Savvy In Services Tax Client Form

  • Savvy In Services Tax Client Form

  • Savvy In Services Website

  • PRIMARY TAXPAYER

  • Are you an existing client?*
  • Has any of the following changed? Check all that apply and Please complete required sections for any information that has changed. If there are no changes please select no changes and proceed to the next required question.
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Type of Income (check all that apply)*
  • Are you blind?*
  • Did you purchase health insurance from the marketplace?*
  • Are you an active member of the military?*
  • Did you or your spouse have an unborn child(ren) with a detectable heartbeat this past tax season?*
  • Have you purchased an Electric Vehicle for personal use? (Tax credits are eliminated for purchases after September 30, 2025).*
  • Have you purchased a new vehicle for personal use on or after January 1, 2025? (Do not include lease or used vehicle purchases)*
  • Was the vehicle's final assembly in the United States? (Please copy and paste this website to verify: https://vpic.nhtsa.dot.gov/decoder/)
  • Have you made any energy efficiency/clean home improvements? (Tax credits are eliminated for installations after December 31, 2025)*
  • Did you receive, sell, exchange or otherwise disposed of any financial interest in digital assets?*
  • Are you requesting to file an extension?
  • Select the best answer:*

  • SPOUSE INFORMATION

  • Format: (000) 000-0000.
  • Spouse Type of Income (check all that apply)
  • Is your spouse blind?
  • Did your spouse purchase health insurance from the marketplace?*
  • Did your spouse receive a 1095-A Health Insurance Marketplace Statement?*
  • Is your spouse an active member of the military?*
  • Have you purchased an Electric Vehicle for personal use? (Tax credits are eliminated for purchases after September 30, 2025)*
  • Have you purchased a new vehicle for personal use on or after January 1, 2025? (Do not include lease or used vehicle purchases)*
  • Was the vehicle's final assembly in the United States? (Please copy and paste this website to verify: https://vpic.nhtsa.dot.gov/decoder/)
  • Did your spouse receive, sell, exchange or otherwise disposed of any financial interest in digital assets?

  • DEPENDENT(S)

  • Do you have a dependent(s) born between January 1, 2025 and December 31, 2028?
  • Would you like to open a Trump Account for the dependent(s) born between January 1, 2025 and December 31, 2028 and participate in the $1000.00 deposit pilot program? ****The Working Families Tax Cuts allows parents, guardians and other authorized individuals to establish a new type of individual retirement account for their children, called Trump Accounts. The account is for a child who has not turned age 18 before the end of the calendar year in which the election is made and has a valid Social Security number.The account features a pilot program contribution of $1,000 for children born between Jan. 1, 2025, and Dec. 31, 2028, and who are U.S. citizens with a valid Social Security number. Children born before 2025 can have an account that can be opened but will not receive the $1,000 pilot contribution. The account for children born before 2025 will have to be directly funded by making direct contributions to the account.***
  • Would you like to open a Trump Account for any other dependents under 18? ****The Working Families Tax Cuts allows parents, guardians and other authorized individuals to establish a new type of individual retirement account for their children, called Trump Accounts. The account is for a child who has not turned age 18 before the end of the calendar year in which the election is made and has a valid Social Security number.The account features a pilot program contribution of $1,000 for children born between Jan. 1, 2025, and Dec. 31, 2028, and who are U.S. citizens with a valid Social Security number. Children born before 2025 can have an account that can be opened but will not receive the $1,000 pilot contribution. The account for children born before 2025 will have to be directly funded by making direct contributions to the account.***

  • CHILD CARE

  • Did you have any child care expenses?*

  • POST SECONDARY SCHOOL

  • If you or your dependent attended Post Secondary School (College, University, Technical, etc), how was it funded? (check all that apply)
  • Did Student #1 attend more than one postsecondary institution last year?
  • Did Student #2 attend more than one postsecondary institution last year?
  • Did Student #3 attend more than one postsecondary institution last year?

