Thank you for choosing Latina Tax Solutions, LLC ! To ensure you receive the MAXIMUM REFUND, please fill out intake form below. Any questions, please feel free to call (262)732-2187 or email to: noemi@latinataxsolutions.net. We look forward to serving you

Thank you for taking the time to compete our tax intake form. This information is very important to properly complete your income tax return and to ensure your maximum refund!
Filing Status

SingleHead of HouseholdMarried Filing SeparatelyMarried Filing JointlySurviving Spouse
Tax Year

20242023
**PRIMARY TAXPAYER INFORMATION**

First NameMiddle InitialLast Name
AGE*
Date of Birth*

MonthDayYear
Date
Phone Number*
Please enter a valid phone number.
Email *
example@example.com
TAXPAYER Social Security # Or ITIN#
SS#/ITIN#
Driver's License number & Expiration Date?
Physical Address?

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
What county do you live in?
County
Did you live at this address all of 2024?

YesNo
If you have lived at other addresses in 2024, If yes, please provide?
*Previous Addressess*
Employment Status

EmployedUnemployedSelf-employedOther
Did you work in a different state(s) in 2024? If yes, please provide states & time frame for each state?

YesNo
TAXPAYER Occupation
Name of states you lived in & time frame?
States/Timeframe
Primary Taxpayer-Please check any that apply?

TP can be claimed as a dependent on someone else's returnTP was over age 18 and a full time student at an eligible educational institutionTP is blindTP is deceasedTP has received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during 2024
I am also claiming a deceased Spouse, Child or Relative?

YesNo
Please upload copy of deceased child/relative death certificate?

Cancelof
Please upload copy of previous year tax return including Schedule C if they filed self employment?

Cancelof
How many months did you you & your spouse live together in 2024?
#Months
SPOUSE'S NAME

First NameMiddle NameLast Name
Age
Date of Birth

MonthDayYear
Date
Phone Number
Please enter a valid phone number.
Email
example@example.com
Social Security # or ITIN#
Driver's license number & Expiration Date?
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Occupation
How many children will you be claiming?
# of children claiming?
Dependent #1, Name: D.O.B SS#. Relationship to you? # of months child lived with you in 2023? Did you provide more than 50% support for this dependent? What is child's citizen/resident status all of 2023? What school did dependent attend in 2023?
Child Information
Dependent #2, Name: D.O.B SS# Relationship to you? # of months child lived with you in 2023? Did you provide more than 50% support for this dependent? What is child's citizen/resident status all of 2023? What school did dependent attend in 2023?
Child Information
Dependent #3 Name: D.O.B SS#. Relationship to you? # of months child lived with you in 2023? Did you provide more than 50% support for this dependent? What is child's citizen/resident status all of 2023? What school did dependent attend in 2023?
Child Information
Can anyone else claim your dependents?

YESNo
Did you file Form 2555? (Foreign Earned Income) in 2024?

YESNO
Did you have Investment Income under $11,000 in 2024?

YESNO
Was your Earned Income under $63,398

YESNO
Is anyone listed on this return considered disabled? If yes, who? (provide name below)

YesNo
Name of Disabled person?
Did the Taxpayer, Spouse or any dependent receive an IP (Identity Protection) Pin letter from IRS this year? If yes, please provide name of person who received it & the IP number?
Are you Self Employed or a Business owner? If yes, please provide business name, EIN #, Type of business, how long in business, business address, city, state, zip?
Do you have a Profit & Expense record? If yes, please upload below

YesNo
Please upload Profit & Expense Record(s)

Cancelof
Do you have a vehicle that was used for your business?

YesNo
Did you receive health insurance through the Market Place? If yes, please upload Form 1095-A

YesNo
Please upload Form 1095-A

Cancelof
Did anyone in household attend college in 204? If yes, please upload Form 1098-T below.

YesNo
Please upload Form 1098-T & other related documents, receipts, school schedule, etc.

Cancelof
Did anyone in household have student loans? If yes, please upload Form 1098-E (Interest on student loan)

YesNo
Please upload Form 1098-E here (student loan interest)

Cancelof
Name of College, City & State? Attended at least 1/2 time? How many months did you attend college?
Do you have Student Loans?

YesNo
Are you currently paying your Student Loans?

YesNo
Do you have Student Loans in Forbearance or Deferment?

YesNo
How many years have you claimed the AOTC credit? Please also provide proof of prior years of claiming this credit.

1234
Did you pay additional amounts for books, other supplies required for college? IF SO, Please make sure to provide receipts.

YESNO
Have you ever been convicted of a Felony for possession or distribution of controlled substance?

YESNO
Upload Documents below, Identification for anyone over 18yrs of age living in home
Upload Identification (s)

Cancelof
HOH supporting documents

Cancelof
FOR EVERYONE THAT WILL BE LISTED ON TAX RETURN, PROVIDE:

-Unexpired Identification, W2'S, 1099's, Unemployment, Mortgage property tax form (if paid taxes & inurance), Child Care, ANY additional tax forms you received

-SOCIAL SECURITY CARDS

-BIRTH CERTIFICATES

-SCHOOL RECORDS FOR CHILDREN

-PROOF OF ADDRESS

IF YOU RECEIVE ASSISTANCE PAYING FOR RENT, PLEASE UPLOAD:

-DOCUMENTATION SUCH AS LETTER FROM HOUSING

-AMOUNT GIVEN PER MONTH TOWARDS RENT

IF YOU RECEIVE EBT, PLEASE PROVIDE

-LETTER WITH MOST RECENT DATE PLEASE

-HOW MUCH DO YOU RECEIVE A MONTH
Upload documents

Cancelof
Do you owe the IRS or have you ever been Audited by IRS? If yes, please provide date(s), reason & outcome of audit?
Will you be paying your tax preparation fees from your refund?

YesNo
How would you like your refund?

Direct DepositCheck mailed to your homePre-Paid debit cardI have an obligation and will not be receiving a refund, child support, owe IRS, student loan
Name of Bank?
Type of Account?

CheckingSavings
Account Number
Account#
Routing Number
Routing #
Address to mail refund check if different than above? Please make sure to have apartment #, lower, upper, rear. ***MAKE SURE MAILING ADDRESS IS CORRECT**Not responsible if you do not receive check**
Income Type: Please upload/provide all forms that apply.

W2UNEMPLOYMENTSELF EMPLOYMENTINDEPENDENT CONTRACTORGAMBLINGSSOCIAL SECURITYSTOCK/BONDSMUTUAL INVESTMENTSOther
Please select which return are you requesting?

StateFederalAmendment
If you pay child care expenses for anyone under 12 years old, Provide name of childcare provider, phone#, EIN#, address, amount paid. Did you receive dependent care benefits from your employer?
Have you ever been disallowed the EITC?

YesNo
If divorced or separated, when did you last live with (Spouse/Ex-Spouse) in the same home?
1)Why is the other parent not claiming children? 2)What is the name of the other parent? 3)Do you have joint custody? 4)How long did child/children live in other parent's home during 2024? 5)How much income did the other parent make in 2024? 6)Do you have a signed Form-8332 Form granting you the right to claim child/children? Please provide copy, OR I can provide one for you.
Can anyone else claim your child/children on their tax return?

YesNoUnsure
**ANY AND ALL INFORMATION CAN BE SUBMITTED BELOW IN ADDITIONAL COMMENTS BOX, THERE WILL BE AN INTERVIEW BEFORE TAX RETURN IS SUBMITTED TO VERIFY ALL INFORMATION VIA PHONE AND OR A ZOOM.

IF HAVING TROUBLE UPLOADING, PLEASE CONTACT ME TO MAKE ARRANGEMENTS TO PICK UP AND/OR DROP OFF FORMS, OR TO SET A MEETING LOCATION IF NECESSARY**

Primary Phone#: (262) 732-2187

Seconday Phone #: (262) 995-8825

Email: Noemi@latinataxsolutions.net

PLEASE MAKE SURE TO ANSWER WITH COMPLETE SINCERITY. IF I AM UNSURE OF INFORMATION, OR IF ANY INFORMATION DOES NOT SEEM CORRECT I WILL ASK ADDITIONAL QUESTIONS. ALL TAX RETURNS ARE DONE WITH COMPLETE HONESTY TO PROTECT TAX PREPARER & CLIENT TO AVOID ANY PENALTIES FROM IRS. THANK YOU FOR YOUR TRUST.
- Your signature is to confirm that all information you have entered here is accurate and true to the best of your knowledge.
- I allow Latina Tax Solutons to capture my sensitive data like personal Identification, Social Security Number (SSN), and other information.
  I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing Latina Tax Solutions to prepare my taxes based on these facts. I understand that I am financially responsible for any outstanding balance due to any false information given.
  
  ALL TAX PREP FEES MUST BE PAYED UP FRONT
  
  IF YOU ARE HAVING YOUR PREP FEES TAKEN OUT OF YOUR REFUND, IT WILL NEED TO BE APPROVED
  
  **For any reason an amendment has to be filed with no fault of the tax preparer, there will be a $150 fee. SO PLEASE READ & REVIEW YOUR TAX RETURN TO ENSURE ALL INFORMATION IS CORRECT, (It will be sent prior to submission). Because this is a VIRTUAL tax service, A completed copy of your tax refund will also be emailed to you.
  One paper copy will be given to you if requested. Any additional paper copies will be $15.
- ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable! These are the Bank fees, Not my fees.
- Please utilize WWW.IRS.GOV for all federal refund tracking. (WHERE'S MY REFUND)
- Please utilze your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal, and state taxes are state when tracking your status.
- For any direct assistance please free to email me: Noemi@latinataxsolutions.net
- IRS Contact # 1-800-829-1040
SIGNATURES
Date Signed

MonthDayYear
Date
Taxpayer Signature

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Date Signed

MonthDayYear
Date
Spouse Signature

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Thank you for taking the time to compete our tax intake form. This information is very important to properly complete your income tax return and to ensure your maximum refund!