Sue Tax Services Intake Sheet 2024

What's your First Name? * This field is required.

Did you file your taxes with me last year, 2023? * This field is required.

YESNO

IRS Regulation Notice.

Dear {whatsYour},

Protecting your information is the law. Federal Trade Commission regulations require professional tax preparers to create, implement and enforce security plans to protect your information.

We have implemented security steps to verify and secure your information. Please complete this form accurately, We must verify your, email address, cell phone number and signatures alone with all information you provide in this form.

Taxpayer Guide to Identity Theft

Security Awareness For Taxpayers

{whatsYour}, Thank you for choosing us to complete your income tax return.😀

We are confident that you will be completely satisfied with our services.

Please know that we are required by law to keep a copy of your identifying documents in our files. ⚖ 🏛

These documents along with a copy of your tax return are securely locked up and encrypted.📁🔐

Feel free to discuss this or any other tax preparation matter with one of the staff.

Sincerely,

{whatsYour77}

**IMPORTANT CLIENT INFORMATION**

Dear {whatsYour},

At the end of this form, there will be a non-refundable $38 initial charge fee to start the process of your tax return preparation.

This will cover the expense of reviewing your tax information before you have decided if you want to proceed with your return filing.

However, this fee will be applied to the final tax preparation fee as a discount if you decide to move forward with your tax return filing.

{whatsYour}, It's our mission to assist you with dependable services.

However, tax return preparation does not consist of electronic filing only, tax return preparation consists of document collection, organization, security and analysis prior to electronic filing.

We appreciate the tremendous opportunity to assist you and we sincerely thank you for your business.

Sincerly,

{whatsYour77}

Full Name* This field is required.

First Name

Last Name

Email Validation* This field is required.

Cell Phone Number* This field is required.

Please enter a valid phone number.

As of December 31, 2025, what was your marital status?* This field is required.

Single

Married

Divorced

Legally Separated

Widowed

Did you get married in 2025?* This field is required.Married Filing Status

YESNO

Did you live with your spouse during any part of the last six months of 2025?* This field is required.Married Filing Status

YESNO

Spouse Name* This field is required.

First Name

Last Name

Spouse Email Validation* This field is required.

Current Address* This field is required.

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Country

Your Date of Birth* This field is required.

What's your social security number?* This field is required.

Your spouse’s Date of Birth* This field is required.

Spouse's social security number?* This field is required.

Your job title * This field is required.

Your spouse’s job title * This field is required.

Last year, were you? * This field is required.

Totally and permanently disabled

Full-time student

Legally blind

None of the above

Other

Last year, was your spouse?* This field is required.

Totally and permanently disabled

Full-time student

Legally blind

None of the above

Other

Can anyone claim you or your spouse as a dependent? * This field is required.

YESNO

Have you, your spouse, or dependents been a victim of tax related identity theft?* This field is required.

YESNO

Are you claiming any dependents? * This field is required.

YESNO

In this next seccion please list the names of:

everyone who lived with you last year (other than your spouse).
anyone you supported but did not live with you last year.

Dependent Information 1

Name (first, last)

Date of Birth (mm/dd/yy)

Relationship to you

Social Security Number

Number of months lived in your home last year

Marital Status as of 12/31/2022

Full-time Student last year

Totally and Permanently Disabled

Dependent Information 2

Name (first, last)

Date of Birth (mm/dd/yy)

Relationship to you

Number of months lived in your home last year

Marital Status as of 12/31/2022

Full-time Student last year

Totally and Permanently Disabled

Dependent Information 3

Name (first, last)

Date of Birth (mm/dd/yy)

Relationship to you

Number of months lived in your home last year

Marital Status as of 12/31/2022

Full-time Student last year

Totally and Permanently Disabled

Income – Last Year, Did You (or Your Spouse) Receive* This field is required.

Wages or Salary? (Form W-2)

Tip Income?

Scholarships? (1098-T)

Interest/Dividends (Forms 1099-INT, 1099-DIV)

Alimony income?

Self-Employment income? (Forms 1099-MISC, 1099-NEC, 1099-K, Cash)

Cash/check/digital assets, or other property or services ?

Disability income?

Retirement income?

Unemployment Compensation?

Social Security or Railroad Retirement Benefits?

Income (or loss) from rental property?

Business income?

Income (or loss) from the sale or exchange of stocks, bonds, digital assets or real estate?

Other income?

Last Year, Did You (or Your Spouse) Pay?* This field is required.

Contributions or repayments to a retirement account?

College or post secondary educational expenses for yourself, spouse or dependents?

Medical & Dental

Mortgage Interest

Taxes (State, Real Estate, Personal Property, Sales)

Charitable Contributions

Child or dependent care expenses such as daycare?

Expenses related to self-employment income or any other income you received?

Student loan interest? (Form 1098-E)

None of the above

Child Care Provider InformationCredit for Child and Dependent Care Expenses Information.

Care provider's name

Care provider's address

Care provider's Tax ID or SSN

Amount paid

Do you need help with prior year tax returns?* This field is required.

YESNO

Did you, or your spouse if filing jointly, receive a letter from the IRS?* This field is required.

YESNO

Did everyone on this tax return have health insurance coverage all 12 months last year? * This field is required.

YESNO

Did the taxpayer, spouse, or any dependent receive insurance through the Marketplace?* This field is required.

YESNO

Are you part of a business Partnership or Corporation?* This field is required.

YESNO

Bank Information for Direct Deposit and ACH Authorization

Bank Account Type

Bank Name

Routing Number

Bank Account Number

Re-enter your bank acc number

If you have a balance due, would you like to make a payment directly from your bank account?* This field is required.

YESNO

would you like your fees deducted from your refund?* This field is required.

YESNO

**FILE UPLOAD INSTRUCTIONS**

Please take one (1) picture for each tax and identification document.

list of documents:

Photo ID for you and your spouse.
Social Security Cards, for you, your spouse and any dependents.
Brith Certificates for any dependents.
Voided Check (if applicable)
Income Statements (W2, 1099-NEC/K)
Unemployment Income 1099-G
Any other tax documents or letters you received.

Please take one (1) picture for each tax and identification document. * This field is required.

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

Browse Files

Virtual Consent Disclosure:

If you agree to have your tax return prepared and your tax documents handled in the above manner, your signature and/or agreement is required on this document.

Signing this document means that you are agreeing to the procedures of preparing a tax return for you virtually and/or in your absence.

If you agree to the disclosure of your tax return information, your consent is valid for the
amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for three (3) years from the date of signature.

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by e-mail at complaints@tigta.treas.gov.

ACKNOWLEDGEMENT

Please read the following statements and sign below.

I/we acknowledge that the information submitted in this form to prepare my/our tax return can be substantiated by receipts, canceled checks and other documentations.

This information provided is true, accurate and complete to the best of my/our
knowledge.

I/we also, understand that in the event of an audit, that I/we are responsible for gathering all necessary information for the audit.

I/we also, understand that for an additional fee, I/we may request the assistance of my tax preparer in helping to put such information together for the IRS or State authorities.

I/we also, understand, that as a taxpayer, I/we are responsible for my/our own tax return and that I/we can’t hold {Company} harmless for any misrepresentation of information I/we may have provided to the preparer.

I/we have received and read this statement of the company’s private policy and understand that my/our tax return information is kept confidential and secure.

And, I/we must submit written authorization before any copy or fax of my return(s) information will be released to any outside party. (Example: mortgage company, financial institutions, educational institutions, etc.)

*PRIVACY ACT: We reserve the right to use your contact information to email, text, call or mail you with advertisement or promotional materials.

By submitting this form, I/we agree with this statement.

**Tax Prep Fee Disclaimer**

You have elected to pay the tax prep fee 💸 out of your refund, and not out of pocket.

In the event that we can not collect this fee before April 18, 2023, you authorize {whatsYour77} to electronically debit your account indicated in this form submission.

We'll email a notification before processing the transaction.

Sincerely.

{whatsYour77}

Signature and Disclaimer

The information and documents that I/we have provided with this intake form to complete my tax return is true, accurate, and complete to the best of my knowledge.

I/we recognize that it is my/our responsibility and I/we agree to maintain all back up records, documentation, statements. etc. to justify any item that is entered on my tax return and will hold {Compnay} harmless should I/we fail to do so or that it is later determined that I/we did not report a required item.

Signature* This field is required.

Spouse's Signature* This field is required.

Do you have a business idea that you want to bring to life?

YESNO

Do you have an existing business that you need help with?

YESNO

Great! 😀

We'll be in touch to offer you service assistant to your business.

Sincerely

{whatsYour77}

Please click Submit now.

Sue Tax Services Intake Sheet 2024