Intake Form Tax Year 2024

We’re excited to work with you, whether you’re a new client or a client from a previous tax year. I have designed this intake process to be as straightforward and simple as possible for tax season. The IRS requires tax professionals to review and collect documentation from each client annually. This includes asking questions and verifying information to ensure accuracy and compliance. Proper records help protect us both in case of an audit and prevent potential penalties.

Before starting, please have the following documents ready to upload. You can use your phone to take clear photos of each document, which you’ll be able to upload in the designated sections.

If you're Self-Employed reach out to me to complete the Schedule C worksheet for accurate filing.

At anytime you need help with this intake, select my weblink to CONTACT ME and click "Services & Appointments to book a call or select "Message Us."

PRIOR YEAR CLIENTS
1. Valid DL/ or ID
2. Social Security Card for any NEW dependents you are adding this year
3. IRS Identity PIN (if assigned one from IRS)
4. You will need all tax forms such as W-2, 1095, 1099, and 1098.
5. Your bank account & routing number
1. MICHIGAN RESIDENTS - utility bill dated Jan 2025 and lease for 2024 if your're filing for home heating credit and/or homestead credit (rent/lease/property taxes). This information is optional and only required if you wish to claim these specific tax credits.
NEW CLIENTS
1. Valid DL/ or ID
2. Social Security Card for all names on tax retun
3. Birth certificate or legal proof of relationship
4. IRS Identity PIN (if assigned one from IRS)
5. You will need all tax forms such as W-2, 1095, 1099, and 1098.
6. Your bank account & routing number
1. MICHIGAN RESIDENTS - utility bill dated Jan 2025 and lease for 2024 if your're filing for home heating credit and/or homestead credit (rent/lease/property taxes). This information is optional and only required if you wish to claim these specific tax credits.

Engagement Agreement

Please review the engagement agreement below and confirm your acceptance to proceed. If you do not agree, kindly exit and discontinue the intake process.
Our office does not provide "tax quotes or estimates." Work begins after the engagement agreement is signed and documents are uploaded. If you choose not to sign your completed return, it will not be submitted; however, full tax preparation fees remain due. At management's discretion, a $100 file termination fee may replace the full fee, payable within 14 days. After 14 days, the full invoice amount is due. Unpaid balances may be collected at the end of the tax season using previously provided payment methods. Additional costs, including collection fees, attorney fees, court costs, and interest, may apply. A.S. TAX SERVICE LLC reserves the right to report unpaid debts to Credit Reporting Agencies and pursue legal actions, including a Theft of Service warrant, if necessary.*

I acknowledge and agree that by submitting my documents for tax preparation, regardless of whether I agree with my refund amount or choose to file elsewhere, I will still compensate A.S. TAX SERVICE LLC for their services

Are you a new or prior year returning client?*

Prior year returning clientNew Client
If anyone referred you, please type their first and last name.
Which tax year are we completing? If you need additional tax years completed, please do another JOTFORM for that year.*

What was your marital status as of December 31, of the tax year you are filing?*

SingleMarriedSeparatedDivorced
If Married, did you live apart from your spouse for the last 6 months of the tax year?*

YesNo
What date did you legally separate?*

MonthDayYear
Date

Your Name*

First NameLast Name
Your Social Security Number*
NEW CLIENT- Upload Photo of your SOCIAL SECURITY CARD

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Occupation
Can anyone claim you as a dependent on their tax return?*

YesNo
Upload a Photo of the FRONT of your valid DL/ID*

Cancelof
Upload a Photo of the BACK of your valid DL/ID*

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Spouse Name

First NameLast Name
Spouse Social Security Number
NEW CLIENT ONLY or IF MARRIED IN 2024. Upload a Photo of your SPOUSE SOCIAL SECURITY CARD

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Occupation
Can anyone other than you claim your spouse as a dependent on their tax return?

YesNo
Upload a Photo of the FRONT of your valid DL/ID

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Upload a Photo of the BACK of your valid DL/ID

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Where you issued an IDENTITY PIN issued from the IRS?

YesNo
If you were issued an IDENTITY PIN # from the IRS, please upload your letter or screenshot it from your IRS.gov account.

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Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*
Please enter a valid phone number.
Email*
example@example.com

Hang in there—you’re almost done with the intake!

The questions asked help us to process your tax return faster without going back and forth and to ensure accuracy and compliance each tax year with the IRS.

PROOF OF INCOME & DEDUCTIONS

If you're self-employed and do not have any income documents to upload, please take a blank picture as a placeholder to fulfill this requirement. Additionally, reach out to me to complete the Schedule C worksheet for accurate filing.
Take Photo or Upload ALL W-2's, 1099's, 1095-A, 1098's, Profit & Loss statement for business etc. PLEASE show entire form. *

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Do you have any itemized deductions? Medical expenses, charitable contributions, property taxes, educator expense, etc. Yes, you will need to have documented proof.*

YesNo
If you answered yes, please upload your deductions here. *

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MICHIGAN RESIDENTS ONLY

This information is optional and only required if you wish to claim specific tax credits. These credits can potentially increase your State of Michigan refund or reduce your state tax liability, providing additional financial relief for eligible taxpayers.
Did you live in MICHIGAN anytime in the tax year you are filing for and pay any rent or utility bill?*

YesNoI did not live in MICHIGAN during the tax year I am filing.

