2027 Client Intake Form

If you don't fill out the form correctly your return will NOT be worked on!

Please read everything and follow the instructions!

Client Status

New Client

Returning Client

What year are you filing?

2026

How did you hear about us?

If you selected “Other,” please provide the name of the individual who referred you.

IP-PIN!

At Royale Knights, we encourage all our clients to get an Identity Protection PIN (IP PIN) from the IRS. This special six-digit number helps protect your tax return by making sure no one else can file using your information. The IRS sends a new PIN each year before tax season. We're here to ensure you stay secure and protected, every step of the way!

Please go to the site below to obtain your IP PIN:

irs.gov/getanippin

Can't access ID.ME to get your IP-PIN? Why not?

Locked out of ID.ME

Don't have access to email/phone number that's on my ID.ME

Other

I have my updated IP PIN and will enter it below.

What's your IP-PIN? (Enter 000000 if instructed by your preparer because you couldn’t obtain the PIN.)