Client Intake Form
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  • English (US)
  • Spanish (Latin America)

  • Client Intake Form

    You will need: Tax information such as Forms W-2, 1099, 1098, 1095, Social Security Cards or ITIN letters for all persons on your tax return, Picture ID (such as valid driver's license) for you and your spouse. PLEASE TAKE A CLEAR PICTURE OF ALL NECESSARY DOCUMENTS. For technical assistance email: forms@fas-tax.org.

  • Part 1: Your Personal Information

  • Do you rent or own?*
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  • Format: (000) 000-0000.
  • Are you a U.S. Citizen?*
  • Are you married? If Yes, please enter spouse information below*
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  • Last year, were you totally and permanently disabled ?*
  • Last year, were you full-time student?*
  • Are you legally blind?*
  • Can anyone claim you or your spouse as a dependent?*
  • Do you have a State ID/Driver's License?*
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  • NY Residents Only: Did you receive an inflation check?
  • Has you, your spouse, or dependents been a victim of tax related identity theft or been issued an Identity Protection Pin?*

  • Part II-Marital Status and Household Information

  • Did you file taxes last year?*
  • As of December 31, 2024 what was your marital status?*
  • Did you get married in 2025?*
  • Did you live with your spouse during any part of the last six months of 2025?
  • What is your Tax Filing Status?*
  • Did you pay over half the expenses of maintaining your residence for the entire year?*
  • Did you support a child or family member for more than 6 months out of the year?*
  • Did you pay child support?*
  • Do you owe child support arrears( back child support)?
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  • Did you pay childcare expenses?(Daycare, Babysitter, After-school)*
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  • Did you attend an undergraduate college/university?*

  • Part III-Income: Last Year, Did You (or Your spouse) Receive-Check All that Apply

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  • Part IV: Expenses- Last Year, Did You (or Your spouse) Pay-Check All that Apply

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  • Life Events: Last Year, Did You (or Your spouse) -Check All that Apply

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  • Did you have health insurance for the entire year of 2024?*
  • Did you contribute a charity?
  • How would you like your refund?*
  • Type of account*
  • Would you like Audit Protection (Additional fee)?

  • I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing FAS-TAX to prepare my taxes based on that fact. I understand that I am financially responsible for any outstanding balance due to any false information given to FAS-TAX. 

    If for any reason you owe an entity, have a prior tax bill, and they take(offset) the entire refund, which may include but not limited to: child support arrears, student loan debt or tax debts, you are STILL responsible to pay the tax preparation fee for services rendered. Preparation fees are solely for tax preparation and are not contignent on receiving an anticipated refud.  If you are aware of any such debt, you must pay tax preparation fees upfront. FAS-TAX or an authorized instutuion representing FAS-TAX reserves the right to automatically debit the  preparation fees, if not paid in accordance to this agrrement. 

    *For any reason, if an amendment has to be filed with no fault of the tax preparer, an upfront fee of $150.00 is required! Please view your tax return, which is emailed to you and in your client portal. Any copy after the first copy is a  processing fee of $20.00.

     ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable! NO EXCEPTIONS TO THIS!!

    For any direct assistance please email forms@fas-tax.org or admin@fas-tax.org

    IRS Contact 800-829-1040

     

    Please click this link to check your federal refund status. You will need your filing status, social security number, and the total amount of the refund before fees

    https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp 

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