Savvy's Client Intake Form 2

ENGAGEMENT LETTER-This form 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 on this form. We will prepare your 2025 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. 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. You are in full agreement with Tax Savvy Boutique completing your tax return, and making sure that your return is filed with all of the available deductions given your filing circumstances. Since your tax return is unique to your circumstances, we CANNOT GUARANTEE the outcome of what happens after your return is sent to the IRS. If your return is used to fulfill an offset, this DOES NOT RELIEVE YOU OF YOUR OBLIGATION TO PAY for services provided. If the above sets forth your understanding, please sign this form in the space indicated. This form will apply for all tax returns prepared for you by Tax Savvy Boutique. I understand that this information is being provided to the IRS and State Revenue. I have been advised by Tax Savvy Boutique 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 Tax Savvy Boutique is only liable for any Error and Omission on their part and will be responsible for any interest and penalties and not tax due. ARBITRATION If a dispute arises out of or relates to this contract or engagement letter, or the obligations of the parties therein, and if the dispute cannot be settled through negotiation, the parties agree first to try in good faith to settle the dispute by mediation administered by the American Arbitration Association under its commercial Mediation Rules before resorting to arbitration, litigation, or some other dispute resolution procedure. Signature:

Filing Status?

Primary Taxpayer FULL Name

First NameLast Name

Taxpayer's SSN

Taxpayer's Birthdate

Date

Primary Taxpayer's Occupation

Taxpayer Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Taxpayer Email Address

example@example.com

Were you legally married on the last day of the year?

Spouse FULL name type n/a, if non applicable)

First NameLast Name

Spouse Occupation (type n/a, if non applicable)

Spouses birthdate

Date

Spouse Social Security Number (type n/a, if non applicable)

Spouse phone number (put all 9's if not applicable)

Format: (000) 000-0000.

Spouse Email Address (type n/a, if non applicable)

example@example.com

Do you and your spouse reside at same residence address?

CURRENT Street Address

Apartment Number (type n/a, if non applicable)

City

State

Zip/Postal Code

Can you or your spouse be claimed as a dependent on another persons tax return?

Did you, your spouse or anyone else on this return receive unemployment for the tax year you are filing?

Has the IRS ever banned you or your spouse from receiving tax credits? Such as earned income credit, child tax credit, head of household, or college credits?

Do you or your spouse owe child support? You may call the treasury offset automated line if you are unsure 800-304-3107.

Do you or your spouse owe unemployment? You may call the treasury offset automated line if you are unsure 800-304-3107.

Do you or your spouse owe student loans? You may call the treasury offset automated line if you are unsure 800-304-3107.

Do you or your spouse owe the state? You may call the treasury offset automated line if you are unsure 800-304-3107.

Do you or your spouse owe the IRS? You may call the IRS directly if you are unsure 1-800-829-1040 or login to the IRS website view your "account balance".

Whether on vacation, working or living, were you in a state where a natural disaster occured in the last 2 years?

Last year did you purchase an electric vehicle?

Did you make any charitable donations?

Did you pay tithes?

Do you have any gambling loss to report?

Did you sell any stocks?

Are you a teacher/educator?

Did you have any job related out of pocket moving expenses?

Did you operate/own a farm?

Do you currently own or rent at your residence?

Did you sell a home last year?

Was any debt forgiven on a home you owned in the past due to foreclosure, repossession, abandonment or loan modification?

Will you be purchasing a home this year?

Did you make any environmental upgrades to your residence? Such as solar panels, windows, indoors etc.

YOU MUST PROVIDE YOUR TAX PREPARER WITH A COPY OF YOUR SOLAR PANEL CONTRACT OR RECEIPTS/BANK STATEMENT FOR UPGRADES.Upload the document or email it to taxsavvyboutique@gmail.com. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.

If filing status is HEAD OF HOUSEHOLD, Please list the total amount of monthly household expenses at your residence. Write n/a if not applicable

Do YOU personally pay 51% or more of your household living expenses?

If filing status is HEAD OF HOUSEHOLD, please list ALL monthly expenses YOU personally pay AND the amount. (I.E Rent-$0.00, Utilities-$0.00,Food-$0.00, Car note-$0.00. Write n/a if not applicable

What kind of government assistance did you recieve for the tax year you are filing?Write n/a if not applicable

YOU MUST PROVIDE YOUR TAX PREPARER WITH A UTILITY BILL OR LEASE IN YOUR NAME for HEADOFHOUSEHOLD CLAIM.If you are claiming the head of household credit.Upload the document or email it to taxsavvyboutique@gmail.com. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.

Do you have dependents to claim in which you provide more than 51% of the living expenses for AND that have lived with you for more than 6 months?

We're any of your dependents legally married on the last day of the year?

How many dependents will you be claiming?

List Dependent 1 name and date of birth (Write N/A if not applicable)

List Dependent 2 name and date of birth (Write N/A if not applicable)

List Dependent 3 name and date of birth (Write N/A if not applicable)

List Dependent 4 name and date of birth (Write N/A if not applicable)

List Dependent 5 name and date of birth (Write N/A if not applicable)

By signing here you agree that you understand that you may not claim a dependent who did not live with you for more than 6 months and you understand and have been made aware of TIEBREAKER RULES: To determine which person can treat the child as a qualifying child, the following tiebreaker rules apply:If only one of the persons is the child’s parent, the child is treated as the qualifying child of the parent.if the parents do not file a joint return together but both parents claim the child as a qualifying child, the IRS will treat the child as the qualifying child of the parent with whom the child lived with for the longer period of time during the year. If the child lived with each parent for the same amount of time, the IRS will treat the child as the qualifying child of the parent who had the higher adjusted gross income (AGI) for the year.If no parent can claim the child as a qualifying child, the child is treated as the qualifying child of the person who had the highest AGI for the year.If a parent can claim the child as a qualifying child but no parent does claim the child, the child is treated as the qualifying child of the person who had the highest AGI for the year, but only if that person’s AGI is higher than the highest AGI of any of the child’s parents who can claim the child. Signature

Is ANYONE on this return disabled or blind?

Is ANY dependent adopted?

Did any of your dependents make over $4,700 for the tax year you are filing?

Do any of your dependents plan to file a tax return for the same year you are filing?

Write the name and the amount months of the dependent who did NOT live with you for all 12 months of the tax year you are filing? (write n/a if not applicable)

What type of proof can you provide that your dependent(s) lived with you MORE than 6 months? (school records,lease, government mail,medical records etc.)

If both biological parents are not listed on this return, together, please provide a brief explanation as to why the parent(s) not listed are not eligible to claim the child(ren) as a dependent (write n/a if not applicable)

If your dependent is not your biological child, how is your dependent related to you and why does your dependent live with you? (write n/a if not applicable)

Your tax preparer will request Social Security Cards for each dependent 17 and under.Upload the document or email it taxsavvyboutique@gmail.com. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.

Do you pay a provider for dependent/child/day/after-school expenses?

Who takes care of your dependents while you are at work? (write n/a if not applicable)

Your tax preparer will request proof of dependent/child/daycare expenses if you do not have one please your preparer for a W-10 form.Upload the document or email it to taxsavvyboutique@gmail.com. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.

Did you, your spouse or any other dependents receive an IP PIN (Identity Protection Pin Letter from the IRS this year?

Your tax preparer will request a copy of screenshot of your IP PIN (Identity Protection Pin Letter from the IRS this year. We do not accept applications without proof of the IPPIN, if you were issued one.Upload the document or email it to taxsavvyboutique@gmail.com. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.

Are you self employed? Do you have a business? (Any additional income you receive through the exchange of goods or services is a business, even if you work from home, and do not have an employer identification number)

Do you have a 1099?

When did you start this business? (type n/a for non applicable)

How do you accept payment from your clients? Check ALL that apply.

What is the year/make/model of the vehicle you drive for your business?

Do you have a Profit and Expense Record for your Business?

Did you make any estimated tax payments? Your tax preparer must have proof of your payments via bank/credit card statement, copy of money order or cancelled check..Upload the document or email it to taxsavvyboutique@gmail.com. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.

Your tax preparer must have proof of your business. A Business Card/Flyer or Screenshot your Business Social Media Page/Post, google listing, text thread between you and a client.Upload the document or email it to taxsavvyboutique@gmail.com. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.

Your tax preparer must have all VALID state or federal identification or driver license card for ANYONE 18 years old and older on this tax return. For your convenience you may include ALL cards in ONE photo.Upload the document or email it to taxsavvyboutique@gmail.com.NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.

Your tax preparer must have all SOCIAL SECURITY CARDS for EVERYONE listed on this tax return. For your convenience you may include ALL social security cards in ONE photo. Upload the document or email it to taxsavvyboutique@gmail.com. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.

Your tax preparer must have all W2'S and 1099's for EVERYONE listed on this tax return. Upload the document or email it to taxsavvyboutique@gmail.com. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.

Did you or anyone on this return attend college or trade school for the tax year you are filing?

Your tax preparer must have all 1098T, Receipts from College receipts for EVERYONE listed on this tax return. Upload the document or email it to taxsavvyboutique@gmail.com. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.

Did you receive form 1095-A? Also known as MarketPlace Insurance/Obamacare

Are you required to repay all of the advance premium tax credit received? In most cases, the answer is NO. ONLY answer YES if you were NOT considered lawfully present in the U.S. or you meet the Health Coverage Tax Credit criteria

Do you have any additional tax forms you need to file? Your tax preparer must have all additional tax forms for EVERYONE listed on this tax return. For your convenience you may upload the document or email it to taxsavvyboutique@gmail.com. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.

Will you need any of the following bank products? (choose all that apply) All bank products must go through an approval process and will require written authorization for 7216 bank consent to disclosure of tax return information.

I understand that if I am required to file form 8862(Information to Claim Certain Credits After Disallowance) by the IRS then I must pay my tax preparation fee in full before my tax return will be transmitted to the IRS

By signing here I UNDERSTAND THAT IF I DO NOT PAY MY TAX PREPARATION FEE UPFRONT, MY TAX PREPARATION FEE WILL BE AUTOMATICALLY DEDUCTED FROM MY BANK ACCOUNT IF THE IRS HAS NOT RELEASED MY REFUND WITHIN 90 DAYS OF BEING ACCEPTED

How much was your tax refund LAST year?

By signing here I certify all information is true, valid, and to the best of my knowledge. I accept full responsibility of the statements mentioned above. Any and all disputes regarding this matter shall be forwarded to me with the information found on my tax returns forms. Signature

If you did not file with us last year, but you DID file a tax return last year, please email a copy of your tax return or transcript to taxsavvyboutique@gmail.com.

How would you like your refund to be deposited?

Bank Name?

Bank Account Number?

Bank Account Number? (DO NOT USE copy/paste. Please double check for accuracy)

Bank ROUTING Number? (please double check for accuracy)

What additional questions can we answer for you?

The BEST compliment you can give us is a referral! Get paid $100 per accepted referral 🥳. Have anyone you'd like to refer? Please enter their name and phone number below.

Is it really you? You must provide your tax preparer with a LIVE photo of yourself.Please do not skip this process.

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