Ian Sanders, LLC
2025 CLIENT INTAKE FORM
How did you hear about us?
*
Facebook
Instagram
Twitter
Linkedin
Referral
Previous Client
Other
What is the best day to contact you?
*
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
What is the best time to contact you?
*
8:00 am - 12:00 pm
12:00 pm - 4:00 pm
4:00 pm - 8:00 pm
Did you file a tax return for the 2023 tax year? (This return would have been filed in 2024?)
*
Yes
No
Unsure
Filing Status
*
Single
Head of Household
Married Filing Separate
Married Filing Joint
Qualifying Widower
What was your marital status as of December 31, 2024?
*
Single (Not Married)
Married living with Spouse
Single (With deceased Spouse)
Married not living with spouse
Other
If you selected Single (With Deceased Spouse), in what year did your spouse pass away?
Check each of the options here that apply.
*
The taxpayer was over age 18 and a full-time student at an eligible educational institution.
The taxpayer is blind.
The spouse is blind.
The taxpayer is deceased.
The taxpayer wishes to contribute $3 to the Presidential Campaign Fund.
The taxpayer or spouse served in a combat zone during the 2024 tax year.
The taxpayer received, sold, exchanged, gifted, or disposed of a digital asset (or financial interest in a digital asset) in the current tax year.
The taxpayer prefers to receive written communications from the IRS in a language other than English.
The taxpayer prefers to receive written communications from the IRS in an accessible format.
None of the above
Taxpayer Information
Name
*
First Name
Last Name
Date of Birth
*
-
Month
-
Day
Year
Date
Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Occupation
*
SSN
*
Are you a full-time student?
*
Yes
No
Are you totally and permanently disabled?
*
Yes
No
Can anyone else claim the taxpayer as a dependent?
Yes
No
Do you have any lottery winnings? If so, please upload statement at the end of the form.
Yes
No
Spouse Information
Name
First Name
Last Name
Date of Birth
-
Month
-
Day
Year
Date
Phone Number
Please enter a valid phone number.
Email
example@example.com
Occupation
SSN
Are you totally and permanently disabled?
Yes
No
Can anyone else claim the taxpayer as a dependent?
Yes
No
Dependents
Did you pay over half the expenses of maintaining your residence for the entire year?
*
Yes
No
Did you support a child or family member for more than 6 months out of the year?
*
Yes
No
If yes, did you live together at any time after June 30, 2024
*
Yes
No
Not applicable
Enter your dependents here
Name
SSN
Date of Birth
Relationship
1
2
3
4
5
6
Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?
Yes/No
Employer
Spouse Ins
Exchange/ Marketplace
Direct with Insurer
Medicare
Medicaid
Taxpayer
Yes
No
Spouse
Yes
No
Dependent 1
Yes
No
Dependent 2
Yes
No
Dependent 3
Yes
No
Dependent 4
Yes
No
Dependent 5
Yes
No
Check each of the options here that apply.
Was any dependent over age 18 and a full-time student at an eligible educational institution.
Check if you wish NOT to claim either of the dependents listed above for Earned Income Credit purposes.
Check here if any of the dependents here are married.
Check here if any dependent listed above made over $4,300 of income.
Does any dependent listed above qualify for a Multi Support Declaration?
Were there any dependents in daycare, summer camp, or afterschool care who were under the age of 13 in 2024?
Yes
No
If you answered "yes" above, was the taxpayer employed or enrolled in school while the dependent was enrolled in daycare, summer camp, or after school care?
Yes
No
Tax Related Questions
List here the name and Identify Protection PIN for the taxpayer, spouse, and/or dependents (if applicable).
Employment Status
*
Employed
Unemployed
Self-employed
Are you contributing to 401K or other pre-tax account?
*
Yes
No
Not Applicable
Is this your first time opening a pre-tax account?
Yes
No
Does your dependents have tuition expenses?
Yes
No
Do you have any expenses for child care?
Yes
No
Do you have energy star rated improvements to your home?
Windows
Doors
Furnace
Other
Are you currently renting?
Yes
No
What is the monthly rental amount?
How long have you been rented this property?
# of months
Do you own your home?
Yes
No
Do you have documents that shows you paid for property taxes?
Yes
No
Have you sold any stock?
Yes
No
Did you take money from your 401K?
Yes
No
Did you pay for vehicle tax?
Yes
No
Do you have mortgage interest?
Yes
No
Do you have real estate tax?
Yes
No
Did you receive a federal tax last year?
Yes
No
Are you a victim of identity theft?
*
Yes
No
Self Employment Questions
Were you self-employed in 2024?
*
Yes
No
Check all that apply
Employed
Retired
Unemployed
College Student
Active Military, Reserves, or National Guard
Totally or Permanently Disabled
If you answered yes above, select the correct business structure (tax entity)
Sole Proprietorship
Single-Member LLC
Multi-Member LLC
S-Corp
C-Corp
Nonprofit
Other
If you were self-employed in 2024, what was the the exact name of your business?
If you were self-employed in 2024, what was the EIN for your business? If you did not have an EIN, enter your social security number here.
If you were self-employed in 2024, what was the nature of your business (barber, hair stylist, etc...)
If you were self-employed in 2024, in what year did you start your business?
If you were self-employed in 2024, which method did your company use for accounting?
Cash
Accrual
Modified
If you were self-employed in 2024, which method did your company use for recording assigning a value to inventory?
LIFO
FIFO
Cost
If you were self-employed in 2024, did you materially participate in the business?
Yes
No
If you were self-employed in 2024, did you or will you file all required 1099 forms?
Yes
No
If you were self-employed in 2024, and sold inventory items, what was your inventory on January 1, 2024?
If you were self-employed in 2024, and sold inventory in 2024, what was your inventory on December 31, 2024
Expenses
Please fill-up the information within the current year only.
General Expenses
Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses
Total Expenses
Banking Info & Filing Options
Would you like to apply for a refund advance?
Yes
No
If applying for an advance, how would you like to receive your advance?
Direct Deposit
Check
Prepaid Card
Are there any issues or concerns with this years or any previous years return that we need to be aware of.
*
How would you like to file your tax return?
E-File Direct Deposit
E-File Paper Check
Paper Return Direct Deposit
Paper Return Paper Check
Select your account type.
Checking
Savings
Routing Number
Confirm Routing Number
Account Number
Confirm Account Number
File Upload
Upload the driver's license or state issued ID for the taxpayer and spouse
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Upload the Social Security Card(s) for the taxpayer, spouse, and dependents.
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Upload the birth certificates for the Dependent.
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Upload the proof of residency for dependent(s). (Lease/Utility Bill)
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Upload ALL W-2's for the taxpayer and spouse.
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Upload ALL 1099 forms for the taxpayer and spouse.
Browse Files
Drag and drop files here
Choose a file
Cancel
of
If you were self-employed, upload your Self-Employment Expense Log, Income Log, Mileage Log, and Receipts for large assets exceeding $5,000.
Browse Files
Drag and drop files here
Choose a file
Cancel
of
If you were self-employed, upload the make and model of the automobile(s) you used for business.
Browse Files
Drag and drop files here
Choose a file
Cancel
of
If you were self-employed, upload the receipts or the actual expense log for the vehicle(s) you used for business purposes.
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Upload the Form 1098-T for the taxpayer, spouse, and/or dependents who were enrolled in college in 2022.
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Upload the Childcare Statement for any child under the age of 13 who was enrolled in a daycare, after school, or summer school program in 2024.
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Upload the receipts for the itemized deductions. (Medical expenses, tithes and offering statements, property tax receipts, donations to goodwill, mortgage interest, etc...)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Acknowledgment & Signature
I confirmed that all information I entered here is accurate and true.
I allow Ian Sanders, LLC to capture my sensitive data like personal id, government id, social security number (SSN), and other information.
I have read the terms and conditions and privacy policy of Ian Sanders, LLC.
As a result of mandates from the United States Congress, tax preparers must adhere to additional “due diligence” requirements for clients who are claiming certain tax credits. If you are claiming the Earned Income Credit, Child Tax Credit, Additional Child Tax Credit, HOH, and/or an American Opportunity Credit on your 2022 tax return, you must complete, sign, and return this questionnaire to me. I will keep the original signed copy of this questionnaire with my file copy of your 2022 tax return and will include a photocopy of the completed questionnaire in with your completed tax return.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Date Signed
*
-
Month
-
Day
Year
Date
I/ We certify that the child(ren) for whom the tax credit(s) will be requested can be claimed as my/ our dependent(s), as per the information provided by the client.
*
Date Signed
-
Month
-
Day
Year
Date
Spouse Signature - I/ We certify that the child(ren) for whom the tax credit(s) will be requested can be claimed as my/ our dependent(s), as per the information provided by the client.
IAN SANDERS LLC is not responsible if the taxpayer provides incorrect information (i.e. social security numbers for self, spouse, or dependents, last names, birth dates). This may delay the client's refund. All information obtained from the taxpayer and/or spouse must be presentable if the IRS audits your tax return. IAN SANDERS LLC is not responsible for any incorrect tax figures provided by the taxpayer and/or spouse. If the client's tax figures change due to incorrect information provided to IAN SANDERS LLC, the client will need to request an amendment for an additional price. If the client has any federal or government debts (i.e. school loans, child support, DPP, DFCS, etc….) there is a chance the refund will be applied towards outstanding debt. The taxpayer can call the offset department at 1-800-304-3107 or 1-800-829-7650 to see if your refund will be partially or fully withheld by the IRS. If the taxpayer's refund is fully withheld, the client is responsible for paying the preparation fees. IAN SANDERS LLC provides the taxpayer with ONE complimentary copy of the tax return. IAN SANDERS LLC is not responsible for any discussions or changes the IRS or bank may make on disbursement dates, filing status or any other required information from the IRS. IAN SANDERS LLC is not responsible for any IRS system problems or IRS problems that may cause a delay in the client's tax refund. IAN SANDERS LLC DO NOT reimburse any bank fees in the event of this occurrence.
*
Continue
Continue
Should be Empty: