Tax Daddy LLC Client Information Packet

Tax Daddy LLC

Tommy@taxdaddy.net

Primary Taxpayer Name*

First NameLast Name
Social Security Number*
Filing Status*

SingleHead of HouseholdMarried JointlyMarried Separately
Date of Birth*

MonthDayYear
Date
Occupation*
Residential Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
County of Residential Address*
Phone Number*
Please enter a valid phone number.
Primary Taxpayer's Email*
example@example.com
Spouse's Name

First NameLast Name
Spouse's Social Security Number
Spouse's Date of birth

MonthDayYear
Date
Spouse's Occupation
Spouse's Residential Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Spouse's Phone Number
Please enter a valid phone number.
Spouse's Email
example@example.com

1 Dependent

First NameLast Name
1 Dependent Date of Birth

MonthDayYear
Date
1 Dependent Social Security Number
1 Dependent Relationship to Primary Taxpayer
2 Dependent

First NameLast Name
2 Dependent Date of Birth

MonthDayYear
Date
2 Dependent Social Security Number
2 Dependent Relationship to Taxpayer
3 Dependent

First NameLast Name
3 Dependent Date of Birth

MonthDayYear
Date
3 Dependent Social Security Number
3 Dependent Relationship to Primary Taxpayer
4 Dependent

First NameLast Name
4 Dependent Date of Birth

MonthDayYear
Date
4 Dependent Social Security Number
4 Dependent Relationship to Primary Taxpayer
Does anyone above have a PIN# on their SS? If so, Provide who and the PIN.
If you had childcare, you will need a form 2441.

Did you have Health Insurance through:*

WorkMarketPlace (1095A form needed)None/Other

Please Upload your W2's / 1099 / Expenses ect.*

Any documents pertaining to your return, please upload here.
Cancelof

Taxpayer has provided all answers to the above questions to be true and correct to the best of the taxpayer's knowledge. Taxpayer has been informed that claiming a dependent for the EITC/CTC/AOTC/HOH or other can result in an audit, fines and penalties if information provided to preparer is incorrect.

The above information is true and correct, and I/We understand that the information given on this questionnaire will be used to complete my/out 2024 tax return(s). I/We agree to hold this company harmless for any errors that they may make on my/our tax return(s). I/We also understand that error on my/our return will cause a delay in the processing of the return and the receipt of the refund, if any.
Primary Taxpayer's Signature*

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Date of Primary Taxpayer's Signature*

MonthDayYear
Date
Spouse's Signature

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Date of Spouse's Signature

MonthDayYear
Date
If you believe your tax return information has been disclosed or used improperly in manner unauthorized by law or without your permission, you may contact the Treasury inspector General for Tax Administration (TIGTA) by telephone at 1.800.366.4484 or by email at complaints@tigta.treas.gov 2023 7216 Consent to Disclosure, 2023-1A, January 2023

CONSENT TO USE OF TAX RETURN INFORMATION

Tax Daddy LLC
Federal law requires this consent form be provided to you ("you" refers to each taxpayer, if more than one). Unless authorized by law, we cannot use your tax return information for purposes other than the preparation and filing of your tax return without your consent.

You are not required to complete this from to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.

For your convenience, we have entered into an arrangement with Santa Barbara Tax Products Group, LLC, A division of Green Dot Corporation, a Delaware corporation ("Processor"), using the banking services of Civista Bank, to provide qualifying taxpayers with the opportunity to apply for refund processing services offered by and through Processor. To determine whether these services may be available to you, we will need to use our tax return information by analyzing it and calculating the amount of your anticipated refund.

If you would like us to use your tax return information to determine whether these services may be available to you while we are preparing your return, please sign and date this consent to the use of your tax return information.

By signing below, you (including each of you if there is more than one taxpayer) authorized us to use the information you provide to us during the preparation of your 2024 tax return to determine whether to present you with the opportunity to apply for refund processing services through Processor.
Primary Taxpayer's Signature*

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Date of Primary Taxpayer's Signature*

MonthDayYear
Date
Spouse's Signature

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Date of Spouse's Signature

MonthDayYear
Date

CONSENT TO DISCLOSURE OF TAX RETURN INFORMATION

Tax Daddy LLC
Federal law requires this consent form be provided to you ("you" refers to each taxpayer, if more than one). Unless authorized by law, we cannot use your tax return information for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution.

You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.

You have indicated that you are interested in applying for the Refund Transfer ("RT") product from Santa Barbara Tax Products Group, LLC, a division of Green Dot Corporation, a Delaware corporation ("Processor") using bank services of Civista Bank ("Bank"). In order to have your refund processes by and through Processor, we must disclose all of your 2024 tax return information to Processor and Bank.

If you would like us to disclose your 2024 tax return information to the Processor and Bank for this purpose, please sign and date your consent to the disclosure of your tax return information.

By signing below, you (including each of you if there is more than one taxpayer) authorized us to disclose to Processor and Bank all of your 2024 tax return information so that Processor can evaluate and process your application, and Bank can provide banking services for the RT product. You understand that if you are not willing to authorize us to share your tax information with the Processor and Bank, you will not be able to obtain an RT product from the Processor, but you can still choose to pay us directly to have your tax return prepared and filed.
Primary Taxpayer's Signature*

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Date of Taxpayer's Signature

MonthDayYear
Date
Spouse's Signature

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Date of Spouse's Signature

MonthDayYear
Date
Should be Empty:

Tax Daddy LLC

Taxpayer's Due Diligence Questionnaire

CONSENT TO USE OF TAX RETURN INFORMATION

CONSENT TO DISCLOSURE OF TAX RETURN INFORMATION