Amendment Tax Preparation Client Intake Form
  • Amended Tax Preparation Client Intake 1040X Form

  • Mysaiah Inc.

    Office: 888-217-7651 - Fax: 888-216-4419 Email: mysaiahinc@gmail.com
  • BUSINESS/PERSONAL TAX RETURN FILING

  • Type a question*
  • General Information

  • Filing Status
  • Tax Prep Information

  • Type a question
  • What year tax return/s are we filing this year?
  • How did you file your taxes last year!
  • Tax Payer Information

  •  -
  • Date of Birth
     - -
  • Did you receive a stimulus?
  • How many stimulus payments did you receive?
  • Did you receive a W2 or 1099
  • Are you totally and permanently disabled?
  • Are you legally blind?
  • Is this individual dependent of other?
    • Spouse Information Section if filing Jointly 
    • Spouse Information

      If filing a joint return
    • Date of Birth
       - -
    •  -
    • When was the last year you filed your taxes.
    • What taxes are we filing for you this year
    • Are you a full-time student?
    • Are you a full-time student?
    • Are you totally and permanently disabled?
    • Are you legally blind?
    • Dependent Information Section Only 
    • Dependent Information

    • Rows
    • Heath Care Market Place Insurance  
    • Health Care

      This information is if you received Health Care from the Health Care Market Place. You should have received a 1095A in the mail or you can go on their website and download it. Healthcare.gov
    • Rows
    • Home/Personal Related Questions

    • Employment Status
    • Are you contributing to 401k or other pre-tax account?
    • Does your dependents have tuition expenses?
    • Do you have any expenses for child care?
    • Do you have energy star rated improvements to your home?

    • Are you currently renting?
    • Do you have your own home?
    • Do you have documents that shows you paid for property taxes?
    • Did you sold any stock?
    • Did you take money from your 401?
    • Did you pay for vehicle tax?
    • Do you have mortgage interest?
    • Do you have real estate tax?
    • Did you receive a federal tax last year?
    • Are you a victim of identity theft?
    • Please fill-out the information within the current year only.

    • Rows
    • Self Employment Declaration Section 
    • Did you receive a W2 or 1099
    • Date you started your business
       - -
    • If you are no longer in business what date did it end?
       - -
    • Annual Business Expenses

    • Rows
    • Vehicle Information

    • What date did you purchase this vehicle?
       - -
    • What date did you start using this vehicle for your business?
       - -
    • For each category listed below, enter the number of miles that you drove this vehicle during this current tax year?

       

    • If you sold, disposed of, or retired this vehicle during this current tax year, enter the date of the sale, disposal, or retirement.
       - -
    • Other Income 
    • Rows
    • DEDUCTIONS/ITEMIZATIONS/CREDITS 
    • Rows
    • Acknowledgment & Signature

    • I confirmed that all information I entered here is accurate and true. I allow Yolanda McGhee of Mysaiah Inc 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 Mysaiah Inc. By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

      I also acknowledge that I am responsible for paying Mysaiah Inc. for tax services.  I also acknowledge that all fees were discussed and I agree with all of the terms and conditions dicussed as the tax payer and Mysaiah Inc as the tax preparer. 

      I also give Mysaiah Inc. permission to amend my tax return if for any reason deemed necessary on my behalf.

       

    • Date Signed
       - -
    • Date Signed
       - -
    • PLEASE  remember to email all of your tax required documents W2's, 1099, Mortgage tax documents, Bank tax documents, 1095A (Health Care Market Place) etc. to mysaiahinc@gmail.com

      In the message of your email, please include your name and business name.  All email addresses does not match the names of everyone.  Sometimes its hard to recognize a client by their email address name, or business name.  Thank you for your understanding.

    • Client Consent to Third-Party Disclosure of
      Tax Return Information Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties (TurboTax) for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution. You are not required to complete this form to engage our tax preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. If you agree to the disclosure of your tax information, your consent is valid for the amount of time that you specify.
      If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.

      Your consent is valid for one year unless you indicate otherwise by checking the box below.
      Taxpayer further consents to the release of tax return information for all future year tax returns until
      Taxpayer directs Mysaiah Inc. otherwise.

    • The above-referenced Taxpayer hereby consents to the disclosure by Mysaiah Inc, of any and all tax return information contained in the Taxpayer’s tax return(s) for the calendar or fiscal years below.
    • Thank you!!!

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