Tax Client Form 2025

Who is your preparer?
Referred By:
Please indicate
Tax Payer Information

Please read and answer all required fields
Filing Status
Tax Payer First and Last Name

First NameLast Name
Social Security Number (ex. xxx-xx-xxxx)
SSN
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Date Of Birth

MonthDayYear
Date
Phone Number
Please enter a valid phone number.
Email
example@example.com
Drivers License Number and State Issued
Occupation

Spouse Information

Only if Applicable please fill out all required fields
Spouse First and Last Name

First NameLast Name
Spouse Social Security Number (ex. xxx-xx-xxxx)
SSN
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Spouse Date Of Birth

MonthDayYear
Date
Phone Number
Please enter a valid phone number.
Email
example@example.com
Drivers License Number and State Issued
Occupation
Spouse Date Of Birth

MonthDayYear
Date

Dependent 1 Information

If Applicable please fill out all required fields
Name

First NameLast Name
Date Of Birth

MonthDayYear
Date
Social Security Number
Relationship to you (ex. son or daughter)
Number of months in home 2024
Disabled? Yes or No

YesNo
Dependent 2 Information

If Applicable please fill out all required fields
Name

First NameLast Name
Date Of Birth

MonthDayYear
Date
Social Security Number
Relationship to you (ex. son or daughter)
Number of months in home 2024
Disabled? Yes or No

YesNo
Dependent 3 Information

If Applicable please fill out all required fields
Name

First NameLast Name
Date Of Birth

MonthDayYear
Date
Social Security Number
Type a question
Relationship to you (ex. son or daughter)
Number of months in home 2024
Disabled? Yes or No

YesNo
Dependent 4 Information

If Applicable please fill out all required fields
Name

First NameLast Name
Date Of Birth

MonthDayYear
Date
Name

First NameLast Name
Date Of Birth

MonthDayYear
Date
Social Security Number
Relationship to you (ex. son or daughter)
Number of months in home 2024
Disabled? Yes or No

YesNo

Due Diligence Questionnaire
How many people live with you? Please list the number of adults and children.
Did anyone help support you through the year? If so, please list how much.
In the case of 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).
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?
Do you have any debts with the IRS, US Treasure, child support, student loans, FEMA or any govt. entity?
If so, with whom and what is the exact amount?
entity, amount
Are you legally married based on your state's definition of marriage?
If yes, did your spouse live in your home at any time during July thru December?
Did you/spouse receive any kind of military pay earnings?
Did you/spouse live with anyone with a higher adjusted gross income?
Can someone else claim you/spouse as a dependent?

Additional Tax Payer Information
Did you receive a refund last year?

YesNo
Do you have a Identity Protection PIn?

YesNo
If Yes to "IP Pin" What is your Identity Protection Pin Number and Please List who it is assigned to
Were you Audited by the IRS?

YesNo
If your address is different than the one that's on your government ID or drivers license, please indicate the reason why

Dependents/ and or Qualifying Children
If you are the father of the child and claiming the child. Please indicate the reason why the child is living with you and not the mother. Please outline the support you have provided to the child.
Please answer if applicable, if your last name is different than your dependent's last names, that you are filing, what is the reason why? Please indicate the reason why there is a difference in the last names between you and your dependents.
Did you/spouse provide over 50% of total support for each dependent?
Did your EIC qualifying children live with you in the same main home in the US?
Do your EIC qualifying children meet any one of these requirements:

Documents

Please upload all required documents
Did you, spouse and/or dependent(s) receive social security?
Please upload SSA-1099

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Did you, spouse and/or dependent(s) receive unemployment?
Please upload 1099-G (Unemployment)

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Did you, spouse and /or dependent (19-24 years old) attend school for at least 6 months?
Please upload 1098-T (Tuition)

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Are you and/or your spouse a BUSINESS OWNER, SELF EMPLOYED or have unreported income?
Please upload business income/expenses

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Please upload 1099-Misc

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Is your health insurance thru OBAMACARE/MARKET PLACE
Upload 1095A: If yes;

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Please upload Driver’s License (for ALL taxpayers)

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Please upload all Social Security Cards

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Please upload Proof of residency (A DOCUMENT WITH DEPENDENTS NAME AND ADDRESS SHOWING THEY LIVE WITH YOU IS REQUIRED FOR EVERY DEPENDENT ON YOUR TAX RETURN) ***If you are claiming dependents, please attach a document from 2024 with each dependents name and address on it showing the dependents live with you. For ex: lease, medical document, award letter or school document***

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Please upload W2

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Please upload 1099-R (Retirement)

