2024 Tax Preparation Client Intake Form Thank you for choosing The Rich Girl Brand LLC. Please complete the following form to provide us with the necessary information for your tax preparation.

2024 Tax Preparation Client Intake Form Thank you for choosing WhiteApple Financial Company. Please complete the following form to provide us with the necessary information for your tax preparation.
Client Information
Are you a new client?*

YesNo
Taxpayer Name*

First NameLast Name
Social Security Number*
Date Of Birth*

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

Street Address

Street Address Line 2

CityState

Zip Code
Occupation*
Please upload your ID*

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Please Upload your Social Security Card*

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Taxpayer Spouse Name

First NameLast Name
Social Security Number
Date Of Birth

MonthDayYear
Date
Occupation
Please upload spouse ID

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Please upload spouse Social Security Card

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Tax Information
What Tax Year Are You Filing For?
What Is Your Filing Status?

SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er)
What Head of Household Documentation Will You Be Providing?

LeaseUtility BillMortgage Statement
Do You Have Proper Documentation For All Dependents?

YesNo

Dependent Information

	Dependent #1	Dependent #2	Dependent #3	Dependent #4
Name
Date of Birth
Social
Relationship

Do You Have More Dependents To Add? (if yes please add under Misc. Forms Upload)

YesNo
Dependent Birth certificates

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Dependent Social Security Card

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Due Diligence Questions:

Please provide the following income information for the tax year.
If you are claiming your son or daughter, where is the other parent?
Is The Other Parent Offering Financial Support? (for your dependents)

YesNo
If you are claiming your niece or nephew, where are the parents?
Are you receiving any outside support for your niece or nephew?

YesNo
Can ANYONE else claim your children?

YesNo
Did you pay a daycare to watch your children?

YesNo
Were you ever disallowed the E.I.T.C prior to this year?*

YesNoNot Sure
Did you receive SSI or Disability?*

SSI OnlyDisability OnlyBothNo
Did you receive unemployment compensation?*

YesNo
Did you receive form 1098-T from college tuition payments?*

YesNo
Did you have or purchase a healthcare plan through healthcare.gov?*

YesNoNot Sure
If yes, did you receive form 1095-A?*

YesNoNot Sure
Do you have any other income other than your w2?*

YesNoNot Sure
Do you have an IP Pin (special number assigned by the IRS)*

YesNoNot Sure
IP Pin Number
Do you owe any delinquent debts?*

Student LoansChild SupportBack TaxesState TaxesNO!
Do you give us permission to call the offset number to make sure no debts are owed?*

YesNo

Bank Information

Please provide the following deduction information for the tax year.
How would you like your refund?

Refund Direct Deposit (your personal bank)Money Card (provided by the company)Paper Check

Type a question

	Bank Name	Routing Number	Account Number
Direct Deposit

Please Upload ALL Files

Please provide the following credit information for the tax year.
Please upload all of your tax paper works including:
W-2
1099's
Head of Household proof (if you are filling as head of household)
Any proof of self employment
College Tuition Form
Health Care Form
IP Pin
Direct Deposit
Miscellaneous Forms
IRS Transcript (Please make sure that the transcript shows full EIN and employer's name and address)
Upload all FILES*

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Were you referred?

No
Who referred you?
I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing The Rich Girl Brand LLC to prepare my taxes based on that fact. I understand I am financially responsible for any outstanding balance due to false information. If a balance is due, you must pay the tax preparation fee upfront. If for any reason you owe an entity and they take the entire refund, you are STILL responsible for paying the tax preparation fee for services rendered. *For any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $150.00 is required! Please view your tax return, which is emailed to you (it is sent before submission). Any copy after the first copy is a fee of $10.00. ALL FEES (bank and service fees) are found in the return and are non-refundable or negotiable! NO EXCEPTIONS TO THIS!! Please utilize www.irs.gov for all federal refund tracking. Please utilize your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal, and state taxes are state when tracking your status. Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have any tracking questions. For any direct assistance please email therichgirlbrandllc@yahoo.com OR Contact The IRS at 800-829-1040 Please click this link to check your federal refund status. You will need your filing status, social security number, and the total amount of the refund before fees https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp
Signature

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Date

MonthDayYear
Date

Amendment to Tax Service Agreement: Rework Fee Policy
Effective immediately, any request to revise, amend, or redo previously completed tax paperwork will incur a service fee of $1,000 per tax filing or document. This fee is applicable to each individual or business tax document requiring rework and must be paid in full before the requested changes are processed.

This policy is implemented to ensure the allocation of necessary time and resources for re-evaluating and revising tax documents.

By proceeding with the request for revisions, you acknowledge and agree to this fee structure.
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2024 Tax Preparation Client Intake Form Thank you for choosing WhiteApple Financial Company. Please complete the following form to provide us with the necessary information for your tax preparation.

Client Information

Tax Information

Due Diligence Questions:

Bank Information

Please Upload ALL Files

Amendment to Tax Service Agreement: Rework Fee Policy