Tax Preparation Virtual Client Intake Form

  • Virtual Client Tax Info

    Completely fill out the form below to submit your tax information to me. Upload all documents before final submission. If you are claiming any dependents, be sure to upload their SS CARDS, BIRTH CERTIFICATES AND ALL ITEMS THAT SHOW THEIR ADDRESS IS THE SAME AS YOURS. (e.g. school records, medical records, doctor bills, medicaid statement, social service records or anything that shows your child's name and current address). IF YOU ARE FILING MULTIPLE YEARS YOU MUST COMPLETE A SEPARATE FORM FOR EACH YEAR. If you have any questions prior to completing this form, do not hesitate to contact me by email at virtualtaxlady@gmail.com or by phone at (910) 975-6761. Thank you!
  • Date of Birth*
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  • Can someone file you as a dependent?*
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  • Are you filing an eligible spouse on your tax return?*
  • Date of Birth*
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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*
  • Account Type
  • Are you interested in applying for a cash advance? (Up to $6000)*
  • Is this year your first year filing your taxes with FTB TAX and the Virtual Tax Lady?*
  • Did your marital status change during the year?*
  • Did you have Marketplace Health Insurance (Obamacare-ACA) this year? (Should receive Form 1095-A)*
  • Did you attend a College or university last year?
  • Do you currently have an offsets with the IRS (delinquent student loans, delinquent child support, tax liens etc)? *If you suspect that you have an offset call (800)304-3107 to confirm*
  • Do you have any children or dependents to file?*

  • Dependents

    Should only be listed if you take care of the dependent over half of the year
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  • Date Of Birth*
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  • Do you want to enter another dependent?*
  • Date Of Birth*
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  • Do you want to enter another dependent?*
  • Date Of Birth*
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  • Do you want to enter another dependent?*
  • Date Of Birth*
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  • Did you pay any child care expenses throughout the year ?

  • Child and Dependent Daycare Expenses

    If the provider is a person, enter the care provider's SSN
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  • Do you want to enter another child care provider?*
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  • Upload photos of your W-2,1099,and ALL documents

    Attach an image of all documents that can be used to assist your tax preparer with the preparation of your tax return.
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  • Do you owe from previous years?
  • Please select the following years you are trying to file

  • HOW DO YOU WANT TO PAY YOUR FILING FEE?*
  • Did you Buy or Trade any Crypto Currency? (Ex. Bitcoin)
  • Do you have a business that you would like to be included on your return?*

  • Business Owners Data Sheet

    Schedule C

  • Business Income

    All income receive during the fiscal year

  • Business Expenses

    Complete to the best of your ability. In each field enter the approximate amount you spent in each category.
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  • STOP!

     

    DID YOU FINISH UPLOADING YOUR DOCUMENTS? 

    IF YOU DID NOT UPLOAD ALL NECESSARY DOCUMENTS YOUR INTAKE FORM WILL BE VOIDED.

     

    Client non-payment/offset clause

    At FTB TAX, we strive to assist all of our clients in their tax needs, however, we understand that situations arise. If your refund is offset by the IRS, student loans, child support or your check is mailed, you are still obligated to pay our company the fees associated with filing your tax return. By signing this agreement you acknowledge that if payment is not made in full within 30 days legal actions will be sought to resolve payment.

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