2022 Fi Tax Credit Financial Services

In order for us to file your Federal and State return, we need the following information. The information that you provide to us, will remain confidentail. We value you as our clients and promise not to share your information with any third party vendor.
Filing Status

SingleMarried Filing JointlyMarried Filing SeparateHead Of HouseholdWidow
Basic Information
Name

First NameLast Name
ADDRESS (UPDATE NEW ADDRESS IF YOU MOVED)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Social Security Number
Date of Birth

MonthDayYear
Date
Occupation
Phone Number
Please enter a valid phone number.
New Phone Number (if applicable )
Please enter a valid phone number.
Email Address
example@example.com
New Email Address (if applicable )
example@example.com
Type Of ID
ID Number
Identity Protection Pin (if applicable) Its a New pin every year.
Spouse
Spouse Name

First NameLast Name
Spouse's Social Security Number
Spouse's IRS Identity Protection Pin (if applicable) Its a New pin every year.
Date of Birth

MonthDayYear
Date
Occupation
Phone Number
Please enter a valid phone number.
New Phone Number (if applicable )
Please enter a valid phone number.
Email Address
example@example.com
New Email Address (if applicable )
example@example.com
Type Of ID
First letter of your DL/ID etc.
DL/ID Number
Identity Protection Pin (if applicable)
CHILD DEPENDENTS

Other dependents or people who lived with you

	Name	Social Security	IP PIN	Date of Birth	Relationship	Income
1
2
3
4
5
6

Income
Please select all forms of Income

W21099-MISC1099-R1099-SSA1099-K1099-G1099-DIVW2G1099-COther
Deductions

Please Provide All Documentation
Adjustments

Medical Saving AccountEducator ExpenseHealth Saving AccountPenalty on Withdraw of SavingIRA DeductionAlimony PaidStudent Loan Int DeductionOther
Work related expenses
Itemized Deductions

Medical and Dental ExpensesMortgage Interest and ExpensesTaxes You PaidGifts To CharityOther
Health Insurance Questionnaire
Earned Income Credit

Additional Due Diligence
Areas of Emphasis

Around 60% of all mistakes in EITC are results of 3 main areas:

1. The child might not meet the age, residency, or relationship requirement.

2. The case might be that someone is filing as single or HOH when he/she is actually married.

3. A mistake might arise when reporting income or expenses. Special attention has to be paid when the client is answering these questions.

The people who are eligible for EITC:

1. Have earned income
2. Have a valid Social Security Number
3. Are filing separately and not as married
4. Are not a nonresident alien
5. Are not a qualifying child of another person
6. Are not filing Form 2555 or Form 2555-EZ
7. Have limited investment income
Select type of assistance received.

Government HousingSNAP BenefitsFinancial AidCash ContributionsOtherOther
Please select if ID Number is a SSN, ITIN, or EIN

SSN/ITINEIN
SSN/ITIN Number
Child Care Credit

Basic Provider Information
Provider's name
Type a question
Provider's EIN
Provider's Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Amount Paid to Provider for Child Care
Provider's Phone Number
Please enter a valid phone number.
EDUCATION

(Please provide 1098-T and Supporting Documents)
Eligible Student

First NameLast Name
UNEMPLOYMENT BENIFITS, EDD

Please have accurate amount to prevent IRS Delay for your refund
DID YOU RECEIVE EDD?

YESNO
IF SO, HOW MUCH? Attach 1099G form
USD ($)
TOTAL QUALIFYING DEPENDENTS
Business Expenses
Type of formation

SoleSole ProprietorLLCS-CorpC-CorpPartnership
Name of Business
Heading
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Business Phone Number
Please enter a valid phone number.
Business Email Address
example@example.com
Type of Business
EIN or SSN Number
Schedule C - Self Employment / Side Business

1099 independent Contractor Uber, Lyft, etc
Name of Business
EIN Number
Business Address

Street Address

Street Address Line 2

CityState

Zip Code
Schedule C - Business Expenses
Gross Income

List Business Expenses

	Amount (USD)
Advertising
Travel
Rent/lease
Meals
Supplies
Taxes
Wages
Licence
Office Supplies
Labor
Equipment
Utilities
Commission
Insurance
Legal Fees
Repairs
Vehicle Mileage
Misc.

Vehicle Details
Name of vehicle
Schedule C - Expenses

(Please provide ALL supporting documentation)

Advertising
Contract Labor
Commission and fees
Depletion
Employee benefit programs
Insurance (other than health)
Mortgage interest
Other interest
Legal and professional services
Office expense
Pension and profit sharing
Rent or lease of equipment
Rent or lease of property
Repairs and maintenance
Supplies
Taxes and licenses
Travel
Meals (50%) Enter 100% of the expenses
Utilities

Car and Truck Expenses

Please Note: Actual car or truck expenses must be entered in the depreciation menu for this business. You cannot claim both actual expenses and mileage for the same vehicle.

Description of Vehicle

Date you placed your vehicle in service for business purposes   Date

Of the total number of miles you drove your vehicle during the tax year, enter the number of miles you used your vehicle for each of the following.

Business miles
Other
Cash Advance
Would you like a Cash Advance?

YESNO
Additional Services
Please check any additional services you require. We can include any of these services inside your prep fees.

