Official Tax Prep Intake Form

Official Tax Prep Intake Form
Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
What is your social security number?
STATE ISSUED ID

Cancelof
Your SSN Card

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W2

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Your second W2( if you have one)

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Your third W2(if you have one)

Cancelof
Dependent's Information

First NameLast Name
Dependent's Date of Birth

MonthDayYear
Date
What is the Dependent's Social Security Number?
Dependent Social Security Card

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Dependent's Information

First NameLast Name
What is the Dependents Social Security Number?
Dependent Social Security Card

Cancelof
Dependent's Information

First NameLast Name
What is the Dependents Social Security Number?
Dependent's Date of Birth

MonthDayYear
Date
Dependents Social Security Card

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Do you have more than 3 dependents you'd like to report?
Did you receive health care insurance?
Did your dependents receive health care insurance?
How would you like your federal and state refund?
BANK ROUTING NUMBER
ROUTING NUMBER
BANK ACCOUNT NUMBER
ACCOUNT NUMBER
THE BANK ACCOUNT INFORMATION GIVEN IS WHICH OF THE FOLLOWING?
Address
Street Address
Street Adress Line 2
City
State/ Province
Postal/Zip Code
Postal/ Zip Code
After you have completed this information, Please email a CLEAR image of the listed documents below, to afservicescommand@gmail.com Remember, if you cant 'see' them.. neither can I before printing. Also, if you would much rather bring the documents in you can. Please give us a call at 334-389-7573 to set up a drop and let the receptioniday and time.

Here are the documents that you will need to email or take into a location:

Image of your identification: Drivers License or a state issued ID

Social security card for you and any dependents

Birth certificate for you and any dependents (optional)

Income sheets such as, W2s, 1099Mic, school documents, insurance forms,gambeling forms, mortage forms, purchase forms or any official document for the requested filing season.

Once documents are received, we will email documents to release information for your file. Please allow 24/48 hours for data entry and your phone call back Ace Financial Services to come in or finish the file over the phone. Thank you
Are you filing for more than 1 year?
How can I be of service to you?
I will be sending my documents via email (afservicescommand@gmail.com)
Please provide any additional information you would like Ace Financial Services to know?
Dependents Date of Birth

MonthDayYear
Date
Birth Date

MonthDayYear
Should be Empty: