Tax Prep Intake Form

Tax Preparation Client Intake Form

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Tax Preparation Client Intake Form

This form is to be completed by Taxpayer
Name of Tax Preparer assisting you?*
Tax Year*
EX: 2023
SingleHead of HouseholdMarried Filing SeparateMarried Filing JointQualifying Widower

Street Address (Please Indicate Apt # if Applicable)

Apt #

CityState

Zip Code

Would you like to apply for a Fast Cash Advance?

This is the ONLY time to apply for a Fast Cash Advance. (Ends 03/15/25)
YesNo

Direct DepositPrepaid Debit CardPaper Check
Bank Name
Official Bank Name
Routing Number
Please Check For Accuracy!!
Account Number
Please Check For Accuracy!!
CheckingSaving

Dependent Information

Regarding Qualifying Children for Earned Income Credit

Based on the information you provided regarding your dependent(s), you confirm that the dependent(s) is/are your biological child, grandchild, niece, nephew, or otherwise meet(s) the qualifying relationship criteria.

It has been explained to you that a qualifying child may only be claimed by one individual per tax period. If you are married filing jointly, this individual would be one of the parents.

If filing as Head of Household, you affirm that you can provide documentation, such as a lease or utility bill in your name, verifying your current address.

You acknowledge that:

You provide more than 50% of the care and financial support for the dependent(s).
You are the sole provider for the dependent(s).
The dependent(s) resides with you for more than half of the tax year.
No other individual is eligible to claim the dependent(s) on their tax return.
By signing below, you attest that all information provided regarding the dependent(s) on your tax return is true, accurate, and properly documented by your tax preparer. You further affirm that you have not provided false or fraudulent information to your preparer.

Provider Name
Name of Business/Person
EIN/SSN Number
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Total Amount Paid in 2023?
Provider Address

Street Address

Street Address Line 2

CityState

Zip Code

YesNo
YesNo
If yes, how much?
Student Name

First NameLast Name
School Name and School Address

School Name

Street Address Line 1

CityState

Zip Code

General Expenses

Rows	Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Charity of Religious Contributions
Business Expenses
Tax Preparation Fees
Investment Expenses
Mortgage Points(Closing points)
Significant Loss or Theft
Alimony Paid
Buy or Sell Home
IRA Expense

We will prepare your tax return based on the information you provide. In the event of an audit, you will be responsible for substantiating the items reported on the return. It is imperative that you thoroughly review your tax return before signing to confirm the accuracy of all information. As the taxpayer, you bear full responsibility for the contents of your return. Justice League of Credit & Tax Services, LLC strongly advises you to submit all relevant tax documents at the time of filing to mitigate the risk of IRS correspondence, potential penalties, and prolonged processing delays.
Taxpayers Responsibilities

You agree to provide all income and deductible information necessary to prepare your tax return. If you receive additional information after we have commenced work on your return, you agree to notify us immediately to ensure that your completed tax return includes all relevant details.

You affirm that all expenses and deductions reported are accurate and supported by the required written documentation. Upon request, we may ask to review this documentation.
You acknowledge that, in the event of an audit by the IRS or state tax authority, you must provide written records to substantiate all items reported on your return. We are available to guide acceptable forms of evidence.
It is your responsibility to thoroughly review the completed return before signing to verify all information's accuracy.
We recommend retaining a copy of your tax return and all related documents for at least three (3) years.
Signatures

By signing below, you grant Justice League of Credit & Tax Services, LLC (JLOCTS) authorization to contact you via Short Message Service (SMS) text messaging and acknowledge that you have read, understood, and accepted your obligations and responsibilities.

You affirm under penalty of perjury that all information provided is true, complete, and accurate. Furthermore, you release Justice League of Credit & Tax Services, LLC from any liability related to the information filed on your federal and state income tax returns.

By affixing your signature, you also:

Grant Justice League of Credit & Tax Services, LLC permission and power of attorney to access, review, and retrieve your current and prior years' tax returns and other tax-related information as needed.
Authorize JLOCTS to share relevant tax-related information with third-party entities, as necessary, to assist with matters concerning your taxes, credit, or insurance.
Provide authorization for Justice League of Credit & Tax Services, LLC to electronically deduct applicable final tax preparation fees from your IRS refund.
Permit JLOCTS to electronically file and/or mail your income tax returns to the IRS for processing.
For joint tax returns, both taxpayers must sign to authorize the above actions.
This is an prevenative security measure to reduce fraudulent tax returns! Please take a photo of yourself to ensure that it matches your ID!
Taxpayer (Upload Drivers License)*

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Spouse (Upload Drivers License)

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Date Signed (TaxPayer)*

MonthDayYear
Date
Taxpayer Signature*
Date Signed (Spouse)

MonthDayYear
Date
Spouse Signature
Your Information is Secure
At Justice League of Credit & Tax Services, LLC, protecting your information is our top priority. Our website uses industry-standard security measures, including SSL certificates, to ensure that your data is securely transmitted and stored. You can trust that your personal and financial information is handled with the utmost care and confidentiality.
Should be Empty:

Name of Dependent

Months lived with you

Did you pay more than 50% of cost for support

Relationship to you