2025 Tax Season

Savvy Ink & Seal LLC

2025 Client Questionnaire.
Please complete each field to the best of your ability before submitting to your tax professional.
PLEASE READ THE FOLLOWING IN ITS ENTIRETY BEFORE SUBMITTING YOUR INFORMATION.

Thank you for taking the time to complete your 2025 tax intake form for the tax year 2024. This information is critical to ensure your tax return is filed accurately. Please ensure your information is entered correctly so we can ensure our records are 100% correct.

This intake form may take 20-30 minutes to complete.

Please be sure to gather all of your documents prior to completing this form.

Note: If you are claiming any dependents, be sure to upload their SS CARDS, BIRTH CERIFICATES, and proof of address for dependents (school records, medical records, social services records, or lease).

Please be sure to hit submit to ensure the form is sent to us. If you close the browser before doing so, the information will be deleted and need to be re-entered.

SOME OF THE QUESTIONS MAY NOT APPLY TO YOUR TAX SITUATION. IT IS OKAY TO SKIP QUESTIONS THAT DO NOT APPLY.
How did you hear about us?**
If referred by a friend, please write his or her name:
New or Existing Client *
What tax year(s) are you filing?*

2024202320222021
Do you owe the IRS, Child Support, or are you in default with Student Loans?**
IF YOU ARE NOT SURE IF YOU HAVE ANY PAST DUE TAX DEBTS PLEASE CONTACT THE IRS HOTLINE 1-800-304-3107. PLEASE BE MINDFUL THAT TAX DEBTS ARE ADDED TO THE DATABASE DAILY.

___________________________________________________________
TAXPAYER INFORMATION
Can someone else claim you as a dependent?**
Taxpayer Name *

First NameLast Name
Taxpayer SSN*
Taypayer Date of Birth*

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

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What is your marital status?*

SingleMarriedDivorcedSeperatedWidowed
Did you file a tax return in 2024, if yes did you receive a refund?**
Upload a photo ID, Proof of Identity, or passport.*

Cancelof
SPOUSE INFORMATION
Spouse Name

First NameLast Name
Spouse SSN
Spouse Date of Birth

MonthDayYear
Date
Spouse Occupation
Can someone else claim your spouse as a dependent?
Did you file a tax return in 2024, if yes did you receive a refund?
Attach spouse photo ID

Cancelof
DEPENDENT INFORMATION
Do you have any dependents?**
If YES, how many?
TAXPAYER IP PIN (issued from IRS yearly) EVERYONE WILL NOT HAVE THIS. IF IT DOESN'T APPLY SKIP
Were there any births, deaths, marriages, divorces, or adoptions that occurred in your immediate family this past year?
If requested by the IRS, do you have documentation (receipts/records/etc.) to substantiate your eligibility for any applicable credits and/or head of household filing status?

Please insert information in all boxes, if applicable.

	Dependent Name	Relationship	SSN	Date of Birth	Number of months lived with you:	Did you provide more than half the support?	Full-Time Student (Yes or No)
1
2
3
4
5

Did you provide a home or help support anyone, not listed above?
Yes, No
Did you receive dependent care benefits from your employer last year? Yes or No
Did you pay any child or dependent care expenses this past year for a child under the age of 13 years old, or costs to care for a handicapped individual? If yes, please complete the following fields in the table below:
Yes or No

Child and Dependent Care

	Name of Provider	Provider EIN/ SSN	Provider Address	Amount Paid
1
2
3
4

Upload supporting dependent, and dependent care documents. (Example: Birth certificate, SSN cards, school records, childcare statements)

Cancelof
INCOME INFORMATION
Did you receive any income from employment as an employee or independent contractor this past year? If yes, please attach Form W-2 and/ or 1099- NEC below*

YESNO
Did you receive unemployment compensation? If yes, please attach 1099-G *
Did you receive any social security benefits this past year? If yes, please attach Form SSA-1099. *
Did you sell any stocks or investments this past year? If yes, please attach Form 1099-B. *
Do you receive any Government Assistance Programs such as Food Stamps, TANF, Medicaid, or Medicare?
Did you have any gambling winnings or losses (includes lottery/bingo/raffles) this past year? If yes, please attach W2-G. *
Attach all income statements. (Example: W2, 1099s)

Cancelof
BUSINESS INFORMATION

Please complete this section if you received a 1099-NEC, 1099-MISC., 1099-K, or own a small business. Examples include: Babysitter, Hair Stylist, Barber, Landscaper, Content Creator, Nail Tech, Uber/Lyft Driver, Truck Driver, Makeup Artist, Event Planner, Lash Tech, Entertainer
Date you started your business?

