New Client Intake Form
Thank you for choosing Above and Distinguished Services & FS LLC as your office for tax preparation and for joining our ever growing family!!! YOU are always our priority. This process of gathering information has been created to make the tax preparation process run more smoothly and securely for you and us. It is not listed as a requirement since not all Taxpayers file with a spouse but if you will be filing married filing jointly or separately, it is required that you complete the section for them as well.
CUSTOMER DATA ENTRY
(IF QUESTIONS PERTAIN TO YOU/YOURSPOUSE AND ARE NOT ANSWERED, THIS CAN DELAY YOUR ESTIMATE AND TAX RETURN SUBMISSION)
Tax Filing Year
*
Please Select
2024
2023
2022
2021
2020
2019
Filing Status
*
Please Select
Single
Head of Household
Married Filing Jointly
Married Filing Separately
Qualifying Surviving Spouse
Select Your Tax Preparer
*
Please Select
Colleen Richardson
Brittany Stubblefield
Taxpayer Name
*
First Name
Last Name
Spouse Name
First Name
Last Name
Taxpayer Social Security Number
*
Spouse Social Security Number
Taxpayer Date of Birth
*
-
Month
-
Day
Year
Date
Spouse Date of Birth
-
Month
-
Day
Year
Date
Taxpayer Phone Number
*
Please enter a valid phone number.
Spouse Phone Number
Please enter a valid phone number.
Taxpayer Email
*
example@example.com
Spouse Email
example@example.com
Taxpayer Occupation
*
Spouse Occupation
Taxpayer Preferred Contact Method
*
Please Select
Phone
Email
SMS
Spouse Preferred Contact Method
Please Select
Phone
Email
SMS
Taxpayer Driver's License/State ID
*
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Spouse Driver's License/State ID
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Taxpayer Social Security Card
*
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Spouse Social Security Card
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Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Residency Proof(lease, utility bill, etc.)
*
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Are you and/or your spouse active military?
*
Please Select
Taxpayer
Spouse
Both
None
Are you and/or your spouse blind?
*
Please Select
Taxpayer
Spouse
Both
None
Are you and/or your spouse the dependent of another?
*
Please Select
Taxpayer
Spouse
Both
None
Do you and/or your spouse have an IP PIN? If so, please list IP PIN in corresponding section.
*
Yes/NO
IP PIN
Taxpayer
YES
NO
Spouse
YES
NO
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DUE DILIGENCE
(IF QUESTIONS PERTAIN TO YOU/YOUR SPOUSE/DEPENDENTS AND ARE NOT ANSWERED, THIS CAN DELAY YOUR ESTIMATE AND TAX RETURN SUBMISSION)
DID YOU/YOU ALL:
*
YES
NO
Did you or your spouse collect Social Security or Retirement Income?
Did you or your spouse receive unemployment compensation last year?
Did you or your spouse have income other than your W-2(s)?
Did you, your spouse, or your dependents have health insurance through Healthcare.gov or received a 1095-A form?
Did you, your spouse, or your dependent(s) get a student loan or make college tuition payments?
Did you or your spouse make a withdrawal from a 401K?
Did you or your spouse pay mortgage/property taxes/insurance?
DO YOU/YOU ALL:
*
YES
NO
Do you owe any delinquent Child Support?
Do you owe any delinquent Alimony?
Do you owe any delinquent Student Loans?
Do you owe any delinquent Back Taxes?
Do you owe the IRS?
HAVE YOU/YOU ALL:
*
YES/NO
RESPONSE
Have you already attempted to file your current year tax return?
YES
NO
Have you ever had a rejection on a previous year tax return?
YES
NO
Have you ever been audited by the IRS? If so, what was the outcome?
YES
NO
Have you, your spouse, or dependents ever claimed the American Opportunity Tax Credit? If so, for how many years?
YES
NO
Have you, your spouse, or dependents ever been charged with drug related felony? If so, who?
YES
NO
Have you ever been disallowed the Earned Income Tax Credit, the Child Tax Credit, and/or the Additional Child Tax Credit? If so, when and why?
YES
NO
Did you and/or your spouse attend college?
*
Please Select
Taxpayer
Spouse
Both
None
If you and/or your spouse attended college. What was your college status?
Please Select
Full time student
Part time student
College Expenses
Dependent Name/Amount
Expenses
Tuition
Room & Board
Books
Supplies(on-campus)
Supplies(off-campus)
Oher Expenses
Upload 1098-T(s) school form for anyone on this return who attended college
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Please upload all of the above documents that you and/or your spouse received. (do not upload income documents here, there is a section for it below.)
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DEPENDENT(S) DATA
(IF QUESTIONS PERTAIN TO YOU/YOUR SPOUSE/DEPENDENTS AND ARE NOT ANSWERED, THIS CAN DELAY YOUR ESTIMATE AND TAX RETURN SUBMISSION)
Will you be claiming any dependents? If yes, please list their information in the fields below and answer any corresponding questions that are related. (IF QUESTIONS PERTAIN TO YOU/DEPENDENT AND ARE NOT ANSWERED, THIS CAN DELAY YOUR ESTIMATE AND TAX RETURN SUBMISSION)
*
Please Select
Yes
No
Has the child(ren) lived with you for more than six months of the year?
Please Select
Yes
No
Dependent Information
Dependent First Name
Middle Name
Dependent Last Name
Dependent Social Security Number
Dependent Date of Birth
Dependent Age
Lived w/you how many months?
Relationship
Disabled
IP PIN
Dependent 1
Dependent 2
Dependent 3
Dependent 3
Dependent 4
Dependent 5
Dependent(s) Birth Certificate(s)
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Dependent(s) Social Security Card(s)
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If you are a single parent, Where is the other parent(s)?
Why isn't the other parent(s) claiming the dependent(s)?
Does the other parent(s) make enough to support the child(ren)?
Please Select
YES
NO
Did anyone else live in the home that provides financial support for your dependent(s)?
Please Select
YES
NO
How often does the dependent(s) stay with the other parent?
Did you pay someone to watch your child(ren)?
Please Select
YES
NO
Did you receive and type of supplemental, no taxable income such as child support, welfare benefits, social security, etc. for your child(ren)?
Please Select
YES
NO
What school does the child(ren) attend?
School Name
Dependent 1
Dependent 2
Dependent 3
Dependent 4
Dependent 5
WHO:
ME
OTHER PARENT
OTHER
Carries health insurance?
Pays other medical expenses?
Pays for activities & essentials(clothes, lunch, sports, etc.)?
Watches children while at work?
Pays for daycare?
Supporting Documents(school records, medical records, adoption papers, court order paperwork, etc.)
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Childcare Supporting Documents(childcare statements, etc.)
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Did your child(ren) attend college? If so, complete the table below.
Dependent Name
Name of School
Dependent 1
Dependent 2
Dependent 3
Dependent 4
Dependent 5
If your dependent(s) attended college. What was your college status??
Please Select
Full time student
Part time student
Upload 1098-T school form for dependent(s)
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WHO PAYS FOR:
ME
OTHER PARENT
OTHER
Room & Board
Tuition
Entertainment
Cell Phone
Internet
College Expenses
Amount
Expenses
Tuition
Room & Board
Books
Supplies(on-campus)
Supplies(off-campus)
Oher Expenses
Can or could anyone else be eligible to claim this dependent on their tax return?
YES
NO
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Income
Please upload all Income Documents. DO NOT UPLOAD SELF EMPLOYMENT DOCUMENTS IN THIS SECTION. THERE IS A SECTION FOR IT BELOW. (IF QUESTIONS PERTAIN TO YOU/YOUR SPOUSE/DEPENDENTS AND ARE NOT ANSWERED, THIS CAN DELAY YOUR ESTIMATE AND TAX RETURN SUBMISSION)
W2's
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1099's(1099-G, 1099-R, 1099-MISC, 1099-NEC, 1099-INT, 1099-SSA)
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Self Employment Questionnaire
Were you self employed? If so, please complete the section and questions below. (IF QUESTIONS PERTAIN TO YOU/YOUR SPOUSE/DEPENDENTS AND ARE NOT ANSWERED, THIS CAN DELAY YOUR ESTIMATE AND TAX RETURN SUBMISSION)
YES/NO
IF NOT, WHEN?
