Tax Preparation Client Intake Form (Personal)

  • TAX PREPARATION CLIENT INTAKE FORM (PERSONAL)

    Thank you for taking the time to complete this Deduction Discovery Tool. This will help us prepare a more accurate return and reduce missed deductions.

    This tool is intended to help you gather and submit your documents There are several ways for you to give us your documentation 

  • Submit documentation by:*

  • Click to send to attach your documents to the email: receptionist@casacastilloinc.com

     

  • Click to submit to attach your documents in our secure link: SECURITY LINK

     

  • Log in to our portal to see the status of your processes and attach your documents to the notes: PORTAL

     If you do not yet have an account on our portal you can request an invitation that you will receive through your email to the phone number (801) 612 9522)

  • What was your civil status at the end of the tax year?*
    • Taxpayer Information 
    • Date of Birth*
       - -
    • Format: (000) 000-0000.
    • Are you a full-time student?*
    • Are you totally and permanently disabled?*
    • Are you legally blind?*
    • Are you dependent of another?*
    • Spouse Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Do you use the same address as the taxpayer?*
    • Are you a full-time student?*
    • Are you totally and permanently disabled?*
    • Are you legally blind?*
    • Is this individual dependent of another?*
    • Dependents 
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    • Tax Related Questions 
    • Employment Status*
    • Are you contributing to 401k or other pre-tax account?*
    • Is this your first time opening a pre-tax account?*
    • Do your dependents have tuition expenses?*
    • Do you have any expenses for childcare?*
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    • Do you have energy star rated improvements to your home?*
    • Do you have your own home?*
    • Do you have mortgage interest?*
    • Do you have real estate tax?*
    • Do you have documents that shows you paid for property taxes?*
    • Did you sale any stock?*
    • Did you take money from your 401K?*
    • Did you pay for vehicle tax?*
    • Did you receive a federal tax refund last year?*
    • Are you a victim of identity theft?*
    • Expenses 

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

    • Rows
    • Acknowledgment & Signature 
      • I confirmed that all information I entered here is accurate and true.

      • I allow ABC Financial 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 Casa Castillo Inc.

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

    • Document Requirement for Personal Tax Return

       ° W-2 Forms for you and your spouse.

      ° 1099-C forms for cancellation of debt.

      ° 1099-G forms for unemployment income, or state or local tax refunds.

      ° 1099-MISC forms for you and your spouse (for any independent contractor work).

      ° 1099-R, forms 8606 for payments/distributions fron IRAs or retirement plans.

      ° 1099-S forms for income from sale of a property.

      ° 1099-INT, - DIV, - B, or K-1s for investment or interest income.

        SSA-1099 for Social Security benefits received.

      °Business or farming income - profit/loss. stateement, capital equipment       information.

      °Rental property income and expenses: profit/loss statement, suspended loss  information,

      °Pior year installment sale information - forms 6252, principal and interest  collected  during the year, SSN and address for payer.

      °Miscellaneous income: jury duty, gambling, winnings, medical savings account, scholarship, etc.

       

       

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