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  • CLIENT INTAKE FORM

  • Thank you for taking the time to complete your Client Intake Form. This information is critical to ensure your tax return is filed accurately. Please take your time and review all information before you submit. Upload all documents here or through your client portal. Please note that if documents are missing or information is incorrect this will result in a delay in processing your return.

    If you are filing multiple years you must complete a separate form for each year.

    • GENERAL INFORMATION 
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    • INCOME 
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    • SELF EMPLOYED (Complete only if you have your OWN business as a sole propriertorship, single member LLC or contractor) 
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    • If you use your car for business purposes, you may be able to deduct car expenses. Fill out the following information about your vehicle.

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    • DEPENDENT'S INFORMATION 
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    • UPLOAD DOCUMENTS 
    • If you have any additional documents not mentioned anywhere else you would like to be considered, please upload here.

      • Gather all necessary tax-related documents (e.g., W-2s, 1099s, receipts, and any additional forms). 
      • Ensure documents are clear and legible. Avoid blurry or dark scans.
      • Use a scanner or a mobile app (like Adobe Scan, CamScanner, or your phone's camera) to digitize paper documents.
      • Save each document as a PDF or JPEG file.
      • Name each file clearly to indicate its content
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    • ACKNOWLEDGMENT & SIGNATURE 
    • Accuracy Agreement

      I affirm that:

      1. The information provided pertains to me, my dependents, or my business, as applicable.
      2. All documents submitted (including but not limited to tax forms, receipts, financial statements, and identification records) are genuine and have not been altered or falsified.
      3. I am fully responsible for ensuring the accuracy and completeness of the submitted information.

      I hereby certify the information given above is true and correct to the best of my knowledge. Taxpayer has been informed that claiming a dependent for EITC/CTC/AOTC/HOH or other can result in audit, fines, and penalties if information provided is incorrect.

      I understand that any false or misleading information provided may result in delays, penalties, or legal consequences, and I release EZ Latino Services from any liability arising from such instances.

      By signing below, I confirm my understanding and agreement to the terms outlined above.

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    • BEFORE YOU SUBMIT GO BACK AND REVIEW

       

      Make sure you have uploaded current and valid documents. If I find that you are missing documents or documents are not valid, I will place your return on hold until I receive all necesary documents.

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