Get Client Intake Form

Completing the Client Intake Form online is an important step in accessing the services provided by the University of Baltimore’s Low Income Taxpayer Clinic. This guide will provide you with clear, step-by-step instructions to help you fill out the form accurately and efficiently.

Follow the steps to complete the Client Intake Form online.

1. Press the ‘Get Form’ button to acquire the form and open it in your editor.
2. Begin by filling out the date of your initial contact at the top of the form.
3. In the 'CLIENT' section, provide your full name and, if applicable, the name of any organization you are associated with.
4. Enter your address details, including your street address, city, state, and zip code.
5. Include your telephone numbers, making sure to specify which is your home, work, or cell number.
6. Indicate the best times to reach you via phone.
7. State whether it is okay for us to leave a message at your phone number.
8. Fill in your Social Security Number (SSN) and date of birth (DOB).
9. Specify your race and sex as prompted in the form.
10. Note the agency that referred you to the tax clinic.
11. Review the income guidelines provided and be prepared to share your total household income expectations for the current year.
12. List all family members living in your household related by birth, marriage, or adoption—including their names, relationship to you, dates of birth, and SSNs.
13. Complete the section detailing your current and expected income, including various sources such as wages, social security, or public assistance.
14. Provide documentary proof of your income, such as recent pay stubs, tax returns, and benefit statements.
15. Specify any amounts owed or disputed regarding the IRS for the indicated tax years.
16. Finally, review the information for accuracy, sign the form, and date it.
17. Save your changes, and you can download, print, or share the completed form as needed.

Start filling out the Client Intake Form online to access our services.