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  • New Client Personal Tax Preparation Intake Form

    • Taxpayer Information 
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    • Spouse Information 
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    • Dependents 
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    • Tax Related Questions 
    • Banking Information

    • Itemized Deductions 
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    • Acknowledgment 
    • Payment must be submitted with the form

      We will let you know if we need any additional information
    • Please make sure to submit requested documents below with your questionnaire. Any required documents not submitted will hold up the return process. If you have any questions please feel free to call, text or email. Thank you!

      Income Statements

      • W-2's
      • 1099R (Pension, IRA's, Distributions from 401K)
      • 1099SA (Social Security)
      • 1099 INT (Interest)
      • 1099 DIV (Dividends)
      • Combined Statements from Brokers (usually stock sales) 
      • Form 1095-A (Health Insurance Marketplace)

      Deductible Expenses

      • 1098 (Mortgage Interest Statement)
      • 1098T (Tuition and Fees)
      • 1098E (Student loan Interest)
      • Child Care records including: Name, address, EIN/SSN and amount paid per child
      • Records of Charitable deductions and Medical Expenses

      Self Employment Income and Expenses

      Rental Income and Expenses

      Copy of Previous Year's Tax Return

       

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    • By acknowledging below:

      • I confirmed that all information I entered here is accurate and true.

      • I allow Alexander Accounting, LLC to capture my sensitive data like personal id, government id, and other information.

      • I understand that the total fee is based on the preparation of the tax return and final payment is due before efiling (unless deducting from refund). 
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      Tax Preparation Deposit Product Image
      Tax Preparation DepositFee will be applied to invoice
      $100.00
        
      Subtotal
      $0.00
      Tax
      $0.00
      Total
      $0.00

      Payment Details
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