Client Consultation Intake Form RHOB

****PLEASE FOLLOW ALL STEPS BELOW****

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

*Returning clients may use previous login information from the TaxesToGo app.

STEP 2. You will be provided a Tax Code from the mobile app. Please enter your TAX CODE and user email address below.

Returns will be processed as they are received. You will be provided a funding quote prior to submission.

More information regarding Client Intake and the Onboarding process can be found at www.thrivebusinessgp.com
Personal Info
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
TaxesToGo Tax Code (from mobile app)*
Occupation*
Do any of the following apply?

DeceasedBlindCan be claimed as a dependent
Social Security Number*
Date of Death
Filing Status*

SingleHead of HouseholdMarried Filing JointMarried Filing SeparateQualifying Widow
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 2023?
Do you often receive a refund?*
Do you often owe taxes?*
Do you owe child support or delinquent student loans?*
Dependent 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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Please take clear pics. If you were a last year client and filing the SAME dependent, you do not need to upload anything. Cancelof
Income
Please select each type of income that you recevied for the 2023 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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We need the entire form, with all numbers showing. Please take clear pictures. Cancelof
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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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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Please take clear pictures Cancelof
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?
Upload any documents you want to for your business for income or expenses

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Are you planning to purchase a home this year?*
Are you interested in Credit Repair Services?*
Were you referred to Thrive Business Group?
Referral Name
Discount Code
VIP Returning Clients ONLY
Refund Selection
How would you like your refund?*
Bank Name*
Routing #*
Account#*
Checking or Savings?*
Signature*

Clear
Should be Empty:

Personal Info

Client History

Dependent Information

Income

Deductions and Credits

HealthCare

Self-Employment Questionnaire

Refund Selection