Miller's Financial Group Tax Preparation Virtual Client

  • Client Tax Data Sheet

    Please complete the form below to submit your tax information to Miiller's Financial Group & Taxes . If you have any questions prior to completing this form, do not hesitate to contact us by email, millersfinancialgroup@gmail.com or by phone at (407) 614-6139. Thank you for allowing us to take care of your financial needs!
  • Date of Birth*
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  • Are you filing an eligible spouse on your tax return?*
  • Date of Birth
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  • Payment/Refund

    (Checks/Prepaid cards can be picked up in office or sent via mail)
  • Select below the method that you prefer to receive your refund*
  • Account Type
  • Are you interested in applying for a cash advance? (Up to $6000)
  • Did your marital status change during the year?*
  • Did you have Marketplace Health Insurance (Obamacare-ACA) this year? (Should receive Form 1095-A)*
  • Did you attend a College or university last year?
  • Is this year your first year filing your taxes with Miller's Financial Group & Taxes?*
  • Do you currently have an offsets with the IRS (delinquent student loans, delinquent child support, tax liens etc)? *If you suspect that you have an offset call (800)304-3107 to confirm*
  • Do you have any children or dependents to file?*

  • Dependents

    Should only be listed if you take care of the dependent over half of the year
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  • Date Of Birth*
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  • Do you want to enter another dependent?*
  • Date Of Birth*
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  • Do you want to enter another dependent?*
  • Date Of Birth*
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  • Do you want to enter another dependent?*
  • Date Of Birth*
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  • Did you pay any child care expenses throughout the year ?

  • Child and Dependent Daycare Expenses

    If the provider is a person, enter the care provider's SSN
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  • Do you want to enter another child care provider?
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  • Upload photos of your W-2,1099,and ALL documents

    Attach an image of all documents that can be used to assist your tax preparer with the preparation of your tax return.
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  • Type a question
  • Browse Files
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  • Please select the following years you are trying to file

  • Do you owe from previous years?
  • Do you have a business that you would like to be included on your return?*

  • Business Owners Data Sheet

    Schedule C

  • Business Income

    All income receive during the fiscal year

  • Business Expenses

    Complete to the best of your ability. In each field enter the approximate amount you spent in each category.
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  • How would you like to pay for your tax preparation services?*

  • General Engagement Letter For Tax Return Preparation This letter is to inform you, the tax payer, of the services we will provide you, and the responsibilities you have for preparation of your tax return.

    Tax Return Preparation

    • We will prepare your federal and state tax returns based on information you provide. Services for preparation of your return do not include auditing or verification of information provided by you.

    • This engagement does not include any audit or examination of your books or records. In the event your return is audited, you will be responsible for verifying the items reported.

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

    • The tax preparation fee does not include bookkeeping.

    • 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.

    • Fees charged for tax return preparation do not include audit representation or preparing materials to respond to correspondence from taxing authorities.

    • Preparation fees do cover limited assistance and consultation during the year.

    • The engagement to prepare your 2020 tax returns terminates upon the delivery of your completed returns and original documents to you. Please store your supporting documents and copies of your tax returns in a secure place for at least seven years.

    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 documents.

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

    Privacy Policy. The nature of our work requires us to collect certain nonpublic personal information about you from various sources. We collect financial and personal information from applications, worksheets, reporting statements, and other forms, as well as interviews and conversations with our clients and affiliates. We may also review banking and credit card information about our clients in the performance of receipt of payment. Under our policy, all information we obtain about you will be provided by you or obtained with your permission. Our firm has procedures and policies in place to protect your confidential information. We restrict access to your confidential information to those within our firm who need to know in order to provide you with services. We will not disclose your personal information to any third party without your express permission, except where required by law. We maintain physical, electronic, and procedural safeguards in compliance with federal regulations that protect your personal information from unauthorized access. Please contact us with any questions regarding our privacy policy.

    Signatures. By signing below, you acknowledge that you have read, understand, and accept your obligations and responsibilities and that you understand our responsibilities in preparing your tax return including our privacy policy as explained above. For a joint return, both tax payers must sign.

    Tax Payer Signature:_____________________________________________Date:________________

    Spouse Signature:_______________________________________________ Date:________________

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