Tax Estimate Form

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Tax Estimate Form
Dear Client/ Potiential Client:

If you would like an estimate of your tax liability, please feel free to fill out the form and submit it. I will get back with you, with your personal tax estimate. In No way am I representing this as your actual refund amount but an estimate of what you could get.

Once you receive your estimate if you like the numbers and are ready to proceed, simply fill out the additional form with the rest of the information need to complete your actual tax form. You need need to submit a copy of your W2, drivers license, social security cards for the tax payer and dependents. If self-employed, you will need to submit your EIN (if you have one), 1099's (if you have them), proof of your business income and your business expenses, drivers license, social security cards for tax payer and dependents.

Any questions you may have can always be emailed to taxthis@myyahoo.com or texted to 313-615-0479, start text with Tax Tip.

Patricia Pam-Steel

Professional Tax Preparer
Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Date of Birth
Occupation
Driver's License / State ID Nmeber
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Filing Status
If you have an Identity Protection Pin, (IP PIN), list it here
Spouse Name

First NameLast Name
Spouse Date of Birth
Spouse's Occupation
Spouse's filing status, If other than Married filing Jointly
If your Spouse has an Identity Protection Pin, (IP PIN), list it here.
Source of Income
Spouse's Source of Income
Do you have dependents

Type a question

Rows	Name	Relationship	Date of birth	Gender	Months in your care
Dependent #1
Dependent #2
Dependent #3
Dependent #4
Dependent #5

In case of an audit can you prove financial responsibility and residency for the dependents being claimed?
leasemedical recordschool recordbenefit statementOther
Are any of the dependents disabled?
Are any of the dependents being claimed NOT your Son or Daughter?
If YES, list their name here and the reason why your claiming them.
Can anyone else claim you as a dependent?
If YES, please explain.....
Did anyone help support you during the year?
If YES, please explain.....
Income Range
Spouse's Income Range
Range of Expenses, If Self Employed
Were any credits disallowed or reduced in previous years?
If YES, Which one & Why? Please explain...
If you have any questions about any specific tax situation, please list it here

By signing below, I hereby certify the information given above is true and accurate to the best of my knowledge. Taxpayer has been informed that claiming a dependent for EITC/CTC/COTC/HOH or other can result in an audit, fines, and other consequences if the information provided is incorrect. *
Signature

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Tax Estimate Form