
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    Contact
    • 9898 Bissonnet Street,
      Suite 400i, Houston, Tx 77036
    • 346 - 285 - 1880
    • 1-800-393-0137
    • info@heritagetaxservices.net
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