TAX INTAKE FORM

  • TAX INTAKE FORM

    Thank you for choosing "Let's Talk Numbers! Tax and Accounting Services" to handle your 2024/2025 tax preparation needs! In order for us to file your federal and state return, we need the following information. The information you provide to us will remain confidential. We value you as our client and promise not to share your information with any third-party vendors.
  • Would you like to request a Refund Advance Loan? (Additional fees apply.)
    • Taxpayer Information 
    • Filing Status*
    • Format: (000) 000-0000.
    • Format: (000) 000-0000.
    • Date of Birth*
       - -
    • Spouse Information  
    • Date of Birth
       - -
    • Format: (000) 000-0000.

    • In case your contact information changes; we can contact you regarding your refund.

    • Did you live at your above listed address 6 months or more?
    • Did you file your taxes last year?
    • If so, did you receive a refund?
    • Can you get a copy of your prior years return if needed?
    • Do you need to file FORM 8862 (stating that you were disallowed EIC previously)?
    • Do you have a PIN from the IRS?
    • Did you have health insurance in _______?
    • Did your dependents have health insurance through your employer, state, or Obamacare?
    • If so, which dependents?
    • Dependents Information 

    • (If you have any dependents, list them in the area below. If any of your dependents did not live with you, please notify your preparer.)

    • Rows
    • Did all of your dependents stay with you at least 6 months?
    • Did you file these same dependents last year?
    • Child Care Provider 

    • (If you paid for child care for your dependent children, list the child care providers below with the amounts paid.)

    • Rows
    • Rows
    • Do you own or rent your home?
    • Did you receive unemployment income?
    • Did you attend college, night school, internet schooling, or any post-secondary educationalfacility to gain a skill or degree?
    • Do you have a 1098-T form from your school?
    • Are you currently paying or owe student loans?
    • Did you pay church tithes and offerings?
    • Do you owe student loans?
    • Do you owe back child support?
    • Do you owe the IRS?
    • How would you like your IRS refund issued?*

    • I hereby state that the foregoing information is true and correct to the best of my knowledge and recollection and holds no bearings upon the preparer or staff of Let's Talk Numbers! Tax & Accounting Services, LLC.

    • Date Signed*
       - -
    • Alternate Eligibility Record (Due Diligence) 

    • In accordance with Internal Revenue Service (IRS) Bulletin 97-65 and Internal Revenue Code (IRC), this form serves as Alternate Eligibility Checklist, and may be used IN LIEU of other forms of Due Diligence, including form 8867. Maintain this form with your client files.

    • HEAD OF HOUSEDHOLD ELIGIBILITY

      You may file Head of Household if you can answer YES to ALL the following questions. (See Publication 17, Chpt 2&3)
    • You are unmarried, or are considered unmarried on the last day of the year.
    • You paid more than half the cost of keeping up a home for the year.
    • A qualifying person (definition below) lived with you in the home for more than half the year (except temporary absences, such as school), and you can claim an exemption for him/her except as noted under Category 3 below.

    • A qualifying person requirements are: (See Table 2-1, Publication 17)


      1. A qualifying relative such as parent, grandparent, brother, sister, stepbrother, stepsister, stepmother, stepfather,
      father-in-law, half-brother, half-sister, brother-in-law, sister-in-law, daughter-in-law, uncle, aunt, nephew, or niece
      who is related to you by blood and lived with you for the entire year.
      2. Child, grandchild, stepchild, or adopted child.
      3. Eligible foster child. (Note: For eligibility for dependent only a foster child is a child who is in your care, that you care
      for as your own child, and who lived with you the entire year. It does not matter how the child became a member of
      the household).

    • EARNED INCOME CREDIT (EIC) ELIGIBILTY

      You may claim the EIC if you can answer YES to ALL 4 tests below. (See publication 17, Chapter 36)
    • 1. Relationship Test: Your child/ children is/are one of the following: a son, daughter, adopted child, stepchild, grandchild, or eligible foster child or is your brother, sister, stepbrother, stepsister (or the child or grandchild of your brother, sister, stepbrother, or stepsister), and you care for it/them as you would your own child.
    • 2. Age Test: Your child/children is/are under 19 years of age at the end of the year, or is under 24 years of age at the end of the year and is a full-time student, or was permanently and totally disabled at any time during the tax year, regardless of age.
    • 3. Residency Test: Your child/ children lived with you for more than half the year (or the whole year if an eligible foster child)
    • Your home is in the United States
    • 4. Qualifying Child of another Test: If your child/ children is/are the qualifying child/ children of another individual, you are the only person claiming the credit for that/ those child/children during the tax year. (Note: If the answer is NO, refer to the tiebreaker rule. You may still be able to take the credit.

    • FOSTER CHILD ELIGIBILTY

      The definition of a foster child has changed. For establishing eligibility for dependency, see above. For establishing eligibility for the Child Tax Credit and Earned Income Credit you must be able to answer YES to ALL the questions below.
    • You cared for the child/ children as you would your own child.
    • The child/ children lived with you for the entire year, except for temporary absences.

    • I attest and affirm that the information provided to complete this Eligibility Checklist is true and correct to the best of my knowledge. I understand the IRS may randomly question eligibility and that if my tax return is randomly selected for review, that my return, refund, direct deposit, or any combination thereof may be delayed or denied.

    • Date Signed*
       - -
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  • Date
     - -

  • Annual Engagement Letter

  • Let's Talk Numbers! Tax & Accounting Services LLC will prepare your personal federal income tax return (form 1040) and personal state income tax returns for tax year ending December 31.

    Here are the terms of our engagement (agreement) with you:

    We will prepare your tax returns as noted above only on information you furnish. It is your responsibility to provide all the information required for the preparation of complete and accurate returns. We will depend on the information you are supplying as being accurate and complete to the best of your knowledge, and we will rely on your representation that you have maintained the documentation required by law to support the information you are providing, including your expenses for meals, entertainment, travel, gifts, vehicle use, and charitable contributions but it may be necessary to ask you for clarification of some of the information you provide. We will not audit or otherwise verify the data
    you submit to us.

    Our engagement cannot be relied upon by you or third parties to discover errors, fraud, or other illegal acts that may exist, and our engagement expressly disclaims any obligation to do so. We will inform you of any bookkeeping and/or accounting errors which come to our attention.

    Your returns may be selected for review by one or more taxing authority. Additional work required, including responding to any inquiries from tax authorities, tax planning or amended returns is not included in this engagement. In the event of a taxing authority examination, we will refer you to an appropriate individual to assist in representing you.

    The timeliness of your cooperation is essential to our ability to complete this engagement. We must receive sufficient information from which to prepare your returns within a reasonable period prior to the applicable filing deadline. If we do not receive information from you within a reasonable period prior to the prior to the filing deadline, it may be necessary for you to pursue an extension (for an additional charge) of the due date to file your returns. This does not extend the time to pay your tax. Taxes paid after the due date will result in the imposition of interest and/or penalties by taxing authorities. We are not responsible for such penalties or interest.

    The law provides various penalties and interest that may be imposed when taxpayers underestimate their tax liability. You acknowledge that any such understated tax, and any imposed interest and penalties, are your responsibility, and that we have no responsibility in that regard.

    We use a third-party software vendor for the processing of certain tax information, including the transmittal of all tax returns that are filed electronically. This vendor is in the United States and is subject to the same confidentiality and privacy rules of the Internal Revenue Service to which we are subject. We will, if possible, e-file your returns upon receipt of a signed form 8879 (e-file transmittal form). It is
    possible your e-filing may be rejected; in which case we will prepare returns for paper filing. There will be an additional charge for re-compiling the returns for paper filing.

    Our fees for this engagement are not contingent on the results of our services. Our fee for tax return preparation will be based on the amount of time required at prevailing billing rates and/or charges for specific forms used. Fees for tax return preparation are due at the time we deliver the completed return (e.g., when the return is ready to be signed by you).

    You promise to review the returns before signing them or form 8879. Tax returns will not be electronically filed until the fee is paid.

    We will use our judgment in resolving questions where the tax law is unclear, or where there are conflicts in interpreting the law. Unless otherwise instructed by you, we will resolve such questions in your favor whenever possible. In order for us to make these determinations, we must rely on the accuracy and completeness of the relevant information you provide to us, and, in the event we and/or
    you are assessed penalties due to our reliance on inaccurate, incomplete, or misleading information you supplied to us (with or without your knowledge or intent), you will indemnify us, defend us and hold us harmless as to those penalties.

    Advice, suggestions, and opinions which we provide are based on facts and information provided by you and applicable law at that particular time.

    The firm does not keep any original client records - they will be returned to you at the completion of the engagement. It is your responsibility to retain and protect your records for possible future use, including potential examination by the taxing authorities. The balance of our files, other than a copy of your income tax return, which we will provide to you at the conclusion of the engagement, is our property, and we will provide copies of such documents at our discretion and if compensated for any time and costs associated with the effort.

    Where a joint tax return is prepared, tax returns and supporting information will be made available to either spouse without the consent of or notification to the other spouse.

    In the event we are required to respond to a subpoena, court order or other legal process for the production of documents and/or testimony relative to information we obtained and/or prepared during the course of this engagement, you agree to compensate us (at our then prevailing hourly rate) for the time we expend in connection with such response, and to reimburse us for all of our out-of-pocket costs incurred in that regard.

    In the event that we are or may be obligated to pay any cost, settlement, judgment, fine, penalty, or similar award or sanction as a result of a claim, investigation, or other proceeding instituted by any third party, and if such obligation is or may be a direct or indirect result of any inaccurate, incomplete, or misleading information that you provide to us during the course of this engagement (with or without your knowledge or intent), you agree to indemnify us, defend us, and hold us harmless as against such obligation.

    This agreement is intended as the complete agreement and can only be modified in writing signed by both of us. We reserve the right to terminate this agreement.

    In the case of work product covering more than one party, the undersigned enters into this agreement on behalf of all affected parties (i.e., husband signing for both spouses).

    If any provision herein is inoperative, the remainder of this agreement shall remain in full force and effect.

    Acknowledgment

    I have read, understood, and agree to the terms of this agreement.

  • Date Signed*
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