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Individual Tax Services

Individual Tax Return Intake Form

Complete this short form so we can understand your current-year tax situation, confirm any changes from the prior year, and determine the next steps for preparing your return.

Purpose Current-year review

We use your answers to understand your filing situation, complexity, and expected scope of work.

Estimated time 5–10 minutes

Most clients can complete this form in a few minutes if they have a general idea of their income, deductions, and major tax changes.

Please avoid Sensitive information

Do not enter Social Security numbers, bank details, or upload tax documents here.

After submission: We will review your responses and follow up with next steps, including document requests, an engagement letter, and pricing.

Need help? If you have any questions while completing this form, please contact the ARK team member who sent you this link, or reach us at info@arkcpas.com or (212) 537-9083.
Individual Tax Services

Contact & Filing Information

Step 1 of 6

Start with your basic contact information and filing details so we can understand who is included in the return.

Did ARK Associates prepare your prior-year individual tax return? *

Select “Yes” only if ARK Associates prepared your individual tax return for the prior year. If ARK only assisted with business, bookkeeping, consulting, or another service, select “No.”

Did your address change from your prior return? *
Filing status *
Do you have any dependents to claim? *

Select all income types that applied during the tax year. This helps us estimate the scope and complexity of the return.

Income — select all income types you received during the tax year *

Select any deductions, credits, or tax-related expenses that may apply to your return.

Deductions & credits — select any deductions, credits, or tax-related expenses that may apply to your return *

These questions help us identify items that may require additional review or supporting documentation.

Did you or anyone included on your return have health insurance coverage at any time during the tax year? *
Did you make any estimated tax payments during the tax year? *
At any time during the tax year, did you sell, exchange, receive, or otherwise dispose of any digital assets or cryptocurrency? *
Did you make contributions to, roll over funds, or take distributions from any retirement accounts during the tax year? *
Did you have any foreign financial accounts, foreign assets, or foreign income during the tax year? *
Were there any major life changes during the tax year? *

Prior-year details help us understand your filing history and identify what documents we may need.

Did you file a prior-year tax return? *

Let us know if there is anything specific we should keep in mind before reviewing your submission.

Is there anything you would like us to pay special attention to, or anything you are unsure about? *
Reminder: Please do not include Social Security numbers, bank account details, or upload tax documents through this form. We will provide secure instructions for document sharing.

Thank you. Your intake has been submitted.

We received your responses and will review them shortly.

After review, we will follow up with next steps, including any document requests, an engagement letter, and pricing.

Please do not resubmit this form unless we ask you to.
Filing status
Do you have any dependents to claim?
Did your dependent(s) have any of the following during the tax year? Select all that apply.
Income - Select all income types you received during the tax year.
Deductions & Credits - Select any deductions, credits, or tax-related expenses that may apply to you for the tax year.
Did you, your spouse, or any dependents have health insurance coverage at any time during the tax year?
Did you make any estimated tax payments during the tax year?
At any time during the tax year, did you sell, exchange, receive, or otherwise dispose of any digital assets or cryptocurrency?
Did you make contributions to, roll over funds, or take distributions from any retirement accounts during the tax year (such as an IRA, 401(k), or pension)?
Did you have any foreign financial accounts, foreign assets, or foreign income during the tax year?
Did ARK Associates prepare your prior-year individual tax return?
Since your last individual tax return with ARK Associates, did you receive any IRS/state notices, corrected tax forms, amended return documents, or other prior-year items we should review?
Did you file a prior-year tax return?
Can you provide a copy of your prior-year tax return?
Who prepared your prior-year tax return?
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