Savvy in Services Tax Client Form

Savvy Taxes by Taneshia Website

Please have the following documents available for download (as applicable):

1. A Valid Driver's License/ID card for the taxpayer(s)

2. Proof of Address: Utility Bill, Lease, Mortgage Document, or other mailed document with taxpayer(s) name.

3. Social Security Card for everyone on the return

4. Proof of Income (W-2, 1099, Business Income Statement)

5. 1098-T (if claiming college credit)

6. Proof of Children (Medical Records/School Records/Daycare Records/Other Mail with Child's name present)

Due Diligence Questionnaire
The United States Congress have, as a reaction to the substantial tax fraud resulting from their original error of choosing to distribute federal social welfare program benefits via the tax return, placed new excessive inappropriate “due diligence” requirements on paid tax return preparers whose clients are claiming certain tax credits. This added to the excessive and inappropriate requirements previously implemented by the Internal Revenue Service, the IRS has forced tax preparers to, in many cases, become Social Workers and verify that their clients qualify to receive certain credits i.e. EIC, CTC, ACTC and now HOH.

We preparers are not compensated by the IRS or the government for doing their job for them but must pass the costs of this required additional work on to our taxpayer clients.

You will be claiming an Earned Income Credit, Child Tax Credit, Additional Child Tax Credit, HOH, and/or an American Opportunity Credit on your 2020 tax return. Because of this you must complete, sign, and return this questionnaire to me. I will keep the original signed copy of this questionnaire with my file copy of your 2020 tax return and will include a photocopy of the completed questionnaire in the package I send you with the finished returns.

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