Advantage Tax Client Info 2022

Advantage Tax Inc. Client Info

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(Please don't click your "Next" button. Questions may get skipped.)
Tax Year 2023
Your Email*
example@example.com
Your Cell Phone Number*
Please enter a valid phone number.
Home Phone Number
Please enter a valid phone number.

If you are filing for a deceased individual, please click here.
Your Name

First NameMiddle Name or Initial Last NameSuffix
Your SSN
Your Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Are you a court-appointed representative?

NoYes
For all of the remaining questions, "you" now refers to the taxpayer/decedent.

Filing for deceased END
Primary Taxpayer Name*

First NameMiddle Name or InitialLast NameSuffix
Nickname or Preferred Name:
SSN*
Date of Birth*
Date
Date of Birth*

MonthDayYear
Date
Occupation
Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Marital Status*

Single (never married)Single (divorced)MarriedWidowed

Enter Spouse Information Here
Spouse's Name

First NameMiddle Name or InitialLast NameSuffix
Spouse's SSN
Spouse's Date of Birth

MonthDayYear
Date
Spouse's Occupation
Spouse's Cell Phone Number
Please enter a valid phone number.
Spouse's Email
example@example.com
Spouse's Address (if different)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Click here if you own or are buying your residence END
Did you sell a home this year?

NoYes
Is your physical address different than your mailing address?

NoYes

Enter Physical Address (if different)
Physical Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Enter Physical Address (if different) END
Did you live in more than one place during the year?

NoYes

Enter other addresses here
Other Address and Dates of Residence:

Residency Dates: from/to

Street Address

CityState / Province

Postal / Zip Code
Other Address and Dates of Residence:

Residency Dates: from/to

Street Address

CityState / Province

Postal / Zip Code

Enter other addresses here END

If you are claiming dependent(s) NOT living with you, please list here:

	Name	Date of Birth	Relationship	SSN
1
2
3
4

Please list ALL members of your household, even if not claiming (please scroll over to view all 7 columns)*

	Name	Date of Birth	Relationship	Number of Months in the Home	SSN (if claiming)	Disabled Y/N?	If Adopted, enter date
1
2
3
4
5
6
7
8
9
10
11
12

Did anyone have Marketplace Health Insurance?*

NoYes
Do you pay someone to care for a young, elderly, or disabled person?

NoYes
Did you donate to any charities?*

NoYes

If yes, enter the amount.
Value of items donated to charity:
Amount of money donated to charity:

If yes, enter the amount END
Are you contributing to an IRA or 401k or other retirement account?

NoYes
During the year, did you take or borrow money from your retirement account?

NoYesN/A
Do you (or your spouse) pay or receive alimony?*

NoYes

If yes, click here.

Please describe:

	Amount	Date Court-Ordered
Alimony Paid
Alimony Received

If yes, click here END
Do you (or your spouse) have Marketplace Health Insurance with the government?*

NoYes
Do you (or your spouse) receive public assistance?*

NoYes

If yes, click to describe.
Please indicate what you receive (check all that apply):

Food StampsMedicaidWICSubsidized HousingAFDC Cash

If yes, click to describe END

Please indicate your sources of income:*

	Y/N	Number of Documents Received	If no Documents, Enter $ Amount received
Wages (W2)
Unemployment (1099-G)
Pension or Annuity (1099-R)
Social Security (SA-1099)
Self-Employment (1099-NEP or 1099-MISC)
Partnership or Business Ownership (K-1)
Rental Income (1099-MISC)
Farm Income (1099-MISC)
Gambling Winnings (W2-G)
Sale of Real Estate (1099-S)
Interest (1099-INT)
Dividends (1099-DIV)
Sale of Stock (1099-B)
Cancellation of Debt (1099-C or 1099-A)
Worker's Compensation
Nontaxable Disability
Child Support
NONE

Any questions or comments?

Click to view your Client Service Agreement.
Thank you for choosing Advantage Tax Inc to assist you with your taxes. This letter confirms the terms of our engagement with you and outlines the nature and extent of the services we will provide.

We will prepare your federal and state income tax return(s). We will depend on you to provide the information we need to prepare complete and accurate returns. We may ask you to clarify some items but will not audit or otherwise verify the data you submit. An Organizer is enclosed to help you collect the data required for your return. The Organizer will help you avoid overlooking important information. By using it, you will contribute to the efficient preparation of your returns and help minimize the cost of our services.

We will perform accounting services only as needed to prepare your tax returns. Our work will not include procedures to find defalcations or other irregularities. Accordingly, our engagement should not be relied upon to disclose errors, fraud, or other illegal acts, though it may be necessary for you to clarify some of the information you submit. We will inform you of any material errors, fraud, or other illegal acts we discover.

The law imposes penalties when taxpayers underestimate their tax liability. Call us if you have concerns about such penalties.

Should we encounter instances of unclear tax law, or of potential conflicts in the interpretation of the law, we will outline the reasonable courses of action and the risks and consequences of each. We will ultimately adopt, on your behalf, the alternative you select.

Our fee is based on the time required at standard billing rates plus out-of-pocket expenses. Invoices are due and payable upon presentation. All accounts not paid within thirty (30) days are subject to interest charges to the extent permitted by state law.

We will return your original records to you at the end of this engagement. Store these records, along with all supporting documents, in a secure location. We retain copies of your records and our work papers from your engagement for up to seven years, after which these documents will be destroyed.

If you have not selected to e-file your returns with our office, you will be solely responsible to file the returns with the appropriate taxing authorities. Review all tax-return documents carefully before signing them. Our engagement to prepare your tax returns will conclude with the delivery of the completed returns to you, or with e-filed returns, with your signature and our subsequent submittal of your tax return.

To affirm that this letter correctly summarizes your understanding of the arrangements for this work, sign the enclosed copy of this letter in the space indicated and return it to us in the envelope provided.

Click to view Client service Agreement END

Click to view Privacy Policy.
Your privacy is important to us.

We collect nonpublic personal information about you from various sources, including:

* Interviews regarding your tax situation

* Applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income, and other tax-related data

* Tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as required by law.

We restrict access to personal information concerning you, except to our employees who need such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.

Click to view Privacy Policy END

Acknowledgment & Signatures
If you authorize Advantage Tax to email you, please sign here. This is required for access to your client portal.*

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If you authorize Advantage Tax to text you, please sign here. If not, write "No."*

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If you authorize Advantage Tax to search for unclaimed property on your behalf, please sign here. If not, write "No."*

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If your spouse authorizes Advantage Tax to email, please have him/her sign here.

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If your spouse authorizes Advantage Tax to text, please have him/her sign here.

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If your spouse authorizes Advantage Tax to search for unclaimed property on his/her behalf, please have him/her sign here.

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By signing below, I confirm that all information entered here is accurate and true. I authorize Advantage Tax to capture my sensitive data, including government-issued id, social security number (SSN), and financial information. I have read and agree to the client service agreement and the privacy policy of Advantage Tax. I acknowledge that I understand my responsibility to provide accurate information for the preparation of Federal and/or State income tax return(s).
Taxpayer Signature*

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Date Signed*

MonthDayYear
Date
Spouse's Signature - required if filing joint return(s)

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Date Spouse Signed

MonthDayYear
Date

Acknowledgement & Signature End
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Advantage Tax Inc. Client Info

Complete and Sign this Form.