Tax Preparation Client Intake Form

Tax Preparation Client Intake Form

2024 Tax Organizer

Taxpayer Information
Name*

PrefixFirst NameMiddle NameLast NameSuffix
Age
Date of Birth*

MonthDayYear
Date
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*
Are you a full-time student?

YesNo
Are you totally and permanently disabled?

YesNo
Are you legally blind?

YesNo

Spouse Information
Name

PrefixFirst NameMiddle NameLast NameSuffix
Age
Date of Birth

MonthDayYear
Date
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
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

Dependents

Enter your dependents here

	Name (Full as on SSN Card)	Date of Birth	Relationship	Months Lived with you
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?

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

Expenses
Please complete the information for the 2024 year only.

General Expenses

	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
Home Mortgage
Real Estate Taxes
Sales Tax on Vehicle Purchase in 2024
Personal Property Tax
Investment Interest
Cash Contributions
Non-Cash Contributions
Charitable Mileage
Union Dues
Tax Preparation Fees
Investment Expenses
Casualty and Theft

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.

Acknowledgment & Signature
- I confirmed that all information I entered here 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*

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Date Signed

MonthDayYear
Date
Spouse Signature

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ENGAGEMENT LETTER (Please Read and Sign Below)
Preparation for Your 2024 Tax Returns

Thank you for choosing Landingham Enterprises LLC to assist you with your 2024 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 2024 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 verify the data you submit. 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 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 $30 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 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.

Review all tax-return documents carefully before signing them. Our engagement to prepare your 2024 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 confirm 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*

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Signature - Spouse

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CONSENT FORMS (Please Read and Sign Both Below) Click on Blue (Start Filling), Sign and then Click on the Green Complete when finished.
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