Client Intake Questionnaire

CLIENT INTAKE 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.
To send your information to the office, click the "submit" button at the bottom of the form after filling out all applicable sections. It should be noted that once you click the submit button, a confirmation email will be sent.

Please keep in mind that, in order to comply with federal and state identity theft protection efforts, our firm will require a valid state-issued photo identification card during your engagement.
Taxpayer Information
Marital Status*

SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er) with Dependent Children
Taxpayer Name*

First NameLast Name
Taxpayer SSN*
Taxpayer Date of Birth*

MonthDayYear
Date
Taxpayer Occupation*
Check all that apply:

Can you be claimed as a dependent on someone else's returnWere you over age 18 and a full-time student at an eligible educational institution.Taxpayer is blind.Taxpayer is deceased.Taxpayer or Spouse served in a combat zone during the current tax year.Taxpayer wishes to elect to use their 2024 earned income to figure their 2025 earned income credit and/or child tax credit.Taxpayer or Spouse was affected by a natural disaster during the current tax year.Taxpayer has received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year.Taxpayer prefers to receive written communications from the IRS in a language other than English.Taxpayer prefers to receive written communications from the IRS in an accessible format.
Spouse Name

First NameLast Name
Spouse SSN
Spouse Date of Birth

MonthDayYear
Date
Spouse Occupation
Check all that apply:*

Can you be claimed as a dependent on someone else's returnWere you over age 18 and a full-time student at an eligible educational institution.Taxpayer is blind.Taxpayer is deceased.Taxpayer or Spouse served in a combat zone during the current tax year.Taxpayer wishes to elect to use their 2024 earned income to figure their 2025 earned income credit and/or child tax credit.Taxpayer or Spouse was affected by a natural disaster during the current tax year.Taxpayer has received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year.Taxpayer prefers to receive written communications from the IRS in a language other than English.Taxpayer prefers to receive written communications from the IRS in an accessible format.
Taxpayer Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Taxpayer Phone Number*
Are you a returning client?*

YesNo
Spouse Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Spouse Phone Number
Taxpayer Email Address*
example@example.com
Spouse Email Address
example@example.com

DEPENDENTS INFORMATION

	FULL DEPENDENT NAME	SOCIAL SECURITY NUMBER	DATE OF BIRTH	# OF MONTHS DEPENDENT RESIDE WITH TAXPAYER
DEPENDENT 1
DEPENDENT 2
DEPENDENT 3
DEPENDENT 4
DEPENDENT 5

Do you have a "Special Needs" child?

YesNo
HEALTH INSURANCE COVERAGE:
DID YOU RECEIVE HEALTH COVERAGE (INSURANCE) THROUGH YOUR STATE MARKETPLACE OR HEALTHCARE.GOV OR YOUR EMPLOYER? IF SO, PLEASE UPLOAD YOUR FORM HERE
Please upload 1095A/1095B/C

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Wages and Salaries (Attach W-2's)

Interest Income (Attach 1099's) (List and identify as non-taxable Interest Income)

Unemployment Compensation Received (FORM 1099G) PLEASE UPLOAD FORM BELOW:

Mortgage statement 1098
File Upload*

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Were you, your spouse, or any dependent registered in college? Do you have a form 1098T?
File Upload

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If you would like your tax refund (if any) deposited directly into your bank*

CheckingSavings
Bank Name*
Your Account Number*
Bank Routing Number*
VOIDED CHECK/BANK DETAILED STATEMENT*

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Rental & Royalty Income and Expense (Rental Property)
Property Type

ResidentialCommercial
Number of days rented
Number of days used personally
Property is owned by

TaxpayerSpouseJoint
DRIVERS LICENSES, SOCIAL SECURITY CARDS, DEPENDENTS INFO*

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Percentage ownership of not 100%: Please indicate if income and expenses below are listed at 100% or your percentage

YesNo
Percentage ownership of not 100%
Did you live in part of the rental property?
If yes, what percentage did you occupy as a tenant?

Check if rented to a related party. Explain relation
If yes, what percentage did you occupy as a tenant?
Business Income & Expenses (Sole Proprietorship, LLC)
Owner Name

First NameLast Name
Business name
Employer ID number
Business Type
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Employer ID number (EIN)
Do you use any part of your home regularly and exclusively for business?

