2024 Tax Preparation Intake Form

IRS Account & Theft Identity Verification
To ensure a fast and accurate tax filing process without the hassle of having to verify your Idenity every year. We've added an extra step in our process to help you avoid any possible hold ups in reguards to receiving your refund in a timely manner of 7 to 14day. This step help the Internal Revenue Service idenity you and process for funds within the 14 to 21day timeframe. If you need help with this step one of our tax specialist will be happy to assist you.

You can vist IRS.GOV for more information or follow the link provided below.

https://sa.www4.irs.gov/secureaccess/ui/?TYPE=33554433&REALMOID=06-0006b18e-628e-1187-a229-7c2b0ad00000&GUID=&SMAUTHREASON=0&METHOD=GET&SMAGENTNAME=-SM-u0ktItgVFneUJDzkQ7tjvLYXyclDooCJJ7%2bjXGjg3YC5id2x9riHE98hoVgd1BBv&TARGET=-SM-https%3a%2f%2fsa%2ewww4%2eirs%2egov%2fola%2f
Have you ever been required to go through identity verification by the IRS?
Would you like assistance creating your IRS Account?
Do you have an IRS Account?
Are you required to file with a Theft Identity PIN for 2023 Tax Filing Season
Theft ID PIN

Charitable Donations
Did you gift money or items to any organization?
Organization
Amount Paid

Itemized Vs Standard Deduction
If your itemizes deductions do not exceed the following it is better to choose the standard deduction.

Single; Married Filing Separately $14,600
Married Filing Jointly & Surviving Spouses $29,200
Head of Household $21,900
Which deduction would you like to choose?

Household Employee
If you work for someone at their home and he or she controls not only what work is done but also controls your work schedule and hours alotted to work.

Some examples household workers are: Caretaker/Caregiver , Housekeeper/Maids, Sitters, Groundskeeper, Private Nurse, Drivers,Yard Workers,Etc.

Note*

If any person you worked for paid $2,600.00 or more the entire calendar year. The Household employer must provide you with (a)W2 or (b)1099. If you worked for multiple people and they paid you less than $2,600.00 or less please provide us with the total amounts paid from all employers for the full calendar year. Please also list the employers name and contact information for verification.
Are you a household worker?
Total Amount Collectively Received In 2024?
Ledger of Payment from Employer for Employment Verification

Please List Employers Information
Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Job Performed
Amount Received
Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Job Performed
Amount Received
How did you keep up with your income? (for example: did you keep a ledger, records book)
If you use any type of records, can you provide copies for your records or provide these records if additional information is requested by your tax professional or the IRS?
Uploads Records (any records ledgers receipts)

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Household Employer
If you employed a staff to do work in or around your home and you paid over $2400.00 you are required to provide each employee with a form W2. These wages must be reported to the IRS.

If you employed your kids or parent in some cases the wages are not subject to medicare and social security taxes.

If you took out federal withholding from paid wages you must also report and file with the IRS.
Are you an household employer
EIN NUMBER
Amount of wages subject to medicare and social security taxes?
Did you pay sick leave wages
If so how much?
Did you pay family leave wages
If so how much?

Business Profit/Loss
Self-Employment: A self-employed worker usually provides his or her own tools and offers services to the general public in an independent business.

You are not an independent business if you perform services that can be controlled by an employer (what will be done and how it will be done). This applies even if you are given freedom of action. What matters is that the employer has the legal right to control the details of how the services are performed.
Are you self-employed?
If you use a series of events please provide us with the events you used to accurately reconstruct your records Ex.Bills you paid each month , average people you worked for each month and average pay you received from your work.
If yes, what documentation do you have such as 1099, business license, corporation papers, bank statements, summary of expenses and/or income?
Upload Business Documents

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Business Name
EIN NUMBER
Description of Business?
Accounting Method

Other
Business Address (Leave blank if same as your address from home)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Date business was established

MonthDayYear
Total Gross Income
Total Expenses
Total Net Income
Expenses
Advertising
Cost Of Goods Sold
Supplies
Contract Labor
Fees
Legal and Professional Services
License
Wages (less employment credit)
Insurance
Rent or lease of property.
Commissions
Taxes
License
Courses
Travel
Car Expenses
Mileage
Meals
Entertainment
Utilites
Operation Systems

Child & Dependent Care Expenses
Do you have childcare expenses?
Child Care Provider EIN/SSN
Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Total Amount Paid To Provider
Name Of Dependent Care Was Provided For

First NameLast Name
Amount Paid
Name Of Dependent Care Was Provided For

First NameLast Name
Amount Paid
Name Of Dependent Care Was Provided For

First NameLast Name
Amount Paid
Upload 1099 from child care provider

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Qualified Education Expenses
Did you or depenndent attend college as a full or part time student?
Upload 1098 T

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School Name
School ID EIN
Tuition Amount
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Taxpayer Signature

TAXPAYER CONSENT FORM

I/We affirm that all information provided in this form and during the tax interview is accurate and true to the best of my/our knowledge. I/We have selected Tax Plug, to prepare my/our Federal, State, and Local tax returns based on the information provided. I/We understand that Tax Plug and its affiliated entities, including MMTS, may electronically transmit my/our tax return(s) to the IRS and/or State agencies. Once transmitted and accepted, Tax Plug and/or its affiliates no longer have control over the filing or refund.

