Client Intake Form

Fill Out the Form Below

THANK YOU SO MUCH FOR CHOOSING TAXES R US, WE ARE SO EXCITED TO HAVE A NEW ADDITION TO OUR BUSINESS FAMILY.

IN ORDER TO FILE YOUR FEDERAL OR STATE TAX RETURN, THE GOVERNMENT REQUIRES YOU TO PROVIDE SUPPORTING DOCUMENTS.

THE MOST IMPORTANT DOCUMENTS ARE:

•ID

•SS CARDS

•BIRTH CERTIFICATES

•LEASE (IF HEAD OF HOUSEHOLD)

•UTILITY BILL (IF HEAD OF HOUSEHOLD)

IF YOU CANNOT PROVIDE THESE DOCUMENTS, WE CAN WORK WITH YOU TO GET THEM, BUT WE CANNOT TRANSMIT YOUR RETURN TO THE IRS WITHOUT THESE DOCUMENTS. IF YOU FEEL YOU CANNOT GET THESE ITEMS, PLEASE FILL OUT THIS FORM WHEN YOU HAVE THEM. WE WILL BE RIGHT HERE FOR YOU WHENEVER YOU ARE ALL PREPARED TO FILE A COMPLETE AN ACCURATE TAX RETURN.

WE LOOK FORWARD TO PROVIDING YOU AWESOME SERVICE & BUILDING A LASTING RELATIONSHIP IN THE FUTURE. WE APPRECIATE YOUR SUPPORT AS WE PRIDE OURSELVES ON BEING YOUR ONE STOP FINANCIAL SHOP.

UNFORTUNATELY THERE ARE NO COVID CREDITS FOR THE TAX YEAR 2022 or 2023

Tax Information

Personal Information

Spouse Information

Dependents

Income

EDUCATION

(Please provide 1098-T and Supporting Documents)

$
Upload as many forms as you need to as your supporting documents

Tax Return Preparation

Please Read

We will prepare your tax return based on information you provide. In the event your return is audited, you will be responsible for verifying the items reported. It is important that you review the return carefully before signing to make sure the information is correct. Unless otherwise stated, the services for preparation of your return do not include auditing, review, or any other verification or assurance.

In the event your refund is offset for a debt you owed, held up for any reason, or not disbursed at the fault of your negligence, you are still responsible for your agreed prep fee. Payment options are available upon request. Do you understand and agree?

Signatures. By signing below, you acknowledge that you have read, understand, and accept your obligations and responsibilities.

 Taxpayer Responsibilities

  • You agree to provide us all income and deductible expense information. If you receive additional information after we begin
    working on your return, you will contact us immediately to ensure your completed tax returns contain all relevant information.

  • You affirm that all expenses or other deduction amounts are accurate and that you have all required supporting written records. In some cases, we will ask to review your documentation.

  • You must be able to provide written records of all items included on your return if audited by either the IRS or state tax authority.
    We can provide guidance concerning what evidence is acceptable.

  • You must review the return carefully before signing to make sure the information is correct.

  • If you owe a federal debt, all fees must be paid before your tax return is delivered to you or filed for you. If you terminate this engagement before completion, you agree to pay a fee for work completed. 

  • You should keep a copy of your tax return and any related tax documents. Please keep username and password to client portal for quick easy access to tax information.

For a joint return, both taxpayers mus read and sign.

Clear
Clear

Do you consent to the disclosure and the consent to use your information for tax preparation

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