• NEW TAX CLIENT INTAKE FORM

  • Thank You for filing with us! Please have ALL documents and dependent information to ensure you get the most accurate tax quote. Please allow up to 48 hours for a response via email.

  • Format: (000) 000-0000.
  • INCOME INFORMATION

  • REFUND OPTIONS

  • DEPENDENT INFORMATION

  • DOCUMENT UPLOAD

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • DUE DILIGENCE QUESTIONNAIRE

  • The United States Congress have, as a reaction to the substantial tax fraud resulting from their original air of choosing to distribute federal social welfare program benefits via the tax return, placed new excessive inappropriate "Due Diligence" requirements on paid tax return preparers who's clients are claiming certain tax credits. This added to the excessive and inappropriate requirements previously implemented by the Internal Revenue Service, the IRS has forced tax preparers to, in many cases, become social workers and verify that their clients qualify to receive certain credits i.e EIC, CTC, ACTC and now HOH.

    We preparers are not compensated by the IRS or the government for doing their job for them, but must pass the cost of this required additional work onto our taxpayer clients.

    You will be claiming an Earned Income Credit, Child Tax Credit, Additional Child Tax Credit, HOH, and/or an American Opportunity Credit on your 2024 tax return. Because of this, you must complete, sign and return this questionnaire to me. I will keep the original signed copy of this questionnaire with my file copy of your 2024 tax return, and will include a photocopy of the completed questionnaire in the package that I will send you, with the finished returns. 

  • ATTESTATION AND DISCLAIMER

  • Infinite Prosperity Tax service is not responsible if the taxpayer provides us with incorrect information(i.e. Social Security numbers for self, spouse or dependents, last names, birthdates,etc). This may delay your refund. Infinite Prosperity Tax service is not responsible for any IRS audits. All information of time from the taxpayer and/or spouse, must be presentable if the IRS audits your tax return. Infinite Prosperity Tax service is not responsible for any incorrect tax figures provided by the taxpayer and/or spouse. If your tax figures change, you will need to do an AMENDMENT. Prices vary. If you have any federal or government debts (i.e. student loans, child support, DPP, DFCS, etc.), there is a chance that your refund will be applied towards your debt. You can call the offset department at 1-800-304-3107 or 1-800-829-7650 to see if your refund will be partially or fully taken. If your refund is fully taken, you are responsible for paying the preparation fees.  Infinite Prosperity Tax service provides the taxpayer with ONE complementary copy of their tax return. Should you need any additional copies, there is a $15 fee per copy (federal and state included). Infinite Prosperity Tax service is not responsible for any discussions or changes the IRS or bank may make on disbursement dates, filing status , or any other required information from the IRS. Infinite Prosperity Tax service is not responsible for any IRS glitch problems or IRS problems that may cause a delay in your tax refund. We DO NOT reimburse any bank fees in the event of this occurrence. 

  • Clear
  •  - -
  • Should be Empty: