All4One Tax Client Intake Form

  • Client Intake Form

    ALL4ONE TAX SERVICE
    • Filing Status 
    • How are you filing this year?*
    • Primary Taxpayer Information 
    • Date of Birth*
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    • Format: (000) 000-0000.
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    • Are you a full-time student?*
    • Are you disabled?*
    • Are you legally blind?*
    • Spouse Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
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    • Is your spouse a full-time student?
    • Is your spouse disabled?
    • Is your spouse legally blind?
    • Is your spouse your dependent?
    • Dependents 
    • Rows
    • Are any of your dependents disabled?
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    • Did you and your dependent(s) have Health Insurance this year?
    • If yes, was it through the Market Place?
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    • Tax Related Information 
    • How would you like your returns filed?*
    • If you receive a refund, how would you like your refund disbursed?
    • Account Refund Is Routed To?
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    • Did you receive a federal tax refund last year?*
    • Are you or your dependent(s) a victim of identity theft?*
    • Are you, your spouse, or any of your dependents able to legally work in the US?*
    • Have ever been denied EIC (earned income credit)?*
    • Did you, your spouse, or any of your children have healthcare insurance through the Marketplace?*
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    • Employment Status*
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    • Are you contributing to 401k or other pre-tax account?*
    • If yes, did you take out your 401k?
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    • Do you or any of your dependents have tuition expense(s)?*
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    • Has any student loan payments been made this year?*
    • Do you have child care expense(s)?*
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    • Type a question
    • Are you currently renting?*
    • Do you own your home?*
    • Do you have mortgage interest?*
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    • Do you have documents that prove you paid your property taxes?*
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    • Do you have a gas bill in your name?*
    • Have you sold any stock(s) or crypto currency?*
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    • Self-Employment/Business Worksheet 
    • How is your BUSINESS registered?
    • Do you have a business license and/or business plan?
    • Does your business have a bank account?
    • Does your business have employees, and disburse payroll?
    • Do you keep your own records, or have an accountant prepare your bookkeeping?
    • Do you make payments of more than $600 or more to others that are not employees such as independent contractors?
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    • Rows
    • Rows
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    • Is your home used as part of your business?
    • Rows
    • Rental Property Information 
    • Do you own rental property?*
    • Rows
    • Rows
    • Rows
    • Acknowledgment & Signature 
      • I confirm that all information I entered here is accurate and true.
      • I allow my personal professional LLC dba All4One Tax Service to capture my sensitive data like personal id, government id, social security number (SSN), and other information.
      • The undersigned person has authorize my personal professional LLC dba All4One Tax Service or any authorize representative of MPP to prepare their federal and/or state tax returns.
      • MPP claims no responsibility for the tax returns. Other than preparing the C in return. The accuracy of the return will be directly related to the information that you the taxpayer provides MPP or any authorized representative of MPP. The information received by MPP will be used in compliance with the rules and regulations of the Internal Revenue Service.
      • Taxpayers agree to digitally, sign any documents pertaining to tax preparation, or any form that may be included in the tax return.
      • Two forms of ID, such as Social Security card, or a form a picture ID should be present to preparer during service.
      • You must provide our office with appropriate income and or deduction documents, such as W-2s 1099,1098T or 1098E child care, information, proof of college attendance or continuing education, mortgage, interest, etc.In order for tax returns to be properly, prepare an eval with the IRS.
      • If an electronically or paper file tax return results in a refund MPP makes no claims or guarantees regarding the time of expected delivery on dates, and or responsibilities are limited to the preparation of the return for electronic transmission after electronic transmission. Any delay caused by the IRS bank and or any other government agency, etc. involved is not the responsibility of MPP.
      • By signing this disclosure to prepare tax return you have a greed to fully compensate and authorize MPP to prepare your tax return.
      • The taxpayer is/are fully responsible for any unpaid balance. Any outstanding balance must be paid in full at the time of service rendered the taxpayer will be responsible for any and all fees and expenses, including collection, fees, attorney fees, damages, court costs, and interest that may occur in MPP collection of unpaid debt.
      • MPP claims no responsibility for the tax returns. Other than preparing the C in return. The accuracy of the return will be directly related to the information that you the taxpayer provides MPP or any authorized representative of MPP. The information received by MPP will be used in compliance with the rules and regulations of the Internal Revenue Service.
      • I have read the terms and conditions and privacy policy of All4One Tax Service.
        By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
    • Date Signed*
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    • Date Signed
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