ATF Client INTAKE FORM 2022TS

All Things Financial Client Intake

Please Complete - Sign and Submit New and Current Client
Cash Advances up to $6,000

starting January 5th!!
Tax Prep Process: Two Easy Steps

PRE-ONBOARDING: CONSULTATION

If you would like to speak to us before filing, you may do so by calling your Tax Pro or 919-947-6020 during normal business hours where a dedicated team member will be awating to answer any questions you may have. However, due to the nature of the 2022 returns, we will NOT give out Free Estimates.

STEP 1: COMPLETE THE INTAKE FORM

Go through the intake form below to start the tax prep process. You can do so from the comfort of home. If you would like to make an appointment for a consultation you can do so virtually with your Tax Pro via zoom, in person at one of our office spaces, or by phone (although it is not required).

STEP 2: SIGN RETURN

We will notify you by email via DocuSign, when the return is complete for you to view and sign. Please view each page and ask questions before signing. After it has been filed, we will notify you once it has been accepted or rejected. If it has been rejected, we will reach out by text and email to get it resubmitted.
FILING FEES:

Option 1 $300: Single filers with no kids, no credits, basic deductions one W-2. The state return is included each additional W-2 is $25.

Option 2 $400: Single/HOH with dependents has W-2 only. The state return is included each additional W-2 is $25.

Option 3 Filers Self Employed/Business Owners $600:

Single/HOH or MFJ but Spouse has W-2 only $650: Self-employed, W-2 and 1099, all credits and deductions included. The state return included as well. A $25 fee is added after the spouse's second W-2. Business Owners if you require help with your books there is an additional fee.
Filing Status*

SingleHead of HouseholdMarried Filing SeparateMarried Filing JointQualifying WidowerHead of Household Qualifier

Taxpayer Information
Select Tax PRO*
Who referred you?
What Tax Year Are You Filing?*
Primary Name*

First NameLast Name
Primary SSN*
Primary
Primary Age*
Primary Date of Birth*

MonthDayYear
Date
Primary Phone Number*
Please enter a valid phone number.
Primary Email*
example@example.com
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Primary Occupation*
Are you a full-time student?*

YesNo
Are you totally and permanently disabled?*

YesNo
Are you legally blind?*

YesNo
Is this individual dependent of other?*

YesNo

Spouse Information
Spouse SSN
Spouse Name

First NameLast Name
Spouse Age
Spouse Date of Birth

MonthDayYear
Date
Spouse Phone Number
Please enter a valid phone number.
Spouse Email
example@example.com
Spouse Occupation
Are you totally and permanently disabled?

YesNo
Are you legally blind?

YesNo
Is this individual dependent of other?

YesNo

Dependents Information

Enter your dependents here

	Name - First M Last	SSN	Date of Birth	Relationship of Dependent	How Many Months in Home?	Can Anyone Else Claim?
1
2
3
4
5
6

Expenses
Please fill-up the information within the current 2022 Tax year only.

Make sure you have proper Receipts and Records.

General Expenses ( WITHOUT A BUSINESS)

	Amount
Out of Pocket Medical Expenses
Out of Pocket Dental Expenses
Out of Pocket Insurance Premiums paid
Out of Pocket Long Term Care Premiums
Out of Pocket Prescription Drugs and Medications
Investment Interest
Cash Contributions to Charity
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees from 2020
Investment Expenses
Covid Relief Care Expenses

Self Employed Business
Business Name
Business Ein #
What Type of business (describe)

PLEASE PROVIDE ALL BUSINESS EXPENSES

	BUSINESS EXPENSES
Commissions & fees
Contract Labor
Depreciation
Employee Benefit Program
Insurance( other than health)
Interest
Mortgage
Legal & Professional fees
Office Expenses
Rent or Lease
Supplies
Repairs and Maintainance
Taxes & Licenses
Travel & meals
Business miles driven
Car and Truck Expenses

All Business Income total:

Direct Deposit Information
BANK NAME*
BANK TYPE*
BANK ROUTING NUMBER*
BANK ACCT NUMBER*

Additional Services
All Things Financial and our partners strive to help with all your financial needs. Do you need help with the following?

Credit RepairHomeownershipLife InsuranceNew CarNew Business StartupConsultation

Upload All Tax Docs and Identification
UPLOAD W2S |1099S*

Cancelof
SS CARDS FOR ALL

Cancelof
STATE ID OR DRIVERS LICENSES

Cancelof
ALL BUSINESS INCOME

Cancelof
UTILITY BILL ( if head of household)

Cancelof
BIRTH CERTIFICATES FOR DEPENDEDENTS ONLY

Cancelof

Acknowledgments & Signature
CLIENT NON PAYMENT/OFFSET CLAUSE

At All Things Financial LLC, we strive to assist all of our clients in their tax needs, however we understand that situations arise. If your refund is offset by the IRS, student loans, child support or your check is mailed, you are still obligated to pay our company the fees associated with filing your tax return.

By signing this agreement you acknowledge that if payment is not made in full with in 30 days legal actions will be sought to resolve payment.
Primary Date Signed*

MonthDayYear
Date
Primary Signature*

Clear
Spouse Date Signed

MonthDayYear
Date
Spouse Signature

Clear
I am giving All Things Financial LLC permission to prepare all forms related to my tax return; to apply for and secure RAC's and RAL's on my behalf; and sign all necessary forms and file my taxes electronically. I take full responsibility for the accuracy of this form and understand that All Things Financial LLC and/or associated affiliates hold no responsibility for any misrepresentation or false claims.
SAY CHEESE !!! WE REQUIRE A PICTURE IN REAL TIME TO ENSURE WE PROTECT YOUR IDENITY
Primary*

Clear
Spouse

Clear
ANY QUESTIONS
Should be Empty:

All Things Financial Client Intake