BTX  | Tax Client Intake
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  • BTX Tax Services - Powered by La Chicana Enterprises LLC

    Please Complete – Sign and Submit (New and Returning Clients)

  • Tax Prep Process: Two Easy Steps


    PRE-ONBOARDING: CONSULTATION


    If you would like to speak with us before filing, you may contact your preferred Tax Pro.
    Due to the complexity of current tax laws, we do not provide free estimates.


    STEP 1: COMPLETE THE INTAKE FORM


    Go through the intake form below to start the tax prep process. You may complete it from home.
    Consultations are optional and can be done by Zoom, in person, or by phone with your Tax Pro.

    STEP 2: SIGN RETURN


    We will notify you by email when your return is ready for review and signature.
    Please review each page and ask any questions before signing.
    After filing, we will notify you once it has been accepted or rejected.
    If rejected, we will reach out by text and email to get it corrected and resubmitted.

  • Filing Fees

    Tax preparation fees vary based on the complexity of the return.
    Starting price: $300.

  • Filing Status*
  • Year you are filing*
    • Taxpayer Information 
    • Primary Date of Birth*
       - -
    • Format: (000) 000-0000.
    • Are you a full-time student?*
    • Are you totally and permanently disabled?*
    • Are you legally blind?*
    • Is this individual dependent of other?*
    • Do you have dependents?*
    • Spouse Information 
    • Spouse Date of Birth
       - -
    • Format: (000) 000-0000.
    • Are you totally and permanently disabled?
    • Are you legally blind?
    • Is this individual dependent of other?
    • Dependents Information 
    • Rows
    • Tax Related Questions 
    • Employment Status for the Tax Year You Are Filing (Check all that apply)*
    • Are you contributing to 401k or other pre-tax account?*
    • Does your dependents have tuition expenses?*
    • Are you currently renting? (Rental credit)*
    • Do you have any expenses for child care?*
    • Do you have documents that shows you paid for property taxes?*
    • Did you sell any stock? 1099-B*
    • Did you take money from your 401K?*
    • Did you pay for vehicle tax/personal property?*
    • Do you have mortgage interest? 1098 Form*
    • Do you own your home?*
    • Do you have real estate tax?*
    • Did you receive a federal return last year?*
    • Are you a victim of identity theft?*
    • Do you, your spouse, or your dependents have health insurance for the tax year you are filing?If yes, select the form you received:*
    • Expenses 

    • Please enter expenses for the tax year you are filing.
      Make sure you have proper receipts and records.

    • Rows
    • Are you self employed?*
    • Self Employed Business 
    • Rows
    • Direct Deposit Information 
    • Additional Services 
    • In BTX Business Hub – La Chicana Enterprises LLC strive to help with all your financial needs. Do you need help with the following?
    • UPLOAD ALL TAX DOCUMENTS & IDENTIFICATION 
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    • Acknowledgments & Signature 

    • Client Payment & Refund Offset Notice

      At BTX Business Hub – La Chicana Enterprises LLC, we strive to support all of our clients with their tax needs; however, circumstances may arise where refunds are delayed or offset by the IRS, student loans, child support, or other agencies.

      If your refund is delayed or offset, you are still responsible for paying the tax preparation fees owed.

      By signing below, you acknowledge that all fees must be paid in full. If payment is not made within 30 days, collection efforts may be initiated.

    • Primary Date Signed*
       - -
    • Spouse Date Signed
       - -

    • I authorize BTX Business Hub – La Chicana Enterprises LLC to prepare my tax return; apply for and secure RACs or RALs on my behalf if applicable; and file my return electronically.
      I agree that all information provided is accurate to the best of my knowledge.
      I understand that BTX Business Hub/ La Chicana Enterprises and its affiliates are not responsible for incorrect information supplied by me or my spouse, nor for any penalties resulting from inaccurate or incomplete information.

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