2024 Client Intake Form

PLEASE READ THE FOLLOWING IN ITS ENTIRETY BEFORE SUBMITTING YOUR INFORMATION.

Thank you for taking the time to complete your 2023 tax intake form for the tax year 2024. This information is critical to ensure your tax return is filed accurately. Please ensure your information is entered correctly so we can ensure our records are 100% correct.

This intake form may take 20-30 minutes to complete.

Please be sure to gather all of your documents prior to completing this form.

Note: If you are claiming any dependents, be sure to upload their SS CARDS, BIRTH CERIFICATES, and proof of address for dependents (school records, medical records, social services records, or lease).

Please be sure to hit submit to ensure the form is sent to us. If you close the browser before doing so, the information will be deleted and need to be re-entered.

Once you have submitted this form, please download our mobile app TAXES TO GO APP (NEW CLIENTS ONLY) to upload your documents securely. This will also allow you to sign your return when it has been completed.

How did you hear about us?

New or Existing Client

What tax year(s) are you filing for?

Do you owe the IRS, Child Support, or are you in default with Student Loans?

IF YOU ARE NOT SURE IF YOU HAVE ANY PAST DUE TAX DEBTS PLEASE CONTACT THE IRS HOTLINE 1-800-304-3107. PLEASE BE MINDFUL THAT TAX DEBTS ARE ADDED TO THE DATABASE DAILY.

Taxpayer Name

First NameLast Name

Taxpayer Social Security Number

Taxpayer Date of Birth

Date

Taxpayer Job Title

Taxpayer Spouse Name

First NameLast Name

Spouse Social Security Numbers

Spouse Date of Birth

Date

Spouse Job Title

Taxpayer Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Taxpayer Email Address

example@example.com

Taxpayer Home Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Do you have dependents?

If YES how many?

Can someone else claim you as a dependent?

What is your filing status?

Did you buy or trade Crypto Currency?

Have you ever been denied Earned Income Tax Credit (EITC)?

Do you receive any Government Assistance Programs such as Food Stamps, TANF, Housing, Medicaid, or Medicare?*

Did you receive unemployment in 2023?

Did you claim any lottery winnings in 2022 (Form W-2 G)?

Was your insurance through the Affordable Care Act (Marketplace)?

Are you self-employed? (If yes, you will receive a form to input income/expenses from info@devotedtaxservices.com) please be sure to check your spam if your have not received in within 24 hours.

Do you have a LLC?

Do you have a IP PIN? (If yes please upload the documentation reviewed from the IRS below).

Please upload a valid Driver's License/State ID, Social Security cards for all persons on tax return, W2's, proof of address.

By signing this form, you agree to the following:

I acknowledge that to the best of my knowledge, the information provided to Devoted Tax Services LLC in this client intake form is true and accurate and includes all information necessary for the preparation of my income tax returns for which I have adequate records. I certify that I would like my taxes prepared using the information I have provided on this form to my tax preparer.

CLIENT NON-PAYMENT/OFFSET CLAUSE

Furthermore, I acknowledge by signing this form that if I and/or my spouse owes a federal debt such as child support, student loans, IRS, etc that I/we are still responsible for the tax preparation and filing fees due to Devoted Tax Services LLC. I understand that if I decide to have my tax preparation fees taken from my refund and my taxes are intercepted for whatever reason, I am still responsible for my tax preparation fees. By signing, I am agreeing to pay the preparation fee regardless of if my refund is received or not. I understand that if the tax preparation fees are not paid to Devoted Tax Services LLC within 90 days of my scheduled refund date, the fee will be debited from my bank account or my account will be sent to collections and I will no longer be able to do business with Devoted Tax Services LLC until balance is paid in full.

STOP!!!

Before submitting this form please make sure that you have gathered all of your documents to support the items that will be entered on your tax return.

You will receive an email with a link to download our taxes to go app unless your tax pro has advised you to send your documents to a secure tax pro email.

Do you need Audit Protection (this is highly recommended for those claiming a small business Schedule C, it provides representation should you receive a notice from the IRS)? Service is available for $99.95 which is deducted from your refund.

Are you interested in the Refund Advance (interest rate 35.99%)?

How would you like to receive your refund?

PLEASE BE ADVISED THAT ONCE THIS FORM IS SUBMITTED YOU WILL RECEIVE A EMAIL NOTIFICATION TO CONFIRM THE EMAIL ON FILE FROM DEVOTED TAX SERVICES. PLEASE CONFIRM THIS EMAIL TO ENSURE YOU RECEIVE FUTURE EMAIL CORRESPONDENCES.