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!
SingleHead of HouseholdMarried Filing SeparatelyMarried Filing JointlySurviving Spouse
20262025
**PRIMARY TAXPAYER INFORMATION**

First NameMiddle InitialLast Name
AGE*
Date of Birth*

MonthDayYear
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
YesNo
If you have lived at other addresses in 2025, If yes, please provide?
*Previous Addressess*
EmployedUnemployedSelf-employedOther
YesNo
TAXPAYER Occupation
Name of states you lived in & time frame?
States/Timeframe
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 2025
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 2025?
#Months
SPOUSE'S NAME

First NameMiddle NameLast Name
Age
Date of Birth

MonthDayYear
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
YESNo
YESNO
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?
YesNo
Please upload Profit & Expense Record(s)

Cancelof
YesNo
YesNo
Please upload Form 1095-A

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

Cancelof
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?
YesNo
YesNo
YesNo
1234
YESNO
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?
YesNo
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?
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**
W2UNEMPLOYMENTSELF EMPLOYMENTINDEPENDENT CONTRACTORGAMBLINGSSOCIAL SECURITYSTOCK/BONDSMUTUAL INVESTMENTSOther
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?
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 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.
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 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

MonthDayYear
Date
Taxpayer Signature
Date Signed

MonthDayYear
Date
Spouse Signature
Should be Empty:

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!