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

	Dependent First Name	Dependent Last Name	Dependent Date of Birth	DISABLED
Dependent 1
Dependent 2
Dependent 3
Dependent 4
Dependent 5

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

	Attendee Name
1
2
3
4

Is anyone on this estimate self employed?

	WHO?	WHAT TYPE OF BUSINESS?	INCOME TOTAL	EXPENSES TOTAL
1
2
3
4

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

Cancelof

My Products

EstimateEstimate Policy Statement: At Above and Distinguished Services & FS LLC, we offer estimates to give you a preview of what your tax return may look like before filing. Because preparing an estimate requires the same level of work, review, and detail as completing a full tax return, there is a $25 estimate fee. Good news: If you decide to file your tax return with us, the $25 you paid for your estimate will be applied toward your total tax preparation fee. This means your estimate isn’t an extra cost—it’s simply a deposit toward your service. This policy ensures that we can provide you with accurate, professional insight up front while keeping the process fair and transparent.

$25.00 Quantity

Total

$0.00

Credit Card Details
First Name	Last Name
Credit Card Number	Security Code
Card Expiration

By Signing 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
Signature

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Estimate Intake Form

Client(s) Information

By Signing 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.