Tax Preparations by LaLa Wright

  • CLIENT INTAKE FORM

    Thank You for choosing to file with A Better Day Wealth & Wellness.

  • TAXPAYER

    Enter Your Information
  • Date Of Birth*
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  • Did you pay more than half of the expenses at your residence for the entire year?
  • Did you collect Social Security or Retirement Income?
  • Do you owe any of the following?
  • Did you have Health Insurance for the entire year?
  • Did you receive any of the forms listed below regarding your Health Insurance?
  • Have you ever been denied the Earned Income Tax Credit (EITC)?

  • Income And Wages

  • Did you work a job at anytime in 2022?
  • Did you receive a W-2 Form?
  • Did you receive Unemployment Compensation? (Form 1099-G)
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  • SPOUSE

    Complete if you are legally married
  • Spouse Date Of Birth
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  • Did your Spouse receive a W-2 Form?
  • Did your spouse take a early withdrawal from your retirement account? (Form 1099-R)
  • Did your spouse receive Unemployment Compensation? (Form 1099-G)
  • Do your spouse own a home?
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  • Were you or your spouse First Time Home Buyers this year?

  • Dependents

  • Date Of Birth
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  • Date Of Birth
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  • Date Of Birth
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  • Date Of Birth
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  • Is your Dependent Disabled?
  • Is your Dependent a College Student?
  • Did this person receive a 1098T (Student Statement) Form from the College or University they attended?
  • Did you or your spouse pay any daycare expenses for any dependents this year?
  • Did you receive any Child Tax Credit Advance Payments?

  • Business Owner/Self-Employment

  • Did you or your spouse receive a 1099 Form?
  • Did you or your spouse incur expenses for your business or self-employment?

  • Upload Required Documents

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  • Refund Disbursement

  • Are you interested in the Cash Advance Option?*

  • Bank Information

  • Type of Bank Account
  • Do you consent and opt-in to receive text messages regarding your tax return?

  • CLIENT NON PAYMENT/OFFSET AGREEMENT:

    Our goal is to ensure the very best tax experience to all of our clients. However, we do understand that situations arise unexpectedly. If your refund is offset for any reason such as the IRS, Student Loans, Child Support, or your check is mailed, you are still responsible and obligated to pay our company all fees associated with filing your tax return. By signing this agreement, you acknowledge that if payment is not made in full in 30 days then legal actions will be sought to resolve payment.

  • I am giving A Better Day Wealth & Wellness Solutions and/or associated affiliates permission to prepare all forms related to my tax return. I will take full responsibility for the accuracy of the information on this Client Intake Form and understand that A Better Day Wealth & Wellness Solutions will not hold any responsibility for any misrepresented data or false claims.
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