Credit RepairBusiness CreditAirbnb CourseStarting a BusinessBusiness Formation (LlC , EIN)Audit ProtectionCash AdvanceTax Partner
Who referred you?
Comments, Questions or Concerns

Any notes or questions you may want to add
Type a question
Tax Preparation Checklist

Please provide the following documentation:
- All Forms W-2 (wages), 1099-INT (interest), 1099-DIV (dividends), 1099-B (proceeds from broker or barter transactions), 1099-R (pensions and IRA distributions), Schedules K-1 from partnerships, S corporations, estates and trusts, and other income reporting
  statements, including all copies provided from the payer.
- Form 1095-A (for health insurance purchased through a public exchange), Form 1095-B (for health insurance purchased outside
  of a public exchange), or Form 1095-C (for employer-provided healtinsurance coverage).
- If you are a new client, provide copies of last year’s tax returns.
- The completed Individual Income Tax Organizer. Note: If you choose not to fill out the organizer, you must at least answer the “Yes” or “No” questions under “Questions — All Taxpayers.”
- Copy of the closing statement if you bought or sold real estate.
- Mileage figures for any automobile expenses claimed, including total mileage, commuting mileage, and business mileage.
- Detail of estimated tax payments made, if any.
- Income and deductions categorized on a separate sheet for business or rental activities.
- List of itemized deductions categorized on a separate sheet for medical, taxes, interest, charitable, and miscellaneous deductions.
- Copy of all acknowledgement letters received from charitable organizations for contributions made in 2020.
Tax Return Preparation

We will prepare your tax return based on information you provide. In the event your return is audited, you will be responsible for verifying the items reported. It is important that you review the return carefully before signing to make sure the information is
correct. Unless otherwise stated, the services for preparation of your return do not include auditing, review, or any other verification or assurance.
Taxpayer Responsibilities
- You agree to provide us all income and deductible expense information. If you receive additional information after we begin
  working on your return, you will contact us immediately to ensure your completed tax returns contain all relevant information.
- You affirm that all expenses or other deduction amounts are accurate and that you have all required supporting written records. In some cases, we will ask to review your documentation.
- You must be able to provide written records of all items included on your return if audited by either the IRS or state tax authority.
  We can provide guidance concerning what evidence is acceptable.
- You must review the return carefully before signing to make sure the information is correct.
- Fees must be paid before your tax return is delivered to you or filed for you. If you terminate this engagement before completion,
  you agree to pay a fee for work completed. A retainer is required for preparation of late returns.
- You should keep a copy of your tax return and any related tax documents. You may be assessed a fee if you request a copy in the
  future.
Signatures. By signing below, you acknowledge that you have read, understand, and accept your obligations and responsibilities.

For a joint return, both taxpayers must sign.
Taxpayer Signature*

Clear
Date*

MonthDayYear
Date
Spouse Signature

Clear
Date

YearMonthDay
Date
Payment of Tax Refund Disbursement
Which payment method would you like?

Printed Check (picked up in the office)Pre-Paid Visa Card (Visa Card will be provided to you with funds on it)Pre-Advance/Cash Advance (If qualify) ORDirect Deposit
Bank Name: blanksBank Routing # blank Bank Account #
Upload Documents Needed. (W2,1099,ID. Social Security Cards ) If all documents can't be uploaded, please email them to FITAXCREDITINFO@GMAIL.COM

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Upload Documents Needed. (ID, Ss, Birth Certificate )

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Upload Documents Needed. ( W2 Upload 1099 1099G 1099 )

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Upload Documents Needed. Health Insurance if you payed for Covered California market place( 1099 T 1099 R )

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Schedule C Supporting Documents Statement

Dear Taxpayer,

To comply with IRS EITC due diligence requirements, as a paid preparer I am required to make adequate inquiries to be satisfied that the taxpayer is carrying on a business and that the income and expenses reported on the tax return are substantially correct and complete. In the event of a loss of client records or due to poor recordkeeping, a paid preparer I may need to help you as a client reconstruct the records. The reconstruction will demonstrate that the paid preparer exercised due diligence and it will also teach the client about recordkeeping. The goal of record reconstruction is to use available documentation to develop a sound and reasonable estimate of the taxpayer's business income and expenses to support the Schedule C prepared. Although the taxpayer may not have formal books and records with supporting documentation, they may have partial records that can be used as a basis for reconstruction. Knowledgeable tax preparers can guide their client on how to use these partial records to develop support for the Schedule C. This reconstruction can also provide support for the return in the case of an audit. Numerous court cases exist that support the use of reasonable estimates and reconstruction of income and expenses to determine a taxpayer's correct tax liability. However, if the tax preparer is not
satisfied with the accuracy of the reconstructed records, you have the right to refuse to prepare the return.

By signing the acknowledgment, you affirm that I have communicated my professional responsibility to prepare returns that are accurate. The taxpayer is ultimately responsible for the figures computed through record reconstruction, and you are informed as the taxpayer of possible repercussions of filing a false EITC claim whether with or without my assistance. However, as a tax preparer I must exercise due
diligence and apply reasonableness as I may be subject to penalties and additional consequences.
Referral Information

All new referrals clients get $25 refunded and entered in a TV & Laptop Raffle with a chance to win a $500 jackpot!
Should be Empty:

Basic Information

Spouse

CHILD DEPENDENTS

Income

Deductions

Work related expenses

Health Insurance Questionnaire

Earned Income Credit

Child Care Credit

EDUCATION

UNEMPLOYMENT BENIFITS, EDD

Business Expenses

Heading

Schedule C - Self Employment / Side Business

Schedule C - Business Expenses

Vehicle Details

Schedule C - Expenses

Car and Truck Expenses

Cash Advance

Additional Services

Comments, Questions or Concerns

Payment of Tax Refund Disbursement

Referral Information