2025 Tax Client Intake Form

The Wright Financial Service Intake Agreement

Please complete
Dear Tax Client:

This letter is to confirm and specify the terms of our engagement with you and to clarify the nature and extent of the services we will provide. In order to ensure an understanding of our mutual responsibilities, we ask all clients for whom returns are prepared to confirm the following arrangements.

By providing us with your signature, you are accepting the terms and conditions specified in this letter.

Our Tax preparation fee for a 1040 individual tax return starts at a minimum of $399.99 and can increase in price depending on the forms that need to be added. The final fee for Tax Preparation will be determined by your Tax Professional upon completion of your tax return since we do charge per form. We do not offer free quotes or estimates of returns. You are agreeing once you get started that we will be paid for the work that has taken place to file your return. If the work is completed in full, and you decide to not sign or move fwd you will be ach debited for the amount of $199 still. Your signature below means that you do agree to this as stated.

We will prepare your federal, state and local income tax returns from information which you will furnish to us. We will not audit or otherwise verify the data you submit, although it may be necessary to ask you for clarification of some of the information. We will furnish you with questionnaires and worksheets to guide you in gathering the necessary information. We reserve the right to assess additional bookkeeping charges if needed.

It is your responsibility to provide all the information required for the preparation of complete and accurate returns. You should retain all the documents, cancelled checks and other data that form the basis of income, expenses, credits and deductions. These may be necessary to prove the accuracy and completeness of the returns to a taxing authority.

You have the final responsibility for the income tax returns and, therefore, you should review them carefully before you sign them.

Our work in connection with the preparation of your income tax returns does not include any procedures designed to discover defalcations and/or irregularities, should any exist. We will render such bookkeeping assistance as determined to be necessary for preparation of the income tax returns.

The law provides various penalties that may be imposed when taxpayers understate their tax liability. If you would like information on the amount or the circumstances of these penalties, please view the IRS website.

Your returns may be selected for review by the taxing authorities. Any proposed adjustments by the examining agent are subject to certain rights of appeal.
If the above sets forth your understanding, please sign this letter in the space indicated. This letter will apply for all tax returns prepared for you by our tax preparers.

I understand that this information is being provided to the IRS and State Revenue. I have been advised by my tax preparer that any false and misleading information that I provide for income tax filing purposes is against the law and are subject to penalties. I understand that this tax company is only liable for any Error and Omission on their part and will be responsible for any interest and penalties and not tax due.
Type of Tax Filing*
Signature*
If you are married and filing seperatly please note you will need to provide proof of seperation, such as: different address where spouse is staying, date sposue moved out, etc. Your tax preparer can let you know more in details what the IRS requires for proof as well.

You can also view informtion from the IRS. Click HERE

Are you a new client to us this tax season? *
How did you hear about us?*
Name of who referred you?
Choose your Tax Preparer*
2025202420232022
SingleHead of Household (Must Provide Documents)Married Filing JointlyMarried Filing SeparatelyQualifying Surviving Spouse
Name*

First NameLast Name
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do your address differ from previous tax year?
If, yes please list your previous address.
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Email*
example@example.com
Occupation*
Social Security Number*
Date of Birth*

MonthDayYear
Date
Does any of the following apply?*
Date of Death

MonthDayYear
Date
Spouse Name

First NameLast Name
Spouse Occupation
Spouse Social Security Nummber
Spouse Date of Birth

MonthDayYear
Date
Spouse Date of Death

MonthDayYear
Date
If you are filing Head of Household, please upload proof of HOH.

mortgage statement, rent statement etc
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If you are a new client, please upload your last year's tax return.

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Do you have any deductions or credits that you normally claim?
Please list your deductions and credits that you claim.
Do you often get a refund?
Do you often owe taxes?*
Are you behind in any of the payments below?*
Dependents
Do you have dependents?*
How many dependents do you have?*
Did you have a new baby within the tax year?*
If you have a dependent(s) please use this space to upload each social security card and birth certificate to confirm (receipts are fine).

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Dependent #1 Full Name
Date of Birth

MonthDayYear
Date
Social Security Number
Relationship to you
Dependent #2 Full Name
Date of Birth

MonthDayYear
Date
Social Secuirty Number
Relationship to you
Dependent #3 Full Name
Date of Birth

MonthDayYear
Date
Social Security Number
Relationship to You
Dependent #4 Full Name
Date of Birth

MonthDayYear
Date
Social Security Number
Relationship to You
Dependent #5 Full Name
Date of Birth

MonthDayYear
Date
Social Security Number
Relationship to You
Dependent #6 Full Name
Date of Birth

MonthDayYear
Date
Social Security Number
Relationship to You
Dependent #7 Full Name
Date of Birth

MonthDayYear
Date
Social Security Number
Relationship to You
Dependent #8 Full Name
Date of Birth

MonthDayYear
Date
Social Security Number
Relationship to You
Please upload a copy of any daycare or childcare receipts

Please take clear pics. If you were a last year client and filing the SAME dependent, you do not need to upload anything.
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Business Income
Gross Receipts
This is the total of all monies received (sales) from your business activities. This does not include any money received from business loans, investors (including you, the owner), or the sale of fixed assets (like old equipment It does include 1099-MISC income. NOTE: Do not count sales tax you collected and paid to the state as income or expense
Total Other Business Income
1099-MISC/ 1099-NEC1099-KBank StatementsThird Party Payment Processor Statement (Cash App, PayPal, Stripe, etc.)Profit and Loss StatementReceipt BookSelf prepared statement of income received
Upload Proof of income received

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Do you track inventory?
Beginning Year Inventory Value
Year End Inventory Value
Total Cost of Goods Sold
This is includes: 1. Purchases of inventory 2. Purchases of materials, parts, ingredients, or other supplies directly used in producing or procuring your product; and 3. Packaging or shipping expenses, when not paid by customers or accounted for elsewhere. The value of any year-end inventory will be subtracted from the costs you paid out over the year; if you had inventory left at year end, list that amount.

Business Expenses
To be deductible, a business expense must be both ordinary and necessary. An ordinary expense is one that is common and accepted in your field of business. A necessary expense is one that is helpful and appropriate for your business. An expense does not have to be indispensable to be considered necessary.

To file with The Wright Financial Service, you need to bring a breakdown of your deductible business expenses subtotaled by category.

***If you have a collection of receipts to organize and/or bank and credit accounts to reconcile, we can assist with these activities, however these activities are not part of tax preparation and are considered bookkeeping. Bookkeeping fees are charged in addition to tax preparation services.***

Please enter the total amount of expenses for the year in each appropriate category listed below.

Other Expenses.... If you have other business expenses that do not appear to fit in any of the expense categories listed above, please list them below individually.
Business Income & Expenses Proof

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Advertising
Contract Labor
Commission and fees
Depletion
Employee benefit programs
Health Insurance
Insurance (other than health)
Mortgage interest
Other interest
Legal and professional services
Office expenses
Pension and profit sharing
Rent or lease of equipment
Rent or lease of property
Repairs and maintenance
Supplies
Taxes and licenses
Meals
Utilities
Wages

CAR & TRUCK EXPENSES
You may deduct car/truck expenses for local or extended business travel, including:

between one workplace and another, to meet clients or customers, to visit suppliers or procure materials, to attend meetings, for other ordinary and necessary managerial or operational tasks or needs of your business.

Note: You cannot deduct the costs of driving your car or truck between your home and your main or regular workplace. These costs are personal commuting expenses. You should have kept a record of your business-related mileage over the year. We will use the IRS'S standard mileage rate for the current tax year that ou file for your deduction of business-related travel. This rate accounts for gas, repairs, maintenance, depreciation, and auto insurance (but not interest on a car loan If you do not have a record of mileage or are unsure how to calculate your total, contact our office.
Date you placed your vehicle in business?

MonthDayYear
Date
Do you have another vehicle available for personal use?
Was your vehicle available for personal use during off-duty hours?
What type of car did you drive for your business?
Do you have written evidence to support your business vehicle use?
Upload Proof of Mileage

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Total Commuting miles
Total Busines miles
Total Other/Personal miles

Depreciation
If you have business assets already partially depreciated, you must proivde a depreciation schedule from your prior year tax return.
Do you have prior year depreciation and new assets to depreciate for the 2024 tax year?
New Asset Description
Date Placed in Service

MonthDayYear
Date

Business use of Home
If you use a portion of your home as your principal place of business, you may be able to deduct part of your rent or mortgage, as well as certain other relevant home expenses. In order to claim these business expenses, the part of your home used for business generally must be used exclusively and regularly for business purposes. These purposes can include home office, production/workshop space, storage, etc. For in-home daycare providers, the usage need not be exclusive.

An expense that covers the entire home, such as rent or central heating, is considered an indirect expense. You may only deduct a percentage of these expenses equal to the percentage of the home's area that your business uses. For example, a 150 square foot office in a 1500 square foot home is 10% of the home's total area and would mean 10% of relevant home expenses could be deducted.

An expense that applies only to the business area of the home is called a direct expense. If you heat your basement work studio (and only the studio) with a pellet stove, the cost of the pellets would be fully deductible as a direct expense. If you paint your home office (but not the rest of the house), you can claim the whole expense.
Was your home used as a Day Care Facility?
Do you use a space in your home to conduct business?
Hours used for day care per day?
Hours used for day care per day?*
Area used for business or storage of inventory (Square Feet)
Please note the max that can be used is 300sqft
Total area of home (SQUARE FEET)
Example 2000sqft
If you use a portion of your home as your principal place of business, you may be able to deduct part of your rent or mortgage, as well as certain other relevant home expenses. In order to claim these business expenses, the part of your home used for business generally must be used exclusively and regularly for business purposes. These purposes can include home office, production/workshop space, storage, etc. For in-home daycare providers, the usage need not be exclusive.

An expense that covers the entire home, such as rent or central heating, is considered an indirect expense. You may only deduct a percentage of these expenses equal to the percentage of the home's area that your business uses. For example, a 150 square foot office in a 1500 square foot home is 10% of the home's total area and would mean 10% of relevant home expenses could be deducted.

An expense that applies only to the business area of the home is called a direct expense. If you heat your basement work studio (and only the studio) with a pellet stove, the cost of the pellets would be fully deductible as a direct expense. If you paint your home office (but not the rest of the house), you can claim the whole expense.

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Rent
Homeowner's /Renter's Insurance
Mortgage Interest
Repairs, Maintenance & Improvements
Real Estate Taxes
Utilities

Additional Services

Our goal is to make sure that all of your financial needs are taken care of. Please select all of the services below that you are interested in.
Become a PreparerBecome a Life AgentLife Insurance PolicyTax, Life, Braid Classes

Refund Selection
Paper Check Printed In OfficeDirect Deposit to My AccountPrepaid Card
Bank Name*
Routing #*
Account#*
CheckingSavings
Signature*
Spouse Signature
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Should be Empty:

The Wright Financial Service Intake Agreement

Dependents

INCOME

Deductions & Credits

Healthcare Information

Business Information Questionnaire

Business Income

Business Expenses

CAR & TRUCK EXPENSES

Depreciation

Business use of Home

Additional Services

Refund Selection