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  • Client Tax Questionnaire

    Thank you for taking time to complete the Client Tax Questionnaire. This questionnaire may take you up to 20 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form.

  • IMPORTANT: AFTER THE COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM, IT MUST BE CLICKED THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO THE OFFICE. IT SHOULD BE NOTED THAT AFTER CLICKING THE SUBMIT BUTTON, THE CONFIRMATION EMAIL WILL BE SENT. 

     

    Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid state issued photo identification card during your engagement.

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  • Next, you'll upload the key documents we need from you. 

    Bookkeeping:

    - Past month's bank statements as Excel (.xls or .xlsx)

     

    Business:

    - EIN

    - Previous years taxes

    - Financial statements (balance sheet, P&L, Cash flow statement)

    - 941/1099 

  • Spouse Information

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  • EITC Questions

    Step One

  • EITC Questions Continued

    Step Two Dependents

  • EITC Questions Continued

  • Dependent Information

  • Dependent 1

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  • Note: You will be required to upload your dependent's Social Security Card to the file upload portal later in this form below.

  • Dependent 2

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  • Note: You will be required to upload your dependent's Social Security Card to the file upload portal later in this form below.

  • Dependent 3

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  • Note: You will be required to upload your dependent's Social Security Card to the file upload portal later in this form below.

  • Four or more dependents

  • Note: You will be required to upload your dependent's Social Security Card to the file upload portal later in this form below.

  • Child Care Expense Information

  • Note: You can upload child care receipts the file upload portal later in this form below.

  • Note: You will be able to upload your 1098-T Tuition Statement form to the file upload portal later in this form below.

  • Note: You will be able to upload your 1095-A Health Insurance Marketplace Statement to the file upload portal later in this form below.

  • Note: You will be able to upload your 1099-G Unemployment Benefits form you received to the file upload portal later in this form below.

  • Mortgage and Other Information

  • Note: You will need to upload your 1098 Mortgage Interest Statement you received to the file upload portal later in this form below.

  • Note: You will need to upload your 1098-E Student Loan Interest Statement(s) you received to the file upload portal later in this form below.

  • Note: You will need to upload your W2-G Gambling Winnings Statement(s) you received to the file upload portal later in this form below.

  • Note: You will need to upload your 1099-DIV and 1099-INT Dividend and Interest Earnings Statement(s) you received to the file upload portal later in this form below.

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  • Engagement Letter

  • I hereby affirm that all the information provided above is true to the best of my knowledge. I authorize The Tax Lady LLC. to prepare my taxes based on the information provided. I understand that I am responsible for any outstanding balance due to any false information given. If there is a balance due, the tax preparation fee must be paid upfront. In case an entity takes the entire refund, I am still responsible for paying the tax preparation fee for services rendered. Failure to pay the tax preparation fees will result in legal action taken by The Tax Lady LLC. to collect the unpaid fees.

     

    If an amendment has to be filed with no fault of the tax preparer, an upfront fee of $950.00 is required. The Tax Lady LLC. will email a copy of the return once it is in "accepted" status with the IRS and the state. Any copy after the first copy will incur a fee of $50.00. All fees, including bank and service fees, are non-refundable and non-negotiable. Please use www.wheresmyrefund.com to track your federal refund and the state Department of Revenue site for any State Refund tracking. Please do not add federal and state taxes together when tracking your status. Federal taxes are federal, and state taxes are state.

     

    Please allow eight weeks from the date of submission before calling the IRS for any tracking questions. For any direct assistance, please email thetaxladyllc@aol.com.

     You may also, Click Here to check your federal refund status. You will need your filing status, social security number, and the total amount of the refund before fees. If you have any IRS-related queries, please contact 1-800-829-1040.

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  • Consent to Use of Tax Return Information

  • This consent form is required by federal law. We can only use your tax return information for the purpose of preparing and filing your tax return, unless authorized by law or unless you give us your consent. However, we are prohibited by federal law from disclosing any personal or financial information to third parties. In fact, we will never disclose your financial or personal information to anyone, unless you specifically request us to do so and provide a written consent form. 

