Tax Preparation Client Intake Form

Tax Preparation Client Intake Form

2025 Tax Organizer

Name*

PrefixFirst NameMiddle NameLast NameSuffix
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*
Are you a full-time student?

YesNo
Are you totally and permanently disabled?

YesNo
Are you legally blind?

YesNo

Name

PrefixFirst NameMiddle NameLast NameSuffix
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
Is the spouse a full-time student?

YesNo
Is the spouse totally and permanently disabled?

YesNo
Is the spouse legally blind?

YesNo
Is the spouse your dependent?

YesNo

(Provide Documentation for Proof of Dependent Credits (School records, Medical Records, Daycare Records, etc.) Enter your dependents here:

Rows	Name (Full as on SSN Card)	Date of Birth	Relationship	Months Lived with you
1
2
3
4
5
6

Do you have any changes in dependents during the year? If so, please explain.

YesNo
Do you have any expenses for child care? Please provide Daycare statement with Name address and EIN #.

YesNo
Can another person qualify to claim any of your dependents?

YesNo
Did you have any adoption expenses during the year?

YesNo
Did you have any children under the age 18 or a full-time student under the age 24 with more than $2700 of unearned income?

YesNo

Do 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

Did any member of your household have healthcare coverage through the Marketplace (Obamacare)? If "Yes" provide copies of Form 1095-A?

YesNo
Did you receive any distributions from a Health Savings Account (HSA), Archer (MSA), or Medicare Advantage MSA during the year? ? If "Yes" provide copies of Forms 1099-SA or 5498-SA?

YesNo

Did you have any income from, or pay taxes to, a foreign country?

YesNo
Did you have a financial interest in or signature authority over a financial account or asset located in a foreign country?

YesNo
Did you receive a distribution from, or were you a grantor of, or transferor to, a foreign trust?

YesNo

Provide supporting documentation for payments made for the following items.

Educator Classroom ExpensesContributions to a Health Savings AccountExpenses related to child or dependent careContributions to a Retirement Savings AccountMoving Expenses - Military OnlyCancellation of Debt 1099-CDid you make any Estimated Payments toward your 2025 taxes?

Please complete the information for the 2025 year only.

Itemize Deduction Information / General Expenses

Rows	Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Medical Aids (Hearing aids, Eye Glasses. Wheelchair, etc.)
Medical Mileage (Mileage documented)
Mortgage Interest (Form 1098)
Real Estate Taxes
Sales Tax on Vehicle Purchase in 2025 (Car/Truck/Motorcycle/Mobile RV)
Personal Property Tax
Investment Interest
Cash Contributions
Non-Cash Contributions
Charitable Mileage
Tax Preparation Fees
Investment Expenses
Casualty and Theft
Gambling Losses

Total Expenses
Are you a victim of identity theft? Or Did you request a IP Pin number from the IRS?*

YesNoIf Yes, please provide the Letter from the IRS with the IP PIN number for submission.

- I confirmed that all information I entered on the Client Intake form is accurate and true.
- I allow Landingham Enterprises LLC to capture my sensitive data like personal Id, Government Id, and other information.
- I have read the terms and conditions and privacy policy of Landingham Enterprises LLC .
- 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*
Date Signed

MonthDayYear
Date
Spouse Signature

- Preparation for Your 2025 Tax Returns
  
  Thank you for choosing Landingham Enterprises LLC to assist you with your 2025 taxes. This letter confirms the terms of our engagement with you and outlines the nature and extent of the services we will provide.
  
  We will prepare your 2025 federal and state income tax returns. We will depend on you to provide the information we need to prepare complete and accurate returns. We may ask you to clarify some items but will not audit or otherwise we may verify the data you submit. You must show proof of the indicated claim to prepare your taxes by submitting documentation. The Client Intake/Organizer above is to help you collect the data required for your return. The Client Intake/Organizer will help you avoid overlooking important information. By using it, you will contribute to the efficient preparation of your returns and help minimize the cost of our services.
  
  We will perform limited accounting services only as needed to prepare your tax returns. If you send us accounting journals and receipts that are NOT calculated or balanced, and in an enormous amount (bags of receipts, file folders over abundance), there will be an accounting fee of $45 per 30 minutes for the time spent on the tax return. Our work will Not include procedures to find defalcations or other irregularities. Accordingly, our engagement should not be relied upon to disclose errors, fraud, or other illegal acts, though it may be necessary for you to clarify some of the information you submit. We will inform you of any material errors, fraud, or other illegal acts we discover.
  
  The law imposes penalties when taxpayers underestimate their tax liability. Call us if you have concerns about such penalties.
  
  Should we encounter instances of unclear tax law, or of potential conflicts in the interpretation of the law, we will outline the reasonable courses of action and the risks and consequences of each. We will ultimately adopt, on your behalf, the alternative you select.
  
  Our fee is based on the time required at standard billing rates plus out-of-pocket expenses. Invoices are due and payable upon presentation. All tax returns will not be efiled until full balance is paid, we provide several payment plans to choose from. All accounts not paid within thirty (30) days are subject to interest charges to the extent permitted by state law.
  
  We will return your original records to you at the end of this engagement. Store these records, along with all supporting documents, in a secure location. We retain copies of your records and our work papers from your engagement for up to seven years, after which these documents will be destroyed.
  
  If you have not selected to e-file your returns with our office, you will be solely responsible to file the returns with the appropriate taxing authorities. Review all tax-return documents carefully before signing them. Our engagement to prepare your 2025 tax returns will conclude with the delivery of the completed returns to you, or with e-filed returns, with your signature and our subsequent submittal of your tax return.
  
  To affirm that this letter correctly summarizes your understanding of the arrangements for this work, sign the enclosed copy of this letter in the space indicated below. (Both spouses must sign for preparation if joint returns.)
  
  Thank you for the opportunity to be of service. If you have any questions, contact our customer service number and text your questions or leave a message at 213-218-7000.
  
  Sincerely,
  
  Landingham Enterprises LLC
  P O Box 150596
  Altamonte Springs, FL 32715
- Signature*
- Signature - Spouse
- Should be Empty: