Tax Preparation Client Intake Form

Tax Preparation Client Intake Form

Disclaimer: Amazing Touch tax services Quote Policy At Amazing Touch Tax Services , we prioritize efficiency and accuracy in providing our services. We do not offer tax quotes as the time required to generate a quote is equivalent to the time needed for the preparation of a comprehensive tax return. Our commitment is to deliver precise and thorough tax solutions, and we believe that dedicating our resources directly to the preparation process ensures the highest quality of service for our clients.If you are in the process of shopping around for quotes, please note that our focus is on delivering comprehensive and accurate tax solutions rather than providing standalone quotes. We encourage you to consider the value of our commitment to thorough tax preparation, ensuring that your financial needs are met with precision and expertise. Thank you for considering Amazing Touch Tax services for your tax requirements.Additionally, please be aware that if you submit the intake form and later decide not to file, there will be a $125 fee associated with us preparing your return, and this amount will automatically be debited from your account. We appreciate your understanding and look forward to assisting you with your tax requirements. Thank you for considering Amazing Touch Tax services
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Date

MonthDayYear
Date
SingleHead of HouseholdMarried Filing SeparateMarried Filing JointQualifying spouse

Name

First NameLast Name
Age
Date of Birth

MonthDayYear
Date
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Occupation
SSN
YesNo
YesNo
YesNo

Name

First NameLast Name
Age
Date of Birth

MonthDayYear
Date
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Occupation
SSN
YesNo
YesNo
YesNo
YesNo

Enter your dependents here

Rows	Name	SSN	Date of Birth	Relationship
1
2
3
4
5
6

Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?

Rows	Yes/No	Employer	Spouse Ins	Exchange/ Marketplace	Direct with Insurer	Medicare	Medicaid
Taxpayer
Spouse
Dependent 1
Dependent 2
Dependent 3
Dependent 4
Dependent 5

Please fill-up the information within the current year only.

General Expenses

Rows	Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses

Total Expenses
Additional comments
Taxpayers Driver license or identification

Cancelof
File Upload

Cancelof
Taxpayers social

Cancelof
Dependents birth certificate

Cancelof
Dependents social for every child on return

Cancelof
Income documents w2,1099s ext

Cancelof
Bank account and routing information

Cancelof

- I confirmed that all information I entered here is accurate and true.
- I allow Amazing Touch Tax Services LLC to capture my sensitive data like personal id, government id, social security number (SSN), and other information.
- I have read the terms and conditions and privacy policy of Amazing Touch Tax services LLC.
- By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Two forms of identification such as a social security card or a form with picture identification should be presented to the preparer during services. We will gladly key your check-stub information for estimates ONLY. You must provide our office with the appropriate documents such as a W-2, 1099, 1098, childcare information, college student, mortgage information, etc., for your tax return to be properly e-filed to the IRS. We will supply you with a copy of your tax return and advise you to keep it in a safe and secure place in case it is needed. We will not be able to provide you with another copy once the office has closed for the tax season. You will have to contact the IRS to receive additional copies at that time.
In the event of an electronic filed tax return refund, anticipated loan, etc., Amazing touch tax service LLC makes no claim or guarantees regarding the time for expected delivery. All dates and/or responsibility LETTER OF ENGAGEMENT TO PREPARE TAX RETURN is limited to the preparation of the return for electronic transmission. After electronic transmission, any delays caused by the IRS, Bank(s) and/or any other government agency involved are not the responsibility of Amazing touch tax service LLC
By signing this Letter of Engagement, to prepare your Tax Return(s), you have agreed to fully compensate and authorize Amazing touch tax service LLC to prepare your tax return(s For payment of services rendered, it is to be electronically deducted from your refund. The taxpayer(s) is/are fully responsible for any unpaid balance. Any outstanding balance must be paid in full during the time of services rendered. The taxpayer(s) will be responsible for any and all fees and expenses, including collection, attorney fees, damages, court cost and interest that may incur in Amazing touch tax service LLC collecting the unpaid debt. Amazing touch tax service LLC will have the right to report to any Credit Reporting Agency using any information provided.
I, the taxpayer, agree to pay all tax preparation fees associated with filing my annual tax return with . I, the taxpayer, understand that even if my tax refund is offset due to a past due government or state obligation (student loans, child support, owed state or federal taxes), audited, or mailed a check, I am still responsible for paying all preparation fees. By signing this agreement, you agree to the above statement giving {Amazing Touch Tax COMPANY ) consent to

withdraw preparer fees via ACH if unpaid within 90 days of services rendered. If unsuccessful in obtaining payment, send your information to a debt collection agency.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Date Signed

MonthDayYear
Date
Taxpayer Signature

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Date Signed

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Date
Spouse Signature

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