Prospered Taxes Enterprise LLC - Client Intake Form

I’m Karen H. Bowman, your trusted Virtual Tax Professional. Thank you for choosing Prospered Taxes Enterprise LLC, where I am committed to Planting Seeds of Prosperity, One Tax Return at a Time. I look forward to working with you and providing a smooth, accurate, and stress-free tax filing experience.
PLEASE READ CAREFULLY BEFORE PROCEEDING
Important Intake Notice – Per Tax Year

This intake form is for the 2025 tax year being filed and is intended only for clients who plan to file their tax return with Prospered Taxes Enterprise LLC; if you do not intend to file with me for this tax year, please do not complete this form. By submitting this intake, you authorize document review, discussion of your return or potential refund, evaluation of advance options (if applicable), and preparation of documents for signature. A $25.00 non-refundable document review fee applies per tax year, which includes review of uploaded documents, determination of service scope, and identification of missing items; this fee applies whether or not you proceed, and if you move forward with tax preparation, it will be credited toward your tax preparation fee.
Do you have any unfiled tax returns from previous years?*

Yes, I have previous years that need to be filed.No, my previous years have been filed.
Important Notice for Prior-Year Tax Filings (2020–2024)
If you need to file a tax return for tax years 2020, 2021, 2022, 2023, or 2024, please stop here and email (support@prosperedtaxes.com). Once your request is received, the appropriate client intake form for that tax year will be sent to you within 72 business hours.

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Virtual Tax Professional

Please select below.
Karen H. Bowman
Taxpayer Information

Please answer all questions.
Filing Status*

SingleHead of HouseholdMarried Filing SeparatelyMarried Filing JointlyQualifying Widow(er) with dependent child(ren)
Head of Household Verification: You must be unmarried or considered unmarried and provide over half the financial support for your household and a qualifying person. Submit records of household bills, mortgage payments, lease agreement, property taxes, and essential expenses in your name that show your home address.

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Taxpayer's Name*

First NameMiddle NameLast NameSuffix
Taxpayer's Occupation*
Submission Guidelines: You must submit a client intake form for each year that you want to file, along with documentation.
Please select the year that you would like to file. Type a question*

2025
Do you have a copy of your 2024 tax return? (Please upload)*

YesNo
Upload Prior Year Tax Return or IRS Transcript:

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Date of Birth *

MonthDayYear
Taxpayer's Social Security Number*
Upload Taxpayer's Social Security Card:*

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Taxpayer's Unexpired Driver's License Number*
Upload Taxpayer's Unexpired Driver's License:*

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Home Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Home Phone*
Please enter a valid phone number.
Cell Phone*
Please enter a valid phone number.
Email*
example@example.com
Taxpayer's Spouse Information (if applicable)

First NameMiddle NameLast NameSuffix
Taxpayer's Spouse Occupation
Date of Birth

MonthDayYear
Taxpayer's Spouse Social Security Number
Upload Taxpayer's Spouse Social Security Card

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Taxpayer's Spouse Unexpired Driver's License
Upload Taxpayer's Spouse Unexpired Driver's License:

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Is the Taxpayer legally blind?*

YesNo
Is your Spouse legally blind?*

YesNoN/A
Is the Taxpayer disabled?*

YesNo
Is your Spouse disabled ?

YesNoN/A
Family and Dependent Information

Please answer all questions.
1. As of December 31, 2025, your martial status was:*

SingleMarriedLegally Separated
If married but filing separately: Did you live with your spouse during any part of the last six months of 2025?

YesNo

2. Please answer the questions below regarding who lived in your home and whom you supported over the past 12 months. (If not applicable, write "N/A" on line 1 of each section.)*

	Dependents First and last name (Do not enter your name or Spouse's name below)	Date of Birth	Social Security Number	Number of months lived in your home	Relationship to you (i.e. son, daughter, mother, sister)
1
2
3
4
5
6

Did you pay child care expenses (Daycare or an individual to babysit your child(ren)?*

Yes- please answer all questions related below.No- N/A
If yes, how much were your childcare expenses from January 1, 2025, to December 31, 2025?
Please provide the name of the Daycare/Individual
Social Security or EIN Number
Address of the Daycare/Individual

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Please upload any supporting documents, such as your dependent(s) Social Security card(s), birth certificate(s), adoption papers, school records, daycare records, or similar documentation.

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Can anyone else claim you, your spouse, or dependents on their tax return?*

YesNo
Have you, your spouse, or dependents received an Identity Protection PIN (IP PIN) from the IRS in the past?*

Yes, I/we have an IP PIN(s)No, I/we do not have an IP PIN(s)
Please enter the name and IP PIN for each person.
Did you, your spouse, and your dependents have health insurance within 12 months last year? (Please upload proof of 1095 or 1095-A if applicable)*

Yes- This would include: Employer, Spouse Insurance, Exchange/ Marketplace. Direct With Insurer, Medicare, or MedicaidNo
Did the taxpayer experience any impact from a natural disaster in the year 2025?*

YesNo
Did you reside in the federally declared disaster zone, and were you or your spouse displaced from your primary residence during the disaster's incident period?*

YesNo
Was your home damaged, and repairs were not covered by FEMA or insurance?*

YesNo
Please upload any documentation with a denial or proof of the claim paid by FEMA or insurance.

