DPS intake Form

  • Client Intake Form

  • DPS TAX PROFESSIONAL OF NEWPORT

    "GET YOUR STACKS WITH DPS TAX"
  • Are you a....*
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  • Filling Status*
  • Did you pay over half the expenses of maintaining your residence for the entire year? (HOH) Only
  • Did you apply for ERC?*
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  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Are you applying for a Refund Advance (loan)?*
  • Did you receive a Refund Advance Loan last year?*
  • Did you receive your taxes from last year?*
  • At any time during 2023, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency?*
  • Someone can claim:*
  • You*
  • Spouse
  • Did you have Marketplace Insurance?*
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  • Did you attend college in 2023 ?*
  • Have you been charged/convicted of any drug related charges while in school?*
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  • Dependents

  • Did you support a child or family member for more than 6 months out of the year
  • Did the dependent(s) have Medicaid the entire year?*
  • Did you recieve Food Stamps or Wic in 2023?*
  • Have you ever been disallowed the Child Tax Credit (CTC) or Earned Income Credit (ERC) in the past?*
  • Did you have any dependents?*
  • Is the child enrolled in school under your address?*
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  • Income Statements

    W2Forms, 1099's
  • Do you have all your W2 forms, 1099's and income statements? Please keep in mind that you must have all your income statements to avoid an audit.*
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  • Do you understand that you will be audited if you miss any W2 forms, you also understand that you can be audited for unreported earnings and will owe the IRS? If*
  • IF YOU NEED TO AMEND YOUR TAXES DUE TO UNREPORTED EARNINGS YOU WILL BE CHARGED $300.00 UPFRONT TO AMEND YOUR RETURN*
  • Did you receive unemployment in 2023? If yes, Please Upload the required document.
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  • Self Employed Business

  • Do you own a business/Self-Employed?*
  • Do you have a EIN number for your business?*
  • Do you certify the profits made in 2023 are true, accurate, and is given to use as a source of income for your 2023 federal and state return?

  • Mortage Interest Statement

    1098 Form
  • Do you have a Mortage Interest Statement? If so, please upload your Interest Statement Form
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  • Refund

    Disbursement of Refund
  • Is the Bank Account in your name? (Please note; if the account is not in your name, your refund will be rejected.)
  • Type of Account
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  • Please check and confirm all information including social security numbers, bank account information, and dependent information is correct before submitting. Please check and confirm all names are spelled correctly and all information is correct. Any missing files you didnt submit or any questions please call 757-926-5388.

  • Under penalties of perjury, I declare that I have examined the statements in this intake form, all accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. And this return will be prepared based on the information of which the preparer had knowledge. 

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