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Please upload childcare/daycare letter

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Please upload 1098 (Mortgage Interest Statement)

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Please upload additional documents

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Refund Selection
How do you want your refund? (Check one of the following)

7-14 days (RT Refund Transfer: Check)In about 7-14 days from the date your return is accepted electronically by the IRS, you receive a check for the amount your refund less filing fees. (Check will be available in our office)7-14 days (RT Refund Transfer: Debit Card) In about7-14 days from the date your refund is accepted electronically by the IRS, for the amount your refund less filing fees will be deposited onto the debit card we issued you.7-14 days (RT Refund Transfer: Direct Deposit) In about 7-14 days from the date your refund is accepted electronically by the IRS, for the amount your refund less filing fees will be deposited into your bank account.
Cash Advance Option (Check one of the following)

Interest fee loan (loan amount up to $1,000)Interest loan (loan amount up to $7,000)
Direct Deposit Information
Name of Bank
Account Number
Routing number
Checking or Savings?
Would you like direct deposit or a check?
Please upload direct deposit information (account & routing number):

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If you have a balance due or prefer to pay up front, payment for these services are due up front.

EFile Direct Deposit: Your refund will be deposited into your savings or checking account directly from IRS approximately 10-14 days after your return is accepted by IRS.Efile Check: Your refund will be mailed to you directly from IRS in approximately 3-4- weeks after your return is accepted electronically by the IRS.Mail a Paper Return: Your refund will be mailed to you directly from IRS in approximately 6-8- weeks after your mail your return to the IRS.
Are you interested in credit repair?
KNOW THE BASICS EITC ELIGIBILITY RULES FOR ALL EITC CLAIMANTS

ALL TAXPAYERS CLAIMING EITC MUST MEET THESE RULES:

Rule 1- Adjusted gross income (AGI) limits

        Your adjusted gross income (AGI) must be less than:

            $56,838 ($63,398 for married filing jointly) if you have three or more qualifying children,

            $49,399 ($55,529 for married filing jointly) if you have two qualifying children,

            $43,492 ($49,622 for married filing jointly) if you have one qualifying child, or

            $16,480 ($22,610 for married filing jointly) if you do not have a qualifying child.

Rule 2- you must have a valid social security number (SSN)

Rule 3- your filing status cannot be married filing separately

Rule 4- you must be a United States citizen or resident alien all year

Rule 5-you cannot file form 2555 or form 2555-ez

Rule 6- your investment income must be $10,300 or less

Rule 7-you must have earned income of at least $1

Rule 8-your child must meet the relationship, age, residency, and joint return tests

Rule 9-your qualifying child cannot be used by more than one person to claim the EIC

Rule 10- you cannot be a qualifying child of another taxpayer

Rule 11-you must be at least 25, but under age 65 (if no qualifying child)

Rule12-you cannot be the dependent of another person

Rule 13-you must have lived in the United States more than half of the year

The maximum amount of credit for Tax Year 2024 is:

$7,830 with three or more qualifying children
$6,960 with two qualifying children
$4,213 with one qualifying child
$632 with no qualifying children

When Can I Expect My Refund?

If you claim the earned income tax credit (EITC) or the additional child tax credit (ACTC) on your tax return, by law the IRS can't issue your refund before mid-February — even the portion not associated with EITC or ACTC

Disclosure: I understand the rules to claim EITC. I understand that the information I provided meets the IRS guidelines to receive the EITC. I found to be perjury, I, the taxpayer could be fined for misrepresentation of the Earned Income Credit Tax Laws.
Clark's Prestige Financial Solutions will prepare your 2024 individual tax return from the information you have provided. We will not audit or verify the information you furnished to us. You, the taxpayer, are ultimately responsible for the preparation and filing of your tax return. Please read and verify the information you furnish and the information on your tax return are the same and accurate before signing.

I, the taxpayer named above, have provided to Clark's Prestige Financial Solution the attached tax information and to the best of my knowledge this information is true, correct and complete. I declare that I understand the above questions and have answered them truthfully to the best of my ability.
Tax Payer First and Last Name

First NameLast Name
Taxpayer's Signature

Clear
Today’s Date:
Spouse First and Last name

First NameLast Name
Spouse Signature

Clear
Today’s Date:
Tax Preparer Notes Section ONLY!
Should be Empty:

Tax Payer Information

Spouse Information

Dependent 1 Information

Dependent 2 Information

Dependent 3 Information

Dependent 4 Information

Due Diligence Questionnaire

Additional Tax Payer Information

Dependents/ and or Qualifying Children

Documents

Refund Selection

Direct Deposit Information