AnyTime Taxes LLC Tax Preparation Client Intake Form

Personal Tax Intake Form
What tax year do you need to file?
How did you hear about AnyTime Taxes LLC?
Filing Status
***Please note to be eligible for the Earned Income Tax Credit (EITC), you must meet necessary requirements related to dependents, Adjusted Gross Income (AGI), and marital status.*** Married Filing Separate is not eligible for (EITC).****

Additional interview questions will be asked to qualify you for tax credits.
Have you ever been disallowed the Earned Income Tax Credit, The Additional Child Tax Credit, or The Child Tax Credit?

If filing Head of Household (HOH), please answer the below questions. **There may be more questions during the interview***

Rows	Yes	No	Not applicable
Are you unmarried or considered unmarried on the last day of the tax year?
If you are married, did you live apart from your spouse for the last six months of the year?
Do you have a qualifying child or relative who lived with you for more than half of the year?
Can you claim this person as a dependent on your tax return?
If the qualifying person is your parent, did you pay more than half the cost of keeping up a home for your parent, even if they did not live with you?
Did you pay more than half the cost of keeping up your home for the year?
Can you provide documentation to substantiate your eligibility for HOH status if your return is selected for audit?
Have you kept records of the expenses and the time your qualifying person lived with you?
If claiming a child, are you the custodial parent?
If claiming a child and you are not the custodial parent, did the custodial parent sign the form 8332?
If you are a U.S. citizen married to a nonresident alien, did you choose to treat your nonresident spouse as a U.S. resident?

If filing as a Qualifying Widower, please answer questions below. ***There may be more questions during interview***

Rows	Yes	No	Not applicable
Did your spouse pass away within the last two years?
Do you have a child or stepchild (not a foster child) who lived with you all year?
Are you able to claim this child as a dependent?
Did you pay more than half the cost of keeping up your home for the entire year?
Have you remarried since your spouse's death?
Are you planning to file as a Qualifying Widower with a dependent child?
Did you provide more than half the support for your child or stepchild?
Is your household the principal place of abode for your child or stepchild for the entire year?

Name

First NameLast Name
Age
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Tax Payer Social Security Number
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Did you live at the above address all year?
Did you also work in different states this tax season? If yes, list where.
Have you ever been audited by the IRS?
Occupation
Are you totally and permanently disabled?
Are you legally blind?

Name

First NameLast Name
Age
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Spouse Social Security Number
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Occupation
If you were a full time student, please be prepared to submit your Form 1098-T- Tuition Statement.
Is the spouse totally and permanently disabled?
Is the spouse legally blind?

Enter your dependents here (Please be prepared to upload supporting documents to show that they are your dependents)

Rows	Name	Date of Birth	Relationship	Social security number
1
2
3
4
5
6
7
8

Did you, your spouse, and your dependents have health insurance for 12 months last year? If yes, who covers for it?

Rows	Yes/No	Employer	Spouse Ins	Exchange/ Marketplace	Direct with Insurer	Medicare	Medicaid
Taxpayer
Spouse
Dependents

****If you are itemizing, Please enter the information within the current year only.**** Please be prepared to upload the supporting documents****

General Expenses

Rows	Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses

Total Expenses
Additional comments
Please be prepared to submit all documentation to substantiate your claims. For example, ID, social security cards, school records, receipts, last years tax returns, dividend statements etc. **You must submit documentation to everything that you are claiming.**
File Upload- Supporting documents

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File Upload- ID Cards/social security cards for all dependents

Cancelof
File Upload-Other Supporting Documents

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Are you interested in a Tax Refund Advance? **Please note, all bank products will go through an approval process and will require a written authorization Form 7216 Bank Consent to Use form and 7216 Consent to Disclosure.**
How do you want to pay for your tax preparation fee?
***Please note, to pay for your tax return via tax refund, additional fees apply.*** If you do not have a tax refund, fees will be due prior to processing your return.***
If you are due a refund, how would you like your refund to be deposited?

Banking Information

Rows
Banking Institution
Is this a checking or savings account?
Account Number
Account Number confirmed
Routing Number
Routing Number confirmed

If mailing a check, please enter the address below.
If depositing to a prepaid card, please enter information below:

Account NumberRouting Number

1. Scope of Services
AnyTime Taxes LLC provides tax preparation, filing, and related advisory services. We commit to delivering accurate and timely tax services, based on the information provided by you, the client.

2. Client Responsibilities
You agree to provide accurate, complete, and timely information required for the preparation of your tax return. You are responsible for maintaining copies of records necessary for the preparation of your taxes and for providing us with the required documents.

3. Security Plan and Data Protection
AnyTime Taxes LLC takes the security of your personal and financial information seriously. We employ robust physical, electronic, and administrative safeguards to protect your data, including, but not limited to:

Data Encryption: We use industry-standard encryption protocols to protect your data in transit and storage.
Access Controls: Access to your information is restricted to authorized personnel only.
Regular Audits: We regularly audit our systems and procedures to ensure compliance with the latest security standards.
Training: Our team is trained on best practices for data security and confidentiality.
In the unlikely event of a data breach, we will promptly notify affected clients as required by law.

4. Insurance
AnyTime Taxes LLC is insured to protect against potential liabilities arising from errors, omissions, or unexpected events. This insurance policy provides peace of mind to both our clients and us as we perform our duties.

5. Fees and Payment
Our fees vary based on the complexity of the tax return and any additional services provided. Payments are due upon completion of services unless otherwise agreed. Late payments may be subject to additional fees.

6. Limitation of Liability
While we strive for accuracy, AnyTime Taxes LLC is not liable for errors resulting from incomplete, incorrect, or untimely information provided by the client. Additionally, we are not liable for penalties or interest charged by tax authorities due to such errors.

7. Privacy and Confidentiality
AnyTime Taxes LLC complies with all applicable privacy laws and will not disclose your personal information to unauthorized parties. We use your data solely for tax preparation and filing purposes and may share your information with government tax agencies or third parties only as legally required or permitted.

8. Amendments and Updates
We reserve the right to amend or update these Terms at any time. Any changes will be effective upon posting to our website or as otherwise communicated to clients.

9. Governing Law
These Terms are governed by the laws of Virginia, and any disputes will be resolved in the courts of Virginia.

10. Contact Information
For any questions or concerns regarding these Terms or our services, please contact us at:

Email: information@anytimetaxesllc.com

- I confirmed that all information I entered here is accurate and true.
- I agree to allow AnyTime Taxes LLC to capture my sensitive data like personal ID, Government ID, social security number and other information to prepare and process my taxes.
- I have read and agreed to the terms, conditions and privacy policy of AnyTime Taxes LLC.
- By signing below, I acknowledge that I have read and understand my responsibilities and that of AnyTime Taxes LLC's responsibilities in preparing and processing my tax return.
Date Signed

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Taxpayer Signature
Date Signed

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Spouse Signature
Should be Empty:

Personal Tax Intake Form