• TAX PREPARATION INTAKE FORM

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  • NEW OR RETURNING CLIENT*

  • FILING STATUS

  • TAXPAYER

    ENTER IN YOUR INFORMATION
  • DATE OF BIRTH*
     - -
  • Format: (000) 000-0000.
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  • SPOUSE

    YOUR SPOUSES INFORMATION, IF LEGALLY MARRIED OR PRESUMED MARRIED BY COMMON LAW STATUTE IN THE STATE YOU RESIDE IN
  • Date Of Birth
     - -
  • Format: (000) 000-0000.
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  • DEPENDENTS

  • Date of Birth*
     - -
  • Is the Dependent a College Student?
  • Is the Dependent Disabled?
  • Do you provide 50% or more of the care and support for this Dependent?
  • Date of Birth*
     - -
  • Is the Dependent a College Student?
  • Is the Dependent Disabled?
  • Do you provide 50% or more of the care and support for this Dependent?
  • Date of Birth*
     - -
  • Is the Dependent a College Student?
  • Is the Dependent Disabled?
  • Do you provide 50% or more of the care and support for this Dependent?
  • Date of Birth*
     - -
  • Is the Dependent a College Student?
  • Is the Dependent Disabled?
  • Do you provide 50% or more of the care and support for this Dependent?
  • Date of Birth*
     - -
  • Is the Dependent a College Student?
  • Is the Dependent Disabled?
  • Do you provide 50% or more of the care and support for this Dependent?

  • CREDITS

  • Which of the following applies to you? (Must select one)*

  • CHILDCARE INFORMATION

  • HIGHER EDUCATION

    COLLEGE AND TUITION INFORMATION
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  • HAVE YOU CLAIMED THE AMERICAN OPPORTUNITY EDUCATION CREDIT IN THE PAST?
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  • ITEMIZED DEDUCTIONS

  • MEDICAL

  • TAXES PAID BY YOU

  • INTEREST YOU PAID

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  • GIFTS TO CHARITY

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  • SOLAR POWER EXPENSES

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  • UNEMPLOYMENT

  • DID YOU RECIEVE ANY UNEMPLOYMENT OR PAY ANY UNEMPLOYMENT OVERPAYMENTS BACK?
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  • INCOME AND WAGES

  • Did you work a job at any time in 2022?*
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  • Did you start or do you own a business?*
  • Did you do any contract/self-employment work?*
  • WHAT IS THE STRUCTURE OF YOUR BUSINESS?*
  • Do you have an EIN?*
  • How did you collect payment for your self-employment?*
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  • Upload Additional Documents

    Please upload one or more files into the areas below. Uploads will accept JPG, PNG and PDF files only. You can select multiple files to upload for each section by Shift or Cmd/Ctrl clicking files in the prompt.
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  • MISC.

  • REFUND DISBURSEMENT

  • How would you like to receive your refund?*
  • Would you like to apply for the REFUND Advance? (January 1-March 1, 2023)

  • Client Agreement And Ackowledgement

    By Signing below, I acknowledge and agree to the following terms as a client of Wealthy Beginnings LLC: 

    1. Accuracy of Information: I confirm that all information I have entered here is accurate and true. I certify that all information provided to Wealthy Beginnings LLC for the purpose of tax preperation is complete and truthful. I understand that providing false or misleading information can result in inaccurate tax returns and potential legal consequnces.

    2. Responsibility for Records: I am responsible for maintaining all documents, receipts, and other records related to the tax information provided. These documents may be necessary to support the entries made on my tax return should such information be requested by the Internal Revenue Service (IRS) or any other governmental authority.

    3. Review of Return: I agree to review the completed tax return carefully before signing it to ensure that all tax information is correct. Wealthy Beginnings LLC is not responsible for errors overlooked during my review of the tax return.

    4. Consent to use Sensitive Information: I allow Wealthy Beginnings LLC to capture my sensitive data, including personal ID, government ID, Social Security Number (SSN), and other necessary information for the purpose of preparing my tax return.

    5. Terms and Conditions: I have read and understand the terms and conditions and privacy policy of Wealthy Beginnings LLC. By signing this document, I ackowledge my responsiblities and the responsibilities of Wealthy Beginnings LLC in preparing this tax return.

    6. Consent to Disclosure of Information: I consent to the disclosure of my personal and tax- related information as necessary for the preperation and filing of my tax returns, and as required by law. This may include sharing information with government entities or other third parties as mandated by legal obligations or necessary for the processing of my tax return. 

  • Date*
     - -
  • Do you want information on how to apply for tax advance up to 7k*
  • Does your credit start with a 4,5,6 ?*
  • Does you need help building or fixing your credit?*
  • Do you want information on how to make extra income from home ?*
  • Make sure to follow me @facxbook on IG for tax updates, credit and how to make money online tips. Did you follow me ? I'll follow you back*
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