Strong Tower Financial Services LLC Intake Form

All fields marked with an asterick (*) are required and must be filled in.

Please complete this form in its ENTIRETY and click SUBMIT when finished. Upload all REQUESTED documents. Please wait until you have ALL of your documents before submitting this form.

If you do not have a requested document- PLEASE upload blank form.
RETURNS WILL BE PROCESSED WITHIN 24 HOURS.

Any questions or issues- please call or text (225) 475-0616.

www.strongtowerfinancial22.com

strongtowerfinancial22@gmail.com

ARE YOU A NEW CLIENT?

TAXPAYERS NAME (As it appears on your Social Security Card)

First NameLast Name

TAXPAYERS ADDRESS

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

TAXPAYERS DATE OF BIRTH

Date

TAXPAYERS SOCIAL SECURITY NUMBER

TAXPAYERS PHONE NUMBER

Please enter a valid phone number.Format: (000) 000-0000.

TAXPAYERS EMAIL ADDRESS

example@example.com

TAXPAYERS OCCUPATION

WHICH TAX YEAR(S) ARE YOU FILING A RETURN? (If you are filing multiple years, you must complete a separate form for each year.)

This field is required.*

WHAT IS YOUR FILING STATUS AS OF DECEMBER 31, 2025?

This field is required.*

DO YOU OWE THE IRS, CHILD SUPPORT OR ARE YOU DEFAULT ON YOUR STUDENT LOANS?

DO YOU OWE STATE TAXES?

PLEASE TAKE A PICTURE OF YOUR UNEXPIRED DRIVERS LICENSE OR STATE IDENTIFICATION CARD. (Ensure picture is legible.)

PLEASE TAKE A PICTURE OF YOUR SOCIAL SECURITY CARD. (Ensure picture is legible.)

PLEASE TAKE A PICTURE OF YOUR IP PIN. (If applicable, provided by the IRS.) (Ensure picture is legible.)

ARE YOU FILING MARRIED? (Jointly or Separately)

SPOUSE'S NAME (As it appears on Social Security Card)

First NameLast Name

SPOUSE'S ADDRESS

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

SPOUSE'S DATE OF BIRTH

Date

SPOUSE'S SOCIAL SECURITY NUMBER (As it appears on Social Security Card.)

SPOUSE'S PHONE NUMBER

Please enter a valid phone number.Format: (000) 000-0000.

SPOUSE'S EMAIL ADDRESS

example@example.com

PLEASE TAKE A PICTURE OF SPOUSE'S SOCIAL SECURITY CARD. (Ensure picture is legible.)

PLEASE TAKE A PICTURE OF SPOUSE'S IP PIN. (If applicable, issued by IRS.) (Ensure picture is legible.)

DO YOU HAVE ANY CHILDREN OR DEPENDENTS?

CHILD OR DEPENDENT 1 FULL NAME (As it appears on Social Security Card.)

First NameLast Name

CHILD OR DEPENDENT 1 DATE OF BIRTH

Date

PLEASE TAKE A PICTURE OF CHILD OR DEPENDENT 1 SOCIAL SECURITY CARD. (Ensure picture is legible.)

CHILD OR DEPENDENT 2 FULL NAME (As it appears on Social Security Card.)

First NameLast Name

CHILD OR DEPENDENT 2 DATE OF BIRTH

Date

PLEASE TAKE A PICTURE OF CHILD OR DEPENDENT 2 SOCIAL SECURITY CARD. (Ensure picture is legible.)

CHILD OR DEPENDENT 3 FULL NAME (As it appears on Social Security Card.)

First NameLast Name

CHILD OR DEPENDENT 3 DATE OF BIRTH

Date

PLEASE TAKE A PICTURE OF CHILD OR DEPENDENT 3 SOCIAL SECURITY CARD. (Ensure picture is legible.)

CHILD OR DEPENDENT 4 FULL NAME (As it appears on Social Security Card.)

First NameLast Name

CHILD OR DEPENDENT 4 DATE OF BIRTH

Date

PLEASE TAKE A PICTURE OF CHILD OR DEPENDENT 4 SOCIAL SECURITY CARD. (Ensure picture is legible.)

DID YOU AND YOUR DEPENDENTS HAVE HEALTH INSURANCE COVERAGE FOR ALL 12 MONTHS OF THE TAX YEAR FOR WHICH YOU ARE FILING TAX RETURNS FOR?

DID YOU PURCHASE HEALTH INSURANCE FROM THE MARKETPLACE FOR YOU OR ANYONE IN YOUR HOUSEHOLD? (This is not referring to Medicare or Medicaid.)

HEALTH CARE FORMS (1095-A, 1095-B, 1095-C) IF YOU RECEIVED HEALTH INSURANCE THROUGH THE MARKETPLACE, PLEASE TAKE A PICTURE TO UPLOAD YOUR FORM(S). (Ensure picture is legible.)

