• 2024 CLIENT INTAKE FORM

  • Before you move fill out this form, make sure all your documents that can be used for submitting your return are ready.

    If you have all the documents ready, click 'PROCEED'

  • PERSONAL INFORMATION

    Your personal information is safe and protected
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  • IDENTIFICATION CARDS/DOCUMENTS

    SELECT WHICH ID/DOCUMENT FOR YOU TO UPLOAD BASED ON THE REQUIREMENTS CHECKLIST
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  • DEPENDENTS

    Make sure you qualify dependents that were not claimed by other taxpayer
  • IF YOU ARE CLAIMING A DEPENDENT, PLEASE ANSWER THE QUESTIONS BELOW THAT PERTAINS TO YOUR DEPENDENT RELATIONSHIP. PER THE IRS REQUEST, WE MUST PROVE THAT NOBODY ELSE IS ELIGIBLE TO CLAIM YOUR DEPENDENT BUT YOURSELF.

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  • REQUIRED DOCUMENT'S FOR YOUR DEPENDENT/S

    SELECT WHICH ID/DOCUMENT FOR YOU TO UPLOAD BASED ON THE REQUIREMENTS CHECKLIST
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  • INCOME

    WHAT DID YOU MAKE MONEY FOR THIS PAST YEAR?
  • You need to file your business on this year Tax return Too! Even if the income decreased you still need to file the business.

    Not filing a business you claimed last year will trigger an audit.

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  • CREDITS

  • DISCLAIMER: STARTING THIS TAX SEASON, DHS & the IRS is linked, so if you have dependents you receive benefits for and are letting someone else claim them because you owe child support, back taxes, social security, unemployment, etc, This will trigger an audit, For both parties.

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  • YOU CAN DOWNLOAD YOUR LETTER 6419 (FOR ADVANCED CHILD TAX CREDIT)

    HERE: https://www.irs.gov/credits-deductions/child-tax-credit-update-portal

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  • YOU CAN DOWNLOAD YOUR ACCOUNT TRANSCRIPT (FOR STIMULUS)

    HERE: https://www.irs.gov/individuals/get-transcript

  • BANK INFORMATION

    TO BE USED FOR YOUR REFUND TRANSFER
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  • AGREEMENT

  • I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing SUPER TAX PREPRAE LLC BY WAY OF SMH Financial Services to prepare my taxes based on that fact. I understand that I am financially responsible for any outstanding balance due to any false information given. If there is a balance due, you must pay the tax preparation fee upfront. If for any reason you owe an entity and they take the entire refund, you are STILL responsible to pay the tax preparation fee for services rendered.  *For any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $450.00 is required! Please view your tax return, which is emailed to you (it is sent prior to submission). Any copy after the first copy is a fee of $15.00.  ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable! NO EXCEPTIONS TO THIS!! Please utilize www.irs.gov for all federal refund tracking. Please utilze your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal,  and state taxes are state when tracking your status. Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have any tracking questions.  For any direct assistance please email Cheleball@outlook.com IRS Contact 800-829-1040

    Please click this link below to check your refund status:

    https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp

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