{"id":10,"date":"2026-02-02T17:57:52","date_gmt":"2026-02-02T17:57:52","guid":{"rendered":"https:\/\/royalrefunds.tax\/?page_id=10"},"modified":"2026-02-02T20:31:00","modified_gmt":"2026-02-02T20:31:00","slug":"client-intake","status":"publish","type":"page","link":"https:\/\/royalrefunds.tax\/","title":{"rendered":""},"content":{"rendered":"\n<div class=\"wp-block-cover is-light\"><img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"625\" class=\"wp-block-cover__image-background wp-image-32 size-full\" alt=\"\" src=\"https:\/\/royalrefunds.tax\/wp-content\/uploads\/2026\/02\/royalrefunds_mobile_banner_1080x1350-1.png\" data-object-fit=\"cover\" srcset=\"https:\/\/royalrefunds.tax\/wp-content\/uploads\/2026\/02\/royalrefunds_mobile_banner_1080x1350-1.png 500w, https:\/\/royalrefunds.tax\/wp-content\/uploads\/2026\/02\/royalrefunds_mobile_banner_1080x1350-1-240x300.png 240w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><span aria-hidden=\"true\" class=\"wp-block-cover__background has-background-dim-0 has-background-dim\" style=\"background-color:#f8f7f8\"><\/span><div class=\"wp-block-cover__inner-container has-global-padding is-layout-constrained wp-container-core-cover-is-layout-d598257d wp-block-cover-is-layout-constrained\">\n<p class=\"has-text-align-center has-xx-large-font-size\"><\/p>\n<\/div><\/div>\n\n\n\n<h1 class=\"wp-block-heading\">Client Intake<\/h1>\n\n\n\n<div class=\"wpcf7 no-js\" id=\"wpcf7-f21-o1\" lang=\"en-US\" dir=\"ltr\" data-wpcf7-id=\"21\">\n<div class=\"screen-reader-response\"><p role=\"status\" aria-live=\"polite\" aria-atomic=\"true\"><\/p> <ul><\/ul><\/div>\n<form action=\"\/index.php?rest_route=%2Fwp%2Fv2%2Fpages%2F10#wpcf7-f21-o1\" method=\"post\" class=\"wpcf7-form init\" aria-label=\"Contact form\" enctype=\"multipart\/form-data\" novalidate=\"novalidate\" data-status=\"init\">\n<fieldset class=\"hidden-fields-container\"><input type=\"hidden\" name=\"_wpcf7\" value=\"21\" \/><input type=\"hidden\" name=\"_wpcf7_version\" value=\"6.1.5\" \/><input type=\"hidden\" name=\"_wpcf7_locale\" value=\"en_US\" \/><input type=\"hidden\" name=\"_wpcf7_unit_tag\" value=\"wpcf7-f21-o1\" \/><input type=\"hidden\" name=\"_wpcf7_container_post\" value=\"0\" \/><input type=\"hidden\" name=\"_wpcf7_posted_data_hash\" value=\"\" \/>\n<\/fieldset>\n<h2>Client Intake\n<\/h2>\n<hr \/>\n<h4>BASIC INFORMATION\n<\/h4>\n<p><label> Taxpayer Full Name<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"taxpayer-name\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-text wpcf7-validates-as-required\" aria-required=\"true\" aria-invalid=\"false\" value=\"\" type=\"text\" name=\"taxpayer-name\" \/><\/span><br \/>\n<\/label>\n<\/p>\n<p><label> Spouse Full Name (if applicable)<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"spouse-name\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-text\" aria-invalid=\"false\" value=\"\" type=\"text\" name=\"spouse-name\" \/><\/span><br \/>\n<\/label>\n<\/p>\n<p><label> Phone Number<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"phone\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-tel wpcf7-validates-as-required wpcf7-text wpcf7-validates-as-tel\" aria-required=\"true\" aria-invalid=\"false\" placeholder=\"123-456-7890\" value=\"\" type=\"tel\" name=\"phone\" \/><\/span><br \/>\n<\/label>\n<\/p>\n<p><label> Email Address<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"email\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-email wpcf7-validates-as-required wpcf7-text wpcf7-validates-as-email\" aria-required=\"true\" aria-invalid=\"false\" value=\"\" type=\"email\" name=\"email\" \/><\/span><br \/>\n<\/label>\n<\/p>\n<p><label> Current Address<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"address\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-text wpcf7-validates-as-required\" aria-required=\"true\" aria-invalid=\"false\" placeholder=\"Street Address, City, State ZIP\" value=\"\" type=\"text\" name=\"address\" \/><\/span><br \/>\n<\/label>\n<\/p>\n<p><label> Referred By<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"referral\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-text\" aria-invalid=\"false\" placeholder=\"Name \/ Social Media \/ Google \/ Other\" value=\"\" type=\"text\" name=\"referral\" \/><\/span><br \/>\n<\/label>\n<\/p>\n<hr \/>\n<h4>TAX DETAILS\n<\/h4>\n<p><label> Tax Type<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"tax-type\"><select class=\"wpcf7-form-control wpcf7-select wpcf7-validates-as-required\" aria-required=\"true\" aria-invalid=\"false\" name=\"tax-type\"><option value=\"Personal Tax\">Personal Tax<\/option><option value=\"Business Tax\">Business Tax<\/option><\/select><\/span><br \/>\n<\/label>\n<\/p>\n<p><label> Filing Status<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"filing-status\"><select class=\"wpcf7-form-control wpcf7-select wpcf7-validates-as-required\" aria-required=\"true\" aria-invalid=\"false\" name=\"filing-status\"><option value=\"Single\">Single<\/option><option value=\"Married Filing Joint\">Married Filing Joint<\/option><option value=\"Married Filing Separate\">Married