• PROFIT AND LOSS FROM BUSINESS ACTIVITIES

    Please provide all income and business expenses related to your self-employment, freelance work, or side business for the tax year, including the type, description, and total amount paid for each expense—along with the make, model, value, and total business miles driven for any vehicle used for work purposes. Submitting these details completely and accurately ensures we can properly prepare your tax return, identify all allowable deductions, and maximize your overall tax savings.

  • Welcome to ATD Tax Profile Intake

    Please review each section carefully and provide complete, accurate information so we can prepare your return efficiently.

  • Use this form to provide your personal, tax, and business information. Upload any supporting documents when prompted, and continue through each section until you reach the final submission page.

    • PRIMARY TAXPAYER INFORMATION 
    • Date of Birth*
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      2 digit month, 2 digit day, 4 digit year
    • SPOUSE INFORMATION 
    • Date of Birth
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      2 digit month, 2 digit day, 4 digit year
    • TAX PROFILE  
    • Tax Year(s)*
    • Do you have any dependents?
    • What were your main sources of income for the tax year?*

    • Did you make over $50,000 / year?
    • Require P&L
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    • Did you receive any other income during the tax year?*

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    • Can we help you resolve any of the following tax-related concerns?*

    • Did you incur any of the following out-of-pocket expenses?*

    • DEPENDENT INFORMATION 

    • List all dependents you are requesting to claim. Most dependents must have lived with you for more than 6 months, received more than half of their support from you, and meet IRS age, relationship, or qualifying relative rules. We will verify eligibility before filing your return.

    • Dependent Information
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    • ITEMIZED DEDUCTIONS  
    • Please include all qualifying expenses paid during the tax year, such as medical expenses, mortgage interest, property taxes, charitable donations, and other potential deductions. The more information and documentation provided, the better we can determine if itemizing deductions may benefit your tax return.
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    • REAL ESTATE OWNED 
    • Please include all real estate properties owned during the tax year, along with rental income, ownership percentage, cost basis, and related expenses. The more complete the information and documentation provided, the better we can accurately prepare your tax return. List of Real Estate Owned:
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    • Rental/Royalty Expenses
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    • HOUSEHOLD EMPLOYEE INCOME  
    • Please include all household employee income received during the tax year, including employer information, job type, and total income earned. The more complete the information provided, the better we can accurately prepare your tax return.
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    • SELF-EMPLOYMENT INCOME 

    • Report all business income earned during the tax year along with any ordinary, necessary, and allowable business expenses related to operating and maintaining your business activities.

    • Start Date
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      2 digit month, 2 digit day, 4 digit year
    • Did you use a vehicle for this work?
    • Annual Business Expenses
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    • Business Vehicle Information
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    • Do you have clean, organized records to track your business income and expenses?

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    • DIRECT DEPOSIT INFORMATION 

    • Enter your direct deposit information exactly as it appears on your bank account to prevent refund delays or rejection.

    • Account Type*
    • UPLOAD TAX DOCUMENTS 
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    • TERMS OF SERVICE 

    • Taxpayer Responsibility, Authorization & Payment Agreement

      I, {taxpayerName}, certify that all information and documentation provided to America’s Tax Doctor (ATD) is accurate, complete, and truthful to the best of my knowledge. I understand that ATD relies solely on the information I provide for the preparation and filing of my federal and/or state tax returns, and I accept full responsibility for the accuracy and validity of all information submitted.

      I acknowledge that America’s Tax Doctor, including its owners, employees, contractors, affiliates, and agents, shall not be held liable for any penalties, audits, offsets, delays, denied credits, interest, additional taxes, or other issues resulting from inaccurate, incomplete, or false information provided by me or from actions taken by the IRS or state agencies. I agree to provide any additional documentation requested for verification, compliance, or audit support purposes.

      I authorize America’s Tax Doctor to prepare and electronically file my tax return based on the information submitted and acknowledge that all returns will be provided for my review and approval prior to filing when required.

      I agree to indemnify and hold harmless America’s Tax Doctor, its owners, employees, contractors, affiliates, and agents from any claims, liabilities, damages, penalties, costs, or legal expenses arising from the preparation or filing of my return based on the information I provided.

      I understand that all preparation fees remain due regardless of refund status, delays, offsets, or denial of refund. I authorize ATD to deduct agreed-upon fees from my refund when applicable or debit my account via ACH for unpaid balances. I authorize up to five (5) ACH withdrawal attempts for valid authorized charges and agree to remain responsible for any collection costs or legal fees associated with unpaid balances.

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