Estimate Intake Form

Estimate Intake Form

Thank you for coming to Above and Distinguished Services & FS LLC for your estimate today!! The information being requested on this form is just for your tax preparer to complete an estimate for you. Not all information that is needed to complete your tax return is requested on this document at this time but will be needed later if quote is accepted(If quote accepted, you will have to complete our Intake Form and resubmit some information). Please allow us up to 48 hours to respond back to you with your Quote. Hope to have you join our family and be of service to you!!!
Client(s) Information
Tax Filing Year*
Filing Status*
Taxpayer Name*

First NameLast Name
Spouse Name

First NameLast Name
Taxpayer Last 4 of Social Security Number*
Spouse Last 4 of Social Security Number
Taxpayer Date of Birth*

MonthDayYear
Date
Spouse Date of Birth

MonthDayYear
Date
Email(please provide this information for your estimate to be sent to you)*
example@example.com
Address*

Street Address

Street Address Line 2

CityState

Zip Code

Dependents

Did anyone on this estimate attend college? If so, please list who:

Is anyone on this estimate self employed?

Please upload all your Tax Filing Documents for filing year(ex. W2, 1099, etc.)

Cancelof
By Typing Your Name and Dating this document in the next section, you agree that everything entered on this form and this estimate intake form is true and correct to the best of your knowledge.
Taxpayer Name*

First NameLast Name
Spouse Name

First NameLast Name
Today's Date*

MonthDayYear
Date
Should be Empty:

Client(s) Information