Tax Preparation- Virtual Client

Barclift Financial Services

Please read notice below before proceeding.
Disclaimer Notice: All documents for your current tax return and previous years tax returns must be uploaded via this form. Emailed documents will not be accepted. All clients will receive an email once taxes have been completed and filed. To check your status please click the link below to check your federal or state refund status. The links to the the IRS and local state refund sites can be found in the right-hand menu.*

AgreeDisagree
Client Type*

New ClientReturning Client
Is this year your first year filing your taxes with Barclift Financial Services?*

YesNo
Do you currently have any offsets with the IRS (delinquent student loans, delinquent child support, tax liens etc)? *If you suspect that you have an offset call 1 (800)304-3107 to confirm*

YesNo
Check your federal and local refund status by clicking the links below.

Check my federal refund status.

Check my state refund status.

Spouse Name

First NameMiddle NameLast NameSuffix
Social Security Number
Date of Birth

MonthDayYear
Date
Phone Number

Area CodePhone Number
Email
example@example.com
Current Occupation*
Currently Enrolled Student?*

Yes (If yes, please remember to upload the 1098T)No
Address

Street Address

Street Address Line 2

CityState

Zip Code

Child and Dependent Daycare Expenses

If the provider is a person, enter the care provider's SSN
Child Name Amount Paid*

First NameAmount Paid
Provider Phone Number*

Area CodePhone Number
Provider*

NameTax ID #/ SSN
Provider Address*

Street Address

Street Address Line 2

CityState

Zip Code
Do you want to enter another child care provider?*

YesNo
Child Name Amount Paid*

First NameAmount Paid
Provider*

NameTax ID #/ SSN
Provider Phone Number*

Area CodePhone Number
Provider Address*

Street Address

Street Address Line 2

CityState

Zip Code

Business Owners Data Sheet

Schedule C
Name of Business*
Employer ID Number
EIN
What is the legal structure of your business?*
Business Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Is there any other information, questions, or concerns that you want to include to your tax preparer pertaining to your business?
Please upload all related business documents.

Choose Files

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Please upload additional documents.

Choose Files

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Payment/Refund

(Checks can be picked up in office or sent via mail)
Select below the method that you prefer to receive your refund*

Direct DepositCheckPrepaid Card
Bank Name
Bank Account Number
Bank Routing Number
Account Type

CheckingSavings

E- Signature Below*

Clear
By filling out this form, you are giving us permission to prepare your tax return and you are confirming that ALL information entered is accurate. If you have any questions do not hesitate to email marsha@barcliftfinancialservices.com

Barclift Financial Services