Executive Financial Solutions

Taxpayer Intake Form 2026

Part 1

Taxpayer Information

PLEASE BE ADVISED! This form will need to be completed in one sitting. Your progress will NOT be saved if you leave the form. Please have all information needed at the time of completing form.

Thank you,

Executive Financial Solutions Team

First name

Last name

Phone

Multi-line address

Country/Region

Address

City

Zip / Postal code

Date of Birth

Month

Day

Year

Social Security Number

Example xxxxxxxxx No Spaces

Employer Information

I am Self-Employed

Employer/Company Name

Title

Current Filing Status

Are you currently UP TO DATE with the current filing year? If you are not sure, follow the steps below.

Yes

Not Sure

Verify my Compliance

Steps Below

Use Link Below

https://www.irs.gov/individuals/tax-compliance-report

Marital Status

Please Select One

Single

Married

Divorced

Legally Separated