TAX PREPARATION INTAKE FORM
Please fill this form out completely and Upload all Requested Documents. Please Allow 48 to 72 HRS for the Return to be completed and sent back to you for Approval. Thanks in advance and Please submit any questions to your client portal.
YEAR OF TAX PREP
*
Please Select
2022
2021
2020
NEW OR RETURNING CLIENT
NEW
RETURNING
UNSURE
FILING STATUS
*
Please Select
SINGLE
HEAD OF HOUSEHOLD
MARRIED FILING JOIN
MARRIED FILING SEPERATE
QUALIFYING WIDOW(ER)
UNSURE
FILING STATUS WILL BE ULTIMATELY DETERMINED BY INFORMATION GIVEN AND TAX PREPARER DISCRETION
Number of Dependents
Please Select
1
2
3
4
5
TAX PAYER NAME
*
Tax Payer First Name
Tax Payer Last Name
Tax Payer Social Security Number
*
DOB
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Tax Payer Date ofBirth
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Address ( Physical Street Address)
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email
*
example@example.com
occupation
*
Driver License Number
*
Driver License Iss Date
*
Driver License Exp Date
*
Spouse Name
First Name
Last Name
Spouse Social Security Number
Spouse DOB
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Spouse Occupation
Spouse DL #
Name Dependent #1
First Name
Last Name
Dependent Social #1
DOB #1
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Relationship
Name Of Dependent #2
First Name
Last Name
Dependent DOB #2
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Relationship
Dependent Social Security #2
Name Of Dependent #3
First Name
Last Name
Dependent DOB #3
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Dependent Social Security #3
Relationship
Name Of Dependent #4
First Name
Last Name
Dependent DOB #4
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Dependent Social Security #4
Relationship
College Student (If Yes Please Upload form 1098-T)
*
Yes
No
Disable?
*
Yes
No
Active Bankruptcy
*
Yes
No
Received Any CTC Payments ? (Child Tax Credit) 2021 (ONLY)
*
Yes
No
If Yes To CTC , How Much?
Received EIP 3? 2021 ONLY
*
Yes
No
Income ( Check All That Apply)
W2
1099G (Unemployment)
1099Misc
1099DIV
SELF EMPLOYED
Taxpayer Driver License
*
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Spouse Driver License
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Taxpayer HOH Lease/Utility Bill
*
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Income Documents
*
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Income Documents Cont
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Tax Payers Social Security Cards
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Dependent Social Security
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Dependent Social Security
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Dependent Social Security
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ADDITIONAL DOCUMENTS
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Who Referred you ?
Would You like to Apply For Advance ?
*
Please Select
Yes
No
Profit and Loss Statement ** for Self Employed Print and Attach with form Submission **
Select Tax Preparer
*
Please Select
Takahri
Katrina M.
Joy E.
Quiana M.
Erica N.
Daneisha B.
Bianca G.
A'cher M.
Natalie B.
Latonja C.
Yvette B.
Angelita M.
Jamillah D.
Jeremy R.
Audit Protection
Every Client Gets Audit Protection *****
CONSENT FOR PAYMENT
We here at Prestigious Solutions LLC value the relationship we have with all of our clients. We are in the business to provide you with the absolute best service you can have. By saying that, we would like to remind you that we are providing you a service NOT a refund. You as a taxpayer have the choice to pay your tax preparation fee by one of the following: cash, money order, credit card, or directly from your refund* * If you choose to have the tax preparation fees taken from your refund and for whatever reason, your taxes are intercepted. YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES! Please contact us immediately at our office for payment or payment arrangements. By signing your return you are agreeing to pay the preparation fees regardless of whether your refund was received or not. After 90 days from the date the refund was scheduled to arrive if no payment or payment arrangement is made, we will be forced to put your account into collections and/or debit your bank account. We hope we never have to go this route, so please keep open communication with us so we can work with you!
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