Taxpayer Filing Interview

Tax Filing Interview

(586)200-4786 www.stepabovefinancial.com
My signatures on this taxpayer interview indicate that I certify all information is true, valid, and to the best of my knowledge. I accept full responsibility of the answers and statements mentioned below. Any and all disputes regarding my interview shall be forwarded to me with the information found on my tax returns forms.Initials*
Date form being completed*

MonthDayYear
Date
We love to give credit when its due! Please give us the name of the person who referred you.
Tax Year you are filing*

202420232022
Would you like us to maximize your return? This means that in addition to this form, further consultation could be needed to verify which additional credits or deductions you qualify for to assist you with getting the MAX amount back for your tax situation.*

of course! the worse thing I can hear is "not eligible" but at least you looked into it.no thanks, please submit my tax forms "as is", I do not want to look into or be consulted about additional credits or deductions I may qualify for.
Will this be an amended return? Do not complete this form for an amendment unless advised to do so.*

YesNo

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 TAX YEAR(S) 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 our tax company 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 our tax preparers. I understand that this information is being provided to the IRS and State Revenue. I have been advised by my tax preparer 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 this tax firm 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:

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Filing Status?*

SingleHead of HouseholdMarried filing JOINTMarried filing SEPERATE
Primary Taxpayer FULL Name*

First NameLast Name
Taxpayer's SSN*
Taxpayer's Birthdate*

MonthDayYear
Date
Primary Taxpayer's Occupation*
Taxpayer Phone Number*
Please enter a valid phone number.
Taxpayer Email Address*
example@example.com
Were you legally married on the last day of the year?*

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

First NameLast Name
Spouse Occupation (type n/a, if non applicable)*
Spouses birthdate

MonthDayYear
Date
Spouse Social Security Number (type n/a, if non applicable)*
Spouse phone number (put all 9's if not applicable)*
Spouse Email Address (type n/a, if non applicable)
example@example.com
Do you and your spouse reside at same residence address?*

YESNONot Applicable
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?*

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

YESNO
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?*

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

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

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

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

YESNO
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". Your tax preparer may request a screenshot of your IRS "account balance to be sent to their email.*

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

YESNO
Last year did you purchase an electric vehicle?*

YESNO
Did you make any charitable donations?*

YESNO
Did you pay tithes?*

YESNO
Do you have any gambling loss to report?*

YESNO
Do you have proof of a bad debt that someone owes you but you were unable to collect on?*

YESNO
Did you sell any stocks?*

YESNO
Are you a teacher/educator?*

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

YESNO
Did you operate/own a farm?*

YESNO
Do you currently own or rent at your residence?*

OWNRENT
Did you sell a home last year?*

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

YesNo
Will you be purchasing a home this year?*

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

OWNRENTNOT APPLICABLE
YOU MUST PROVIDE YOUR TAX PREPARER WITH A COPY OF YOUR SOLAR PANEL CONTRACT OR RECEIPTS/BANK STATEMENT FOR UPGRADES. Email it to your tax preparer. 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?*

YesI pay bills but I do NOT pay 51% or more of them
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. Email it to your tax preparer. 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?*

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

YesNoN/A (if you have dependents on your return you MUST answer yes or no
How many dependents will you be claiming?*

12345NONE
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

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Is ANYONE on this return disabled or blind?*

YESNO
Is ANY dependent adopted?*

YESNON/A (if you have dependents on your return you MUST answer yes or no)
Did any of your dependents make over $4,700 for the tax year you are filing?*

YESNON/A (if you have dependents on your return you MUST answer yes or no)
Do any of your dependents plan to file a tax return for the same year you are filing?*

YesNoN/A (if you have dependents on your return you MUST answer yes or no)
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 birth certificates for each dependent 17 and under. Email it to your tax preparer. 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?*

YESNO
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. Email it to your tax preparer. 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?*

YESNO
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. Email it to your tax preparer. 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)*

YESNO
Do you have a 1099?*

YESNO
When did you start this business? (type n/a for non applicable)*
How do you accept payment from your clients? Check ALL that apply.*

CASHCASH APP/ZELLESQUARE,PAYPAL or another POS SystemOtherI was not self employed at anytime during the tax year
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? (If you do not have one your tax preparer will assist you with preparing one for your tax return)?*

YESNOI did not have a 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..Email it to your tax preparer. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.*

YESNO
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. Email it to your tax preparer. 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. Email it to your tax preparer. 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. Email it to your tax preparer. 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. Email it to your tax preparer. 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?*

YESNO
Your tax preparer must have all 1098T, Receipts from College receipts for EVERYONE listed on this tax return. Email it to your tax preparer. 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*

YESNO
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*

YESNO
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 email it to your tax preparer. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.*

YESNO
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.*

No bank products, I will pay my tax preparation fees up frontTax Refund Advance up to $1,000 (no finance charge)Tax Refund Advance up to $7,000 (has a finance charge of up to $60 per $1,000)Deduction of Tax Preparation Fees from your Refund
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*

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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*

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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*

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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 your tax preparer.
How would you like your refund to be deposited?*

Direct DepositI have a Tax Obligation and will not be receiving a refund
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 is your mother's maiden last name?*
What additional questions can we answer for you?*
The BEST compliment you can give us is a referral! Get paid $25 per accepted referral 🥳. Have anyone you'd like to refer? Please enter their name and phone number below.
The BEST compliment you can give us is a referral! Get paid $25 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.
Take Photo
Please verify that you are human*
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Tax Filing Interview