Tax Preparation Client Intake Form

Tax Preparation Client Intake Form
Required Documentation for Tax Preparation

To ensure the accurate and timely preparation of your tax return, please provide the following documentation:

Identity Verification

1.Social Security Cards or ITIN letters for all individuals listed on your tax return.
2.Valid, unexpired photo identification (e.g., Driver’s License or State ID) for you, your spouse, and any adult dependents included on your tax return.
Dependent Verification

3.Birth certificates for all minor dependents claimed on your tax return.
Income Documentation

4.All income-related documents, including but not limited to W-2s, 1099s,bank statements and other applicable forms.

Additional Instructions

Please complete all pages of the provided forms in their entirety.

Ensure that all information provided is accurate and complete, as you are ultimately responsible for the details included in your tax return.
If you have any questions or require assistance, please consult your tax return preparer.
What tax year are you filing ?
Who is your tax preparer ?
Who Referred You ??

First NameLast Name
Filing Status
Name

First NameMiddle NameLast Name
Taxpayer Date of Birth

MonthDayYear
Date
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
SSN
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Occupation
COUNTY YOU LIVE IN
SCHOOL DISTRICT YOU LIVED IN
Are you a U.S. Citizen?

Enter your dependents here and answer yes or no .

Rows	Name	Date of Birth	Relationship	How many months did the person lived with you	Is a US Citizen ?	Full time student (College or Trade school)	Disabled ?	Did you provided more than 50% if this person support last year ?	Did you pay more than half the cost of maintaining a home for this person
2
3
4
5
6

Last year , were you a full-time student?
American Opportunity Tax Credit (AOTC)If you were a student, please answer the following: Have you already claimed the American Opportunity Tax Credit (AOTC) four times or has a parent or guardian claimed the AOTC for you while you were their dependent ?
Does anyone listed on your tax return have an IP PIN? Provide the 6-digit IP PIN (you will not be able to file without the pin.
6 Digit IP PIN
As of December 31, 2024, what was your marital status?
Were you married on the last day of the tax year 2024?
If Married , Did you get married in 2024 ?
Did you live with your spouse during any part of the last six months of 2024?
Date of final divorce decree (if applicable)

MonthDayYear
Date
Date of separate maintenance decree (if applicable)

MonthDayYear
Date
Year of spouse's death (if widowed)

MonthDayYear
Date
Are you totally and permanently disabled?
Are you legally blind?

Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
SSN
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Occupation
Are they a full-time student?
Are they totally and permanently disabled?
Are they legally blind?
Can you claim them as your dependent?

Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?

Rows	Yes/No	Employer	Spouse Ins	Exchange/ Marketplace	Direct with Insurer	Medicare	Medicaid
Taxpayer
Spouse
Dependent 1
Dependent 2
Dependent 3
Dependent 4
Dependent 5

Please fill-up the information within the current year only.

General Expenses and Questions

Rows	Yes or N/A	Amount
Medical Expenses ,Dental or insurance paid ?
Taxes (state, Real Estate, Personal Property, Sale)
Charitable Contributions
College or post secondary educational expenses for yourself, spouse or dependents? (Form 1098-T)
Home Mortgage Interest (form 1098)
Child or dependent care expenses such as daycare, summer camp, latchkey?
For supplies used as an eligible educator such as a teacher, teacher’s aide, counselor, etc.?)
Expenses related to self-employment income or any other income you received
Student loan interest? (Form 1098-E)
Have a Health Savings Account? (Forms 5498-SA, 1099-SA, W-2 with code W in box 12?
Have credit card, student loan or mortgage debt cancelled/forgiven by a lender or have a home foreclosure? (Forms 1099-C, 1099-A)
Receive the First Time Homebuyers Credit ?

Total Expenses
1. If you are due a refund, would you like:
Bank Name
Routing Number
Account Number
Checking or Savings Account
If you have a balance due, would you like to make a payment directly from your bank account to the IRS ?
Did you live in an area that was declared a Federal disaster area?
Did you, or your spouse if filing jointly, receive a letter from the IRS?
Are you or your spouse a Veteran from the U.S. Armed Forces?
Do you owe past due child support?
Do you owe past due federal, state or city taxes?
Have you filed an ERC claim prior to 2024?
Do you owe debts for an overpayment of social security or DHS cash or ebt benefits, unpaid SBA loans (EIDL or PPP), unemployment compensation debts, or any other debts that could offset your tax refund?
Do you have student loans currently in default (not deferred, in forebearance, paid to date or on an income-driven repayment plan)?
Did you receive cash assistance in 2024? (FIP/TANF)
Amount of FIP received per social services annual summary (usually found on annual summary mailed to you)
Do you need to file an Injured Spouse form? (spouse owes child support or other debts & you do not want your refund penalized for it)
Did you receive child support in 2024?
If yes, how much child support did you receive per month or for the year (this is not taxable income)?
Did you receive housing assistance or emergency assistance? (Section 8/HUD/CERA/ERAP/SER (DHS)/ help from Wayne Metro, Help from Churches like St Vincent de Paul, Salvation Army, 211 or other sources, etc)
If you received rent assistance, how many months did you receive assistance?
Did you receive any other gifts or income that helped you pay household expenses? (ex: help from boyfriend/girlfriend/family or other sources)
If yes, how much and what type?
Have you ever been denied Earned Income Tax Credit, Child Tax Credit or American Opportunity Tax Credit in the past?
Do you need to file for an extension to file your federal tax return
Are you interested in credit repair services special for $997 ?
The bank product fees are $118 it will be deducted from your return.
If your refund allows it, do you want an advance loan? Cash Advance fee is $39.99 if you are approved. do you want a fee-free loan up to $1k (bank determines amount $250, $500 or $1000) or a loan up to $7,000 with a All taxpayer loans have a All taxpayer loans have a 35.99% APR finance charge? (subject to bank approval)
Do you want to add audit protection for this return (audit protection is a service that if you get audited a company will handle it for you as far as reviewing & explaining IRS correspondence and Identity theft protection $29.99 fee applies ?
The taxpayer has selected direct deposit as the disbursement method. If the taxpayer's bank participates in Fast Forward, the taxpayer has the option to pay a $25 fee to receive their Federal refund up to 5 days early.Does the taxpayer want to participate?
If you could go anywhere in the world where would it be ? Pick two places United States or Out the Country ! We will send you a vacation voucher . Thanks for the support !
Privacy Act and Paperwork Reduction Act Notice

Federal Disclosure
Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution. You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.
Additional comments
- I confirmed that all information I entered here is accurate and true.
- I allow Tax Guru For You Consulting Services to capture my sensitive data like personal id, government id, and other information.
- I have read the terms and conditions and privacy policy of Tax Guru For You Consulting Services
- By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Taxpayer Signature
Spouse Signature
Date Signed

MonthDayYear
Date
Date Signed

MonthDayYear
Date
Should be Empty:

Tax Preparation Client Intake Form

Privacy Act and Paperwork Reduction Act Notice