2025 Tax Preparation Client Intake Form

  • 2025 Tax Preparation Client Intake Form

  • Taxpayer Information

  • Date of Birth*
     - -
  • Format: (000) 000-0000.
  • Were you a full-time student in 2025?*
  • Are you totally and permanently disabled?*
  • Are you legally blind?*
  • Can you be claimed as a dependent?*
  • Are you married?*
  • If you are married, have you lived apart from your spouse for the last 6 months of the tax year?*

  • Spouse Information

  • Date of Birth
     - -
  • Format: (000) 000-0000.
  • Was spouse a full-time student in 2025?
  • Is spouse totally and permanently disabled?
  • Is spouse legally blind?
  • Can spouse be claimed as a dependent?

  • Dependents

  • Rows

  • Direct Deposit Information

  • Tax Related Questions

  • Did you, your spouse, or your dependent(s) receive "Marketplace" insurance (Obamacare)?*
  • Employment Status*
  • Did you receive any unemployment compensation?*
  • Are you contributing to 401k or other pre-tax account?*
  • Does your dependent(s) have tuition expenses?*
  • Do you have any expenses for child care?*
  • Energy Star-rated improvements to your home?
  • Are the qualified energy efficiency improvements installed in or on your main home located in the United States?
  • Rows
  • Do you own or rent your home?*
  • Do you have documents that shows you paid for property taxes?*
  • Did you sell any stock?*
  • Did you take money from your 401K?*
  • Did you pay for vehicle tax?*
  • Do you have mortgage interest?*
  • Do you have real estate tax?*
  • Did you receive a federal tax last year?*
  • Do you have an Identity Theft Protection Pin issued from the IRS (IPPIN)?*
  • Have you ever had a tax return audited, rejected, or adjusted by the IRS?*

  • Expenses

  • Please list you expenses.

  • Rows

  • Due Diligence Questionnaire

  • Does anyone in your household make more money than you?*
  • Are expenses in your household shared? (ex: groceries, rent, insurance, utilities, etc)*
  • Do anyone give you funds to live on?*
  • Who carries health insurance for the child(ren)?*
  • Who pays for other medical expenses for the child(ren)*
  • Who watches the child(ren) while you work?*
  • If you did not have childcare expenses, did a family member watch the child(ren)?*
  • Does the family member that watch your child(ren) live with you?*
  • Do you receive any government assistance? ***If so, please list the amounts and government agency that you received the assistance from in the section below****

  • Business Income/Expenses

    Sole Proprietor, Independent Contractor, or LLC
  • Do you have a business and/or will receive form 1099-NEC? (If yes, answer the following business related questions. If no, skip)*
  • Do you have a bookkeeping system for your business?*
  • Do you have a business bank account?*
  • Please select what documents you can provide for proof of business?*
  • Please select which of the following you can provide for business income?*
  • Rows
  • If requested by the IRS, can you provide documentation to support all of the answers given?*

  • Document Submission

    The following is needed to prepare and file your 2024 Federal and State Income Tax Returns: Valid DL or state ID for yourself (and spouse, if applicable), SS card for yourself (and spouse, if applicable), SS cards for all dependentsBirth certificates of all dependents, two utility bills for the year for HOH status (must be 6 months apart; for example, one bill for June AND one bill for December), lease or dependents’ report cards or documents showing proof of residency, W-2s (last check stub for Holiday Advance clients) and/or 1099s, if filing self-employment, you must provide receipts of income/expenses, or a profit & loss statement (NO EXCEPTIONS even if you are a returning client), proof of direct deposit, copy of last year's tax return (new clients only).
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  • Acknowledgement & Signature

  • *** IMPORTANT ***

    YOU MUST TAKE A SELFIE SHOWING YOUR ID OR YOUR SUBMISSION WILL BE INVALID!!!

    I confirm that all information I entered here is accurate and true. I allow L&M Tax Services, LLC to capture my sensitive data like personal ID, government ID, social security number (SSN), and other information. I have read the terms and conditions and privacy policy of L&M Tax Services, LLC. By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in preparing this tax return.

  • Date Signed*
     - -
  • Date Signed
     - -
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