2025 Tax Preparation Client Intake Form

2025 Tax Preparation Client Intake Form
Taxpayer Information
Name*

First NameLast Name
SSN*
Date of Birth*

MonthDayYear
Date
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Email*
example@example.com
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Occupation*
YesNo
YesNo
YesNo
YesNo
YesNo
YesNoN/A
Spouse Information
Name

First NameLast Name
SSN
Date of Birth

MonthDayYear
Date
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Occupation / Job Title
YesNo
YesNo
YesNo
YesNo
Dependents

Enter your dependents here

Rows	Name	SSN	Date of Birth	Relationship	Months lived with you
1
2
3
4
5
6

Direct Deposit Information
Bank Name*
Routing Number*
Account Number*
Account type:*
Tax Related Questions
YesNo
EmployedUnemployedSelf-employed
YesNo
YesNo
YesNo
YesNo
How much did you pay in childcare expenses?*
WindowsDoorsFurnaceOther
YesNo

Qualified Energy Efficiency Home Improvements

Rows	Amount
Most expensive Energy Star door purchased
Other qualifying exterior doors purchased
Energy Star windows or skylights
Insulation or air sealing material or system
Furnace

OwnRent
What is the monthly rental or mortgage amount?*
How long have you rented or owned this property?*
# of months
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
If yes, please explain the result of the situation.
Expenses
Please list you expenses.

General Expenses (DO NOT enter business expenses, DO NOT round up, must be EXACT numbers and cannot all be even numbers, for ex: 500, 1000, 300, 350, etc.)

Rows	Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage or Rent
Investment Interest
Cash Contributions
Non-Cash Contributions
Union Dues
Investment Expenses

Total Expenses
Due Diligence Questionnaire
How many people live with you in your household?*
Of those included in your household, how many work?*
Of those included in your household, please state their relationship to you.*
YesNo
YesNo
YesNo
Does the other parent of the dependent(s) make enough to support child(ren)?*
Where is the child(ren) other parent?*
Why isn't the other parent claiming the child(ren)?*
How often does the child(ren) stay with the other parent?*
MeOther ParentOther (ex: Medicaid)
MeOther ParentOther (ex: Medicaid)
MeOther ParentOther (relative/school/daycare)
What school(s) does the child(ren) attend?*
YesNo
YesNo
YesNo
Please list the type and amount of government assistance that you received per month for the year.*
Business Income/Expenses

Sole Proprietor, Independent Contractor, or LLC
YesNo
What is the name of your business? (If you do not have a business, type N/A)*
What product or service do you offer in your business? (If you do not have a business, type N/A)*
How long have you been in business? (If you do not have a business, type N/A)*
What forms of payments do you accept from your clients/customers? (If you do not have a business, type N/A)*
Will you receive a form 1099-NEC? (If you do not have a business, type N/A)*
YesNo
YesNo
Business cardFlyerBusiness LicenseEIN (Employer Identification Number)Business Bank Statements1099-NECOther
Gross receiptsProfit & Loss StatementSummary of IncomeBusiness Bank Statements1099-NECOther
What is the amount of your business income for the tax year? (If you do not have a business, type 0)*

Business Expenses (DO NOT round up, must be EXACT numbers and cannot all be even numbers, for ex: 500, 1000, 300, 350, etc.) If you do not have a business, type 0.*

Rows	Expense Amount
Advertising
Business mileage
Commission and fees
Insurance (other than health insurance)
Interest
Legal and Professional fees
Office Expenses
Rent or Lease (vehicle)
Rent or Lease (other business property)
Repairs and Maintenance
Supplies
Taxes and Licenses
Travel (flights, hotels, etc.)
Meals
Wages
Contract Labor (paid to independent contractors)
Other Expenses

YesNo
Additional comments (Please state any other additional comments below that is important for the preparation of your tax return.)
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).
Driver's License or State ID*

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Your Social Security Card*

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Spouse Social Security Card

Cancelof
Dependent 1 Social Security Card

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Dependent 2 Social Security Card

Cancelof
Dependent 3 Social Security Card

Cancelof
Dependent 4 Social Security Card

Cancelof
Dependent Birth Certificates

Cancelof
First Utility Bill if filing HOH (must be 6 months apart)

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Second Utility Bill if filing HOH (must be 6 months apart)

Cancelof
Proof of residency for HOH and dependents (lease, school records, medical records)

Cancelof
W-2s, 1099s, 1098-T, etc. (last paystub(s) for Holiday Advance clients)*

Cancelof
Self-Employment Income and Expense Receipts

Cancelof
Proof of direct deposit (must have your name, routing number, account number, and whether account is checking or savings)*

Cancelof
Upload 2024 tax return or tax transcript if our company did not file your 2024 return.

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ID.ME upload (Please upload a screenshot showing you can access your account on irs.gov. The screenshot must show your name and balance. It is imperative for you to be able to access your account)

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All other documents needed to prepare your return.

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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*

MonthDayYear
Date
Taxpayer Signature*

Clear
Date Signed

MonthDayYear
Date
Spouse Signature (if applicable)

Clear
Please upload a photo of yourself holding your driver's license or state ID.*
Should be Empty:

2025 Tax Preparation Client Intake Form

Taxpayer Information

Spouse Information

Dependents

Direct Deposit Information

Tax Related Questions

Expenses

Due Diligence Questionnaire

Business Income/Expenses

Document Submission

Acknowledgement & Signature