If I/We choose to apply for a Refund Advance Loan, I/We understand that the decision is solely determined by the bank and the IRS. The following terms apply:

Refund Advance Loan Denial: The bank may deny a request for a Refund Advance Loan. In the event of denial, I/We will receive the refund directly from the IRS, based on the payment method selected (e.g., direct deposit, check).
EITC and Child Tax Credit Delays: Tax returns claiming Earned Income Tax Credit (EITC) or Child Tax Credit (CTC) will be processed by the IRS in mid to late February. I/We understand that I/We should not contact the IRS regarding my/our refund until after this timeframe.
Refund Issuance: Tax Plug and/or MMTS cannot issue a refund until we are notified by the bank that the refund has been received by the IRS.
Delinquent Debts: I/We understand that if I/We have delinquent loans, outstanding debts from another bank, or unpaid taxes owed to the IRS or State, the IRS may apply my/our refund to settle those debts. In such cases, the remaining balance of the refund may be reduced, but the unpaid balance to Tax Plug and/or MMTS for services remains my/our responsibility.
Bank Application and Privacy Notice: I/We confirm that I/We have received and reviewed a copy of the bank’s application for a Refund Advance Loan, as well as a Notice of Privacy Act, which will accompany my/our tax documents.

Additional Terms:

Cancellation Fee: If the preparation of my/our tax return is commenced and later canceled, Tax Plug or MMTSmay charge a cancellation fee of at least $35, regardless of whether the return is submitted to the IRS or State. This fee must be paid before any tax documents are released.
No Refund on Tax Preparation Fees: I/We understand and agree that no refunds will be issued for tax preparation fees once paid.
Signature Authorization: By signing this form, I/We authorize Tax Plug, MMTS, and their affiliates to use my/our auto-generated signature to sign all tax documents and related bank products for the 2025 tax season.
Tax Documents Delivery: I/We understand that my/our completed tax return and supporting documents will be made available through a secure tax software portal provided by Amour Financial Solutions, Tax Plug, and/or MMTS.
Taxpayer Signature
Spouse Signature
TAXPAYER AUTHORIZATION FORM

I hereby authorize Amour Financial Solutions, specifically its Tax Plug division, to prepare and file my tax return for the current tax year.

I grant consent for my tax return to be electronically filed (E-Filed) with the Internal Revenue Service (IRS) and any applicable state agencies by a representative affiliated with Tax Plug, or any of its Doing Business As (DBA) entities or sister companies, including MMTS.

I acknowledge that my tax return will be submitted electronically (E-Filed) once the IRS system opens for the filing season, whether that occurs on or after the official start date in January 2025.

I affirm that the information I have provided to Amour Financial Solutions and Tax Plug is complete, accurate, and truthful. I understand that I am fully responsible for the accuracy of all information submitted, and I will notify my tax preparer of any changes or errors in the information provided.

I further acknowledge that Tax Plug and its representatives are not responsible for any debts or liabilities I may owe, including but not limited to debts to the IRS, state agencies, child support, student loans, or any other financial obligations.

By signing below, I authorize Tax Plug to proceed with the preparation and electronic filing of my tax return for the current year.
Client Acknowledgment & Authorization

Due to the high volume of clients we serve, Angel Smith does not provide tax estimates. Our priority is to ensure that each client’s tax return is prepared accurately and thoroughly to maximize your refund.

If you require expedited service, you may choose to pay the Skip-the-Line Fee, which grants you access to a VIP priority queue. However, this does not guarantee an immediate turnaround, as we still dedicate the necessary time to complete each return properly.

For those seeking an estimate only, there is a $300 Estimate Fee. Please note that generating an accurate estimate requires the same detailed process as completing a full return. Because of this, we do not offer quick estimates.

By signing our intake form, you acknowledge and agree that Tax Plug will prepare and file your tax return on your behalf. We are committed to completing your tax filing as efficiently as possible while ensuring accuracy and compliance with tax regulations.

If you prefer to have your return completed sooner, you may choose to have your file forwarded to one of my highly trained tax partners who may be available sooner. Simply select the “First Available” option, and we will ensure your file is reassigned accordingly.

Please note that processing times may vary due to the high volume of clients. We appreciate your patience and trust in our services.
Taxpayer Signature
Spouse Signature

"SKIP-THE-LINE" WITH ANGEL SMITH

"Skip-The-Line"

Should you prefer to expedite your tax preparation with Angel personally, our "skip-the-line" service is available to clients of Angel Nicole for a fee of $50. If you decide to opt-in, this will ensure "same-day" processing for your file.

$100.00

“Skip-The Line”

Expedite your tax preparation service with one of our first available dedicated professionals. This ensures your file will be completed in 24hr

$25.00 Quantity

Total

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Tax Preparation Intake Form

Taxpayer(s) Personal Information

IRS Account & Theft Identity Verification

Qualifying Dependent

Refund Advances & Transfer

Taxpayer(s) Income & Deductions

Other Income Source

Charitable Donations

Itemized Vs Standard Deduction

Household Employee

Ledger of Payment from Employer for Employment Verification

Household Employer

Business Profit/Loss

Expenses

Child & Dependent Care Expenses

Qualified Education Expenses

"SKIP-THE-LINE" WITH ANGEL SMITH