2023 Tax Rite Client Intake

Please complete this form to provide us with the information to best assist you and click SUBMIT. Upload all documents at the end of the form. Note: If claiming dependents, be sure to upload their social security cards and birth certificates (Mothers Copy is Fine) If you have any questions, please email (info@taxriteservices.com) (PLEASE DO NOT SUBMIT MORE THAN ONE FORM, IF YOU LEAVE OFF A DOCUMENT/W2 PLEASE UTILIZE THE EMAIL ABOVE TO SEND IT IN, THANKS)

We will not transmit your return to the IRS without sending you a quote and getting your approval.
Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email
example@example.com
Phone Number
Please enter a valid phone number.
Did someone refer you? Type their name or type "no"
Tax Payers Date of Birth
Tax Payers Social Security Number
Please Specify Which Tax Preparer You Are Working With. If you do not have a preferred Preparer please put N/A
How would you like your refund?

Direct DepositCheck
Name of Bank
Routing Number
Bank Account Number
Preferred Method of Contact
Do you own a business and/or were you self employed?

YesNo
How much profit was made in 2023 for your business?
Do you certify the profit made in 2023 is true, accurate and is given to use as a source of income for your 2023 Federal and State return?

YesNoN/A
Did you incur expenses to operate your business in 2023?(This applies to self employed filers only)

YesNoN/A
What was your filing Status as of Dec 2023?

SingleMarried filing separatelyMarried filing jointlyHead of Household
Did you pay over half the expenses of maintaining your residence for the entire year?(Head of household filers)

YesNoN/a
Did you support a child or family member for more than 6 months out of the year?

YesNo
How many dependents are you claiming?

OneTwoThreeFourN/A
Dependent #1 Full Name
Dependent # 1 Date of Birth
Dependent # 1 Social Security Number
What is the relationship to dependent # 1? Example: (Son, Daughter, Brother etc)
How many months did dependent #1 live with you in 2023?
Dependent # 2 Full Name
Dependent # 2 Date of Birth
Dependent # 2 Social Security Number
What is the relationship to dependent # 2?
How many months did dependent # 2 live with you in 2023?
Dependent # 3 Full Name
Dependent # 3 Date of Birth
Dependent # 3 Social Security number
What is the relationship to dependent # 3?
How many months did dependent # 3 live with you in 2023?
Are there any dependents in daycare? If so, please upload the form you receive from the daycare provider. (Tax ID Number and amount paid to provider in 2023)
Did you have health insurance for the entire year in 2023?

YesNo
Did your dependents have health insurance for the entire year in 2023

YesNoN/A
If you had insurance through the marketplace, did you receive a 1095A Health Insurance Marketplace statement? (Not providing form IRS could delay your refund)
Have you ever been denied the Earned Income Tax Credit (EITC)?

YesNo
Did you attend college in 2023?

YesNo
Do you have a Form 1098T (Tuition Statement) for either you, and/or dependents?

YesNo
Would You like to apply for a TAX ADVANCE LOAN today?

NOYES , UP TO $1,000YES , UP TO $9,500
Please upload taxpayer driver license and all important documents needed to file your taxes. Files Needed: Unexpired ID/DL,W2/Last Checkstub or Any Income Forms, Dependents Social Security Cards, Dependents Birth Certificates,1098 T form from School, Lease or Light bill if Filing HOH (Proof of Address) , Unemployment forms if Applicable,All Documents from the IRS.

Cancelof
Are you interested in other TaxRite Services?

Credit Repair $99 special(An Associate Will Reach Out)Life Insurance (Free Quotes Available)
Please check and confirm all numbers including social security numbers, bank account information before submitting. Please check and confirm all names are spelled correctly and all information is correct. All files can be emailed to Info@taxriteservices.com
I confirm and agree that all information is correct.

I agree
I am giving Tax Rite Services 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 Tax Rite Serices holds no responsibility for any misrepresentation or false claims.

I agree
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