Time 4 Moore Tax Preparation Client Intake Form

  • Tax Preparation Client Intake Form

  • Filing Status
    • Taxpayer Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Are you a U.S. Citizen?
    • Are you totally and permanently disabled?
    • Did you go to school full-time or at least half of the year? *additional documentation required prior to return submission?
    • Did you owe any outstanding debts such as federal debts, child support, student loans, etc? *If you are unsure, please call 800-304-3107 to find out if your return will be offset.
    • Are you filing self-employment or adding self-employment to your return?
    • Spouse Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Is your spouse a U.S. Citizen?
    • Is your spouse totally and permanently disabled?
    • Did spouse go to school full-time or at least half of the year? *additional documentation required prior to return submission
    • Does spouse owe any outstanding debts such as federal debts, child support, student loans, etc? *If you are unsure, please call 800-304-3107 to find out if your return will be offset
    • Is your spouse filing self-employment or adding self-employment to your return?
    • Dependents 
    • Rows
    • Rows
    • Tax Related Questions 
    • Employment Status
    • Are you contributing to 401k or other pre-tax account?
    • Does your dependents have tuition related expenses?
    • Do you pay any childcare expenses?
    • Do you rent, own, or live with someone else?
    • If you own your home, did you pay property taxes with documentation?
    • Did you pay any mortgage interest with documentation?
    • If you own your home, did you have energy star rated improvements to your home?
    • Did you buy or sell any stock?
    • Did you withdraw money from your 401k?
    • Did you receive a federal tax refund last year?
    • Did you receive any payments via Cashapp, Paypal, Venmo or other site totaling $600 or more?
    • Were you issued a PIN number by the IRS in order to file your taxes?
    • Did you pay for vehicle tax?
    • Do you have real estate tax?
    • Are you a victim of identity theft?
    • Expenses 

    • Please fill-up the information within the current year only.

    • Rows
    • REFUND OPTIONS 
    • How do you want to receive your federal refund?
    • How do you want to receive your state refund (if applicable)?
    • Acknowledgment & Signature 
      • I confirmed that all information I entered here is accurate and true.

      • I allow Time 4 Moore 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 Time 4 Moore LLC.

      • I certify that I'm entitled to a tax refund and if for any reason my tax refund is denied or offset, I agree to pay Time 4 Moore LLC for my tax preparation and electronic submission to the IRS within 30 days.

      • By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
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    • Date Signed
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