2024 Tax Preparation Intake Form

Tax Prep Intake Form

"Honey's Multi Tax Services"
Would you like to request a Refund Advance Loan? (additional fees apply)*

YesNo
What Tax Pro are you requesting for?

Taxpayer Information
Name*

First NameLast Name
Date of Birth*

MonthDayYear
Date
Social Security Number*
Phone Number*
Please enter a valid phone number.
Email Address*
example@example.com
Physical Address (NO PO BOX)

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
Spouse's

First NameLast Name
Spouse Date of Birth

MonthDayYear
Date
Spouse's Social Security Number
Spouse Phone Number
Please enter a valid phone number.
Spouse Email Address
example@example.com
Spouse Occupation
Is your spouse a full-time student?

YesNo
Is your spouse totally and permanently disabled?

YesNo
Is your spouse legally blind?

YesNo

Dependents Information

Please list your dependents who lived with you for six months or more.

	Full Name	Date of Birth	Social Security No.	Relationship
1
2
3
4

Did your Dependent(s) live with you at least 6 months or more?

YESNO
Did any dependent receive gross income of $5,100 or more? If so, Who?

Self-Employment/ Side Job/ Freelance Work/ Side Gig- (Schedule C)
Please complete the following to the best of your knowledge. If you have any questions, feel free to contact us. If your bookkeeping records are incomplete or disorganized, we recommend scheduling a consultation for assistance with reconstructing your business expenses.
Name of Business
EIN Number
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Schedule C- Business Expenses
Gross Income
USD ($)
Do you have any additional comments or information that we should consider while preparing your taxes?
If requested by the IRS, do you have documentation to substantiate your eligibility for credit(s) and/or HOH filing status and the amount(s) of any credit(s) claimed on the return if your return is selected for audit?*

YesNo

Tax Refund Disbursement
How would you like to receive your tax refund?*

Check (In Office Pick Up)Prepaid CardMailed Check from IRSDirect Deposit

Direct Deposit Information (Please provide accurate banking information to avoid any delays in payment.)

	Bank Details
Owner(s) of Bank Account
Checking/ Savings
Bank Name
Routing Number
Account Number

Offset / Garnishment
Are you aware of any potential offsets/garnishments that could impact your tax refund?*

YESNO
If So, What type of offset/garnishment do you have?

Student LoansChild SupportPast Tax DebtUnemployment OverpaymentState DebtOther
I give express written permission for a representative of Honey's Multi Tax Services LLC to contact the IRS Offset Line to assess possible offsets that will affect disbursement of my tax refund.*

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Upload Documents
Taxpayer(s): Driver License(s)*

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Taxpayer(s) /Dependent(s): Social Security Card(s)

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Taxpayer(s) /Dependent(s): Birth Certificate/ Immunization Records/ School Records

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Taxpayer(s): Sources of Income (ex: W2, 1099's, etc.)

Cancelof
Proof of Residency (Lease Agreement/ Mortgage Statement/ or Utility Bill), * Only if you would like to file for head of household.

Cancelof
Additional Documents

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Acknowledgment & Signature
- I authorize Honey's Multi Tax Services LLC to collect and store my sensitive information, including personal identification numbers, government-issued IDs, and any other relevant data necessary for tax preparation. I understand that this information will be handled securely and in compliance with applicable privacy laws. I have the right to withdraw my consent at any time by contacting the company.
- By submitting this form, I acknowledge that the information provided is true and complete to the best of my knowledge. I understand that it is my responsibility to provide accurate and thorough information to ensure proper tax preparation. I consent to the use of my data for the purposes of preparing my taxes and understand that I can contact Honey’s Multi Tax Services LLC via email or contact phone number with any questions or concerns regarding my information.
- I also acknowledge that if I fail to provide necessary documentation or accurate information, it may affect the processing of my tax return and any potential refund. I agree to review my tax return for accuracy before submission.
- I understand that my data will be retained only for as long as necessary to fulfill the purposes for which it was collected, in accordance with applicable laws.
Date Signed*

MonthDayYear
Date
Taxpayer Signature*

Clear
Date Signed

MonthDayYear
Date
Spouse Signature

Clear
Should be Empty: