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

Filing Status

Tax Year

**PRIMARY TAXPAYER INFORMATION**

First NameMiddle InitialLast Name

AGE*

Date of Birth*

Date

Phone Number*

Please enter a valid phone number.Format: (000) 000-0000.

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 2025?

If you have lived at other addresses in 2025, If yes, please provide?

*Previous Addressess*

Employment Status

Other

Did you work in a different state(s) in 2025? If yes, please provide states & time frame for each state?

TAXPAYER Occupation

Name of states you lived in & time frame?

States/Timeframe

Primary Taxpayer-Please check any that apply?

I am also claiming a deceased Spouse, Child or Relative?

Please upload copy of deceased child/relative death certificate?

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

How many months did you you & your spouse live together in 2025?

#Months

SPOUSE'S NAME

First NameMiddle NameLast Name

Age

Date of Birth

Date

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

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, DOB, Child lived in home for 12months in 2025, Child is not a Qualifying child of another Taxpayer, Child did not provide any support for itself, child had less than $5050 of income in 2025, Taxpayer provided more than 50% of support for child, Taxpayer paid more than 50% of the cost of maintaining the home for child?

Child Information

Dependent #2, Name, DOB, Child lived in home for 12months in 2025, Child is not a Qualifying child of another Taxpayer, Child did not provide any support for itself, child had less than $5050 of income in 2025, Taxpayer provided more than 50% of support for child, Taxpayer paid more than 50% of the cost of maintaining the home for child?

Child Information

Dependent #3,Name, DOB, Child lived in home for 12months in 2025, Child is not a Qualifying child of another Taxpayer, Child did not provide any support for itself, child had less than $5050 of income in 2025, Taxpayer provided more than 50% of support for child, Taxpayer paid more than 50% of the cost of maintaining the home for child?

Child Information

Can anyone else claim your dependents?

Did you file Form 2555? (Foreign Earned Income) in 2025?

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

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

Please upload Profit & Expense Record(s)

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

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

Please upload Form 1095-A

Did anyone in household attend college in 2025? If yes, please upload Form 1098-T below.

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

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

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

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

Do you have Student Loans?

Are you currently paying your Student Loans?

Do you have Student Loans in Forbearance or Deferment?

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

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

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

Upload Documents below, Identification for anyone over 18yrs of age living in home

Upload Identification (s)

HOH supporting documents

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

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?

How would you like your refund?

Name of Bank?

Type of Account?

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.

Please select which return are you requesting?

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?

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 2025? 5)How much income did the other parent make in 2025? 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?

**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) 995-4166

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 Solutions 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 FIRST, A CALL IS MADE TO IRS TO CHECK OWED TAXES, CHILD SUPPORT, ETC.
One copy of your Tax Return will be emailed to you.( Please Make Sure to download & or save in safe place for future)
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

Date

Taxpayer Signature

Date Signed

Date

Spouse Signature

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!