MonthDayYear
Date: Month, Day, Year
Did you materially participate in this business this past year?
Yes, No
Did you pay estimated taxes last year?
Yes, No
Do you have records to support your business expenses?
Yes, No
Did you use your vehicle for your business last year? If yes, please explain usage
Do you have written evidence to support your vehicle expenses?
Are you in Audit Protection? Audit protection is an add-on service. A tax professional will help you understand communication from the IRS. They will also help you draft response letters, so you can deal with an audit efficiently.*
Upload supporting business documents. (Example: Business cards, EIN letter, income statements, receipts, mileage logs).

Cancelof
EDUCATION
Did you, your spouse, and/or a dependent incur any tuition, fees, or book expenses that were required to attend college/university/vocational school last year? If yes, please attach Form 1098-T and supporting documentation for these expenses.
YES, NO
Did you, your spouse, and/or a dependent receive scholarships/grants for higher education this past year?
YES, NO
Did you pay any student loan interest this past year? If yes, please attach Form 1098-E.
YES, NO
Attach supporting education forms.

Cancelof
ITEMIZED DEDUCTIONS
Did you make any charitable contributions this past year? If yes, please attach receipts/acknowledgements from charity/any other proof you can provide.
Did you use your vehicle to provide volunteer services to a charity? If yes, please explain further
Did you pay state taxes on a new vehicle purchased or leased this past year?
List your vehicle registration fees:
Did you owe state or local taxes when you filed your income tax return last year? If yes, please list amount paid
OTHER FILING QUESTIONS
Was your insurance through the Affordable Care Act (Marketplace)?*
Have you ever been denied Earned Income Tax Credit (EITC)?*
Did you receive/ request a six-digit Identity Protection PIN number from the IRS? *
Do you plan to buy a house within the next two years?*

YESNO
Do you need Credit Repair Services ?*

YESNO
Do you need Notary Services?*

YESNO
By signing this form, you agree to the following:

I acknowledge that to the best of my knowledge, the information provided to Savvy Ink & Seal LLC in this client intake form is true and accurate and includes all information necessary for the preparation of my income tax returns for which I have adequate records. I certify that I would like my taxes prepared using the information I have provided on this form to my tax preparer.

CLIENT NON-PAYMENT/OFFSET CLAUSE

Furthermore, I acknowledge by signing this form that if I and/or my spouse owes a federal debt such as child support, student loans, IRS, etc that I/we are still responsible for the tax preparation and filing fees due to Savvy Ink & Seal LLC. I understand that if I decide to have my tax preparation fees taken from my refund and my taxes are intercepted for whatever reason, I am still responsible for my tax preparation fees. By signing, I am agreeing to pay the preparation fee regardless of if my refund is received or not. I understand that if the tax preparation fees are not paid to Savvy Ink & Seal LLC within 90 days of my scheduled refund date, the fee will be debited from my bank account or my account will be sent to collections and I will no longer be able to do business with Savvy Ink & Seal LLC until balance is paid in full.
STOP!!!

Before submitting this form please make sure that you have gathered all of your documents to support the items that will be entered on your tax return.

PLEASE UPLOAD ALL SUPPORTING DOCUMENTS
Please attach any other supporting documents. (Example: Direct deposit slip, 1095-A market place insurance statement)

Cancelof
The IRS can deposit refunds directly into taxpayer’s accounts. If you receive a refund, would you like a direct deposit? If yes, please be sure to complete the fields below:*

Direct Deposit with AdvanceDirect DepositPrepaid CardCheck
Would you like to see if you qualify for up to $7,000 refund advance loan? (Must Qualify)*

Up to $7,000No, I do not want a loan
Would you like to receive text alerts about the status of your tax refund and other important tax news?

YESNO
PLEASE BE ADVISED THAT ONCE THIS FORM IS SUBMITTED YOU WILL RECEIVE A EMAIL NOTIFICATION TO CONFIRM THE EMAIL ON FILE FROM SAVVY INK & SEAL LLC. PLEASE CONFIRM THIS EMAIL TO ENSURE YOU RECEIVE FUTURE EMAIL CORRESPONDENCES AND REFUND UPDATES.

PLEASE CHECK SPAM TOO!!

FORMS WITH MISSING IDENTIFYING DOCUMENTS WILL BE DENIED.
Please include any other information, questions, or comments for your tax professional.
Signature*

Powered by Jotform SignClear
Should be Empty:

Savvy Ink & Seal LLC

TAXPAYER INFORMATION

SPOUSE INFORMATION

DEPENDENT INFORMATION

INCOME INFORMATION

BUSINESS INFORMATION

EDUCATION

ITEMIZED DEDUCTIONS

OTHER FILING QUESTIONS