Client Tax Application

Client Application

Tax Year 2022
Before you start your application please have ALL the proper forms, receipts, documents, and statements necessary to prepare and e-file your taxes.
Name*

First NameLast Name
Social Security Number*
SSN
Date of Birth*

MonthDayYear
Date
Phone Number*
Please enter a valid phone number.
Can we text you regarding your account status and company updates?

YesNo
Email*
example@example.com
Occupation*
Job Title
Did you get married in 2022?*

YesNo
Marital Status*
Taxpayer's Citizenship*
Spouse Information
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you have dependents to claim?*

YesNo
NON-Biological Dependent Consent
It is illegal to claim an exemption on your tax return for any dependent who does not meet the IRS requirements for a valid dependent. You are confirming that you have provided more than 60% of support for the names below and that your dependents lived with you more than half the year in 2022. You verify that the information your provided is true and correct to the best of your knowledge and that STEP BY STEP TAX SOLUTIONS LLC holds no legal responsibility to any claims entered.
Do you agree with the terms stated above?*

YesNo
#1 Dependent Information*
Does the dependent above live with you?

YesNo
What proof do you have that your dependent lives with you?

LeaseSchool recordsHealth InsuranceHealth recordsCourt documentsI do not have any a documentationOther
Does anyone else have the right to claim this dependent?

YesNo
If Yes, the IRS will treat the child as the qualifying child of the parent with whom the child lived with for the longer period of time during the year. If the child lived with each parent for the same amount of time, the IRS will treat the child as the qualifying child of the parent who had the higher gross income for the year. Unless there is an agreement in place for the parents to take turn filing the child.
Add another dependent?*

YesNo
#2 Dependent Information
Add another dependent?*

YesNo
#3 Dependent Information*
Add another dependent?

YesNo
#4 Dependent Information
Add another dependent?

YesNo
#5 Dependent Information
Add another dependent?

YesNo
#6 Dependent Information
Did you have Marketplace Insurance in 2022?*

YesNo
If you had Marketplace Insurance you will receive form 1095-A. You MUST upload a copy of Form 1095-A (Marketplace) at the document upload section.
Did you receive unemployment payments in 2022?*

YesNo
If you received any unemployment payments in 2022 you will receive form 1099-G. You MUST upload a copy of Form 1099-G at the document upload section.
Did you attend college in 2022?*

YesNo
If you attended college in 2022 you MAY receive form 1098-T from your school. You MUST upload a copy of Form 1099-T at the document upload section.
Do you receive a yearly Identification Protection Pin (IP PIN) from the IRS? (An Identity Protection PIN (IP PIN) is a six digit pin that prevents someone else from filing a tax return using your social security number.*

YesNo
Have you received your ID PIN?*

YesNo
Enter ID PIN
A copy of this document must be uploaded.
(If you have not received your ID pin this year from the IRS, You must contact the IRS before filing. You can login your online IRS account and retrieve your ID PIN right online. Unfortunarly we cannot file your tax return without it.
Do you want a Loan*

YesNo
You must have all your tax 2022 documents to apply for a loan. Effective January 1, 2023 all loans will be subjected to a finance fee. Your Preparer will give you more details.
Do you want Direct Deposit?*

YesNo
Our office is 100% virtual we recommend direct deposit. Printed check will no longer be hand delivered. If Direct Deposit is not an option select No, and we will arrange a check up pick when your funds are available.
Banking Information

Enter your Direct Deposit information below to get your tax return sent straight to your bank.
Name on your bank account must match name on your application/ tax return.*
Account Type*

CheckingsSavings
Are you self employed?*

YesNo
Self Employed Waiver
I verify that I have been provided with information on a Small Business Owner Schedule C filing. After being provided with this information, I have identified that I do in fact qualify to file my 2022 personal income tax return as a self-employed small business owner.

Upon signing this document, I am fully aware that STEP BY STEP TAX SOLUTIONS LLC, will file my return with the information that I have provided, however once submitted, IRS will review the return and either approve or deny my refund. This document will also serve as proof of my acknowledgement of said filing, and I am aware that STEP BY STEP TAX SOLUTIONS LLC will not be held responsible for any action taken by IRS including audit, freezing or delaying my refund or any and all fees assessed by IRS for repayment.

I also understand that should I ever receive notification of audit on my 2022 personal income tax filing, STEP BY STEP TAX SOLUTIONS LLC will prepare all necessary amendment documents for a flat fee of $175.00 to be submitted to IRS on my behalf. Again, should the IRS assess any penalties or fees to be owed, I understand that these will be solely my responsibility and that STEP BY STEP TAX SOLUTIONS LLC will not be responsible for any such fees incurred.
Initials here if you agree to the statement above*
Small Business Schedule C Worksheet
Business Gross Income for 2022
Enter business income. Ex $345.00
Enter business expense amount for each category that you have.
Questionnaire and Supporting Documentation

For Form 1040 Schedule C (Profit or Loss from Business)
BUSINESS INFORMATION*
Did you receive forms 1099 MISC for the income reported?*

YesNo
Is a license a requirement of your occupation?*

YesNo
Do you have a business license?*

YesNo
How do you advertise for business?(Check all boxes that apply.)(Submit copies of records.)*

NewspaperFlyersPersonal ComputerOther
By law, you are required to keep adequate records. What type of records do you maintain to verify business income and expenses?(Check all boxes that apply.)(Submit copies of records.)*

Accounting RecordsPaid Invoices/ReceiptsAdvertisingLog booksLedgersComputer RecordsBusiness StationaryBusiness Bank AccountsCar/Truck ExpenseInsuranceRental ExpenseSuppliersOther
Did you file state and/or local sales tax returns for the tax year?*

YesNo
Information collected for Form 11652 (Rev. May 2005) CN 25988D

Note: If you claimed a refund on your return and have not recived it, IRS will not consider your claim until they review your documentation and make a final determination regarding your tax liability. Failure to complete all parts of this questionnaire and submit documentation to verify income and expense may delay their review of your claim for refund.

www.irs.gov
Document Upload
Are you ready to upload your 2022 Tax Forms?*

YesNo
Here is a List of Required Documents to Upload ( Check the boxes on documents you will upload)

Income: W2 / 1099 MISC / 1099-G / 1098-T / 1099-RPaystubsDependent Social SecurityDependent Birth CertificateInsurance: 1095-ASchool: 1098-TDrivers License (New Clients Only)Social Security Card (New Clients Only)Childcare Expense StatementBusiness ExpenseBusiness Accounting ReceiptsBusiness LicenseOther
File Upload

Cancelof
If you have any missing tax forms or required documents we will not submitt your tax return. It is important to submit all the proper documentation to receive the correct refund amount.
Bank and Preparation Fee's
I authorize STEP BY STEP TAX SOLUTIONS LLC to collect all fee's for my Tax Preparation, Audit & Bank Fees from my 2022 Tax Refund.

Upon signing this document, I am fully aware that this amount is non-negotiable and has been agreed upon between myself and my tax preparer at the time of filing. Should I receive a refund and not re-imburse the amount stated above to STEP BY STEP TAX SOLUTIONS LLC, this document will be used as proof of my acknowledgement of said fees in a court of law.

The amounts stated are anticipated amounts and are not guaranteed once filed to the IRS for review. Should the client receive a larger or lesser refund then stated above, it will not affect the fee to be deducted. Fees are non negotiable once return has been submitted to the IRS. STEP BY STEP TAX SOLUTIONS LLC is not responsible for the IRS collection of outstanding student loans, child support, SSI payments or any other Federal monies owed by the client.
Do you agree with the terms stated above?*

YesNo
Consent To Disclosure

Of Tax Return Information
I authorize STEP BY STEP TAX SOLUTIONS LLC to collect all fee's for my Tax Preparation, Audit & Bank Fees from my 2022 Tax Refund.

Upon signing this document, I am fully aware that this amount is non-negotiable and has been agreed upon between myself and my tax preparer at the time of filing. Should I receive a refund and not re-imburse the amount stated above to STEP BY STEP TAX SOLUTIONS LLC, this document will be used as proof of my acknowledgement of said fees in a court of law.

The amounts stated are anticipated amounts and are not guaranteed once filed to the IRS for review. Should the client receive a larger or lesser refund then stated above, it will not affect the fee to be deducted. Fees are non negotiable once return has been submitted to the IRS. STEP BY STEP TAX SOLUTIONS LLC is not responsible for the IRS collection of outstanding student loans, child support, SSI payments or any other Federal monies owed by the client.
Do you agree with the terms stated above?*

YesNo
Client Agreement

Taxpayer Consent
I understand that STEP BY STEP TAX SOLUTIONS LLC will not release my Federal Tax Refund check until I have provided all of the necessary documents for my file. This includes all Original W-2 forms, social security cards, Birth certificates, or any federal forms that are required by the Internal Revenue Service. Direct deposit will not be an option for any clients who have pending documents missing at the time of filing. Once your file is submitted to the IRS the option for direct deposit will not be available. This is to ensure that STEP BY STEP TAX SOLUTIONS LLC obtains all documents and to remain compliant with the IRS guidelines. STEP BY STEP TAX SOLUTIONS LLC will not be held responsible for denials, delays or changes in taxpayers refund if taxpayer did not provide all the necessary documents.

By signing below, you are consenting to the above STEP BY STEP TAX SOLUTIONS LLC Policy. No exceptions will be made to this rule.
Signature*

Clear
Date*

MonthDayYear
Date
How easy was it for you to complete this application?*

1

2

3

4

5

1 is Easy, 5 is Hard
*IMPORTANT MUST READ BEFORE SUBMIT*

What Happens Next?
- A confirmation email will be sent to the email address on your application.
- If all your documents are properly submitted your quote will be texted to you within 24 hours. To accept the quote please text back the word “APPROVED” to confirm. Processing will be ceased until the approval text is received.
- If you are applying for the loan, you will receive a follow up text message with the approval amount of the loan. We cannot determine the amount received for the loan as it is approved by the bank and based upon the amount of the refund.
- Please understand that you are submitting your tax return to the IRS when you apply for the loan, so ALL documents are required to avoid any delays.
- If you are filing with no dependents, please allow up to 21 days for the IRS to process your tax return. Although the IRS will be open as of Jan 3rd, official processing will not start until Jan 24th.
- If you are claiming the Earned income credit or additional child tax credit, according to the PATH act (Protecting Americans against Tax Hikes) the IRS will not be processing these tax returns until February 14th with payout not to be expected until EARLY March.
- The IRS website remains the best way to check the status of your refund. Please check ONLY once daily for the most accurate updates on your refund.
Should be Empty:

Client Application

NON-Biological Dependent Consent

Banking Information

Self Employed Waiver

Small Business Schedule C Worksheet

Questionnaire and Supporting Documentation

Document Upload

Bank and Preparation Fee's

Consent To Disclosure

Client Agreement