TAX PREPARATION INTAKE FORM
We want to thank you for choosing Q&D Tax Solutions for your Personal & Business Tax Services. We truly appreciate your business. Our client intake form is located below, please take time to fill out the form so we can better assist you with your filing needs.
YEAR OF TAX PREP
Please Select
2025
2024
2023
NEW OR RETURNING CLIENT
NEW
RETURNING
UNSURE
FILING STATUS
Please Select
SINGLE
MARRIED FILING JOINTLY
MARRIED FILING SEPARATELY
HOH (HEAD OF HOUSEHOLD)
If someone referred you, please type his or her name here.
Tax Payers Name
First Name
Last Name
Taxpayer's Date of Birth
*
Example: 01/01/2001
Taxpayer's SSN
Example: xxx-xx-xxxx
Email
example@example.com
Taxpayer's Phone Number
*
Example: xxx-xxx-xxxx
Taxpayer's Job Title
Taxpayer's Email Address
*
example@example.com
Spouse's Full Name
First Name
Spouse's SSN
Example: xxx-xx-xxxx
Name
First Name
Last Name
Spouse's Date of Birth
Example: 01/01/2001
Spouse's Phone Number
Example: xxx-xxx-xxxx
Spouse's Email Address
Example: example@example.com
Taxpayer's SSN
Example: xxx-xx-xxxx
Spouse's Job Title
example@example.com
Home Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Has your name, address, or filing status changed since last year?
*
Yes
No
N/A
Were you married, divorced, or separated during the year?
*
Yes
No
N/A
Are you self employed?
*
Yes
No
Did you receive any digital payments (Cash App, Zelle, PayPal, Venmo)?
*
Yes
No
Did you or your spouse receive unemployment, retirement, or other benefits?
*
Yes
No
Not Applicable
Are you trying to buy a new home within the next 2 years?
Yes
No
Did you pay over half the expenses of maintaining your residence for the entire year?
*
Yes
No
Did you support a child or family member for more than 6 months out of the year?
*
Yes
No
If yes, did you live together at any time after June 30, 2025
*
Yes
No
Not Applicable
Did you have Health Insurance the entiree year?
*
Yes
No
How many dependents are you claiming?
*
Please Select
0
1
2
3
4
5
Dependent #1
First Name
Last Name
Dependent #1 Date of Birth
01/01/2001
Dependent #1 SSN
What is Dependent #1's Relationship to you (son, daughter, etc.)?
How many months did Dependent #1 live with you in 2024? (If all year, enter 12)
Dependent #2
First Name
Last Name
Dependent #2 Date of Birth
Example: 01/01/2001
Dependent #2 SSN
Dependent #2s SSN
Example: xxx-xx-xxxx
How many months did Dependent #2 live with you in 2024? (If all year, enter 12)
What is Dependent #2's Relationship to you (son, daughter, etc.)?
Dependent #3
First Name
Last Name
Dependent #3's Date of Birth
01/01/2001
How many months did Dependent #3 live with you in 2024? (If all year, enter 12)
Dependent's #3 SSN
What is Dependent #3's Relationship to you (son, daughter, etc.)?
Upload a copy of your daycare form here.
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How would you like to receive your tax refund?
Check
Direct Deposit
Name of Bank
Which type of account would you like your refund deposited into?
Checking Account
Savings Account
Other
Routing Number
Bank Account Number
Can someone else legally claim you as a dependent?
Yes
No
Have you ever been denied the Earned Tax Credit (EITC)?
Yes
No
Did you or your spouse pay any daycare expenses for any dependents this year?
Yes
No
Which dependent did you pay daycare for? (If Applicable)
Yes
No
Do you have a 1098-T Form for either you or your dependents?
Yes
No
Are you interested in AUDIT PROTECTION?
Yes
No
Do you or your spouse owe any of the following?
Back Taxes
Child Support
Student Loans
Alimony
None
Are you interested in the Cash Advance option?
Yes
No
Primary Taxpayer's Signature
Date
-
Month
-
Day
Year
Date
Spouse's Signature (If no spouse, leave blank)
Date
-
Month
-
Day
Year
Date
Taxpayer's Driver's License
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Taxpayer's and Dependent(s ) Social Security Card(s)
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Taxpayer's W-2/ 1099'S/
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Only as it applies: Self-Employment Expense Log, Summary if Income, Business License, Bank Statements, receipts, etc
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Dependent(s) Birth Certificate(s)
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Dependent(s) Proof of Residency (Lease/Utility Bill)
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Healthcare Card for Taxpayer(s) and Dependent (s)
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Upload Taxpayer & Dependent(s)Insurance Documents
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If you have a 1098-T form, upload it here.
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Thank you for choosing Q&D Tax Solutions to assist you with your requested year's 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 requested federal and state income tax returns. We will depend on you to provide the information we need to prepare complete and accurate returns. The law imposes penalties when taxpayers underestimate their tax liability. We may ask you to clarify some items but will not audit or otherwise verify the data you submit.We will perform accounting services only as needed to prepare your tax returns.Accordingly, our engagement should not be relied upon to disclose errors, fraud, or other illegal acts. However, you may need to clarify some of the information you submit. We Will inform you of any material errors, fraud, or other illegal acts we discover.I acknowledge that all information provided to Q&D Tax Solutions is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information provided. Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS that I am taking part in a potential criminal penalty situation and is punishable by law, including but not limited to: facing court dates, restitution, and possible imprisonment. I waive Q&D Tax Solutions and the preparer of any error due to incorrect information provided by me. By signing below, I authorize Q&D Tax Solutions to file my tax return.I acknowledge by signing this form if I and/or my spouse owe a federal/government debt such as IRS, child support, student loans, etc., I/we are still responsible for tax preparation fees due to Q&D Tax Solutions at the time of service. Also, if the federal refund amount is mailed, I/we are still responsible for the tax preparation fees stated on the invoice. If the tax preparation fees are not paid, I understand Q&D Tax Solutions will take legal action to collect the unpaid tax preparation fees. I also agree that the client won't dispute tax preparation fees for services rendered due to IRS delays.Invoices are due and payable upon presentation. We will return your original records to you at the end of this engagement. You should securely store these records, along with all supporting documents, canceled checks, etc., as these items may later be needed to prove the accuracy and completeness of a return. We will retain copies of your records and our work papers for your engagement for three years, after which these documents will be destroyed. Paper copies of the tax return and other documents will be available for a fee.Our engagement to prepare your tax returns will conclude with the delivery of the completed returns to you (if paper-filing), or your signature and our subsequent submittal of your tax return (if e-filing). If you have not selected to e-file your returns with our office, you will be solely responsible for filing the returns with the appropriate taxing authorities.Review all tax-return documents carefully before signing them. You agree to allow Q&D Tax Solutions to file your tax return and understand we do not give quotes to be comparable to DIY tax software. By signing this agreement, your signature is now transferrable to forms 1040, 8879, 7216, and all other applicable form in the finalized tax return from this document for submission.You also agree to receive text messages and emails from Q&D Tax Solutions about your tax return and future opportunities with Q&D Tax Solutions.Can you provide documentation to substantiate eligibility for the credit(s) for the profit and loss income or LOSS and/or HOH filing status and the amounts) of any credit(s) claimed on the return if his/her return is selected for audit?To affirm that this letter correctly summarizes your understanding of the arrangements for this work, you agree to allow Q&D Tax Solutions to file your tax return and not just give a quote, and your signature is transferrable to the tax return from this document; please sign this letter in the space below.
Agree
Disagree
Please type your full name below.
Signature
*
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