If you received health insurance through the Marketplace and fail to let us know and give us your 1095-A, your tax return will be rejected by the IRS. You will have to contact the Marketplace to get your 1095-A or log into your online portal at www.healthcare.gov. (This is not referring to Medicare and Medicaid insurance.)

DID YOU, YOUR CHILD(REN) OR YOUR DEPENDENT(S) ATTEND COLLEGE IN THE TAX YEAR YOU ARE FILING YOUR TAX RETURN?

PLEASE TAKE A PICTURE OF YOUR, YOUR CHILD'S OR YOUR DEPENDENT'S 1098-T. (Ensure picture is legible.)

TAXPAYER'S W2/1099 NEC (Ensure picture is legible.)

SPOUSE'S W2/1099 NEC (Ensure picture is legible.)

TAXPAYER'S 1099 UNEMPLOYMENT (Ensure picture is legible.)

SPOUSE'S 1099 UNEMPLOYMENT (Ensure picture is legible.)

TAKE A PICTURE OF ANY OTHER INCOME DOCUMENTS (Ensure picture is legible.)

DID YOU FILE A BUSINESS TAX RETURN LAST YEAR? (Schedule C or Corporation)

WHICH IS YOUR BUSINESS ENTITY?

WHAT IS THE NAME OF THE BUSINESS?

WHAT IS THE BUSINESS EIN?

Put a zero (0) if no business EIN.

DO YOU PAY EMPLOYEES? (W2 OR 1099 Contractor)

DO YOU HAVE AN INCOME AND EXPENSE REPORT FOR YOUR BUSINESS?

PLEASE UPLOAD YOUR INCOME AND EXPENSE REPORT(S). IF YOU DON'T HAVE ONE, I WILL EMAIL YOU AN INCOME AND EXPENSE REPORT WORKSHEET.

If you upload a bunch of receipts for me to calculate and if I have to calculate your income and expenses, I will charge you $99 for each hour I spend figuring your income and expenses. This fee will be in addition to your self-employed tax prep fees

I AGREE WITH THE ABOVE STATEMENT.

ANY ADDITIONAL INFORMATION YOU WOULD LIKE TO PROVIDE ABOUT YOUR BUSINESS?

DO YOU WANT AUDIT PROTECTION ADDED TO YOUR TAX PREPARATION? (All self-employed taxpayers must add audit protection to their tax return.)

HOW DO YOU WANT TO RECEIVE YOUR REFUND?

DIRECT DEPOSIT INFORMATION

I AGREE MY ROUTING AND ACCOUNT NUMBERS ARE CORRECT.

I GIVE CONSENT TO STRONG TOWER FINANCIAL SERVICES LLC, TO PREPARE MY TAX RETURN BASED ON THE INFORMATION I PROVIDED AND SUBMIT MY TAX RETURN TO THE IRS AND/OR STATE ON MY BEHALF.

I acknowledge that by signing this form, if I and/or my spouse owe a federal/government debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to Strong Tower Financial Services LLC at the time of service. Also, if the federal refund amount is mailed, I/we are still responsible for the tax preparation fees stated on the invoice. If the tax preparation fees are not paid, I understand StrongTower Financial Services LLC will take legal action to collect the unpaid tax preparation fees.

I am giving Strong Tower Financial Services LLC permission to prepare all forms related to my tax return; to apply for and secure RAC's and RAL's on my behalf; and sign all necessary forms and file my taxes electronically. I take full responsibility for the accuracy of this form and understand that Strong Tower Financial Services LLC and/or associated affiliates hold no responsibility for any misrepresentation or false claims.

I AGREE WITH THE ABOVE STATEMENT.

TODAY'S DATE

Date

We here at Strong Tower Financial Services LLC value the relationship we have with all of our clients. We are in business to provide you with the absolute best service you can have. With that being said, we would like to remind you that we are providing you with a service NOT a refund. You as a taxpayer have the choice to pay your tax preparation fees by one of the following: cash, cashier's 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 tax return you agree to pay the preparation fees even if your refund is 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. We hope we never have to go this route, so please keep an open communication with us so we can work with you!

I AGREE WITH THE ABOVE STATEMENT.

I agree that in the event my refund is intercepted by the IRS and/or state, I still owe Strong Tower Financial Services LLC tax preparation fees for the filing and preparing of my federal and/or state tax return. If I have a balance due (if applicable) I agree to pay Strong Tower Financial Services LLC any tax preparation fees due for the preparing and filing of my federal and/or state tax return.

TAXPAYER'S SIGNATURE (Ensure signature is legible.)

SPOUSE'S SIGNATURE (Ensure signature is legible.)

Tax Preparation Intake Form

CLIENT INFORMATION

EDUCATION INFORMATION

INCOME INFORMATION

SELF-EMPLOYMENT & SUBCONTRACTOR INFORMATION

SURVEY QUESTION

REFUND AND ADVANCE DEPOSIT INFORMATION

CONSENT TO USE TAX RETURN INFORMATION

CONSENT FOR PAYMENT