Y. Hunter Professional Services 2025 Tax Intake Form

Are you a new or returning client?
Tay Payer Full Name
Tax Payer Signature
Today's Date

MonthDayYear
Date
Do you have a spouse?
Spouse's Full Name (if applicable)
Spouse's Signature (if applicable)
Today's Date

MonthDayYear
Date
Be sure to upload ALL SUPPORTING DOCUMENTS at the end of the form, ie:
- Last year's tax return (New Clients Only)
- All statements (W2s, 1098s, 1099s, Business Income Statements, and Receipts)
- Supporting documents for Child Tax Credit
- Please upload each document SEPERATELY. If for some reason you not upload documents, contact you preparer.
TAXPAYER INFORMATION

First NameLast Name
Email
example@example.com
Taxpayer Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Tax Payer Address Verification (Must Have)
Taxpayer Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Who is your Cell Company
Taxpayer Social Security
Taxpayer Date of Birth

MonthDayYear
Date
Tax Payer Verification for Filing Status (Must Have)
Taxpayer Driver's License or State ID Number
License or ID Issue Date
License or ID Expiration Date
**If you have an Identity Protection Pin (IP Pin) list it here**
Taxpayer Occupation
Did you or your spouse purchase health insurance through marketplace (Obama Care)? If yes, upload form 1095-A.
SPOUSE INFORMATION

First NameLast Name
Spouse Email
example@example.com
Spouse Address (if different)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Spouse Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Spouse's Date of Birth

MonthDayYear
Date
Spouse's Verification
Spouse Driver's License or State ID Number
License or ID Issue Date
License or ID Expiration Date
**Spouse Identity Protection Pin (IP Pin)**
Do you have any dependents?
List Dependents (Include: Full Names, Social Security, Birthdate, Relationship to Taxpayer- FILL IN COMPLETELYM ((EX. Taxpayer Nicole Child, 111-11-1111, 01-01-2011, Daughter))
Dependent Relationship Verification
**Dependents Identity Protection Pin (Include: Full Name, IP Pin Number - EX. Taxpayer N. Child #102030)
Did the dependent live in your home for more than 6 months in the past year?
If no, which months did they live with you? Also explain why and who the dependents did with the other party for the missing months.
Dependent Residency Verification
Are all of the dependents being claimed on your 2024 tax return your biological children?
If no, explain why.
If you are filing SINGLE, did you receive any support from the other biological parent?
If yes, provide the other biological parents first and last name, the city and state that they live in
How many months did you receive support from the other biological parent?
Why is the other biological parent not claiming the dependent(s) for 2024? Explain.
Did you receive any additional income support for your dependent(s) in 2024? (Gifts, loans, family assistance, credit cards, etc.) If yes, how much did you receive?
Are any of the dependents adopted?
(If yes, provide PROPER Documentation)
Did you claim the dependents last year?
If no, explain why.
Can the taxpayer, spouse, or any dependents be claimed by anyone else?
Were any credits disallowed or reduced in a previous tax year?
If yes, explain.
In case of an audit, can you prove residency and responsibility for the dependents being claim?
Please upload documents
Do you have supporting documents to prove your relationship to the child
Please be sure to upload the documents
Are any of the dependents disabled?
If yes, what is the nature of the disability? (Permanently and totally disabled or Temporarily)
Please be sure to upload the documents
Would you like to apply for a Refund Advance Loan
***Refund Advance options are discussed in office, and are subject to bank approval...
How would you like to receive your refund?
(debit cards available while supplies last)
Bank Name
Routing Number
Account Number
Type of Account
***Taxpayer agrees that if he/she owes any taxes, prior obligations, or back taxes (offsets), all fees will have to be paid upfront before the return is filed
**Failure to pay any balances in full will result in the company taking legal action against the taxpayer
Did you or your spouse receive unemployment?
(Please Upload Form 1099-G)
EITC Government Assistance Verification
Did you receive any government assistance in 2024? If yes, what? (If the answer is NO, please skip this section)
Please list how long did you receive these services and the amounts.
(Ex: BENEFIT-MONTHS-$$$)
Student Acknowledgement
Did you, your spouse, or any dependent receive any post-secondary education?
(If yes, upload form 1098-T)
Did you pay for dependent care to work or look for work?
Please discuss what supporting documents are needed with your preparer
Small Business Owners/ Self-Employed
Are you self employed or do you receive hobby income?
Business Name
If your business isn't registered, leave blank.
What is your business entity?
Does your business have a EIN?

Other
What is your business EIN?
Please answer the following questions to determine the maximum deductions.
Did you receive income from raising income and crops?
Did you receive rent from real estate or other property?
Did you receive any income from gravel, timber, minerals, oil, gas, copyrights, or patents?
Did you withdraw or write checks from a mutual fund?
Did you have a foreign account, trust, or business?
Did you receive any correspondence from the IRS or State Department of Taxation?
**If yes, please see your Tax Professional**
Did you apply for an exemption through the Marketplace/Exchange?
If yes, provide the exemption certificate number.
How did you hear about us (Please answer below...)
Supporting Documents

**PLEASE BE SURE TO TAKE CLOSE UP PICS SO THAT EACH ITEM IS CLEAR. IF YOU HAVE ANY ISSUES CONTACT THE PREPARER. ***
File Upload

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2025 Tax Client Intake Form

Thank you for taking time to complete your 2025 Client Intake Form. For new clients, this information is critical to ensure we accurately file your tax return. For existing clients, we kindly request that you provide this information again to ensure our records are 100% accurate & up to date.***The page is highly secure. We use industry-leading technology Secured Socket Layer (SSL) to keep your information safe. All sensitive information are securely transmitted and can not be compromised ***Please also note that to comply with federal and state identity theft protection efforts, our firm will ask for a valid state issued photo identification card during your engagement.
LETTER OF ENGAGEMENT

WELCOME TO Y. Hunter Professional Services/DBA Y. Hunter Tax Services

OUR RESPONSIBILITIES

Our work (whether consultation, tax return, tax plan or related products) is based on data you provide.
- We may ask for clarification of your data or additional information.
- We are not responsible to discover fraud or other irregularities, should any exist.
- We will work to find all the credits and deductions you are legally entitled to.
YOUR RESPONSIBILITIES

To provide all the information required for a complete and accurate finished product.
To provide all of your information needed in a timely manner.
To retain, with the completed work, all the documents, cancelled checks, and other data that form the basis of income and deductions since you may later have to provide them to a taxing authority.
To carefully review all work completed by our office before you sign. You have the final responsibility for anything submitted to a taxing authority.
You are responsible to not commit fraud.

PENALTIES, EXAMINATIONS AND NOTICES

The IRS and state taxing authorities impose penalties for certain offenses, including understatement of income, filing after the deadline, underpaying estimated taxes, or under withholding taxes (if you would like more information, please contact us). They can also select any return for examination.

PRIVACY POLICY

Tax preparers are bound by professional standards of confidentiality. Therefore, we have always protected your right to privacy. For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law, and as is necessary to properly provide our services to you.

Types of Nonpublic Personal Information We Collect. We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

Parties to Whom We Disclose Information. We make available information to our employees and to nonaffiliated third parties who need to know that information to assist us in providing services to you. In all such situations, we require a contractual agreement that includes procedural safeguards that protect the confidential nature of the information being shared.

Protecting the Confidentiality and Security of Former Client Information. We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

OUR FEES

We invoice for time spent, depending on schedules and forms completed and out-of-pocket expenses incurred. Our rates vary depending on the nature of the work performed. We may invoice for partially completed work that is placed on extentsion or remains undone.

TAX DOCUMENTS

All clients are provided a copy of their tax documents at the conclusion of their tax preparation, if return is e-filed to the IRS. Tax documents are issued via email or in office only. In order to provide you with a copy of your tax documents, tax return must be e-filed and submitted to the IRS. Any additional copies of your e-filed tax documents are $50 per year.

ARBITRATION

If a dispute arises out of or relates to this contract or engagement letter, or the obligtions 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.

AGREEMENT

The foregoing is in accordance with my (our) understanding of your engagement to provide tax and financial services and you are hereby advised that each item of revenue or expense can be substanstiated by receipts, cancelled checks, or other documents. This information is true, correct, and complete to the best of my (our) knowledge. Further, it is my understanding that these terms will continue to be inforced for the succeeding years of our engagement.

CONSENT FOR PAYMENT

We here Y. Hunter Professional Services/DBA Y. Hunter Tax Services value the relationship we have with all of our clients. We are in the business to provide you with the absolute best service you can have. With saying that, we would like to remind you that we are providing you a service NOT a refund. You as a taxpayer have the choice to pay your tax preparation fees by one of the following: cash, check, money order, credit card, or directly from your refund.

*If you choose to have the tax preparation fees taken from your refund and for
whatever reason your taxes are intercepted, YOU ARE STILL RESPONSIBLE
FOR THE TAX PREPARATION FEES! Please contact us immediately at our
office for payment or payment arrangements. By signing your return you are
agreeing to pay the preparation fees regardless if your refund was received or
not. After 90 days from the date the refund was scheduled to arrive if no
payment or payment arrangement is made, we will be forced to put your
account into collections and/or debit your bank account. We hope we never
have to go this route, so please keep open communication with us so we can
work with you!

CONSENT TO USE OF TAX RETURN INFORMATION

Federal law requires this consent form be provided to you. Unless authorized
by law, we cannot use, without your consent, your tax return information for
purposes other than the preparation and filing of your tax return. However,
federal law also prohibits us from revealing any personal or financial
information to any third party. Therefore as a matter of fact, we will never
reveal your financial or personal information in any way, to anyone, unless you
specifically request we do so, and provide in writing to us the specific person
or persons to whom you wish that disclose to be made, which is done on a
wholly separate consent form from this. For the purposes of this consent
form please note we are seeking consent only to satisfy requirements set forth
by federal law so we may speak with you on the phone, send you email
correspondences of any kind, send you mailings, newsletters, email
reminders, holiday and occasional cards and greetings, and reminders of
upcoming deadlines, etc.

You are not required to complete this form. If we obtain your signature on this
form by conditioning our service 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 a period of
three years from the date you have signed the consent.
The undersigned hereby consents to the use; by
Y. Hunter Professional Services/DBA Y. Hunter Tax Services, its owner, employees, and staff; of any and all tax return information pertaining to
Direct questions, inquiries or requests you make regarding your tax returns,
situation, or issues.Requests you make for copies of your documents, figures,
numbers, or information.Upon your direct request in order to connect you with
another professional in another field or profession so you may gain further
information on a certain topic not available or in the realm of expertise of this
firm.Notification of important tax law changes.Notification of changes or
information that will impact our engagement, such as a change of firm website
address, email address, physical location, or other such contact, biographical
or geographical information.Other reasonable business purposes including but
not limited to: appointment reminders, holiday mailings, birthday greetings and
other informational mailings.

The tax information may not be disclosed or used by
Y. Hunter Professional Services/DBA Y. Hunter Tax Services its owner, employees, or staff, for any purpose other than that which is permitted by this consent document.
If you believe your tax return information has been disclosed or used
improperly in a manner unauthorized by law or without your permission, you
may contact the Treasury Inspector General for Tax Administration (TIGTA) by
telephone at 1-800-366-4484 by email at complaints@tigta.treas.gov.

I agree to terms and conditions provided by the company.
By submitting this application, I understand and consent to providing my personal information, including but not limited to my full name, date of birth, social security number, and banking information. I acknowledge that this information is necessary for verification purposes, to grant me access to the software, and to ensure that I receive payment upon the funding of tax returns or prior to submitting the tax return if balance is due. I agree to the use of my personal information for these purposes and confirm that all information provided is accurate and up-to-date.
By signing below, I hereby certify the information provided above is true and accurate to the best of my knowledge. As the taxpayer, I have been informed that claiming a dependent for EITC/CTC/AOTC/HOH can result in audit, fines, and other consequences if the information provided is incorrect.
Do you agree to the terms outlined above?
Signature
Date

MonthDayYear
Date
Should be Empty:

EITC Government Assistance Verification

Student Acknowledgement

Small Business Owners/ Self-Employed

Please answer the following questions to determine the maximum deductions.

Supporting Documents

2025 Tax Client Intake Form