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Income -In 2025, did you (or your spouse) receive:

Please answer all questions.
Wages (W2- Employee) or Salary*

YesNo
Self- Employment Income (such as earnings from contract labor and small business, etc.)*

YesNo
Do you have a 1099 MISC form?*

YesNo
Disability Income?*

YesNo
Unemployment Compensation?*

YesNo
Other income? (gambling, lottery, prizes, awards, jury duty, etc) If so, how much did you receive?*
Contributions to IRA, 401K, or other retirement account, including employer retirement account?*

YesNo
During 2025, did you or your spouse have one or both of these to take place?*

Receive - as a reward, award, or payment for property or services.Sell, exchange or otherwise dispose of a digital asset (or a financial interest in a digital assest)BothN/A
Upload all proof of income. (Last paycheck stubs are not accepted- W2, 1099, Self-employment/business profit/loss)

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Do you own your home? If yes, include the mortgage statement, interest, and taxes documentation.*

YesNo
Have you made or planned to make any energy-efficient upgrades to your home (e.g., windows, doors, solar panels, insulation)? If yes, please provide details of the enhancements (e.g., type of improvement, installation date, cost, etc.)*

YesNo
Please upload any necessary documents related to your home.

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Do you receive any form of government assistance or benefits? (Section 8/Housing, TANF, Food Stamps, SSI ,ETC)*

YesNo
Did you pay college tuition for yourself, your spouse, or your dependents during the 2025 tax year?*

YesNo
Did you incur any educational expenses in 2025, such as buying a computer, books, or other related materials?**

YesNo
Did you pay on any student loans this year?*

YesNo
Upload all documents related to school. (1098-T, and receipts for educational expenses)

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Referral

Please let me know how you found out about me.
The full name of the person or organization must be listed to ensure the referral is paid. *
Refund Advance Loan Option

Please answer all questions.
Do you want to apply for a Refund Advance Loan ?( Up to $7500, subject to bank approval, and additional fees will apply).*

YesNo
Have you applied for a Refund Advance Loan with any other company approved and funded for the 2025 tax return?*

YesNo
Document Review & Payment Agreement

Please answer all questions.
How will you pay your tax preparation fees?*

Self-Pay (Out-of-Pocket) Tax preparation fees will be paid in full before the processing and submission of my tax return.Deducted From Refund (If Eligible) If approved and eligible, my tax preparation fee will be deducted from my tax refund (subject to bank approval, which will include additional fees) I understand that tax refunds are not guaranteed and are subject to IRS acceptance and processing. If this option is unavailable or the tax preparation fee has not been paid, Prospered Taxes Enterprise LLC will deduct the tax preparation fee from my bank account on file unless other arrangements have been approved in writing.
The $25.00 non-refundable document review fee is due at the time of submission. Tax preparation fees must be paid in full before your tax return is processed and submitted, unless you have elected to have the tax preparation fee deducted from your refund. After all documents have been reviewed, your final tax preparation fee will be clearly outlined in your engagement letter. Do you agree?*

YesNo
Refund Delivery Preference
The IRS now requires all tax refunds to be issued via direct deposit. ✅ Please provide your accurate banking information. By doing so, you confirm the account belongs to you or that you are authorized to use it.Paper checks are no longer an option for refund delivery.If you are applying for a Refund Advance Loan or choosing to have your tax preparation fees deducted from your refund, you may elect to have your funds loaded onto a prepaid debit card provided through the processing bank.📌 Refunds cannot be issued without selecting a valid delivery method.*

Direct DepositPrepaid Debit Card
Bank Name:*
Bank Routing Number:*
Bank Account Number:*
I confirm that the information I have provided to Prospered Taxes Enterprise LLC is accurate and truthful. By submitting this form, I acknowledge that I am entitled to a complimentary 30-minute consultation to review my tax situation and associated fees upon request. Communication will be conducted through email and the secure tax software portal as well. If I express interest in a Refund Anticipation Loan (RAL) or bank product for deduction of my tax preparation fee, I understand that eligibility will be determined by the bank based on the submitted information.

By signing this document, I confirm my decision to proceed with the tax preparation client intake process and understand that, the consultation will be conducted via video call or phone call within 72 business hours. I authorize Prospered Taxes Enterprise LLC to use my submitted documents exclusively for tax preparation purposes.

I understand the $25.00 non-refundable document review fee will apply if I choose to proceed with filing or not. This fee will be deducted from my tax preparation fee if I do file with Prospered Taxes Enterprise LLC.
Taxpayer Signature*

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Date*

MonthDayYear
Date
Spouse Signature (N/A if it does not apply)

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Date

MonthDayYear
Date
Email
example@example.com

My Products

Non -Refundable Document Review Fee

$25.00 Quantity

Total

$0.00

Credit Card Details
First Name	Last Name
Credit Card Number	Security Code
Card Expiration

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PLEASE READ CAREFULLY BEFORE PROCEEDING

Important Intake Notice – Per Tax Year

Important Notice for Prior-Year Tax Filings (2020–2024)

If you need to file a tax return for tax years 2020, 2021, 2022, 2023, or 2024, please stop here and email (support@prosperedtaxes.com). Once your request is received, the appropriate client intake form for that tax year will be sent to you within 72 business hours.

Virtual Tax Professional

Taxpayer Information

Submission Guidelines: You must submit a client intake form for each year that you want to file, along with documentation.

Family and Dependent Information

Income -In 2025, did you (or your spouse) receive:

Referral

Refund Advance Loan Option

Document Review & Payment Agreement

Refund Delivery Preference

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