Did you start the business this year?
Yes
No
RESPONSE
What kind of business do you have?
RESPONSE
RESPONSE
Do you have an EIN? If so, what is the number?
YES
NO
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
YES/NO
Response
Response
Do you have last year's tax return?
Yes
No
Do you have written records of income & expenses?
Yes
No
Do you have written records of the clients you handled?
Yes
No
Do you have records with dates & amounts clients paid?
Yes
No
Do you have receipts for expenses?
Yes
No
Did anyone else work with you? If so, how are they paid?
Yes
No
Do you need licenses, insurances, classes or certifications for the work you performed?
Yes
No
Do you pay for advertising?
Yes
No
Do you driver for you business? If so, how many miles per day? List year, make and model of vehicle.
Yes
No
Do you have a separate vehicle for personal use?
Yes
No
Do you have have the amounts you spent on tools, supplies, and materials?
Yes
No
Response
Where did you perform this work?
How do you get paid?
Do you have a designated work area that no one else uses or is work preformed in regular living areas?
If work performed in home, how much area is used for business?
How much do you pay for the space where work is performed?
Do you rent or own the space where work is performed?
How many hours per week do you work providing this services?
Upload Last Year's Tax Return
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Upload Profit/Expense Records
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Type a question
YES/NO
Did you forget some income? If so, how much?
Yes
No
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Additional Documents/Information
Please upload any documents you received that you feel, have been told, or you normally file with you tax return that was not mentioned above.
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Please input any additional information your tax preparer should know or be made aware of or put N/A.
*
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PAYMENT METHOD
Would you like to apply for any of the below features?
*
YES
NO
Tax Refund Advance(up to $7,000) Approval is not guaranteed. Fees do apply and will be deducted from refund.
Audit Protection($52.00 added fee)
Identity Theft Protection($39.95 added fee)
Refund Payment Method(Bank Transfer: Timeframes are estimates from the date the return is accepted electronically by the IRS, you will receive your funds less filing fees)If you are opting in for a Tax Advance Loan, one of the RT options has to be chosen)
*
This Option
RT-Refund Transfer: Check(7-21 days)(BANK TRANSFER fees deducted from refund)(check will be printed by Tax Office)(BANK PRODUCT)
RT-Refund Transfer: Prepaid Debit Card(7-21 days)(BANK TRANSFER fees deducted from refund)(tax preparer will provide the card to you)(BANK PRODUCT)
RT-Refund Transfer: Direct Deposit(7-21 days)(BANK TRANSFER fees deducted from refund)(BANK PRODUCT)
E-file: Direct Deposit(10-21 days)(FEES PAID AT TIME OF SERVICES)
E-File: Check(3-4 weeks)(FEES PAID AT TIME OF SERVICES)(check will be printed by Tax Office)
Mailed Paper Return(6-8 weeks)(FEES PAID AT TIME OF SERVICES
If you chose Direct Deposit please list your information below(this information is needed for your refund to be deposited electronically or for your balance owed to be paid:
Bank Name
Bank Routing Number
Bank Routing Number Confirmation
Bank Account Number
Bank Account Number Confirmation
Banking Information
Upload a screenshot of your banking information to be used for confirmation
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By Typing Your Name and Dating this document on the next section you agree that everything entered on this form and your tax return is true and correct to the best of your knowledge.
-I have confirmed that all information I entered here and on my tax return and this form is accurate and true. I allow Above and Distinguished Services & FS LLC to capture my sensitive data like personal ID, government ID, Social Security Card and Numbers, and other information. By typing your name(s) below, and dating this document you acknowledge that you have read, understood, and agree to your responsibilities and our responsibilities in doing this tax return.
Taxpayer Name
*
First Name
Last Name
Spouse Name
First Name
Last Name
Today's Date
*
-
Month
-
Day
Year
Date
Submit
Should be Empty: