Martin O. Stubbs M.P.A. Client Intake Questionnaire

Hello, and thank you for taking a moment to submit your information. We look forward to serving your tax needs! This is secure, confidential information that will not be shared with any parties outside of Stubbs Tax and Financial Services. Please complete as much information as possible. If you require a paper version of this form, please call our office at 904-278-0117.


Your Information


This is a secure, encrypted form. We will need your SS# at some point to get started.
This is for IRS Electronic Refunds
9-digit # on your checks.
The unique # (usually on the bottom right) on your checks.

Spouse Information

Leave blank if single.


This is a secure, encrypted form. We will need your SS# at some point to get started.

A few tax questions


Dependents other than yourself.

List all claimed defendants you will claim for tax deductions. If you have more than three, enter the information in the comments section below.


Name as it appears on their Social Security card
Name as it appears on their Social Security card
Name as it appears on their Social Security card

Questions or comments?

Feel free to ask a question or simply leave a comments below.


Type your name as an electronic signature.
Type your name as an electronic signature.

Service Agreement

Full payment is due upon completion of services. Appointment of the service of Martin Stubbs Tax and Financial Planning Services of Orange Park, Florida signifies consent to pay all fees and any additional fees associated with the collection of unpaid fees.


Thank you!

You will be receiving an email confirmation from us once we receive this.