Please answer all questions related to these state tax credits. Missing information will result in a delay in processing your state tax return.
Homestead Tax Credit

I owned my home or had a mortgage.I had a lease in my name and paid rent.I received housing/low income assistance and did not pay any rentI received housing/low income assistance and paid only a portion of rentI lived in Michigan but did not pay any rent
If you had a lease or paid rent for the tax year you are filing, please complete the following. Provide property management or full name of landlord and address.
If you paid rent, how much did YOU pay MONTHLY during the tax year you are fiing? If you had housing/low-income assistance what was YOUR monthly family contribution out of pocket?
How many months did you pay that amount for?
*OPTIONAL* Upload page 1 of your lease OR family contribution statement from housing assistance showing your name and amount of rent (must be dated for tax year you are filing).

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OPTIONAL MICHIGAN RESIDENTS ONLY -HOME HEATING CREDIT

If you want to file the HOME HEATING CREDIT, upload your January 2025 utility bill PAGE 1 AND 2.
Upload pages 1 AND 2 of your utility bill here.

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If you don't have the bill, you can call your utility company and ask for the amount for your home heating credit and put it below.

If you are entitled to a refund, would you like a direct deposit? If you choose to have your tax preparation fees deducted from your tax refund, additional bank processing fees will apply.*

YesNo
If you are entitled to a refund and do NOT want direct deposit, please select an alternative option for your refund. If you choose to have your tax preparation fees deducted from your tax refund, additional bank processing fees will apply.*

Print a check in officeI would like a GreenDot VISA money card issued
Name of your bank*
Select which account for direct deposit*

CheckingSavings
To eliminate any mistakes with your account please upload a copy or screenshot of your routing and account number. I DO NOT KEEP BANK ACCOUNTS ON FILE*

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You may be eligible to apply for an advance on your tax refund with no credit check required. However, if you have any outstanding federal or state debt, you will not qualify. Please note, there are no guaranteed approvals. If approved, advance amounts range from $500 to $7,000 and are determined by the tax bank. The bank selects the amount, which cannot be adjusted.If you receive an advance, it will be repaid, along with all associated fees, from whichever refund—state or federal—is deposited first. A $100 non-refundable fee will be applied to your tax prep fee for PRE-TAX SEASON (Jan.2-IRS opening day). Once the IRS opens the fee will be reduced to $75 (date TBD by The IRS). Are you interested in applying for a tax refund advance?*

YesNoMaybe, I need more info please.

Congratulations—you’ve made it to the end!

Over the next business day, we will review your information to ensure that we have everything we need to file a complete and accurate return.

Our goal is to get your return prepared for review and a signature in 24-48 hours.

By signing this form you agree that the bank account on file will be drafted a processing fee of $100 (1) in the event your return is rejected due to you already filing or applying for a loan with another tax firm, (2) in the event our office completes your return and you do not sign your return within 48 hours of us notifying you that your return is ready for signature (we will consider your return filing abandoned and that you have filed elsewhere, and deactivate your return in our system.

Please keep your email notifications turned on. You will recieve an email from ASTAXSERVICE04@GMAIL.COM when it's time to review and sign your tax return.

Complete the last step below. Sign & submit your return below.
I have provided the above information to my tax preparer for the preparation of my income tax return. I confirm and attest that this information is accurate to the best of my knowledge. Please sign and submit.*

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Engagement Agreement

For each dependent you are claiming, please answer all questions related to that dependent. Missing information will result in a delay in processing your tax return.

For each dependent you are claiming, please answer all questions related to that dependent. Missing information will result in a delay in processing your tax return.

For each dependent you are claiming, please answer all questions related to that dependent. Missing information will result in a delay in processing your tax return.

For each dependent you are claiming, please answer all questions related to that dependent. Missing information will result in a delay in processing your tax return.

For each dependent you are claiming, please answer all questions related to that dependent. Missing information will result in a delay in processing your tax return.

This section states that you can provide proof of relationship, residency, income, and Head of Household to confirm your eligibility for refundable tax credits to The IRS.

Hang in there—you’re almost done with the intake!

PROOF OF INCOME & DEDUCTIONS

American Opportunity Tax Credit

MICHIGAN RESIDENTS ONLY

Please answer all questions related to these state tax credits. Missing information will result in a delay in processing your state tax return.

OPTIONAL MICHIGAN RESIDENTS ONLY -HOME HEATING CREDIT