YesNo
Estimated percentage of time spent in home office compared to total time spent in this business
Estimated of time in home office compared to total time in this business
Description of work done in home office
Description of work done outside of work office
Total area of home
Total area of home used regularly for business
Please upload any additional tax documents below:*

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Please upload any additional tax documents below:*

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Does anyone listed on the Tax Return have an Identity Pin? If so, please list the name and Identity Pin below:
Referral/Broker name
ENGAGEMENT LETTER

I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing AFS INCORPORATED & ASSOCIATES to prepare my taxes based on that fact. I understand that I am financially responsible for any outstanding balance due to any false information given. If there is a balance due, you must pay the tax preparation fee upfront. If for any reason you owe an entity and they take the entire refund, you are STILL responsible to pay the tax preparation fee for services rendered. If the tax preparation fees are not paid, I understand AFS INCORPORATED & ASSOCIATES will take legal action to collect the unpaid tax preparation fees.

*For any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $450.00 is required! AFS INCORPORATED & ASSOCIATES will email you a copy of your return once it is in "accepted" status with the IRS and your state. Any copy after the first copy is a fee of $20.00. ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable! Please utilize www.IRS.GOV for all federal refund tracking. Please utilize your state Department of Revenue site for any state refund tracking. Do not add the amounts together. Federal taxes are federal, and state taxes are state when tracking your status (federal link below). Please allow 8 weeks to pass from the date of submission before calling the IRS if you have any tracking questions. IRS Contact: 800-829-1040. For any direct assistance, please email Latonya@ASFINCORPORATE.com. Please click this link to check your federal refund status. You will need your filing status, social security number, and the total amount of the refund before fees https://www.IRS.GOV/WHERESMYREFUND
Signature*

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Consent to Use of Tax Return Information

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. However, federal law also prohibits us from revealing any personal or financial information to any third party. Therefore, as a matter of fact, we will never reveal your financial or personal information in any way to anyone unless you specifically request we do so and provide in writing to us the specific person or persons to whom you wish that disclosure to be made, which is done on a wholly separate consent form from this. For the purposes of this consent form, please note we are seeking consent only to satisfy requirements set forth by federal law so we may speak with you on the phone, send you email correspondences of any kind, send you mailings, newsletters, email reminders, holiday and occasional cards and greetings, and reminders of upcoming deadlines, etc. You are not required to complete this form. If we obtain your signature on this form by conditioning our service on your consent, your consent will not be valid. 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 a period of three years from the date you have signed the consent. The undersigned hereby consents to the use by AFS INCORPORATED & ASSOCIATES its owner, employees, and staff of any and all tax return information pertaining to: Direct questions, inquiries, or requests you make regarding your tax returns, situation, or issues. Requests you make for copies of your documents, figures, numbers, or information. Upon your direct request in order to connect you with another professional in another field or profession so you may gain further information on a certain topic not available or in the realm of expertise of this firm. Notification of important tax law changes. 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. Other reasonable business purposes, including but not limited to: appointment reminders, holiday mailings, birthday greetings, and other informational mailings. The tax information may not be disclosed or used by AFS INCORPORATED & ASSOCIATES, its owner, employees, or staff, for any purpose other than that which is permitted by this consent document. 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 AFS INCORPORATED & ASSOCIATES Administrations by telephone at 678-595-6962 or by email at LATONYA@ASFINCORPORATE.com.
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PAYMENT CONSENT

We here at AFS INCORPORATED & ASSOCIATES value the relationship we have with all of our clients. We are in the business to provide you with the absolute best service you can have. With that said, we would like to remind you that we are providing you with a service, not a refund. You as a taxpayer have the choice to pay your tax preparation fees by one of the following: cash, money order, or directly from your refund*.

If you choose to have the tax preparation fees taken from your refund and for whatever reason your taxes are intercepted, YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES! Please contact us immediately at our office for payment or payment arrangements. By signing your return, you are agreeing to pay the preparation fees regardless if your refund was received or not. After 90 days from the date the refund was scheduled to arrive, if no payment or payment arrangement is made, we will be forced to put your account into collections. We hope we never have to go this route, so please keep open communication with us so we can work with you!
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Should be Empty:

Taxpayer Information

HEALTH INSURANCE COVERAGE: