Tax Preparation Client Intake Form
There are 4 sections in this tax filing form. Some of these sections might not apply to you. It takes about 10 - 15 minutes to complete this form and upload the tax documents via our secure portal. Please contact us at (617) 829 0928 or via email Service@OneAccountingTax.com if you have any questions.
Are you a returning client?
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Please Select
Yes
No
Are you a landlord? Do you have rental properties incomes last year?
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Please Select
Yes
No
Answer "No" if you do not have rental property. If you have a 2 family house and collecting rent. It would be considered a rental property and select "Yes".
Are you self-employed or a contractor received 1099 NEC income last year?
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Please Select
Yes
No
Answer "No" if you have a corporation. This does not apply to S-Corp or C-Corp. It's only for the taxpayers that are self-employed filing Schedule C for business.
Please answer above 3 questions before moving to Section 1.0
By answering above questions, It will automatically filter the questions on this form. If you do not have rental property and are not self-employed, it will take less than 10 minutes to complete this form.
Section 1.0 - Taxpayer Information
What is your filing status? Please choose one
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Single
Married Filing Jointly
Head of Household
Widowed
Married Filing Separately
What's your citizenship?
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US Citizen
Green card holder
US Tax Resident
F1 Student Visa
None of these applied
Legal Name
*
First Name
Last Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
What's your SSN?
*
What's your date of birth?
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What's your job occupation?
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Current Address
Street Address
City
State / Province
Postal / Zip Code
Are there any life changing events last year? Check all that applies
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Newly married or divorced
Had a baby or adopted a child
Bought or sold a house
Established a new business
My spouse moved to the USA
My dependent(s) or I started college last year
My spouse or I changed to a new job
None of these applied
Other
Section 1.1 - Spouse Information
What's your spouse citizenship?
US Citizen
Green card holder
US Tax Resident
F1 Student Visa
None of these applied
What's your spouse legal name?
First Name
Last Name
What's your spouse phone number?
Please enter a valid phone number.
What's your spouse email?
example@example.com
What's your spouse SSN?
What's your spouse date of birth?
What's your spouse job occupation?
Do you have any dependents? Is it the same as last year?
Yes - I have dependents and it is the same as last year.
Yes - but the number of dependents are not the same as last year.
No - I do not have any dependents.
If the dependents are not the same as last year, please list any changes here. If you are a new client, please list all your dependents:
First Name
Last Name
SSN
Date of Birth
Relationship
Live w/dependent 6+ months?
1
Son
Daughter
Mother
Father
Other
Yes
No
2
Son
Daughter
Mother
Father
Other
Yes
No
3
Son
Daughter
Mother
Father
Other
Yes
No
4
Son
Daughter
Mother
Father
Other
Yes
No
5
Son
Daughter
Mother
Father
Other
Yes
No
Section 2.0 - Source of Incomes
Sources of Income. Check all that applies
Wages/Salary (Form W-2)
Contractor Income (Form 1099-NEC)
Unemployment or Paid Family Medical Leave (1099-G)
Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
Rental Property Incomes (Please fill out section 3.1)
Self-employed (Schedule C, please fill out section 3.2)
Gambling income (W-2G)
Incomes from S-Corporation or Partnership (1099-K)
Social security/RRB income (SSA-1099, RRB-1099)
Pension/IRA/annuity income (1099-R)
Sales of stock or other property (1099-B, 1099-S)
Other
Section 3.0 - Deductions and Expenses
Type of Deductions. Check all that applies
Student Loan Interest (Forms 1098-T)
College Tuition Expenses
Charitable Donations (Please indicate the amount on section 4.0)
Medical Expenses (if exceeded 7.5% of your adjusted gross income)
Childcare/Day-Care Expenses (If this box is checked, please list the provider information below)
Traditional IRA contributions (Please indicate the amount on section 4.0)
Mortgage interest (Form 1098)
Real estate and personal property tax
Other
Section 3.1 - Rental Properties Incomes/Expenses
You have indicated that you do not have rental property incomes/expenses. You can skip this Section and go to Section 3.2 Self-employed.
Section 3.1 - Rental Properties Incomes/Expenses
If you have rental properties, please answer the questions in this section. If you already have a list of expenses on paper or word document, you may skip this section and upload the information along with the tax documents.
Do you have the rental properties incomes/expenses from last year?
Yes - Please answer the questions in this Section 3.1
No - Skip these questions, go to Section 3.2 - If you check this box, it will automatically hide the rental properties questions and take you to section 3.2.
How many rental properties do you have?
One Property
Two Properties
List the incomes/expenses for the FIRST rental property here.
Do not include the expenses for the owner's unit. Please list the expense for rentals only. If you already have a list of expenses on a word document, you skip this section and upload the information along with the tax documents.
What is the rental property address?
What the rental incomes from last year?
Water & Sewers Expenses
Property Insurance Expenses
Utilities Expenses
Heat Expenses
Condo Fees/Management Fees
Trash Removal Expenses
Repairs & Maintenance
Supplies Expenses
Any other expenses? Please list it here, you can click on the + to add extra field.
List all the incomes/expenses for SECOND rental property here.
What is the rental property address and total rental incomes from last year?
Enter the property address and total rental incomes for whole year.
What the rental incomes from last year?
Water & Sewers Expenses
Property Insurance Expenses
Utilities Expenses
Heat Expenses
Condo Fees/Management Fees
Trash Removal Expenses
Repairs & Maintenance
Supplies Expenses
Any other expenses? Please list it here, you can click on the + to add extra field.
Section 3.2 - Self-employed (Schedule C - Business)
You have indicated that you are not self-employed or a contractor received 1099 NEC incomes last year. You can skip this Section and go to Section 4.0 general questions.
Section 3.2 - Self-employed (Schedule C- Business)
If you are self-employed and filing a Schedule C, please answer the questions in this section. This section may not apply to you and it's for the taxpayers that are self-employed or working as a contractor and receive a 1099-MISC form. Do not fill out this section if you have a Corporation.
Are you self-employed or received a 1099-MISC last year?
Yes - Please answer the questions in this Section 3.2
No - Skip these questions, go to Section 4.0 - If you check this box, it will automatically hide the self-employed questions and take you to section 4.0.
If you are self-employed filing a schedule C, please indicate the gross sales before expenses from last year. (if available)
List all the business expenses for self-employed here.
If you already have a list of expenses on paper or word document, you skip this section and upload the information along with the tax documents.
Miles Driven for Business
Business Insurance
Advertising Expenses
Office Expenses
Telephone Expenses
Legal & Professional Fees
Repairs & Maintenance
Supplies Expenses
Contractor Labors
Utilities
Any other expenses? Please list it here, you can click on the + to add extra field.
Section 4.0 - General and Tax Related Questions
Some of these might not apply and you can leave it blank or write down N/A.
How did you hear about us?
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Please Select
Google
Referral
Direct Mail
Other
Did you pay rent last year? If yes, please enter the amount for the entire year?
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Did you pay for public transportation (MBTA) or pay toll last year? If yes, please enter the amount for the whole year?
Did you or will you make any traditional IRA contributions before April 15 to the individual retirement account? If so, please enter the amount. (This is not the same as the 401k from your employer, it is a separate account through a bank or a broker)
Did you have full year health insurance last year? Massachusetts law requires that you have health insurance or you may subject to healthcare penalty.
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If you have Childcare/Day-Care Expenses, please list the provider name, address and SSN or EIN (Tax ID number).
You must provide these information in order to claim the childcare expenses.
Did you buy an Electric Vehicle and/or install an EV charger at your home? E.g. Tesla
Did you have any foreign incomes last year? As a U.S. citizen or a resident alien, your foreign incomes (earned outside of the U.S.) are subject to U.S. income tax.
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No - I don't have any foreign incomes.
Yes - Please provide more details in the comment section below.
Did you have full year health insurance last year? Massachusetts law requires that you have health insurance or you may subject to healthcare penalty.
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Yes - I have full year health insurance
No - I only have partial year health insurance.
No - I don't have health insurance for the full year.
Can someone claim you as a dependent on their tax returns?
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No
Yes - My parents or relatives claim me as a dependent on their tax returns.
Did you receive, sell, send, exchange or acquire any crypto/virtual currency? E.g. Bitcoin
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No - I didn't receive, trade or acquire any virtual currency.
Yes - Please provide 1099-B tax statement from the broker. E.g. Robinhood, Fidelity
Did you receive, sell, send, exchange or acquire any stocks?
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No - I didn't receive, trade or acquire any stocks.
Yes - Please provide 1099-B tax statement from the broker E.g. Robinhood, Fidelity.
Did you change your name last year?
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No
Yes - Please indicate name change in the comment section below.
Enter the amount of third economic stimulus that you received in March 2021 (if any) Please enter the actual amount as this will change your tax returns.
The third Economic Impact Payment amount was:$1,400 for an eligible individual with a valid Social Security number ($2,800 for married couples filing a joint return if both spouses have a valid Social Security number or if one spouse has a valid Social Security number and one spouse was an active member of the U.S. Armed Forces at any time during the taxable year) $1,400 for each qualifying dependent with a valid Social Security number or Adoption Taxpayer Identification Number issued by the IRS You may not receive anything or portion if over income limit.
Did you receive any advance child tax credit payment in 2021? If so, please enter the actual amount that you received.
If you did not receive any child tax credit payment we can claim it on your tax return.
Did you pay excise tax for your vehicles last year? If yes, please enter the amount.
Did you make any donations? If it is in CASH, please indicate the amount. You will need to upload proof of documents if you have donated more than $1,000 cash
Is your banking information same as last year? This will be used for direct deposit of your refunds or to pay your taxes.
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Please Select
Yes
No
Banking Information (Optional):
Please provide the banking information if you want direct deposit for your tax refunds. You can skip this section if your bank information is same as last year or you don't want direct deposit.
Bank Name
Bank Account Number
Routing Number
Please upload all the tax documents here by clicking "Browse Files". If you are filing out this form from your mobile phone. You can snap pictures directly from your phone or upload the files from your computer.
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Please upload your government photo ID/driver license information. In order to e-file your tax returns, IRS required the tax preparers collect this information to prevent fraudulent tax filings.
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Comment Section:
Please list any other expenses, incomes that are not listed above or any other comments that you want us to know.
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