Intake Form

  • Intake Form

  • About You

  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Did someone refer you?*
  • How would you like your refund?

  • Refund

  • Spouse

  • Additional Info

  • Do you own a business and/or were you self employed?
  • Do you have a EIN number for your business ?
  • Do you have your Profit and Loss statement for 2024?
  • Do you certify the profit made in 2024 is true, accurate and is given to use as a source of income for your 2024 Federal and State return?
  • Did you incur material expenses to operate your business in 2024?
  • Did you and your spouse live apart during 2024?
  • What was your filing Status as of Dec 2024?
  • Did you pay over half the expenses of maintaining your residence for the entire year?
  • Can anyone claim you as a dependent?
  • Did you support a child or family member for more than 6 months out of the year?*
  • How many dependents are you claiming?*
  • Are there any dependents in daycare?*

  • I       received childcare services from    for the following dependents   ,         and   . The childcare provider social number      
    and address                For the services paid in the amount of $

  • Did you have insurance for the entire year in 2024?
  • Did your dependents have insurance for the entire year in 2024?
  • Have you ever been denied the Earned Income Tax Credit (EITC)?
  • Did you attend college in 2024?
  • Did your spouse attend college in 2024?
  • Do you have a Form 1098T (Tuition Statement) for either you, your spouse and/or dependents?
  • Do you have a copy of your last year return if you filed elsewhere?

  • Documents

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  • Agreement

  • Who is your preparer*

  • Please check and confirm all numbers including social security numbers, bank account information before submitting. Please check and confirm all names are spelled correctly and all information is correct.  All files can be email to filenow@yourfavoritetaxlady.net or directly to your tax preparer.

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