Client Intake - Remote Tax Prep

Real Estate
Do you own or rent?*

ownrent
If you own your home upload Mortgage Statement (Form 1098)

Browse Files

Cancelof
Did you pay Mortgage Interest for your home in 2024?*

yesno
If yes, please enter amount*
If this do not apply to you, please put 00
Did you pay real estate taxes in 2024?*

yesno
If yes, please enter amount*
If this do not apply to you, please put 00
Did you pay property taxes for your home in 2024?*

yesno
If yes, please enter amount*
If this do not apply to you, please put 00
Have you purchased any rental income property?*
If this do not apply to you, please put 00

Schedule A
Did you have any MEDICAL/DENTAL expenses in 2024*
If this do not apply to you, please put 00
(Please provide detailed list)*
If this do not apply to you, please put NA
Upload Expenses

Browse Files

Cancelof
Cash Contributions (If over $500 ) :*
If this do not apply to you, please put 00
(Please provide detailed list)*
If this do not apply to you, please put NA
Upload Expenses

Browse Files

Cancelof
Non- Cash Contributions (If over $500 ) :*
If this do not apply to you, please put 00
(Please provide detailed list)*
If this do not apply to you, please put NA
Upload Expenses

Browse Files

Cancelof
Casualty & Theft Losses*
If you had any casualty or theft losses during the year, please provide detail below including date, description, amount of casualty or loss, any insurance reimbursement & basis in the property
(Please provide detailed list)*
If this do not apply to you, please put NA
Upload Expenses

Browse Files

Cancelof
Miscellaneous Expenses, Unreimbursed Business Expense*
If this do not apply to you, please put 00
(Please provide detailed list)*
If this do not apply to you, please put NA
Upload Expenses

Browse Files

Cancelof
Volunteer Mileage Driven) :*
If this do not apply to you, please put 00

	Amount $
Advertising
Car and truck
Commissions and fees
Contract labor (1099's)
Depletion
Depreciation and section 179
Employee benefit programs
Insurance (other than health)
Mortgage interests
Other Interest
Legal and professional services
Office expense
Pension and profit-sharing plans
Rent or Lease: Vehicles, machinery, and equipment
Rent or Lease: Other business property
Repairs and maintenance
Job Supplies
Taxes and licenses
Travel
Meals
Utilities
Wages (less employment credits)
Miscellaneous

	sq ft
Enter the total square footage of (a) your home:
Enter the total square footage of the room used for business

Bank Application
Do you owe any State or Federal Agencies that may cause an offset to your refund? (ie Child Support, Unemployment Repayment, Federal or State Taxes)*

yesno
Would you like to apply for a Refund Advance Loan?*

yesno
How would you like to receive your refund?*

Direct DepositCheck
How will you pay your tax prep fees?*

Refund Transfer (taken from your refund)Out-of-Pocket
Upload Voided Check or Account & Routing numbers.*

Browse Files
IF YOU WOULD LIKE DIRECT DEPOSIT: PLEASE BRING A VOIDED CHECK TO AVOID ERRORS Cancelof
Primary Signature to receive funds direct deposit*

Clear
Spouse Signature to receive funds direct deposit*

Clear

REFERRAL SHEET

We continue to grow our business through loyal customers like you. Please look in your cellphones and provide us with at least 3 names and phone numbers of people needing assistance in preparing their taxes and getting back the maximum amount of money they are legally entitled as such it is imperative to us that you leave at least 1 referral:

CLIENT NON PAYMENT/OFFSET CLAUSE
We strive to assist all of our clients in their tax needs, however we understand that situations arise. If your refund is offset by the IRS, student loans, child support or your check is mailed, you are still obligated to pay our company the fees associated with filing your tax return. By signing this agreement you acknowledge that if payment is not made in full with in 30 days legal actions will be sought to resolve payment. I am giving BUDGETDAIRE and/or associated affiliates permission to prepare all forms related to my tax return and I have signed all necessary forms to file my income tax return electronically. I take full responsibility for the accuracy of this client intake form and understand that BUDGETDAIRE and/or associated affiliates hold no responsibility for any misrepresentation or false claims.
Primary Signature CLIENT NON PAYMENT/OFFSET CLAUSE*

Clear
Spouse Signature CLIENT NON PAYMENT/OFFSET CLAUSE

Clear
Date*

MonthDayYear
Should be Empty:

	First Name	Last Name	Date of Birth (00/00/0000)	Social Security Number	Relationship to taxpayer	Full Legal Name(s) of Biological Parent(s):	# of months dependent live with you	Was this dependent disable?	Did Dependent lived with Taxpayer? (yes/no)	Dependent did not live with Taxpayer due to divorce/ other agreement? (yes/no)	Dependent is taxpayers parent? (yes/no)
Dependent
Dependent
Dependent
Dependent
Dependent

Primary