  • BUSINESS OWNER/SELF-EMPLOYMENT

  • Did you own or operate a business or work as a contractor?*
  • Does the business have an EIN?
  • Did you receive a 1099?
  • Did you have business expenses?*
  • Did you have business miles to claim?
  • Did you carry inventory for your business?*
  • Did you use a home office?
  • Did your spouse own or operate a business or work as a contractor?*
  • Does the business have an EIN?
  • Did your spouse receive a 1099?
  • Did your spouse have business expenses?
  • Did your spouse have business miles to claim?
  • Did your spouse carry inventory for their business?
  • Did your spouse use a home office?

  • TAX RETURN INFORMATION

  • Will your tax return be offset due to any outstanding debt or garnishments? (Please call 1-800-304-3107 to confirm)*
  • Would you like to apply for a non interest-bearing advance of $250, $500, or $1,000?*
  • Would you like to apply for an interest-bearing advance of $1,250.00 up to $7,500.00?*

  • DOCUMENTATION

  • Please have the following documents available for download (as applicable):

    1. A Valid Driver's License/ID card for the taxpayer(s)

    2. Proof of Address: Utility Bill, Lease, Mortgage Document, or other mailed document with taxpayer(s) name.

    3. Social Security Card for everyone on the return

    4. Proof of Income (W-2, 1099, Business Income Statement, Interest, Retirement, etc)

    5. 1098-T (if claiming college credit)

    6. Proof of Children (Medical Records/School Records/Daycare Records/Other Mail with Child's name present)

    7. New vehicle purchase interest statement (If claiming interest deduction for new vehicle purchase)

    8. Last paystub showing overtime wages if not on W-2 (If claiming overtime deduction)

    9. Form 4137 if tips are not reported on W-2 (If claiming deduction for tips earned)

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  • ATTESTATIONS AND CONSENT

  • Date*
     - -

  • Due Diligence Questionnaire
    The United States Congress have, as a reaction to the substantial tax fraud resulting from their original error of choosing to distribute federal social welfare program benefits via the tax return, placed new excessive inappropriate “due diligence” requirements on paid tax return preparers whose clients are claiming certain tax credits. This added to the excessive and inappropriate requirements previously implemented by the Internal Revenue Service, the IRS has forced tax preparers to, in many cases, become Social Workers and verify that their clients qualify to receive certain credits i.e. EIC, CTC, ACTC and now HOH.

    We preparers are not compensated by the IRS or the government for doing their job for them but must pass the costs of this required additional work on to our taxpayer clients.

    You will be claiming an Earned Income Credit, Child Tax Credit, Additional Child Tax Credit, HOH, and/or an American Opportunity Credit on your tax return. Because of this you must complete, sign, and return this questionnaire to me. I will keep the original signed copy of this questionnaire with my filed copy of my tax return and will include a photocopy of the completed questionnaire in the package I send you with the finished returns.

  • 1. I/we certify that the child(ren) for whom the tax credit(s) will be requested can be claimed as my/our dependent(s), as per the information provided at the end of this questionnaire.*
  • 2. The child(ren) for whom the tax credit(s) will be requested lived with me/us for the year, except for temporary absences.*
  • 3. I am the custodial parent of the child(ren) for whom the tax credit(s) will be requested.*
  • 4. I have documentation to substantiate the credits being claimed Form 1098-T and receipts for college tuition, material costs (you are responsible for keeping this documentation and providing it to the IRS if you are audited or questioned).*
  • 5. Was a Child Tax Credit, Additional Child Tax Credit, or American Opportunity Credit claimed by you disallowed or reduced by the IRS on a past tax return?*
  • 8. I am unmarried or separated, support a qualifying person as your dependent, and pay more than half the cost of maintaining your household. *

  • Attestation and Disclaimer

  • Protection of Information / Security

  • Consent to Use of Information

  • Consent to Disclosure

  • Disclosure of Information

  • Bank Product Disclosure (EPS Financial)

  • Date*
     - -
  • Should be Empty: