2025 Client Intake Forms

Client Intake Forms

(New clients please provide copy of last year’s tax returns)
www.beyondtaxsolution.com
ATL (404) 806-9209 DAL (972) 793-0449
Tax Payer Name*

First NameLast Name
Spouse Name

First NameLast Name
Occupation*
Spouse Occupation
Taxpayer SSN*
Spouse SSN
Taxpayer Birthdate*

MonthDayYear
Date
Birthdate

MonthDayYear
Date
Taxpayer Phone*
Spouse Phone
Taxpayer E-Mail*
example@example.com
Spouse E-Mail
example@example.com
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Did you reside at this address all 12 months*
Please Upload A Copy of Your Driver's License and SSN (And your spouse ID & SSN If applicable)*

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Dependent Information

	Dependents Name (List Youngest First)	Birthdate	Social Security	Relationship to You (Son, Daughter, Other)	Months Lived in Your Home in 2023
Dependent 1
Dependent 2
Dependent 3
Dependent 4

Please upload a copy of all of your dependent's SSN, Birth Certificate, & Medical Record (or School Record)

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Check All That Apply:

You and, if applicable, your dependents had medical insurance provided by Marketplace exchange for any of 2024.You made ESTIMATED Federal or State taxes last year in addition to withholdings
Federal
State
Check All That Apply:

Did you receive a State Stimulus?
Check All That Apply:

You are interested in receiving a complimentary review of your retirement/investments accounts for suitability/diversification.I would like to receive a hard copy of my completed tax return.All prepared returns will be provided as electronic copy via TaxDome secure portal.
Would you like your refund deposited into your bank account?*

CheckingSavings
Name of Bank*
Routing Number*
Account Number*
Are you self employed?

YesIf you received a 1099-NEC, a Sch C organizer must be completed.
Check All That Apply:*

Wage Statement – W-2sPurchased Primary ResidenceMedical/Dental ExpensesTips or Other IncomeSold Primary ResidenceMortgage Interest 10981099-Misc/1099-NEC-need Sch COwned Rental Property -need Sch EMortgage Points (i.e. closing points)Received Interest 1099-INTFarm Income- need Sch FPaid real estate taxesReceived DividendsLottery or Gambling WinningsProperty TaxSold Stocks or BondsCancellation of DebtCharity or Religious ContributionsPension/Retirement Income 1099 RDistribution of foreign accountsSignificant loss or TheftContributions to IRAsPd Qualified Education Exp 1098THad teacher un-reimbursed expensesReceived UnemploymentMade student loan payments 1098EHSA Form 1099SASocial Security IncomeBusiness Extension Request $25 FeeAlimony (Paid or Received)Childcare ExpensesPersonal Extension Request $25 FeeFinancial Investment with virtual currency
Please Upload Your Income Documents*

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For new clients how did you learn about us?
I certify that I would like my taxes prepared according to the information provided above.
Taxpayer Signature*

Clear
Date*

MonthDayYear
Date
Spouse Signature

Clear
Date

MonthDayYear
Date
DEPENDENT & OTHER TAX CREDIT CHECKLIST (EIC,CTC,AOTC)
COMPLETE THE FOLLOWING TO VERIFY DEPENDENT DATA AND TO DETERMINE IF YOU MAY QUALIFY FOR EIC, CTC, or HOH.
CHECK ONE
1) In 2024 did you (or your spouse if married filing jointly) have a son, daughter, grandchild, adopted child, or stepchild who lived with you in the United States for more than 6 months? OR In 2024 did you (or your spouse if married filing jointly) have a niece, nephew, brother or sister whom you treat as a foster child who lived with you in the United States for more than 6 months?

YESNO

Dependent Information (Example: Son, Daughter, Niece, Nephew, Brother, Sister, Grandchild, Agency Foster Child)

	Dependents Name (List Youngest First)	Birthdate	Social Security	Relationship to You (Son, Daughter, Other)	Months Lived in Your Home in 2023
Dependent 1
Dependent 2
Dependent 3
Dependent 4

If Relationship is NIECE, NEPHEW, or GRANDCHILD: Please answer these additional questions:
Why are they living with you?
How long have they lived with you?
Where are the parents?
Can they claim the child/ren?
What type of support do you provide?
Does anyone else live in the home and provide support?
Where docs the child go to school?
Does anyone else live in the home and provide support?
Please certify you can provide the following documentation that these children lived with you in 2024: (Check All that Apply)

School RecordsLandlord Signed StatementHealth Care Provider StatementMedical RecordsChild Care Provider RecordsPlacement Agency StatementSocial Service RecordsPlace of Worship StatementEmployer StatementOther
I certify that I am able provide this documentation to Rhodes-Murphy or IRS, if requested. (Taxpayer Initials)
In 2024 did you (or your spouse if married filing jointly) provide more than half of the support for the dependents listed above and do you have documentation and understand the tie-breaker rules?

