2022 Tax Registration Form K.S

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IMPORTANT: UPON COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO OUR OFFICE. CLOSING YOUR BROWSER BEFORE CLICKING THE "SUBMIT" BUTTON WILL DELETE ALL INFO WITHOUT SENDING IT TO US. IT SHOULD BE NOTED THAT UPON CLICKING THE SUBMIT BUTTON YOU WILL GET A CONFIRMATION EMAIL THAT WE RECEIVED YOUR INFO.

Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid state-issued photo identification card during your engagement.

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This questionnaire may take you up to 20 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form.

If you have any questions or need any help, reach out to our team.

407-999-2644. docs@TheFirmALP.com
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Are you a NEW or EXISTING of The Firm ALP Client?* This field is required.
NEW
EXISTING
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Pick Your Service!* This field is required.
Tax Service Only
Credit & Tax Bundle
4
What location are you working with?* This field is required.
Davenport
Jacksonville
Miami
Orlando
Tampa
Tallahassee
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How did you hear about The Firm ALP ? * This field is required.
Social Media AD
Returning Client
Referral
Google
Walk-In
Other
The Firm TaxProfessional
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Do you own a Business ?* This field is required.
YESNO
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Business Name
8
FULL NAME
First Name
Last Name
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First Name* This field is required.
10
Last Name* This field is required.
11
Address* This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
United States
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
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Do you rent or own your current residence?* This field is required.
RENT
OWN
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Social Security Number:* This field is required.
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Date of Birth:* This field is required.
(Month-Day-Year)
Month
Day
Year
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Phone Number:* This field is required.
Area Code
Phone Number
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Email Address:* This field is required.
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Occupation:* This field is required.
18
Spouse Name
First Name
Middle Name
Last Name
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Spouse Occupation:
Spouse Occupation
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Spouse Social Security Number:
Spouse social
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Spouse Date of Birth:
Spouse birth date
Month
Day
Year
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Spouse Phone Number:
Spouse phone
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Spouse Email Address:
example@example.com
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Filing Status* This field is required.
SIngle
Married Filing Joint
Married Filing Separate
Head of Household
Qualifying WIdow/er
Unsure
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Do you have any dependents?* This field is required.
Yes
No
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Dependents: List all dependents by including the following: First name, Last name, Social Security number and Date of Birth or NA :* This field is required.
List all dependents with the following information: First name, Last name, Date of Birth, Social Security number
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Dependent Documents:
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Birth Certificate, Social Security Card, School papers for proof of address
Cancelof
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Dependent Documents:
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Birth Certificate, Social Security Card, School papers for proof of address
Cancelof
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Do you have a copy of your 2021 tax return?* This field is required.
YES
NO
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In 2022, did you earn MORE or LESS than you earned in 2021?* This field is required.
MORE
LESS
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Can another taxpayer claim you as a dependent on their tax return?* This field is required.
YES
NO
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Will you be filing a tax return with your Spouse?* This field is required.
YES
NO
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Did the Taxpayer work in 2022?* This field is required.
YES
NO
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Do you have any dependents you will claim on your 2022 tax return?* This field is required.
YES
NO
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Did you, your spouse or any dependents attend college in 2022?* This field is required.
YES
NO
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Did you or your spouse, receive health insurance through the Marketplace in 2022 and receive Form 1095-A? (IRS will not accept if missing even if you only paid one month)* This field is required.
YES
NO
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Did you or your spouse receive unemployment benefits in 2022?* This field is required.
YES
NO
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Do you Owe the IRS ?
YES
NO
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Did you or your spouse make payments on your student loans in 2022?* This field is required.
YES
NO
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Did you or your spouse pay any medical or dental expenses in 2022? (this does not include insurance premiums)* This field is required.
YES
NO
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Do you or your spouse own a rental property? (AIRBNB )* This field is required.
YES
NO
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Did you or your spouse have any gambling winnings in 2022?* This field is required.
YES
NO
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Did you or your spouse sell, acquire, send, receive or exchange any virtual currency?* This field is required.
YES
NO
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Did you or your spouse receive social security benefits in 2021?* This field is required.
YES
NO
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Upload Form 1099-SSA Upload Form 1099-SSA
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
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Did you or your spouse make any charitable contributions in 2022? (Goodwill, Salvation Army, Church etc.)?* This field is required.
YES
NO
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Did you or your spouse make any charitable cash contributions of $300 or more in 2022?* This field is required.
YES
NO
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Did you or your spouse purchase an electric vehicle in 2022?* This field is required.
YES
NO
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Did you or your spouse purchase a vehicle in 2022? If Yes, Please locate your Bill of Sale before your consultation with your tax professional.* This field is required.
YES
NO
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Did you or your spouse withdraw money from their 401k in 2022?* This field is required.
YES
NO
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Upload Form 1099-R for money withdrawn from 401k
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
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Did you or your spouse receive any earnings from interest or dividends in 2021?* This field is required.
YES
NO
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Are you self-employed?* This field is required.
YES
NO
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Do you or your spouse owe debt to any Government Agency; such as IRS, Student Loans, Child Support etc?* This field is required.
YES
NO
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Do you plan to purchase a home within the next one or two years?* This field is required.
YES
NO
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Do you currently have life insurance for you, your spouse and/or dependents?* This field is required.
YES
NO
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Would you like to see if you PRE-QUALIFY for a SAME DAY ADVANCE UP TO $6,000? (ENDS 2/28/2022)* This field is required.
YES
NO
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Would you like your tax refund direct deposited into your bank account? If so, please complete bank information below:* This field is required.
YES
NO
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Fill out below EITHER the Check information -OR- Direct Deposit information depending on your refund preference chosen above.
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Refund Preference (in case you are owed a refund for your taxes) ** Depending on what option you choose, please fill out the questions below for check or direct deposit information.* This field is required.
Check
Direct Deposit
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Checking or Savings Account:* This field is required.
Checking Account
Savings Account
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Refund by Direct Deposit or Check information:Checking and Routing Number
Please put both account number and routing number
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Banking Institution:
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Please upload all of your W2 forms
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
You can upload up to 10 files, if you need more room to upload, please fill out the one below as well.
Cancelof
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Please upload all of your 1099s or other Tax documents
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
You can upload up to 10 files, if you need more room to upoload please fill out the one below as well.
Cancelof
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Upload Current ID (Primary taxpayer)
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
*The IRS now requires ID in order to file your taxes, this is a requirement and you must upload a valid ID (DL, Passport, State ID)
Cancelof
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Upload Current Spouse ID
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
*The IRS now requires ID in order to file your taxes, this is a requirement and you must upload a valid ID (DL, Passport, State ID)
Cancelof
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Upload additional documents
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
You can upload up to 10 files.
Cancelof
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Date:* This field is required.
Date
Year
Month
Day
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Do you and your spouse understand and agree to the fees for The Firm ALP Tru Tax preparing your Federal/State income tax return?* This field is required.
I AGREE
NO
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STOP!