Filing Separate<\/option><option value=\"Head of Household\">Head of Household<\/option><option value=\"Qualifying Widow(er)\">Qualifying Widow(er)<\/option><\/select><\/span><br \/>\n<\/label>\n<\/p>\n<p><label> Number of Dependents<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"dependents\"><input class=\"wpcf7-form-control wpcf7-number wpcf7-validates-as-number\" min=\"0\" aria-invalid=\"false\" value=\"\" type=\"number\" name=\"dependents\" \/><\/span><br \/>\n<\/label>\n<\/p>\n<hr \/>\n<h4>SOCIAL SECURITY INFORMATION\n<\/h4>\n<p><label> Taxpayer SSN<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"taxpayer-ssn\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-text wpcf7-validates-as-required ssn\" aria-required=\"true\" aria-invalid=\"false\" placeholder=\"123-45-6789\" value=\"\" type=\"text\" name=\"taxpayer-ssn\" \/><\/span><br \/>\n<\/label>\n<\/p>\n<p><label> Spouse SSN (if applicable)<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"spouse-ssn\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-text ssn\" aria-invalid=\"false\" placeholder=\"123-45-6789\" value=\"\" type=\"text\" name=\"spouse-ssn\" \/><\/span><br \/>\n<\/label>\n<\/p>\n<hr \/>\n<h4>DEPENDENTS\n<\/h4>\n<p><label> Dependent 1 Full Name<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"dep1-name\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-text\" aria-invalid=\"false\" value=\"\" type=\"text\" name=\"dep1-name\" \/><\/span><br \/>\n<\/label>\n<\/p>\n<p><label> Dependent 1 SSN<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"dep1-ssn\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-text ssn\" aria-invalid=\"false\" placeholder=\"123-45-6789\" value=\"\" type=\"text\" name=\"dep1-ssn\" \/><\/span><br \/>\n<\/label>\n<\/p>\n<p><label> Dependent 2 Full Name<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"dep2-name\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-text\" aria-invalid=\"false\" value=\"\" type=\"text\" name=\"dep2-name\" \/><\/span><br \/>\n<\/label>\n<\/p>\n<p><label> Dependent 2 SSN<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"dep2-ssn\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-text ssn\" aria-invalid=\"false\" placeholder=\"123-45-6789\" value=\"\" type=\"text\" name=\"dep2-ssn\" \/><\/span><br \/>\n<\/label>\n<\/p>\n<p><label> Additional Dependents (Name + SSN)<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"more-dependents\"><textarea cols=\"40\" rows=\"10\" maxlength=\"2000\" class=\"wpcf7-form-control wpcf7-textarea\" aria-invalid=\"false\" placeholder=\"Example: Jayden Lopez - 123-45-6789\" name=\"more-dependents\"><\/textarea><\/span><br \/>\n<\/label>\n<\/p>\n<hr \/>\n<h4>UPLOAD DOCUMENTS\n<\/h4>\n<p><label> Upload W-2<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"w2\"><input size=\"40\" class=\"wpcf7-form-control wpcf7-file\" accept=\".pdf,.jpg,.jpeg,.png\" aria-invalid=\"false\" type=\"file\" name=\"w2\" \/><\/span><br \/>\n<\/label>\n<\/p>\n<p><em>If you have multiple W-2s and files supporting additional deductions, please email them to china@royalrefunds.tax.<\/em>\n<\/p>\n<p><label> Upload 1099s<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"form1099\"><input size=\"40\" class=\"wpcf7-form-control wpcf7-file\" accept=\".pdf,.jpg,.jpeg,.png\" aria-invalid=\"false\" type=\"file\" name=\"form1099\" \/><\/span><br \/>\n<\/label>\n<\/p>\n<p><label> Upload Photo ID<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"id\"><input size=\"40\" class=\"wpcf7-form-control wpcf7-file\" accept=\".pdf,.jpg,.jpeg,.png\" aria-invalid=\"false\" type=\"file\" name=\"id\" \/><\/span><br \/>\n<\/label>\n<\/p>\n<p><label> Upload Last Year Return (optional)<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"return\"><input size=\"40\" class=\"wpcf7-form-control wpcf7-file\" accept=\".pdf,.jpg,.jpeg,.png\" aria-invalid=\"false\" type=\"file\" name=\"return\" \/><\/span><br \/>\n<\/label>\n<\/p>\n<hr \/>\n<p><input class=\"wpcf7-form-control wpcf7-submit has-spinner\" type=\"submit\" value=\"Start My Intake\" \/>\n<\/p><div class=\"wpcf7-response-output\" aria-hidden=\"true\"><\/div>\n<\/form>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>Client Intake<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-10","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/royalrefunds.tax\/index.php?rest_route=\/wp\/v2\/pages\/10","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/royalrefunds.tax\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/royalrefunds.tax\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/royalrefunds.tax\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/royalrefunds.tax\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=10"}],"version-history":[{"count":4,"href":"https:\/\/royalrefunds.tax\/index.php?rest_route=\/wp\/v2\/pages\/10\/revisions"}],"predecessor-version":[{"id":33,"href":"https:\/\/royalrefunds.tax\/index.php?rest_route=\/wp\/v2\/pages\/10\/revisions\/33"}],"wp:attachment":[{"href":"https:\/\/royalrefunds.tax\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=10"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}