YesNo
In 2024 did you ( or your spouse if married filing jointly) provide more than half the cost of keeping up your home for the year and do you have documentation?

YesNo
Please check the status that you were as of 12 /31 /24?

Single or Legally DivorcedMarried and Filing a Joint Return with SpouseHead of Household (Not Married with a Qualifying Child)Married but Filing a Separate Return (Did not live with Spouse last 6 months)Married Filing Separate (DOES NOT QUALIFY FOR EiC)
Are any of the dependents listed above disabled

YesNo
Type of Disability
Is it permanent?

YesNo
If "NO", how long is it expected to last?
If your filing status is Single/Head of Household, please answer these additional questions:
If If child(ren) is/are under 13, who cares for the child while you work? your filing status is Single/Head of Household, please answer these additional questions:
Where is/are the other parent(s)
Did the other parent(s) provide any support?
Does anyone else live in the home and provide support?
Where does child go to school?
If applicable, what additional source of support do you receive? (SNAP, WIC, TANF, HOUSING ASSISTANCE, CHILD SUPPORT, ETC.)
In 2024 could anyone claim you (or your spouse if married filing jointly) as a dependent on their Return and would you (or your spouse if married filing jointly) qualify that person for EIC, CTC, AOTC?

YesNo
In 2024 were you (or your spouse if filing a joint return) a Nonresident Alien for any part of the year?

YesNo
In 2024 did any dependents above qualify another person for EIC, CTC, AOTC, HOH?

YesNo
In 2024 were any dependent listed above married?

YesNo
In 2024 if taxpayer is claiming HOH were they unmarried or considered unmarried on the last day of the tax year & provided more than half the cost of keeping up the home for a qualifying person.

YesNo
Additional Notes:
Signature

Clear
Date

MonthDayYear
Date
Individual Income Tax Return Annual Engagement Letter
CLIENT NAME(s)*

First NameLast Name
Subject: Preparation of Your Individual Tax Returns
Thank you for selecting Beyond Tax Solution to assist you with your tax affairs. This letter confirms the terms of our engagement with you and the nature and extent of services we will provide. We will prepare your 2024 federal and all state income tax returns you request using information you

provide to us. We may ask for clarification of some items, but we will not audit or otherwise verify the data you submit. We’ve enclosed an “Organizer” to help you gather the information required for a complete return. If you use the Organizer, it will help you avoid overlooking important information and contribute to efficient preparation of your returns. That helps keep the cost of our services as low as possible. It is your responsibility to provide information required for preparation of complete and accurate returns. You should keep all documents, canceled checks and other data that support your reported income and deductions. They may be necessary to prove accuracy and completeness of the returns to a taxing authority. You are responsible for the returns, so you should review them carefully before you sign them. Our work will not include any procedures to discover defalcations or other irregularities. The only accounting or analysis work we will do is that which is necessary for preparation of your income tax returns. We will use our judgment in resolving questions where the tax law is unclear, or where there may be conflicts between the taxing authorities’ interpretations of the law and other supportable positions. Unless you instruct us otherwise, we will apply the “realistic possibility of success” standard to resolve such issues in your favor where possible. The law imposes penalties when taxpayers understate their tax liability. If you have concerns about such penalties, please call us.
**We must receive all information for your return by April 3, 2025 to ensure that it will be completed by April 15, 2025. If we receive your information after April 3, 2025 and you want to file your return by April 15 (ie. no extension), you will be subject to an expedited fee from our office. We do not file tax extensions for clients unless specifically requested to do so with an additional fee. Tax extensions are only for an extension of time to file the return; tax payments are still due by the due date. If taxes are owed, we will attempt to accurately estimate these at the time of filing the extension; however, penalties and interest can still be assessed. Our fee for preparation of your tax returns will be based on the amount of time required at standard billing rates plus out-of-pocket expenses if applicable. Our invoices are due and payable at

the time of service/pick-up. Tax returns will not be filed until payment is received.

Fees are not always deducted from your tax return in advance due to potential issues within the Internal Revenue Services. Some of these problems are beyond our control and therefore, we may not be able to electronically file the return. However, we will give you the prepared copy and send the originals to the IRS Service Center handling your return. Processing time will still be faster than regular mail. If we encounter problems, you will be notified immediately. Please provide a valid telephone number where you can be reached during the day, or where we may leave a message. If for some reason your refund is held due to defaulted student loans, child support, someone else claiming your dependents, or any other debt (Federal or State); payment is still due for service rendered. In order for us to prepare you return or any other services, please sign the payment release. If for any reason payment is not received, this form will stand as a legal document to represent us in small claims court. Anytime services are rendered for taxes, we ask that you submit picture identification, and Social Security Cards, including for dependents. We appreciate the opportunity to serve you. Please date and sign this letter to acknowledge your agreement with, and acceptance of your responsibilities, and the terms of this engagement. It is our policy to initiate services after we receive the executed engagement letter

Thank you in advance for your support! Beyond Tax Solution

(Both husband and wife must sign for preparation of joint returns)
Tax Payer*

Clear
Date*

MonthDayYear
Date
Spouse

Clear
Date

MonthDayYear
Date
Schedule C - Profit or Loss from Business
General Business Information
TS
Principal business product or profession
Business code
Employer I.D. number
Business name
Address

Business address

Street Address Line 2

CityState / Province

Postal / Zip Code
Profession or product
Taxpayer Signature*

Clear
Date*

MonthDayYear
Date
I acknowledge that I am required to complete the consent forms on the next screen.*

I understand and acknowledge.

Consent To Use Of Tax Return Information
For the purposes of this consent form, “we,” “us,” and “our” mean
__Beyond Tax Solution________
(Printed Name of Tax Preparer)

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot
use your tax return information for purposes other than the preparation and filing of your taxreturn without your consent.

You are not required to complete this form to engage in our tax return preparation services. If we obtain your signature on this form by conditioning our tax preparation services on your consent, your consent will not be valid. 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.

If you do not consent, you may still have your tax return prepared and electronically filed by us
for a fee.

For your convenience, we have entered into an arrangement with third parties to provide qualifying taxpayers with the opportunity to apply for an Electronic Refund Disbursement Service and/or Loan product. To determine whether these products may be available to you, we will need to use your tax return information in order to calculate the amount of your anticipated refund.

If you would like us to use your tax return information to determine whether these products may be available to you while we are preparing your return, please sign and date this consent to the use of your tax return information.

By signing below, you authorize us to use the information you provide to us during the preparation of your 2024 tax return to determine whether to present you with the opportunity to apply for these products and services.
Taxpayer Name*

First NameLast Name
Taxpayer Signature*

Clear
Date*

MonthDayYear
Date
Joint Taxpayer Name

First NameLast Name
Joint Taxpayer Signature

Clear
Date

MonthDayYear
Date
Consent To Disclose Of Tax Return Information
For the purposes of this consent form, “we,” “us,” and “our” mean
_________________________
(Printed Name of Tax Preparer)

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 in our tax preparation services. If we obtain your signature on this form by conditioning our 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.

You have indicated that you are interested in receiving an Electronic Disbursement Service and/or Loan (or collectively, “Products or Services”) from Pathward, National Association. In order to provide you with the opportunity to apply for one of these Products or Services, we must
disclose all of your 2024 tax return information necessary for evaluating the request to Pathward.

If you request a more limited disclosure of tax return information, you will not be eligible to submit
an application request for these Products or Services. If you would like us to disclose your 2023 tax return information for this purpose, please sign and date your consent to the disclosure of your tax return information.
By signing below, you authorize us to disclose to Pathward all of your 2023 tax return information necessary for the evaluation and processing of your request for a Product or Service. You understand that if you are unwilling to authorize the disclosure and sharing of your tax return information with Pathward, you will not be able to obtain a Product or Service, but you may still
choose to have your tax return prepared and filed by us for a fee.
Taxpayer Name*

First NameLast Name
Taxpayer Signature*

Clear
Date*

MonthDayYear
Date
Joint Taxpayer Name

First NameLast Name
Joint Taxpayer Signature

Clear
Date

MonthDayYear
Date
Beyond Tax Solution Business Registration Confirmation Form

Please take a moment to complete the following form to assist us in providing you with comprehensive tax preparation services. Your cooperation is greatly appreciated.

1. Business Registration Confirmation:
Have you had a business registered with any Secretary of State on or before December31, 2024?*

YesNo
If Yes, please provide the following information:
Business Name:
Date of Business Registration:
Employer Identification Number (EIN):
2. Beneficial Ownership Information:

If you had a business on or before December 31, 2024, as your Tax Professional, we will consult with you and advise you that you may be required to file a Beneficial Ownership Information report. We will assist you with filing this report as part of your tax preparation.

Acknowledgement:
I,blanks* that the information provided above is accurate and complete to the best of my knowledge. I understand that if I had a business registered with any Secretary of State on or before December 31, 2024, my Tax Professional will consult with me and advise me on the requirement to file a Beneficial Ownership Information report. I acknowledge that my Tax Professional will assist me with filing this report as part of my tax preparation.
Signature*

Clear
Date*

MonthDayYear
Date
Should be Empty:

Client Intake Forms

DEPENDENT & OTHER TAX CREDIT CHECKLIST (EIC,CTC,AOTC)

CHECK ONE

Individual Income Tax Return Annual Engagement Letter

Subject: Preparation of Your Individual Tax Returns

Schedule C - Profit or Loss from Business

General Business Information

Consent To Use Of Tax Return Information

Consent To Disclose Of Tax Return Information