     

    The purpose of this consent form is to seek your consent to communicate with you via phone, email, mail, newsletters, email reminders, holiday and occasional cards, and reminders of upcoming deadlines, etc. This is solely for the purpose of fulfilling the requirements set forth by federal law. You are not obligated to complete this form, and if we obtain your signature on this form through coercion, your consent will not be valid. 

     

    Your consent will be valid for a period of time that you specify. If you do not specify a duration, your consent will be valid for three years from the date you have signed the consent. By signing this form, you are consenting to The Tax Lady LLC. and its owner, employees, and staff, to use all tax return information pertaining to: 

     

    1. Direct questions, inquiries, or requests you make regarding your tax returns, situation, or issues. 

    2. Requests you make for copies of your documents, figures, numbers, or information. 

    3. Connecting you with another professional in another field or profession upon your direct request so that you may gain further information on a certain topic not available or in the realm of expertise of this firm. 

    4. Notification of important tax law changes. 

    5. Notification of changes or information that will impact our engagement, such as a change of firm website address, email address, physical location, or other such contact, biographical or geographical information. 

    6. Other reasonable business purposes including but not limited to: appointment reminders, holiday mailings, birthday greetings, and other informational mailings. 

     

    Please note that The Tax Lady LLC. and its owner, employees, or staff, will not use or disclose your tax information for any purpose other than what is permitted by this consent form. If you believe that your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact The Tax Lady LLC. by telephone at 931-392-0002 or by email at thetaxladyllc@aol.com.

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  • Payment Consent

  • At The Tax Lady LLC., we value our relationship with every client. Our goal is to provide you with exceptional service. However, it is important to understand that we are providing a service, not a refund. 

    Please be advised, as a taxpayer, you have the option to pay your tax preparation fees using cash, money order, or directly from your refund*.

    If you choose to have the fees deducted from your refund and your taxes are intercepted, you are still responsible for paying the fees. We urge you to contact our office immediately for payment or payment arrangements. By signing your return, you agree to pay the preparation fees regardless of whether you receive a refund or not. If no payment or payment arrangement is made within 90 days from the scheduled refund date, we will be compelled to put your account into collections. We hope to avoid this situation and encourage you to keep us informed so that we can work with you.

     

     

    *Terms and conditions apply

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  • Upload Your Tax Documents

  • The Tax Lady LLC provides a secure document upload system where you'll update required documents. To access the system, you'll click the button below. Note: You still need to submit the complete form by clicking the Submit button below. Once you do, you will receive an email with a link to the secure upload system so don't worry if you aren't finished uploading all your files. You can finish uploading them by clicking the link in the email but you will be required to upload them at least 72 hours prior to your appointment so we have a chance to review your materials.

    Upload Tax Documents

  • Taxpayer documents you need to upload:

    • Photo ID
    • Social Security Card (SSN) or Taxpayer Identification Number Card (TIN)
    • Income Documentation (W2, 1099, etc.)
    • Mortgage Interest Statement (1098)
    • Social Security Card for any adult (18+) children you are claiming as a dependent

  • Spouse's documents you'll need to upload:

    • Spouse's Photo ID
    • Spouse's Social Security Card (SSN) or Taxpayer Identification Number Card (TIN)
    • Spouse's Income Documentation (W2, 1099, etc.)

  • Dependents (under 18) documents you'll need to upload:

    • Social Security Card (SSN) or Taxpayer Identification Number Card (TIN)

  • Child care receipts you'll want to upload:

    • Any childcare receipts you took photos of or received electronically

  • Health Insurance statement you'll need to upload:

    • 1095-A Health Insurance Marketplace Statement

  • Unemployment Benefit statement you'll need to upload:

    • 1099-G Unemployment Benefits form you received

  • Mortgage Interest statement you'll need to upload:

    • 1098 Mortgage Interest Statement form you received

  • Student Loan Interest Forms you'll need to upload:

    • Form 1098-E Student Loan Interest Statement for each student loan outstanding

  • Gambling winnings form you'll need to upload:

    • Form 1098-G Student Loan Interest Statement for each student loan outstanding

  • Investment earnings statements you'll need to upload:

    • Form 1099-DIV Dividend Earnings Statement(s)
    • Form 1099-INT Interest Earnings Statement(s)
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