• 2024 Tax Client Intake Form

    Better Life Financial Tax Pro's would like to personally say Thank You! You could have chosen any Tax Professional but instead You Chose US! It is our pleasure to participate in such an enormous responsibility. Please complete all required sections below so an accurate and legal tax return can be filed with the IRS on your behalf.
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • What is your marital status?*
  • Can anyone claim YOU or YOUR spouse on another tax return?*
  • If you are not living with your spouse, when did you become separated?
  • Please select your Filing Status*
  • If Filing Status is "Head of Household": Can you provide Proof ?( Rental Lease, Mortgage Deed, Utility Bill, Occupancy Permit)
  • If Filing Status is "Qualifying Widow(er) with Dependents": Can you provide a Death Certificate for your spouse?
  • New Clients Only!! Can you provide us with your previous year 2023 Tax return?
  • Has the IRS issued you or your Dependents an (Identity Protection Pin) IP-Pin*
  • What Tax Year(s) do you need to File?*
  • How many jobs did you work in 2023*
  • How many jobs did your spouse work in 2023
  • Select ALL type(s) of Earned Income you or/and your spouse received in 2023*
  • Select all General Expense(s) which applies to you and/or your spouse in 2023
  • Do you owe Child Support, Restitution or Student Loans?*
  • Do you owe the IRS any back Taxes/Penalties?*
  • How Many Dependents Do You Have?*
  • What is your relationship to the dependent(s) you a filing on your tax return*
  • Did you claim the same dependents in 2023?*
  • Did you have a baby or adopt a child in 2023?*
  • Can anyone else claim your dependents on their tax return?*
  • Did your Dependents live with you more than half of the year in 2023?*
  • Did any of your dependents attend childcare?*
  • Do you have Legal Custody of the dependents you are filing?*
  • Do you have a shared custody agreement for the dependents you are filing?*
  • Are you or any of your dependent(s) legally disabled or legally blind?*
  • Have you ever been denied for the Earned Income Tax Credit (EITC)
  • Did YOU or YOUR dependent(s) or spouse, attend an Accredited College, University, Post-Secondary School at least half-time during 2023?*
  • Did YOU or YOUR dependent(s) or spouse, complete the first four years of college?*
  • How many years have you attended college?
  • Have You or your dependent(s) or spouse, who has attended a College, University or Post Secondary School been convicted of a felony ?*
  • Did you, a dependent or spouse participate in the IRS Marketplace Health Insurance plan for medical /dental in 2023?*
  • Would you like to apply for a Cash Advance up to $6,000?*
  • If yes, which advance amount would you like to apply for? (Bank determines the amount you are eligible for within the listed ranges. Not your Tax Pro.)
  • Would you like to Legitimize/Register a Business? (Additional Fee)*
  • Would you like information about Audit Protection? (Additional Fee)*
  • Would you like information about Identity Theft Protection? (Additional Fee)*
  • How did you hear about "Better Life Financial "?*
  • Would you like to earn extra money by becoming a referral agent?

  • Tax Return Preparation

    Please read completely and acknowledge with your signature

  • Better Life Financial will compile your tax return based on the information you provide. Should an audit arise, you are accountable for verifying the reported items. It is crucial to thoroughly review and ensure accuracy before signing.

    Better Life Financial will satisfy the record retention requirement to retain your completed and accepted Tax Return by the IRS for three (3) years. 

    Please note that our preparation services do not encompass auditing, review, or any form of verification or assurance.

    In the event of a refund offset due to owed debt, delays, or non-disbursement attributable to your negligence, you remain responsible for the preparation fee. Payment options can be discussed upon request.

    Kindly confirm your understanding and agreement signing at the approriate area of the Client Intake Form. 
     
     
     

  • Tax Payer Responsibilities

    Please read completely and acknowledge with your signature

  • The Tax Payer and Spouse (if applies)

    • Commit to supplying Better Life Financial with comprehensive (all) income and deductible expense information(Uploaded documents to the client portal).
    • If additional details emerge after we commence work, prompt communication is expected to ensure inclusion in your finalized tax returns.
    • You affirm the accuracy of all expenses and deductions, maintaining necessary supporting records. We may request to review your documentation in certain instances.
    • It is imperative to thoroughly review the return before signing.
    • In case of federal debt, all fees must be settled before delivery of completed tax return or filing.
    • In the event of early termination, a fee for completed work is agreed upon.
    • It is advisable to retain a copy of your tax return and related documents.
    • It is adviseable safeguarding username and password for client portal information.
       
       
       
       
       
       

  • Acceptance of Obligations

    Please read completely and acknowledge with your signature

  • By affixing your signature below, you acknowledge that you have thoroughly read, comprehended, and accepted the stipulated obligations and responsibilities as the Taxpayer and Spouse (if applicable).

  • Date*
     - -

  • Thank you for being the best part of Better Life Financial. Please select submit and your responses will be securely sent to your Better Life Financial Tax Professional, who will respond to you in a timely manner. 

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