• Tax Preparation Client Intake Form

  • Filing Status*
  • What tax year is this submission for? (Please ensure that only documents for the selected tax year are attached. If you need multiple years filed, each year must be submitted as a separate request with its corresponding documents.)
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    • Taxpayer Information 
    • Date of Birth*
       - -
      2 digit month, 2 digit day, 4 digit year
    • Format: (000) 000-0000.
    • Are you a full-time student?*
    • Are you totally and permanently disabled?*
    • Are you legally blind?*
    • Spouse Information 
    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Format: (000) 000-0000.
    • Are they a full-time student?
    • Are they totally and permanently disabled?
    • Are they legally blind?
    • Are they your dependent?
    • Dependents 
    • Enter your dependents here:
      Rows
    • Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?
      Rows
    • Tax Related Questions 
    • Employment Status*
    • Are you contributing to 401k or other pre-tax account?*
    • Does your dependents have tuition expenses?
    • Do you have any expenses for child care?
    • Do you own your home?*
    • Are you currently renting?*
    • What is the monthly rental/mortgage amount?*
    • Do you have documents that shows you paid for property taxes?*
    • Did you receive a federal tax last year?*
    • Do you have an IP PIN?*
    • Do you have any credits that were disallowed or reduced?*
    • Expenses 

    • Please fill-up the information within the current year only.

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    • If you are filing Head of Houshold, what documents will you provide for proof of head of household?
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    • Please answers only if it applies to you

    • Federal Financial Documents

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    • Do you need assistance with organizing your/side hustle business income & expenses?
    • Did you purchase a vehicle recently?*
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    • Do you want to apply for cash advance up to $7k. No credit check.  You will be notified if you are approved within 24 hours.*
    • How do you want to receive your refund?*

    • If you selected direct deposit, please enter your information below

    • Optimum Accounting Services, LLC

      Will prepare your 2025 individual tax return from the information you furnished to us. You, the taxpayer, are ultimately responsible for the preparation and filing of your tax return. I, the Taxpayer (you), have provided to Optimum Accounting Services, LLC the attached tax information and to the best of my knowledge this information is true, correct, and complete.

    • Letter of Engagement

    • Scope of Services

      We will prepare your income tax returns based solely on the information you provide. Upon completing your tax returns, we will return any original documents to you. While our office may retain electronic copies of certain documents for record-keeping purposes, you are responsible for maintaining all original records, receipts, canceled checks, and other documentation that support your income, deductions, and tax positions.These documents may include but are not limited to:Records supporting deductions for meals, travel, business expenses, charitable contributions, and vehicle use (if applicable).Bank and credit card statements or other financial records.It is your responsibility to retain these documents for at least five years after the filing or due date of your tax returns, as they may be required in the event of an audit or review by tax authorities.

    • Limitations of Our Services

      Our work in preparing your tax returns does not include the identification or detection of errors, irregularities, or illegal acts, including fraud. We will exercise professional judgment to resolve any tax law ambiguities in your favor where possible and reasonable. However, we cannot guarantee that the positions taken will not be challenged by taxing authorities, nor can we predict the outcome of such challenges. Optimum Accounting Services, LLC cannot be held responsible for issues arising from incomplete or inaccurate information provided during the preparation process. It is critical that you disclose all income, expenses, and relevant details before filing.

    • Fees and Payment Terms

      If you decide not to file your tax return after we have completed it, a fee of $150.00 will be charged for services rendered. This payment is due immediately .In the event of nonpayment for services, Optimum Accounting Services, LLC reserves the right to pursue legal action to collect any outstanding balance. You may also be responsible for reimbursing our firm for legal or collection costs incurred. Thank you again for entrusting Optimum Accounting Services, LLC with your tax preparation. We look forward to working with you and ensuring your financial success.
    • Acknowledgment & Signature 
    • Date Signed*
       - -
      2 digit month, 2 digit day, 4 digit year
    • Date Signed
       - -
      2 digit month, 2 digit day, 4 digit year
    •  
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