CLIENT INTAKE FORM
How did you hear about us?
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Referral
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What is the best day & time to contact you?
Did you file a 2021 tax return?
Yes
No
Unsure
Are you trying to buy a new home within the next 2 years?
Yes
No
Do you owe the IRS, Student Loans or any other entity that may OFFSET your refund?
Yes
No
Other
Taxpayer Information
Can you be claimed as a dependent by someone else.
*
Please Select
Yes
No
Filing Status
*
Please Select
Single
Head of Household
Married Filing Joint
Married Filing Separ
Widow
Tax Payers Name
*
First Name
Last Name
Taxpayer's Phone Number
*
Example: xxx-xxx-xxxx
Taxpayer's Job Title
Taxpayer's Date of Birth
*
Example: 01/01/2001
Taxpayer's SSN
*
Example: xxx-xx-xxxx
Taxpayer's Email Address
*
Spouse's Full Name
First Name
Spouse's SSN
Example: xxx-xx-xxxx
Spouse's Date of Birth
Example: 01/01/2001
Spouse's Phone Number
Example: xxx-xxx-xxxx
Spouse's Email Address
Example: example@example.com
Spouse's Job Title
Address
Home Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Income
Select Income Type
W2
Unemployment
Self Employment (1099NEC, 1099 MISC, 1099K)
Alimony
Interest Income
How much in total was made from your business in 2022?
Other
Do you certify that the profits made in 2022 for your business are true and accurate based on documents from all sales and receipts?
Yes
No
Unsure
Did you incur expenses to operate your business in 2022?
Yes
No
Unsure
Due Diligence Questions
Are you self employed?
*
Yes
No
Did you and your spouse live apart during the year?
*
Yes
No
Not Applicable
What is your marital status as of December
*
Single (Not Married)
Married living with Spouse
Married not living with spouse
Did you pay over half the expenses of maintaining your residence for the entire year?
*
Yes
No
Did you support a child or family member for more than 6 months out of the year?
*
Yes
No
If yes, did you live together at any time after June 30, 2022
*
Yes
No
Not Applicable
Have you ever been denied the Earned Tax Credit (EITC)?
Yes
No
Are you on any Government Assistance
Yes
No
Not Applicable
Can someone else claim you as a dependent?
Yes
No
Dependent Information
How many dependents are you claiming?
*
Please Select
0
1
2
3
4
5
Dependent #1
First Name
Last Name
Dependent #1 Date of Birth
01/01/2001
Dependent #1 SSN
What is Dependent #1's Relationship to you (son, daughter, etc.)?
How many months did Dependent #1 live with you in 2022? (If all year, enter 12)
Dependent #2
First Name
Last Name
Dependent #2 Date of Birth
Example: 01/01/2001
Dependent #2 SSN
How many months did Dependent #2 live with you in 2022? (If all year, enter 12)
What is Dependent #2's Relationship to you (son, daughter, etc.)?
Dependent #3
First Name
Last Name
Dependent #3's Date of Birth
01/01/2001
Dependent's #3 SSN
How many months did Dependent #3 live with you in 2022? (If all year, enter 12)
What is Dependent #3's Relationship to you (son, daughter, etc.)?
Are there any dependents in daycare? If yes, please upload the form you received from your daycare provider.
Yes
No
Upload a copy of your daycare form here.
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Banking Information
How would you like to receive your tax refund?
Bank Card
Direct Deposit
Name of Bank
Which type of account would you like your refund deposited into?
Checking Account
Savings Account
Routing Number
Bank Account Number
Health Insurance Information
Did you have health insurance in 2022?
Yes
No
Did you have health insurance for the entire year?
Yes
No
Who was your insurance coverage through in 2022?
Please Select
The Market Place
Employer
Medicaid
Was your insurance through Medicaid?
Yes
No
Was your insurance through the Affordable Care Act (The Marketplace)?
Yes
No
Did your dependents have health insurance for the entire year?
Yes
No
Not Appliable
Who was your Dependents insured with in 2022?
Please Select
Employer
Market Place
Medicaid
College Credit
Were you or any of your dependents in college in 2022?
Yes
No
Do you have a 1098-T Form for either you or your dependents?
Yes
No
If you have a 1098-T form, upload it here.
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Virtual Currency
Did you trade any Virtual Currency
*
Yes
No
Misc Services
Are you interested in AUDIT PROTECTION for 59.00?
Yes
No
Are you interested in a Cash Advance up to $9500?
Yes
No
IRS Identity PIN Information
Were you issued an Identity Pin from the IRS
*
Yes
No
Identity Pin if Applicable
Documents to be Uploaded-Please upload ALL requested info
Taxpayer's Driver's License
*
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Taxpayer's and Dependent(s ) Social Security Card(s)
*
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Taxpayer's W-2/ 1099'S
*
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Only as it applies: Self-Employment Expense Log, Summary if Income, Business License, Bank Statements, receipts, etc
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Dependent(s) Birth Certificate(s) (LONG FORM)
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Dependent(s) Proof of Residency (Lease/Report Card/ School Demographic)
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Healthcare Card for Taxpayer(s) and Dependent (s)
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McGraw Financial Services LLC is not responsible if the taxpayer provides us with incorrect information (i.e. social security numbers for self, spouse, or dependents, last names, birth dates). This may delay your refund. McGraw Financial Services LLC is not responsible for any IRS audits. If you purchase the Audit Protection they will be able to assist you with an audit. All information obtained from the taxpayer and/or spouse must be presentable if the IRS audits your tax return. McGraw Financial Services LLC is not responsible for any incorrect tax figures provided by the taxpayer and/or spouse. If your tax figures change you will need to do an Amendment. Prices Vary. If you have any federal or government debts (i.e. school loans, child support, DPP, DFCS, etc.) there is a chance that your refund will be applied towards your debt. You can call the offset department at 1-800-304-3107 or 1-800-829-7650 to see if your refund will be partially or fully taken. If your refund is fully taken you are responsible for paying the preparation fees. McGraw Financial Services LLC provides the taxpayer with ONE complimentary copy of their tax return. Should you need any additional copies, there is a $20 fee per copy (federal and state included). McGraw Financial Services LLC is not responsible for any discussions or changes the IRS or bank may make on disbursement dates, filing status or any other required information from the IRS. McGraw Financial Services LLC is not responsible for any IRS glitch problems or IRS problems that may cause a delay in your tax refund. We DO NOT reimburse any bank fees in the event of this occurrence.
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Taxpayer Signature (Required)
Please check that ALL information is correct and accurate before submitting. Please check bank account details, social security numbers and dates of birth.
*
Verified
Primary Taxpayer's Signature
*
Date
*
-
Month
-
Day
Year
Date
Taxpayer's Signature (If no spouse, leave blank)
Date
-
Month
-
Day
Year
Date
Need to ask a Question??
If you have questions, please type them here.
We thank you for your business! Please allow 24-72 hours for us to complete your return, we will be in contact via email, text or call through out the entire process! Should you have any issues please contact our customer service email at info@mcgrawfinancialservicesllc.com. PLEASE NOTE: Our hours of operations are Monday thru Friday 9 a.m to 6 p.m and Saturdays & Sundays and after hours are by appointments only. Times may vary throughout Tax Season.
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