• Tax Preparation Client Intake Form

  • Filing Status*
  • IS THIS AN AMMENDED RETURN? IF SO PLEASE UPLOAD YOUR ORIGINAL TAX RETURN ON THE TAXESTOGO LINK BELOW.*
    • Taxpayer Information 
    • TAKE A PHOTO OF YOURSLEF HOLDING YOUR VALID ID*
    • WHO IS THE PRIMARY TAXPAYER?*
    • Date of Birth*
       - -
      2 digit month, 2 digit day, 4 digit year
    • Format: (000) 000-0000.
    • Are you a full-time student?*
    • Do you have a 1098-T form?*
    • Are you totally and permanently blind or disabled?*
    • Do you have paperwork to prove that?*
    • ARE YOU STILL LEGALLY MARRIED & LIVING TOGETHER AS OF DECEMBER 31ST?*
    • Spouse Information 
    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Format: (000) 000-0000.
    • Are they a full-time student?
    • DO YOU HAVE THE 1098-T FORM?
    • Are they totally and permanently blind or disabled?
    • Are they your dependent?
    • Dependents 
    • Enter your dependents here*
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    • CAN ANYONE ELSE (BESIDES TAXPAYER) CLAIM ANY OF THE DEPENDENTS ABOVE?*
    • Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?*
      Rows
    • DID YOU HAVE MARKETPLACE INSURANCE IN 2023?*
    • 1095a INFORMATION (YOU SHOULD RECIEVE THIS INFO FROM YOUR INSURANCE COMPANY IF YOU PAID OUT OF POCKET)*
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    • Tax Related Questions 
    • Employment Status*
    • Are you contributing to 401k or other pre-tax account?
    • Do you have any expenses for child care?
    • Did you sell any stock?
    • Did you pay your vehicle tax?
    • Do you have mortgage interest?
    • Did you receive a federal tax last year?*
    • DO YOU HAVE YOUR PREVIOUS YEARS RETURN?*
    • Are you a victim of identity theft?*
    • TAXES TO GO 

    • PLEASE DOWNLOAD ALL DOCUMENTS IN THE TAXES TOGO LINK. INCLUDE MANDATORY DOCUMENTS SUCH AS VALID ID, SS CARDS, BIRTH CERT'S, W2'S, 1095A (HEALTH INSURACE), 1099'S, 1099 NEC, 1098T, 1099K (SELF EMPLOYMENT INCOME), PREVIOUS TAX RETURN, CHILDS REPORT CARDS, CHILDCARE AFFEDAVIT (ASK YOUR PREPARER FOR THE FORM)

       

      ASK YOUR PREPARER FOR THE LINK TO UPLOAD

    • BANKING VERIFICATION 
    • CHECKING OR SAVINGS?*
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    • BANKING VERIFICATION CONT. 
    • Acknowledgment & Signature 
      • I confirmed that all information I entered here is accurate and true.

      • I allow Infinity Tax & Financial Services LLC to capture my sensitive data like personal id, government id, social security number (SSN), and other information.

      • I have read the terms and conditions and privacy policy of Infinity Tax & Financial Services LLC .

      • By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
    • Date Signed*
       - -
      2 digit month, 2 digit day, 4 digit year
  • Date Signed
     - -
    2 digit month, 2 digit day, 4 digit year
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