Client Tax Application

Client Application

Tax Year 2023
Before you start your application please have ALL the tax proper forms, receipts, documents, and statements necessary to prepare and e-file your taxes.

Once your application is completed, we will provide a free refund quote you can approve or deny. If you have any questions you can call the office at 561-515-3048.
Name*

First NameLast Name
Social Security Number*
SSN
Date of Birth*

MonthDayYear
Date
Phone Number*
Please enter a valid phone number.
Can we text you regarding your account status and company updates?*

YesNo
Since our office is 100% virtual we communicate through phone calls, texts, and emails. To better serve you and keep you updated on your refund we ask you to reconsider letting us text you about your refund. We don't send spam messages.
Email*
example@example.com
Occupation*
Job Title At Work
Taxpayer's Citizenship*
Did you get married in 2023?*

YesNo
Marital Status*
Spouse Information*
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Dependents

Complete this section to add your dependent(s) to your return.
Do you have dependents to claim?*

YesNo
NON-Biological Dependent Consent
It is illegal to claim an exemption on your tax return for any dependent who does not meet the IRS requirements for a valid dependent. You are confirming that you have provided more than 60% support for your dependent(s), named below, and that your dependent(s) lived with you for more than half the year in 2023. You verify that the information you provided is true and correct to the best of your knowledge and that STEP BY STEP TAX SOLUTIONS LLC holds no legal responsibility for any claims entered.
Do you agree with the terms stated above?*

YesNo
Add a Dependent
1st Dependent Information*

First NameLast Name
Birthday*

MonthDayYear
Date
Social Security*
Relationship*
Select the dependent relationship to you in drop-down box
Was this individual a U.S. citizen, U.S. national, or U.S. resident alien?*

YesNo
How many months did this dependent live with you?*
Select the # of months
Check ALL that Apply to your dependent:

Over 18 years of age and a fulltime student.DisabledMarriedMade over $4,400 in income
Add a 2nd dependent?*

YesNo
2nd Dependent Information*

First NameLast Name
Birthday*

MonthDayYear
Date
Social Security Number*
Relationship*
Select the dependent relationship to you in drop-down box
Was this individual a U.S. citizen, U.S. national, or U.S. resident alien?*

YesNo
How many months did this dependent live with you?*
Select the # of months
Check ALL that Apply to your dependent:

Over 18 years of age and a fulltime student.DisabledMarriedMade over $4,400 in income
Add a 3rd dependent?*

YesNo
3rd Dependent Information*

First NameLast Name
Birthday*

MonthDayYear
Date
Social Security*
Relationship*
Select the dependent relationship to you in drop-down box
Was this individual a U.S. citizen, U.S. national, or U.S. resident alien?*

YesNo
How many months did this dependent live with you?*
Select the # of months
Check ALL that Apply to your dependent:

Over 18 years of age and a fulltime student.DisabledMarriedMade over $4,400 in income
Add a 4th dependent?*

YesNo
4th Dependent Information*

First NameLast Name
Birthday*

MonthDayYear
Date
Social Security*
Relationship*
Select the dependent relationship to you in drop-down box
Was this individual a U.S. citizen, U.S. national, or U.S. resident alien?*

YesNo
How many months did this dependent live with you?*
Select the # of months
Check ALL that Apply to your dependent:

Over 18 years of age and a fulltime student.DisabledMarriedMade over $4,400 in income
Add a 5th dependent?*

YesNo
5th Dependent Information*

First NameLast Name
Birthday*

MonthDayYear
Date
Social Security*
Relationship*
Select the dependent relationship to you in drop-down box
Was this individual a U.S. citizen, U.S. national, or U.S. resident alien?*

YesNo
How many months did this your dependent live with you?*
Select the # of months
Check ALL that Apply to your dependent:

Over 18 years of age and a fulltime student.DisabledMarriedMade over $4,400 in income
Add a 6th dependent?*

YesNo
6th Dependent Information*

First NameLast Name
Birthday*

MonthDayYear
Date
Social Security*
###-##-####
Relationship *
Select the dependent relationship to you in drop-down box
Was this individual a U.S. citizen, U.S. national, or U.S. resident alien?*

YesNo
How many months did this dependent live with you?*
Select the # of months
Check ALL that Apply to your dependent:

Over 18 years of age and a fulltime student.DisabledMarriedMade over $4,400 in income
Does anyone else have the right to claim your dependent(s)?*

YesNo
If Yes. The IRS will treat the dependent as the qualifying child of the parent with whom the child lived with longer during the year. If the child lived with each parent for the same amount of time, the IRS will treat the child as the qualifying child of the parent who had the higher gross income for the year unless there is an agreement in place for the parents to take turns filing the child.
Head of Household Questionaire

The IRS is strict about their guidelines in claiming Head of Household. We MUST follow their request to avoid any issues. Please complete the questionnaire and make sure you upload the proper head of household documents during the upload section. We will not be able to file without it.
Do your dependent(s) who live with you rely on you financially?*

