Tax Friend Intake Form

Are you a New or Existing Tax Friend?
Tax Friend Intake Form

Thank you for taking the time to complete your Client Questionnaire. For all clients, this information is critical to ensure an accurate preparation. Thank you for choosing Innovative Financial Solutions, LLC!
Is this your 1st time filing taxes?
Which tax year?
Filing Status

SingleHead of HouseholdMarried Filing SeparateMarried Filing JointQualifying Widower

Taxpayer Information
Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Taxpayer SSN
Phone Number
Please enter a valid phone number.
Email
example@example.com
Occupation
Head of Household Document

Please upload an utility bill, lease agreement, or other household documents to prove expenses.
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Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Please upload the front of your ID/DL

Please take a clear picture of it on a dark background. Please do not hold the ID, just place it flat on a table or book.
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Does any of the following apply?

Full time studentBlindCan be claimed as a dependentPermanently disabled
Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?

YesNo
IP PIN

Spouse Information
Name

First NameLast Name
Date of Birth

MonthDayYear
Date
SSN*
Phone Number
Please enter a valid phone number.
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Occupation
Does any of the following apply?

Full time studentBlindCan be claimed as a dependentPermanently disabled
Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?

YesNo
Please upload the front of your ID/DL

Please take a clear picture of it on a dark background. Please do not hold the ID, just place it flat on a table or book.
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IP PIN

Enter your dependents here

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

If you have Insurance through your job (1095B) or Insurance through your state (Medicaid) (1095C) You do not need these forms in order to file only the 1095A
Did you purchase insurance from OR have any premium credits from the insurance company you use?

YesNo
Upload 1095A

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Income Related Questions
Please select each type of income that you receive?

W-2Unemployed Income (1099G)Self-employed (1099NEC/ 1099K/ 1099MISC)Household Income (Home Health/ Nanny)1098T Filer)Interest IncomeAlimonyOther
File Upload W-2/ 1099/ 1098 forms

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Business Name (if different from your name)
Business EIN (if you don't use your SSN)
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Self- Employed Expenses

	Amount
Advertising
Repair & Maintenance
Auto Expense
Supplies
Commissions
Taxes & Licenses
Contractor Labor
Travel Mileage
Depletion
Meals
Interest Mortgage
Utilities
Legal & Professional
Office Expenses
Rent or Lease
Other expenses not listed above

Expenses
Do you have energy star rated improvements to your home?

WindowsDoorsFurnaceOther
Did you sell any stock?

YesNo
Do you have documents that shows you paid for property taxes?

YesNo
Did you take money from your 401k?

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

General Expenses

	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
Real Estate Taxes
Property Taxes

Refund Advance Application
Would you like to apply for the advance up to $7,000? (It all depends on the amount of your refund).

Whatever method you use for refund advacne, you'll receive refund the same way! It can't be changed even if you're denied.

In Season- Approval rate 79%. Easier to get. Refund history from previous year. 4 out of 5 of my clients receive it. If you are denied, there is not any more funding.

**DISCLAIMER: DESPITE ODDS, REFUND ADVANCES ARE NOT GUARANTEED!

THE BANK CAN APPROVE YOU FOR THE AMOUNT REQUESTED, DENY YOU, OR APPROVE YOU FOR A LESSER AMOUNT**
How would you like to receive it?
Would you like to apply?
Acknowledgment

I understand that the refund advance is not guaranteed and that loans over $1,000 will have small interest fee.I do not agree, I opt out of refund advance.

Refund Selection
How would you like your refund?

Paper Check (your responsible for mailing cost)Direct Deposit
Bank Account Type

CheckingSavings
Name of Your Bank
Routing Number
Account Number
What was your Refund amount last year?
Do you plan on buying a house in the next two years?

YesNo
Would you like to add on Business Setup ? ($250)

YesNo