Client Intake Form

Client Intake Form
Thank You for taking the time to complete your Client Intake Form. This information is critical to ensure your tax return is filed accurately. Please take your time and review all information before you submit. Please note that if documents are missing or information is incorrect this will result in a delay in processing your return.

This intake form will take 20- 30 minutes to complete.

Please complete this form in its ENTIRETY and click SUBMIT when finished. Upload all documents at the end of the form.

Please wait until you have ALL of your documents before submitting this form.

Note: If you are claiming any dependents, be sure to upload their SS CARDS, BIRTH CERTIFICATES, and all items that show their address is the same as yours. (e.g. school records, medical records, doctor bills, Medicaid Statement, Social Services Records, or anything that shows your child's name and current address).

PLEASE READ THROUGH ITS ENTIREITY.

DO NOT SUBMIT THIS FORM UNTIL YOU HAVE ALL SUPPORTING DOUCMENTS.

BY NOT FOLLOWING DIRECTIONS YOUR INTAKE FORM WILL NOT BE PROCESSED.

IT WILL BE A WASTE OF TIME TO YOU AND OURS.

BE SURE ALL SUPPORTING DOCUMENTS ARE VALID A& CURRENT.

BE SURE LEASE AND OTHER FORMS HAVE THE DEPENDENTS NAME ON THEM IF APPLICABLE.
How did you hear about us?
If someone referred you, please type his or her name here.
If you are filing multiple years you must complete a separate form for each year.
Which Tax Year Are You Filing For?

GENERAL INFORMATION
Date of Interview

MonthDayYear
Date
Interview Setting

In PersonVirtualTranslator Used
Taxpayer's Name*

First NameLast Name
Taxpayer's Social Security Number*
Example: xxx-xx-xxxx
Taxpayer's Date of Birth*
Example: 01/01/2001
Taxpayer's Job Title*
Taxpayer's Phone Number*
Example: (xxx)-xxx-xxxx
Home Address*
Street Address
City
State/Province
Postal/Zip Code
Taxpayer's Email Address*
example@example.com
What is your marital status as of December 31st?*

SingleMarriedDivorcedSeparatedSurviving Spouse
Taxpayer's Driver's License/ State ID (Stand directly over the item on a flat surface and zoom in for a clear shot)*

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Please upload a Selfie to Validate your Government Issued ID.*

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Taxpayer's Social Security Card (Stand directly over the item on a flat surface and zoom in for a clear shot)

Cancelof
Were you previously issues an Identity Protection Pin (IPPIN) by the IRS?
IPPIN IDENTITY THEFT IF (APPLICABLE) (Stand directly over the item on a flat surface and zoom in for a clear shot.)

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Can someone else claim you as a dependent?*
Do you owe the IRS, Child Support or in default with student loans?*
Have you ever been disallowed for EITC/AOTC/CTC/ACTC? *
Are you self employed?*
Did you buy or trade Crypto Currency? (Bitcoin)
Do you have gambling winnings for the year?*
Upload W2-G Section*

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Did you make any charitable contributions during the year?
Did you withdraw from your 401K during the year ?
Have you received your 1st stimulus check?
How much was your 1st stimulus check
Have you received your 2nd stimulus check?
How much was your 2nd stimulus check?
(RRC) Have you received your 3rd stimulus? *
The amount of the 3rd stimulus was $1400 for the taxpayer and an additional $1400 for each qualifying dependent.
What is the total amount of the third stimulus you received for YOU AND YOUR CHILDREN? If this number is off by $1 it can delay your tax return by 6 months*
Example: $1400 for you and an additional $1400 for qualifying dependent would be $2800 stimulus check you received.

SPOUSE'S INFORMATION
Spouse's Full Name
First Name
Spouse's Social Security
Example: xxx-xx-xxxx
Spouse's Date of Birth
Example: 01/01/2001
Spouse's Phone Number
Example: xxx-xxx-xxxx
Spouse's Email Address
Example: example@example.com
Spouse's Driver's License/State ID (Stand directly over the item on a flat surface and zoom in for a clear shot)*

Cancelof
Please upload a Selfie of your spouse to validate their Government Issued ID.*

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Spouse's Social Security Card (Stand directly over the item on a flat surface and zoom in for a clear shot)*

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Did you and your spouse live apart for more than 6 months in 2022?
What months?

INCOME
Upload W2 statements (Stand directly over the item on a flat surface and zoom in for a clear shot.)

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1099 NEC (Stand directly over the item on a flat surface and zoom in for a clear shot.)

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Did you receive unemployment during the year?
1099 Unemployment Taxpayer/Spouse (Stand directly over the item on a flat surface and zoom in for a clear shot.)*

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Upload other Misc. Income Documents such as 1099 INT, 1099 DIV, 1099 NEC. (Stand directly over the item on a flat surface and zoom in for a clear shot.)

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CURRENT LIVING SITUATION
Do you receive Subsidized Housing or Section 8?
Do you receive any Government Assistance Programs such as Food stamps, TANF, Medicaid, or Medicare in during the year?
How much do you receive monthly?
Do you have a 1098 Mortgage Interest Statement?
Upload your 1098 Mortgage Interest Statement Here. (Stand directly over the item on a flat surface and zoom in for a clear shot.)

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Was your insurance through the Affordable Care Act (The Marketplace)?
PLEASE UPLOAD YOUR 1095A IF APPLICABLE (Stand directly over the item on a flat surface and zoom in for a clear shot.)

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Did anyone in your household attend college for the selected tax year? *
What was the Name of the person who attended college?
Form 1098-T (School Credit) *Stand directly over the item on a flat surface and zoom in for a clear shot.

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ACKNOWLEDGMENT & SIGNATURE
Are you interested in Audit Protection? (Mandatory For ALL Schedule C'S)
Are you interested in Credit Repair?
STOP!

Did you finish uploading your documents?

IF YOU DID NOT UPLOAD ALL NECESSARY DOCUMENTS YOUR INTAKE FORM WILL BE VOIDED.
CLIENT NON-PAYMENT/OFFSET CLAUSE

All In One Financial Services,

we strive to assist all of our clients in their tax needs, however, we understand that situations arise. If your refund is offset by the IRS, student loans, child support or your check is mailed, you are still obligated to pay our company the fees associated with filing your tax return.

By signing this agreement you acknowledge that if payment is not made in full within 30 days legal actions will be sought to resolve payment.
How would you like you refund disbursed if receiving on?*

Direct DepositCheckBy MailN/A
Name of Bank
Routing Number
Bank Account Number
Primary Taxpayer's Signature*

Clear
Primary Taxpayer's Spouse Signature*

Clear
I am giving, All In One Financial Services,
permission to prepare all forms related to my tax return. To apply for and secure RAC's and RAL's on my behalf, sign all necessary forms and file my taxes electronically. I take full responsibility for the accuracy of this form and understand that At All In One Financial Services,
and/or associated affiliates hold no responsibility for any misrepresentation or false claims.
Taxpayer's Signature

Clear
Date*

MonthDayYear
Date
Spouse's Signature (If no spouse, leave blank)

Clear
Date

MonthDayYear
Date
Form Status
Should be Empty: