Tax Preparation Client Intake Form

Tax Preparation Client Intake Form
PLEASE ANSWER ALL QUESTIONS TRUTHFULLY AND TO THE BEST OF YOUR ABILITY; IF YOU NEED ASSISTANCE, CALL (956)461-0081.

Once you complete and submit your application, please allow us to 24 to 72 hours for virtual tax processing (most times sooner). We will reach out to you to confirm and review your application.

To speed up your process, upload any documents needed (CHECK THE LIST BELOW). We may be request additional documentation, as needed. Missing documents can slow down the process.

You can always schedule an appointment with your Tax Pro to have your return completed by phone call or video call, typically on the same day. (Please allow 1 to 2 hours to complete the phone appointment while in a quiet environment with no distractions!)

If you are having issues uploading your documents on intake form please email documents to info@agm-assoc.com and put your full name and 'supporting documents' in the subject. Your return can't be processed until the documents are received. PLEASE CONFIRM WHICH DOCS YOU ARE PROVIDING.

Spouse Information
Name

First NameLast Name
Age
Date of Birth

MonthDayYear
Date
Phone Number
Please enter a valid phone number.
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Occupation
Are they a full-time student?

YesNo
Are they totally and permanently disabled?

YesNo
Are they legally blind?

YesNo
Are they your dependent?

YesNo

Dependents

Enter your dependents here

	Name	Date of Birth	Relationship
1
2
3
4
5
6

Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?

	Yes/No	Employer	Spouse Ins	Exchange/ Marketplace	Direct with Insurer	Medicare	Medicaid
Taxpayer
Spouse
Dependent 1
Dependent 2
Dependent 3
Dependent 4
Dependent 5

In the case of an audit can you prove financial responsibility and residency for any of the Dependents being claimed? Which document(s) can you provide? (i.e. copy of lease, medical records, school records, food stamps or benefit statements)
Are any of the dependents listed on this return not your biological son or daughter? If yes, why are the parents not claiming the child? (Please explain and list the child’s name(s) if more than one listed on the return).
Have any credits been disallowed in a previous year? Please explain.
If yes, upload IRS disallowance letters, if available.
Are any of the dependents being claimed disabled? Please list the nature of the disability. Does the dependent receive Social Security benefits? If so, what type?

Expenses
Please fill-up the information within the current year only.

General Expenses

	Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses

Total Expenses
Additional comments

Refund Details
Would you like to pay for your tax preparation with your refund and avoid upfront fees?
How would you like to receive your refund/advance?

Direct DepositGreen Dot Prepaid CardCheck Printed at OfficeI don't get a refund but would like to e-file. I undertand that I must pay fees upfront.
Are you applying for the Fast Cash Advance Loan?

Yes, up to $7,000!No, I'll wait on my refund.
If you request a direct deposit or refund transfer, please provide banking information below:
Name on Bank Account
Must be in Taxpayer or Spouse's name, otherwise bank may reject refund.
Bank Name
Account Number
Please double-check to avoid payment delays.
Routing Number
Please double-check to avoid payment delays.

Acknowledgment & Signature
- I confirmed that all information I entered here is accurate and true.
- I allow AGM & Associates to capture my sensitive data like personal ID, government ID, and other information.
- I have read the terms and conditions and privacy policy of AGM & Associates.
- By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Date Signed

MonthDayYear
Date
Taxpayer Signature

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Date Signed

MonthDayYear
Date
Spouse Signature

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Engagement Letter
This letter 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.

Thank you for choosing our firm to prepare your income tax returns for tax year 2024. This letter confirms the services we will provide. We will prepare your federal and state returns (if applicable) for tax year 2024 based on information you
provide. Although our work will not include procedures to discover irregularities or inaccuracies in the tax data you provide, we may ask for clarification of certain information, or additional information, so that we can prepare accurate and complete returns for you. Accordingly, our engagement should not be
relied upon to disclose errors, fraud, or other illegal acts, though it may be necessary for you to clarify some of the information you submit. The law imposes penalties when taxpayers underestimate their tax liability.

Should we encounter instances of unclear tax law, or of potential conflicts in the interpretation of the law, we will outline the reasonable courses of action and the risks and consequences of each. We will ultimately adopt, on your behalf, the alternative you select.

It is your responsibility to provide all necessary information related to income and deductions for tax year 2024, and to respond to our inquiries in a timely manner so that we are able to accurately complete your returns by the appropriate due dates.
You are responsible for maintaining appropriate records, such as official tax documents you receive, receipts and substantiation for your deductions, and purchase and sales information for assets.

Information you provide will be kept confidential. We restrict access to your information and maintain physical, electronic, and procedural safeguards to protect your information. Please see our privacy policy for more information.
It is your responsibility to review your returns before they are filed to determine that all income has been correctly reported and that you have substantiation for your deductions. Filing your returns by the due dates is your responsibility.
If your returns are later selected for review or audit by taxing authorities, we will be glad to assist, you if you desire. Our fees for preparing your returns do not include time that might be necessary to assist you during a taxing authority review.
Our fees will be based on the complexity of the return, an estimated quote can be provided in advance upon request. However, if complications are discovered in the process of preparing your tax return, the fees may be adjusted. Before proceeding with preparation of the return, we will generally contact you in advance if the original quote requires significant revision due to the amount of work
involved. Invoices are due and payable upon presentation. To the extent permitted by state law, an interest charge may be added to all accounts not paid within thirty (30) days.

Our engagement to prepare your tax returns will conclude with the delivery of the completed returns to you (if paper-filing), or your signature and our subsequent submittal of your tax return (if e-filing). If we are unable to e-file your returns, you will be solely responsible to file the returns with the appropriate taxing authorities. Review all tax-return documents carefully before signing them.
This letter can apply to future years of tax preparation services unless the agreement is terminated or amended in writing.
If this letter accurately summarizes your understanding of our agreement relating to the preparation of your tax returns, please sign below.
Thank you again for choosing our firm to prepare your 2024 tax return. We appreciate your business.
Name

First NameLast Name
Signature

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Spouse Name (If Applicable)

First NameLast Name
Spouse Signature (If Applicable)

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Date

MonthDayYear
Date Signed

Consent to Use of Tax Information
For the purposes of this consent form, “we,” “us,” and “our” refer to AGM & Associates.

Federal law requires this consent form to 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 tax return 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.

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, or by e-mail at complaints@tigta.treas.gov
Consent To Use Tax Information

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Spouse Signature (If Applicable)

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Date

MonthDayYear
Date

SURVEY
Client Status
If self-employed, would you like to apply for an EIN/LLC and register your business with the state of Texas?

LLC Formation Only ($500; includes TX state fees)EIN Only ($50)Both LLC and EIN ($550; includes TX state fees)No Thank You
How did you hear about us?

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Who Referred You? (If Applicable)
Should be Empty:

Tax Preparation Client Intake Form

Engagement Letter

Consent to Use of Tax Information

SURVEY