YesNo
Do you pay for more than half of your household expenses for the year?*

YesNo
If No. The IRS will deny you head of household if you do not pay for more than half of your household expenses.
What document(s) will you upload to claim Head of Household?*

LeaseUtility Bill / House BillsGovernment Assistance/Agency LetterMortage LetterProperty Tax paymentsI do not have any a documentationOther
What proof do you have that your dependent lives with you at your address?*

LeaseSchool recordsHealth InsuranceHealth recordsCourt documentsI do not have any a documentationOther
Tax Form Questionaire

Please complete the section below
Did you have Marketplace Insurance in 2023?*

YesNo
If you had Marketplace Insurance you will receive form 1095-A. You MUST upload a copy of Form 1095-A (Marketplace) at the document upload section.
Did you receive unemployment payments in 2023?*

YesNo
If you received any unemployment payments in 2023 you will receive form 1099-G. You MUST upload a copy of Form 1099-G at the document upload section.
Did you attend college in 2023?*

YesNo
If you attended college in 2023 you MAY receive form 1098-T from your school. You MUST upload a copy of Form 1099-T at the document upload section.
Did you receive social security benefits in 2023?*

YesNo
If you received social security in 2023 you will receive form SSA-1099 from your school. You MUST upload a copy of Form SSA-1099 at the document upload section.
Do you receive a yearly Identification Protection Pin (IP PIN) from the IRS? (An Identity Protection PIN (IP PIN) is a six digit pin that prevents someone else from filing a tax return using your social security number.*

YesNo
Have you received your ID PIN?*

YesNo
Enter ID PIN
A copy of this document must be uploaded.
(If you have not received your ID pin this year from the IRS, You must contact the IRS before filing. You can login your online IRS account and retrieve your ID PIN right online. Unfortunarly we cannot file your tax return without it.
Has the IRS ever reduced or denied your refund?

YesNo
Banking Information

Please complete the banking section and select your method of payment. If you choose direct deposit enter your banking information below to get your tax return sent straight to your bank.
Do you want Direct Deposit?*

YesNo
Our office is 100% virtual we recommend direct deposit for the quickest and safest way to receive your refund. If Direct Deposit is not an option select No, and we will arrange a check-up pick when your funds are available.
Name on your bank account must match name on your application/ tax return.*
Account Type*

CheckingsSavings
Self Employed - Small Business

For Self-employed and Business Owners
Please Read and Complete Waiver

If you are self-employed or owner of a small business complete the section below.
Are you self employed?*

YesNo
I verify that I have been provided with information on a Small Business Owner Schedule C filing. After being provided with this information, I have identified that I do in fact qualify to file my 2023 personal income tax return as a self-employed small business owner.

Upon signing this document, I am fully aware that STEP BY STEP TAX SOLUTIONS LLC, will file my return with the information that I have provided, however once submitted, IRS will review the return and either approve or deny my refund. This document will also serve as proof of my acknowledgment of said filing, and I am aware that STEP BY STEP TAX SOLUTIONS LLC will not be held responsible for any action taken by IRS including audit, freezing, or delaying my refund or any and all fees assessed by IRS for repayment.

I also understand that should I ever receive notification of an audit on my 2023 personal income tax filing, STEP BY STEP TAX SOLUTIONS LLC will prepare all necessary amendment documents for a flat fee of $175.00 to be submitted to the IRS on my behalf. Again, should the IRS assess any penalties or fees to be owed, I understand that these will be solely my responsibility and that STEP BY STEP TAX SOLUTIONS LLC will not be responsible for any such fees incurred.
Initials here if you agree to the statement above*
Small Business Schedule C Worksheet
Gross Business Income for 2023*
Enter business income. Ex $32,145.00
Enter the business expense amount for each category that you have. You must upload proof of expenses.
Questionnaire and Supporting Documentation

For Form 1040 Schedule C (Profit or Loss from Business)
BUSINESS INFORMATION*
Did you receive forms 1099 MISC for the income reported?*

YesNo
Is a license a requirement of your occupation?*

YesNo
Do you have a business license?*

YesNo
How do you advertise for business?(Check all boxes that apply.)(Submit copies of records.)*

NewspaperFlyersPersonal ComputerOther
By law, you are required to keep adequate records. What type of records do you maintain to verify business income and expenses?(Check all boxes that apply.)(Submit copies of records.)*

Accounting RecordsPaid Invoices/ReceiptsAdvertisingLog booksLedgersComputer RecordsBusiness StationaryBusiness Bank AccountsCar/Truck ExpenseInsuranceRental ExpenseSuppliersOther
Did you file state and/or local sales tax returns for the tax year?*

YesNo
Information collected for Form 11652 (Rev. May 2005) CN 25988D

Note: If you claimed a refund on your return and have not recived it, IRS will not consider your claim until they review your documentation and make a final determination regarding your tax liability. Failure to complete all parts of this questionnaire and submit documentation to verify income and expense may delay their review of your claim for refund.

www.irs.gov
Document Upload

Here is the document upload section. Prepare your documents for upload. Make sure the documents and photos you will upload are clear and professional.
Are you ready to upload your 2023 Tax Forms?*

