Tax Return Intake Form

Tax Return Information Form
Type of client*

NewExisting Client - Upload Tax Docs to TaxStrats Secure Login.

Spouse Name

First NameLast Name
Spouse Middle Name - Optional
Middle Name
Spouse D.O.B.

MonthDayYear
Date
Spouse Social Security Number
SSN
Spouse Occupation
Occupation
Does your spouse have a Driver's License or State ID?*

Yes - I will manually input my IDYes = I will upload my ID cardNo

Health Care

Everybody on this return must have minimum coverage
Did you have health insurance from Marketplace or Obama care? You should have received a 1095-A*

YesNo
Upload Healthcare Documents - 1095A

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BFS 2024 Client Income & Expenses form
Did you or spouse work for an employer during 2024? (W2 Job; not self employment)*

Yes - I will have a W2No
How many jobs did you work? (You need to obtain a W2)

1234more than 5

Please upload all your W2 income documentation from your jobs. These can be copies or photo's of documents, providing they're legible and the original accessible if needed.

Upload W2's
Upload W2

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Stocks, Dividends, Foreign Accounts,
Interest Income = 1099-INT

YesNo
Stocks and/or Dividends = (1099-DIV)

YesNo
Do you receive any distributions from foreign accounts?

YesNo
Did you receive, sell, exchange or gift any Crypto Currency or Digital Assets?

YesNo
Upload Stocks, Dividends, and Interest documents: 1099-int, 1099-div

1099-INT and/or 1099-DIV
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Unemployment and Social Security
Did you receive any unemployment income last year? 1099-G from the State

YesNo
Did you receive any social security income last year? 1099-SSA

YesNo
File Upload: Unemployment and/or Social Security Documents = 1099-G, 1099-SSA

1099-G, 1099-SSA
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Retirement or 401K Distribution

Additional tax penalties may apply if you took out money from your 401k (not loan but a hardship)
Did you receive any payments from your 401K or retirement accounts?

YesNo
Upload your retirement distribution documents: 1099-R

1099-R
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	Cost
Health Insurance Premium
Other Medical & Dental
Gifts by Cash
Charitable Miles
Gambling Loss
Tax Prep Fees
Donations other than cash (ex: goodwill)

Offsets or Owing the IRS

IRS delinquent student loans, delinquent child support, tax liens, owing the state or any gov't
Do you currently owe the IRS or any Federal or State agency? Call 800-304-3107 if you are unsure you owe.*

YesNo
Type of Offset

Student LoanChild SupportTax LienOwe State or any Government EntityOther

Tax Preparation Cost

Fees due upfront - $75 Bank service to take payment out of refund
$150 = Single; One W2; no dependents

$200 = Single; multi W2

$225 = HOH (Dependents) with W2

$300 = Business Tax Returns

* add $50 Married

* add $50 itemized deduction

* add $100 for stock traders

Tax fees are due before submitting to the IRS.

* $100 Bank fee - take payment out of refund check
Type a question

Zelle, Cashapp, ApplePay, VenmoTake out of refund - add $100Credit or Debit CardOther

Additional Tax Information
I have completed the tax information form to the best of my knowledge. Please provide your Signature*

Clear
Date*

MonthDayYear
Date
Should be Empty:

Tax Return Information Form