Client Intake Form 2021

  • Welcome to 1st Choice Tax Preparation where we provide loyal and honest services!

    We will start process taxes January 2nd, 2023
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  • Date of Birth*
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  • Format: (000) 000-0000.
  • Date of Birth
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  • Format: (000) 000-0000.
  • Filing Status:*
  • Date of Birth
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  • Date of Birth
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  • Date of Birth
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  • IF YOU ARE CLAIMING A DEPENDENT, PLEASE ANSWER THE QUESTIONS BELOW THAT PERTAINS TO YOUR DEPENDENT RELATIONSHIP. PER THE IRS REQUEST, WE MUST PROVE THAT NOBODY ELSE IS ELIGIBLE TO CLAIM YOUR DEPENDENT BUT YOURSELF.

  • Would you like to apply for the Advance Loan?
  • Did you have Insurance with the affordable act care, If YES, I will need the 1095-A uploaded?
  • Were you ever disallowed the E.I.T.C prior to this year?*
  • Did you make college tuition payments and received a 1098-T Form last year?*
  • Did you have Business Income?*
  • Do you owe any delinquent:*
  • How would you like to receive your refund?*
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  • I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing 1st Choice tax Preparation to prepare my taxes based on that fact. I understand that I am financially responsible for any outstanding balance due to any false information given.

    If there is a balance due, you must pay the tax preparation fee upfront. If for any reason you owe an entity and they take the entire refund, you are STILL responsible to pay the tax preparation fee for services rendered. 

    *For any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $150.00 is required! Please view your tax return, which is emailed to you (it is sent prior to submission). Any copy after the first copy is a fee of $10.00.

     ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable! NO EXCEPTIONS TO THIS!!

    Please utilize www.irs.gov for all federal refund tracking. 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. Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have any tracking questions. 

    For any direct assistance please email firstchoicetaxpreparation@yahoo.com

    IRS Contact 800-829-1040

     

    Please click this link to check your federal refund status. You will need your filing status, social security number, and the total amount of the refund before fees

    https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp 

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