Did you finish uploading your documents?

IF YOU DID NOT UPLOAD ALL NECESSARY DOCUMENTS PLEASE EMAIL THEM TO DOCS@THEFIRMALP.COM WHEN YOU HAVE THEM THIS WILL ENSURE NO LONG DELAYS.
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I acknowledge that all information provided to The Firm ALP, Tru Tax is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information provided. Furthermore, I understand that by knowingly providing false information on my tax return and reporting it to the IRS, I am taking part in a potential criminal penalty situation that is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment. I waive The Firm ALP, Tru Tax and the preparer of any error due to incorrect information provided by me. By signing below, I authorize The Firm ALP, Tru Tax to file my tax return. I acknowledge by signing this form if I and/or my spouse owe a federal/government debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to The Firm ALP, Tru Tax at the time of service. Also, if the federal refund amount is mailed, I/we are still responsible for the tax preparation fees stated on the invoice. If the tax preparation fees are not paid, I understand iTax Solutions will take legal action to collect the unpaid tax preparation fees. * This field is required.I acknowledge that all information provided to The Firm ALP, Tru Tax is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information provided. Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, I am taking part in a potential criminal penalty situation and is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment. I waive The Firm ALP, Tru Tax, and the preparer of any error due to incorrect information provided by me. By signing below, I authorize The Firm ALP, Tru Tax to file my tax return. I acknowledge by signing this form if I and/or my spouse owe a federal/government debt such as IRS, child support, student loans, etc., I/we are still responsible for tax preparation fees due toThe Firm ALP, Tru Tax at the time of service. Also, if the federal refund amount is mailed, I/we are still responsible for the tax preparation fees stated on the invoice. If the tax preparation fees are not paid, I understand The Firm ALP, Tru Tax will take legal action to collect the unpaid tax preparation fees.
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CONSENT TO USE OF TAX RETURN INFORMATION

Federal law requires this consent form to be provided to you. Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. However, federal law also prohibits us from revealing any personal or financial information to any third party. Therefore, as a matter of fact, we will never reveal your financial or personal information in any way, to anyone, unless you specifically request we do so and provide in writing to us the specific person or persons to whom you wish that disclose to be made, which is done on a wholly separate consent form from this. For the purposes of this consent form please note we are seeking consent only to satisfy requirements set forth by federal law so we may speak with you on the phone, send you to email correspondences of any kind, send you mailings, newsletters, email reminders, holiday and occasional cards and greetings, and reminders of upcoming deadlines, etc.

You are not required to complete this form. If we obtain your signature on this form by conditioning our service on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for a period of three years from the date you have signed the consent.

The undersigned hereby consents to the use; by The Firm ALP Tru Tax, its owner, employees, and staff; of any and all tax return information pertaining to:

Direct questions, inquiries, or requests you make regarding your tax returns, situation, or issues.

Requests you make for copies of your documents, figures, numbers, or information.

Upon your direct request in order to connect you with another professional in another field or profession so you may gain further information on a certain topic not available or in the realm of expertise of this firm.

Notification of important tax law changes.

Notification of changes or information that will impact our engagement, such as a change of firm website address, email address, physical location, or other such contacts, biographical or geographical information.

Other reasonable business purposes include but are not limited to appointment reminders, holiday mailings, birthday greetings, and other informational mailings.

The tax information may not be disclosed or used by The Firm ALP Tru Tax, its owner, employees, or staff, for any purpose other than that which is permitted by this consent document.

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484 by email at complaints@tigta.treas.gov.
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Signature* This field is required.Please sign above indicating you agree with the above consent to use of tax return information terms and conditions.
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CONSENT FOR PAYMENT

We here at The Firm ALP, Tru Tax 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 fees by one of the following: cash, check, 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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Signature* This field is required.Please sign above indicating you agree with the above consent for payment terms and conditions.
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