Client Intake Form

Tax Information

How would you like your Taxes R Us Tax Prep Experience this year?

No Contact (Virtual)

In Person

How did you hear about us? *

Have we serviced you previously? *

Do you give Taxes R Us Permission to take your photo for marketing purposes such as on our website or social media? *

Will this be your first time filing taxes? *

Did someone refer you? *

If Referred, who referred you? *

If you are here for an estimate, the cost is $25 for W2 only and $50 for Businesses. If you are not prepared to file your taxes today, please have your estimate fee ready. If not please reschedule until you are payment ready or ready to have Taxes R Us Prepare your return. Do you understand and agree? *

Filing Status *

Did you file a 2024 return? *

Personal Information

Full Name *

State *

Postal code *

Address *

City *

What County do you live in? *

Have you waited on all income sources such as W2's, 1099's, Cash App Statements, and stocks? *

Social Security Number *

Date of Birth *

Occupation *

Phone *

Email *

Type Of ID *

Upload Unexpired ID/Driver's License

Spouse Information

Spouse Full Name

Date of Birth

Job Title

Phone Number (Spouse)

Email Address (Spouse)

Type Of ID (Spouse)

Were you issued an IDENTITY PIN (IP PIN)?

Upload Unexpired ID/Driver's License (Spouse)

State Identity Protection Pin (if applicable)

Federal Identity Protection Pin (if applicable)

Did you support a child or family member for more than 6 months out of the year?

In the event you or your spouse 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? *

Do you or your spouse owe any debts that will offset your refund (meaning the debtor will collect the debt from your refund) such as IRS, Restitution, Student Loans, or Child Support? *

If so how much do you owe?

By signing this agreement, you agree not to dispute any funds with your bank unless services were not rendered. *

What was your marital status December 2024? *

Did you and your spouse live apart during the tax year? *

Did you pay over half the expenses of maintaining your residence for the entire year? *

If yes, did you live together at any time after June 30, 2024 *

Have you ever been denied the Earned Tax Credit (EITC) *

Do you receive any government assistance? *

Can someone else claim you as a dependent? *

Dependents

Other dependents or people who lived with you

Full Name
Full Name
Full Name
Full Name

Why is the other parent not filing the dependent(s)? *

Where is your dependent(s) other parent? *

Income

Please select all forms of Income. (Please upload the ENTIRE pages showing ALL information. Please take CLEAR pictures.

Were you unable to work because you had Covid? (Self Employed ONLY-For 2020 & 2021 ONLY)

Are you Self Employed? *

If you are Self Employed, how much did you earn this tax year? *

Did you purchase health insurance through the Marketplace (ObamaCare) If you have not received your form 1095A form, please go to healthcare.gov to retrieve the form? *

If Yes, please upload form 1095A

Please upload W2

Please upload 1099 NEC/MISC/K

Did you receive unemployment? *

Upload 1099G Unemployment Form

Upload Screenshot of Recovery Rebate Credit On https://www.id.me/

If so, how many days were you out of work due to COVID? (Self Employed ONLY for 2020 & 2021 ONLY)

Did you take care of another person because they had Covid? (Self Employed ONLY for 2020 & 2021 ONLY)

If so, how many days were you out of work due to COVID? (Self Employed ONLY)

Upload Doctor's note or positive test. Anything related to your quarantine.

Did you receive the 3rd 2021 ($1400) stimulus payment? (Only if you filing for 2021) *

CTC Payment Screenshot

Did you opt in to receive the Child Tax Credit between July-December 2021?

Have you received any letters from the IRS last year? If so please provide a copy of the letter below or via email taxes.r.us.creditllc@gmail.com

Please upload the ENTIRE page of you IRS letter, IF you have received one.

Did you have Day care Expenses for your dependent(s)? If so please provide Provider's information below or you can upload the form provided by your daycare provider. Name of person or facility, address, phone number, SS # or EIN#.

Upload daycare statement

EDUCATION

(Please provide 1098-T and Supporting Documents)

Eligible Student

Upload 1098T School Form

Has the Hope Scholarship Credit or American Opportunity Credit already been claimed on 4 prior tax returns?

Was the student enrolled at least half time?

Did the student complete the 1st 4 years of college before 2024?

Was the student convicted, before the end of 2024, of a felony possession or distribution of a controlled substance?

Approvals are solely up to the bank not your Tax Preparer. If you are not approved the bank will send you a letter within 45 days explaining why. Do you understand there is no guarantee you will be approved for the refund advance?

Self employed individuals are REQUIRED to add AUDIT PROTECTION to the return for an additional fee of $49.99. Do you understand and agree? *

How much did you make from Self Employment?

Upload any reports from scheduling sites, Uber, Lyft, any income source.

Upload W2's, 1099's, Any Income Source, CTC Forms, etc.

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

Would you like to apply for a refund advance? (Jan 2nd - Feb 28th ONLY)

If yes, how much would you like to apply for?

Bank Account Number

How would you like your refund disbursed?

Check (Printed in Office)

Direct Deposit (Your own account)

Prepaid Debit Card (Pick up in office)

Name of Bank (If no bank enter N/A) *

Bank Routing Number

Which type of account would you like your refund deposited into? *

Checking Account

Savings Account

I did not select this option

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.

Date *

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

Taxpayer Signature *

Clear

Spouse Signature

Clear

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

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

THE MOST IMPORTANT DOCUMENTS ARE:

•ID

•SS CARDS

•BIRTH CERTIFICATES

•LEASE (IF HEAD OF HOUSEHOLD)

•UTILITY BILL (IF HEAD OF HOUSEHOLD)

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

EDUCATION