Tax Return Intake Form

  • Tax Return Information Form

  • Type of client*

  • Tax Client Details Form

  • Date of Birth*
     - -
  • Format: (000) 000-0000.
  • Select the following years you would like to file*
  • Can someone else claim you as a dependent?*
  • Filing Statue*
  • Do you have a Driver's License or State ID?*
  • Rows
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  • Spouse - Are you ready to complete this information?*
  • Spouse D.O.B.
     - -
  • Does your spouse have a Driver's License or State ID?*
  • Rows
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  • Dependents*
  • Rows
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  • Child and Dependent Care Expenses
  • Rows

  • 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*
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  • College

    Tuition, Student Loan Interest, and Educator Expenses
  • Did anyone attend a College or University last year? (Upload the 1098-T)
  • Student Loan Interest Paid? (Upload the 1098-E)
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  • BFS Client Income & Expenses form

  • Did you or spouse work for an employer during the year you are filing? (W2 Job; not self employment)*
  • How many jobs did you work? (You need to obtain a W2)

  • 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
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  • Business Income

    Self Employment
  • Did you have Business/Self Employment income or expenses?*
  • Did you or will receive a 1099?*
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  • Do you have a home office?

  • Stocks, Dividends, Foreign Accounts,

  • Interest Income = 1099-INT
  • Stocks and/or Dividends = (1099-DIV)
  • Do you receive any distributions from foreign accounts?
  • Did you receive, sell, exchange or gift any Crypto Currency or Digital Assets?
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  • Unemployment and Social Security

  • Did you receive any unemployment income last year? 1099-G from the State
  • Did you receive any social security income last year? 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?
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  • Other Income

    example: Gambling Income(W2-G)
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  • Itemized or Standard Deductions

  • Do you itemize your deductions?
  • Rows
  • Do you own a home? Upload your 1098 mortgage interest form?
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  • Are you a landlord and rent a home?
  • Type of real estate
  • Rows
  • Do you own any time shares?
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  • 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.*
  • Type of Offset

  • 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

  • Refund

    Where do you want your refund deposited or check?
  • Type a question
  • Date*
     - -
  • Should be Empty: