2024 Client Intake Form

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.
Primary Taxpayer Name*

First NameLast Name
Spouse Name

First NameLast Name
Primary Taxpayer E-mail*
example@example.com
Secondary Taxpayer E-mail
example@example.com
Primary Taxpayer Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Secondary Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Primary Address *

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
SingleMarriedSeparated (not living with spouse)Legally Separated (not living with spouse documented by the courts)Divorced
YESNO
January - June of 2023July - December 31,2023Prior to Tax Year 2023
SingleHead of HouseholdMarried Filing JointlyMarried Filing SeperateQualifying Widow(er) with Dependent Child
YESNO
YESNO
YESNO
YesNo
2023 (Current Tax Year)20222021202020192018
What is your Occupation?*
012345
If more than 5 jobs how many did you work
How many W-2's do you have
012345
If more than 5 jobs how many did you work
How many W-2's do you have
Wages or Salary (W2)Independent Contractor (Form 1099-NEC/ 1099-K)Business Income / Self Employment (Profit/ Loss Sheet)Unemployment Income (Form 1099-G)Rental Property Income (Form 1099 NEC)Farm IncomeLottery or Gambling Income (Form W2-G)Interest Income (Form 1099-INT)Social Security Income (Form SSA-1099)Pension Retirement Income (Form 1099-R)Dividends/ Sale of Stock (Form 1099-DIV/1099B)
IRAsCharitable ContributionsProperty TaxOut of Pocket Medical ExpensesPaid Sales Tax or State TaxesBought or Sold a HomeBusiness/ Self-Employment ExpensesOut of Pocket Educational Expenses
YESNONOT SURE (your tax pro will assist with contacting the IRS offset to find out)
YESNONOT SURE (your tax pro will assist with contacting the IRS offset to find out)
012345+
MotherFatherGrandparentAunt/UncleFoster Parent
YESNO
YESNO
YESNO
YESNO
YESNO
YESNO
YESNO
YESNO
YESNONOT SURE
YESNONOT SURE
YESNONOT SURE
1st Year2nd Year3rd Year4th Year
YESNO
Name of eligible student
Name of eligible student
Name of eligible student
YESNO
YESNO
$250 up to $1,000 (interest free)$1,250 up to $6,000 (36% interest) (based on how long it takes for the IRS to release funds, interest caps at 60 days)
YESNO
YESNOYES, SELF EMPLOYED TAX FILER (AUTOMATICALLY ADDED TO TAX RETURN)Other
YESNO
WebsiteSocial MediaIRS WebsiteExisting Client (Filed with Us in 2023)BillboardEventDirect MailerE-MailReferral
Please give us the name of the person who referred you, so we can kindly acknowledge them.
Name of Referring Person
YESNO
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).
Primary Taxpayer Signature*

Primary Taxpayer
Spouse Signature (if applicable)*

Primary Taxpayer
Date*

MonthDayYear
Time*

Hour Minutes

AM/PM Option
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.
Ready to Upload Documents

Click the link below to access the secure mobile app to upload documents directly within the tax software
https://l.facebook.com/l.php?u=https%3A%2F%2Ftaxestogo.com%2FApp%2FDownload%2F91333%3Ffbclid%3DIwAR1G9EuHcyeE0aNTTeGkIMuM9wx1GA8jy2NE6mRfQGI45Vn57XsiZbctgEk&h=AT2pgog92YcCFkxtjSw8xwLHjhp5PqdrZ0h1f3wsjEH3x4qGGomx1kStcXFkTZICzYWnq-8SgBHnqqryfk7HOsG2Qm0_99ekPBHp9tG34g_k4zsPfiz7Yjivw7RxSNNgE1Mzrljdeynqi8Vr-2l8&__tn__=-UK-R&c[0]=AT36agVcaiiXDKcVTUk7QRo6ttSwm5PJLnJxohF80gytReBHyuMWRPF21YB2P63xTgjKkhNRJfwqdmJuu_dM-7Z3Yqge7Bt4lklIZBm7YplIJ-gEk0CaUecog_W6az_OeZcdv3iIOI7rYw9CEpJsq6eZCPg_aortnBuyQpjFem4-UX9Y-Hj9RtKliJwq0eywbYtm-667uuta
Should be Empty:

2024 Tax Client Intake Form

Tax Return Preparation

Tax Payer Responsibilities

Acceptance of Obligations

Ready to Upload Documents