YesNo
Here is a List of Required Documents to Upload ( Check the boxes on documents you will upload)*

Income: W2 / 1099 MISC / 1099-G / 1098-T / 1099-R / SSA-1099PaystubsDependent Social SecurityDependent Birth CertificateInsurance: 1095-ASchool: 1098-TDrivers License (New Clients Only)Social Security Card (New Clients Only)Childcare Expense StatementBusiness ExpenseBusiness Accounting ReceiptsBusiness LicenseOther
File Upload

Cancelof
If you have any missing tax forms or required documents we will not submitt your tax return. It is important to submit all the proper documentation to receive the correct refund amount.
Bank and Preparation Fee's
I authorize STEP BY STEP TAX SOLUTIONS LLC to collect all fee's for my Tax Preparation, Audit & Bank Fees from my 2023 Tax Refund.

Upon signing this document, I am fully aware that this amount is non-negotiable and has been agreed upon between myself and my tax preparer at the time of filing. Should I receive a refund and not re-imburse the amount stated above to STEP BY STEP TAX SOLUTIONS LLC, this document will be used as proof of my acknowledgement of said fees in a court of law.

The amounts stated are anticipated amounts and are not guaranteed once filed to the IRS for review. Should the client receive a larger or lesser refund then stated above, it will not affect the fee to be deducted. Fees are non negotiable once return has been submitted to the IRS. STEP BY STEP TAX SOLUTIONS LLC is not responsible for the IRS collection of outstanding student loans, child support, SSI payments or any other Federal monies owed by the client.
Do you agree with the terms stated above?*

YesNo
Consent To Disclosure

Of Tax Return Information
Federal law requires this consent form be provided to you (“you” refers to the taxpayer, if more
than one.) Unless authorized by law, we cannot disclose, without your consent, your tax return
information to third parties for purposes other than the preparation and filing of your tax return.
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.

If you agree to the disclosure of your tax return 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.

I, hereby consent to the use, by Step By Step Tax Solutions certified preparer, of the following information provided to the firm with the respect to my tax-return preparation: (1) name, (2) company name (if applicable), (3) address, (4) phone number and (5) email address (if applicable). The purpose of the use is the mailing, including electronic transmissions, to me of newsletters, brochures, and other information pertaining to the non-tax news and information that might apply to my individual situation (for example, information on accounting, financial/retirement planning, or business planning).

The tax information may not be disclosed or used by Step By Step Tax Solutions certified preparer for any purpose other than that permitted by this document.

This consent will be valid for a period of one calendar year (2024)

If you believe your tax return information has been disclosed or used improperly in a manner
unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484.
Do you agree with the terms stated above?*

YesNo
Client Agreement

Taxpayer Consent
I understand that STEP BY STEP TAX SOLUTIONS LLC will not release my Federal Tax Refund check until I have provided all of the necessary documents for my file. This includes all Original W-2 forms, social security cards, Birth certificates, or any federal forms that are required by the Internal Revenue Service. Direct deposit will not be an option for any clients who have pending documents missing at the time of filing. Once your file is submitted to the IRS the option for direct deposit will not be available. This is to ensure that STEP BY STEP TAX SOLUTIONS LLC obtains all documents and to remain compliant with the IRS guidelines. STEP BY STEP TAX SOLUTIONS LLC will not be held responsible for denials, delays or changes in taxpayers refund if taxpayer did not provide all the necessary documents.

By signing below, you are consenting to the above STEP BY STEP TAX SOLUTIONS LLC Policy. No exceptions will be made to this rule.
Signature*

Clear
Date*

MonthDayYear
Date
How easy was it for you to complete this application?*

1

2

3

4

5

1 is Easy, 5 is Hard
*IMPORTANT MUST READ BEFORE SUBMIT*

What Happens Next?
- A confirmation email will be sent to the email address on your application.
  .
- You will receive a system text message confirming your application and application status.
  .
- If all your tax documents are properly submitted your quote will be texted to you within minutes.
  .
- You will be able to review your quote, tax preparation fees and ask any additional questions. We will not process your return until your approval is received.
  .
- Once your return is submitted to the IRS your online portal will be created for you to track your refund and access your tax documents.
  .
- If you are filing with no dependents, please allow up to 21 days for the IRS to process your tax return.
  .
- IRS official opens on Monday, January 29, 2024.
  .
- If you are claiming a dependent credit the IRS will start processing your tax return at the end of February 2023..
  .
- The IRS website remains the best way to check the status of your refund. Please check ONLY once daily for the most accurate updates on your refund.
Should be Empty:

Client Application

Dependents

NON-Biological Dependent Consent

Add a Dependent

Head of Household Questionaire

Tax Form Questionaire

Banking Information

Self Employed - Small Business

Please Read and Complete Waiver

Small Business Schedule C Worksheet

Questionnaire and Supporting Documentation

Document Upload

Bank and Preparation Fee's

Consent To Disclosure

Client Agreement