Client Consultation Intake Form RHOB

****PLEASE READ & FOLLOW ALL STEPS BELOW****

STEP 1. Download our Mobile app ➡️MyTaxOffice from the Apple/Google Play Store

STEP 2. Select Signup, Individual, and enter your personal information. You will be asked to provide a firm passcode and firm name.

Firm Passcode: 87QU19

Firm Name: Prosperous Enterprise LLC

Once you have completed the information in the MyTaxOffice app, please remember to complete the information below to ensure your file is completed accurately.

Returns will be processed as they are received. You will be provided a funding quote before submission.
PERSONAL INFORMATION
Name*

First NameLast Name
Date of Birth*

MonthDayYear
Date
Phone Number*

Area CodePhone Number
Secondary Phone Number*

MUST BE A DIFFERENT PHONE NUMBERTHAN THE ONE LISTED ABOVE
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email*

Confirmation Emailexample@example.com
Occupation*
Do any of the following apply?

DeceasedBlindCan be claimed as a dependent
Social Security Number*
Date of Death
Please upload front ID/Driver License *

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Please take a clear picture of it on a dark background. Please do not hold the ID, just place it flat on a table or book. Cancelof
CLIENT HISTORY
Are you a New Client this Tax Season?*
If you are a New Client, please upload your last yr's tax return

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Do you have any dependents?*
Did you or your family have health insurance at any time in 2024?
Do you often receive a refund?*
Do you often owe taxes?*
Do you owe child support or delinquent student loans?*
DEPENDANT INFORMATION
Dependent #1 Name
Date of Birth

MonthDayYear
Date
Social Security Number
Relationship to you
Dependent #2 Name
Date of Birth

MonthDayYear
Date
Social Security Number
Relationship to you
Dependent #3 Name
Date of Birth

MonthDayYear
Date
Social Security Number
Relationship to you
Please upload a copy of the dependents social security cards OR other document that has ssn on it.*

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Did you have childcare or dependent care during the tax year?*
Did the dependent(s) live with you (taxpayer) for over 6 months in tax year?*
Is the dependent(s) that you are claiming your son, daughter, stepchild, foster child, brother, sister, step brother, step sister, or a descendent of any of those?*
Did you (taxpayer) provide more than 50% of income to take care of your dependent(s) in tax year?*
Are your dependent(s) totally disabled this tax year?*
Are you the parent of your dependent(s)?*
If NO, why is the parent(s) not claiming the dependent(s)?
Explain
INCOME
Please select each type of income that you recevied for the 2024 Year*

Unemployment Income (1099G)W2Self Employed (1099NEC/1099K/1099MISC)Household Income (Home Health/Nanny)1098T FilerAlimonyInterest IncomeOther
Are you filing a business/self employed/side job/cash job? If yes, describe the nature*
Is this your first year filing this business?*
Upload your Income document(s)

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Deductions and Credits
Which of the following applies to you?

I paid a daycare or nanny to care for my child 13 years or younger while I worked or looked for work. I have a statement that can prove this claim and provide their EIN/SSNI paid charity/tithes/or given donations to community organizations and/or religious institutionI attended a college/university /career school and paid eligible expenses that can be proven with a 1098T formI paid over 12,400 in expenses for iteminizationI paid student loan interest and received 1098EI had eligible medical expensesI had energy or solar power expensesI sold/and or purchased a homeI Adopted a child or had a babyI am in the military and had to moveI got married/separated/divorced or paid or received alimony
Upload Documents for Deductions

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EDUCATION
How many years have you/spouse/dependent child claimed the AOTC (College Credit 8863)?
Explain
Have you been convicted of a felony?*
Did you pay out of pocket expenses for any of your tuition and required books and etc.?*
Was the college student enrolled at least half time for at least one academic period?*
FILING STATUS
Filing Status*

SingleHead of HouseholdMarried Filing JointMarried Filing SeparateQualifying Widow
Are you married?*
Have you lived apart from your spouse for the last 6 months of the year?*
How long have you been separated?
Explain
Did you maintain more than half of the cost of the home?*
Did you receive any type of supplemental income such as child support, welfare, food stamps or social security, etc.*
If so, how much, and what kind?
Explain
HEALTHCARE
Did you purchase insurance from the Marketplace OR have any premium credits from the Insurance company you use?*
Upload 1095A

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SELF EMPLOYMENT QUESTIONNAIRE
Business Name (if different from your name)
EIN (if you don't use your SSN)
Business Address (If Different From Your Home)
How do you receive money from clients? (select all that apply)

Paypal/Cash App/Cash on HandWebsite or 3rd Party Payment ProcessorBilling Company (Afterpay/Sezzle/etc)Other
Which type of documents can you provide if requested by IRS?

PayPay/Cash App Invoices/Records showing paymentsBank Account StatementsBusiness Cards/LogoWebsite/Social Media PresenceQuickBooks/FreshStart/Payroll SoftwareOther
Which type of documents can you provide if requested by IRS for receipts?

PayPal/Cash App Invoices/Records showing paymentsBank Account Statement showing payments toRecords from your CPA/BookkeeperLease/Utility/Insurance from physical locationWebsite Fees/Social Media AdsQuickBooks/FreshStart/Payroll Software
Did any of the following apply? (select if YES)

You received 1099 MISC for this businessYou received 1099 NEC for this businessYou used an automobile for this businessYou hired employees or paid a contractor over $600?You had insurance for this businessYou had separate office space for this business?
Were you paid commissions through any third-party platforms? (FB, IG, Tik Tok, Esty, Amazon or etc)
List Here
Upload any documents you want reviewed for business income or expenses

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Are you planning to purchase a home this year?*
Were you referred to Thrive Business Group?
Discount Code
Returning Clients ONLY
I have read and understand all questions asked by the tax preparer and agree knowledge of all questions and answers listed in this Client Intake Interview Sheet/Due Diligence Additional Questions have been answered to the best of my ability. *
REFUND SELECTION
How would you like your refund?*
Bank Name*
Routing #*
Account#*
Checking or Savings?*
Signature*

Clear
Should be Empty:

PERSONAL INFORMATION

CLIENT HISTORY

DEPENDANT INFORMATION

INCOME

Deductions and Credits

EDUCATION

FILING STATUS

HEALTHCARE

SELF EMPLOYMENT QUESTIONNAIRE

REFUND SELECTION