• Tax Preparation Client Intake Form

    This form is to be completed by Taxpayer
  • Filing Status*
    • Taxpayer Information 
    • Date of Birth*
       - -
    • Format: (000) 000-0000.
    • At any time during the tax year, did you receive, sell, exchange, or otherwise dispose of any virtual currency (cryptocurrency)?*
    • Do you owe a balance to the IRS, student loans, child support or any other federal/state government agency that may garnish your tax refund?*
    • Do you have a Identity Protection Pin issued by the IRS?*
    • Are you legally blind?*
    • Are you a full-time student?*
    • Are you totally and permanently disabled?*
    • Can someone else claim you as a dependent?*
    • Physical Address (The IRS May Send You a Letter!) 
    • Spouse Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Do you owe a balance to the IRS, student loans, child support or any other federal/state government agency that may garnish your tax refund?
    • Do you have a Identity Protection Pin issued by the IRS?
    • Are you a full-time student?
    • Are you totally and permanently disabled?
    • Are you legally blind?
    • Can someone else claim you as a dependent?
    • Fast Cash Advance 

    • Would you like to apply for a Fast Cash Advance?

      This is the ONLY time to apply for a Fast Cash Advance. (Ends 03/15/24)
    • Select One*
    • Banking Information 
    • How Would You Like to Receive Your Refund?*
    • Which Type of Account Is Provided?
    • Dependents 
    • Rows

    • Regarding Qualifying Children for Earned Income Credit

      According to the information you provided in regards to the dependent(s), the dependent(s) is/are your biological child, grandchild, niece, or nephew, etc.

      I discussed with you a qualifying child cannot be used by more than one person per tax period. One person is one of the parent(s) if married filing jointly.

      If filing Head of Household, you attest that you can provide a lease or utility bill in your name at your current address.

      Please note: You are stating that you provide over 50% of care and support for the dependent(s), you are the sole provider for the dependent(s), the dependent(s) lives with you for more than half the year, and no one else is eligible to claim the dependent(s).

      By signing below, you are stating that the dependent(s) information on your tax return is true, correct, and has been documented by your preparer. You are stating that you are not providing your preparer with any false/fraudulent information.

    • Childcare Information 
    • Format: (000) 000-0000.
    • College Educational Expenses 
    • Did you receive form 1098T from attending college in 2023?*
    • Did you incur any educational expenses out of pocket in 2023?*
    • Source of Income 
    • Check ALL the Income Items Which Pertain to You.
    • Expenses 
    • Rows
    • Please Answer the Following Tax Questions 
    • Did you receive Unemployment in 2023?*
    • Did you or your spouse purchase Health Insurance Coverage Form (1095-A, 1095-B or 1095-C)?*
    • Did you do any rideshare jobs such as Uber, Lyft, Door-Dash etc in 2023?*
    • Did you change your mailing address in 2023?*
    • Did you take money from your 401-K in 2023?*
    • Do you plan to buy a home in the next two years?*
    • Do you own your home?*
    • Are you paying property taxes, or insurance on a home?*
    • Do you have mortgage interest?*
    • Do you have any unfiled tax returns*
    • Have you ever received an IRS letter?*
    • Do you have real estate tax?*
    • Did you receive a federal tax return last year?*
    • Are you on government assistance, or receive social security benefits?*
    • Do you have access to your prior year tax returns? (New Clients Only)*
    • Do you permit Dfw Tax Professionals to email & text your tax documents?*
    • Do you permit Dfw Tax Professionals to verify you do not have pending debts?*

    • Please upload the following documents:

      • Unexpired ID
      • Social security cards for EVERYONE on the return
      • Utility Bill/Lease (If filing Head of House)
      • W2's
      • 1099's
      • 1098-T (college form)
      • Childcare Statement
      • Last year tax return (New Clients Only)
      • Birth certificates for your children (optional)

      We prepare EVERY file as if the IRS were was going to request it. We represent you with these files in the event of an audit. 

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    • Preferred Wealth Financial is intentional on building generational wealth! We STRONGLY believes that we can be the change in the world by helping one family at a time.

    • Do you have life insurance OUTSIDE of your job?*
    • Do you permit Preferred Wealth Financial to contact you to compare and LOWER the amount that you pay in life insurance?*
    • If not, can we contact you to help you get there?*
    • Acknowledgment & Signature 
    • Additional Questions 

    • We will prepare your tax return based on information you provide. In the event your return is audited, you will be responsible for verifying the items reported. It is important that you review the return carefully before signing to make sure the information is correct. You the taxpayer are responsible for the information on your return. Dfw Tax Professionals strongly urge you the taxpayer to provide all your tax documents at the time of filing to avoid IRS letters, tax penalties, and extremely long tax return delays.

    • Taxpayers Responsibilities

      • You agree to provide us all the income and deductible information. If you receive additional information after we begin working on your return,you will contact us immediately to ensure your completed tax returns contain all relevant information.
      • You affirm that all expenses or other deduction amounts are accurate and that you have all required supporting written records. In some cases,we will ask to review your documentation.
      • You must be able to provide written records of all items included on your return if audited by either the IRS or state tax authority. We can provide guidance concerning what evidence is acceptable.
      • You must review the return carefully before signing to make sure the information is correct.
      • You should keep a copy of your tax return and any related tax documents for a minimum of 3 years.

    • Signatures,

      By signing below, you acknowledge that you have read, understand, and accept your obligations and responsibilities. You state under penalty of perjury that all the forgoing information is true, complete, and accurate. You also release Dfw Tax Professionals from any liability related to the information file on your federal and State income tax returns. I give Preferred Wealth Financial permission to electronically deduct their final tax fee(s) from my IRS refund. Your signature also authorizes Preferred Wealth Financial to electronically file and or mail your income tax returns to the IRS for processing. For joint return, both taxpayers must sign.

       

       

    • This is an prevenative security measure to reduce fraudulent tax returns! Please take a photo of yourself to ensure that it matches your ID!

    • Date Signed*
       - -
    • Date Signed
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    • Should be Empty: