Intake Form Tax Year 2024

Thanks for choosing us!

We are required by the IRS to review certain documents each year to ensure compliance with tax laws and protect your personal information. All information is kept strictly confidential and used only for preparing your tax return. Your return will be personally prepared by Ramona.
OFF SEASON HOURS Monday-Wednesday 9-5 pm

Please COMPLETE ONLY ONE JotForm. If you missed uploading a document, simply return to the website, scroll to the bottom and select "UPLOAD MISSED DOCS" and upload there.

Are you a NEW or PRIOR YEAR client?

NEWPRIOR YEAR CLIENT
If anyone referred you, please put their FULL NAME & PHONE # to receive their referral pay. (You can earn cash for referrals too!)
Which tax year are we completing? If you have more than one year to do, do another JOTFORM for that year.*
Tax Referral Program – Get Paid!

Refer a new client and earn up to $150 when their tax return is ACCEPTED by the IRS — no need to wait for their refund!💰 Earn $50-$150 per referral ✅ Client must be new and list your name on their JotForm.💸 Referrals are paid via Zelle, Cash App, Apple Pay, or Chime every Sunday by 9 PM EST.📄 See referral terms for full details or ask us if you have questions!

At anytime you need help with this intake, call or text me (470-936-6605).

PRIOR YEAR CLIENTS YOU WILL NEED:
1. Unexpired Drivers License or State ID.
2. Social Security Card for any NEW dependents you are adding this year.
3. Birth certificate or affadavit if your adding a NEW dependent.
4. IRS Identity PIN (if assigned one from IRS)
5. ALL tax forms: W-2s, 1095s, 1099s, and 1098s, etc.
6. Bank membership card or account & routing number
🔥 Home Heating Credit – Optional

Michigan, Alaska, Wisconsin, Minnesota, Maine, Pennsylvania, Indiana, Utah: Offers the Home Heating Credit, which helps low-income homeowners and renters cover heating expenses. Eligibility is based on household resources, size, and standard allowances or actual costs.
📤 Have pages 1 AND 2 of your JANUARY 2025 utility bill
➡️ The bill must be in your name.
At anytime you need help with this intake, call or text me (470-936-6605).

PRIOR YEAR CLIENTS YOU WILL NEED:
1. Unexpired Drivers License or State ID.
2. Social Security Card for any NEW dependents you are adding this year.
3. Birth certificate or affadavit if your adding a NEW dependent.
4. IRS Identity PIN (if assigned one from IRS)
5. ALL tax forms: W-2s, 1095s, 1099s, and 1098s, etc.
6. Bank membership card or account & routing number
🔥 Home Heating Credit – Optional

Michigan, Alaska, Wisconsin, Minnesota, Maine, Pennsylvania, Indiana, Utah: Offers the Home Heating Credit, which helps low-income homeowners and renters cover heating expenses. Eligibility is based on household resources, size, and standard allowances or actual costs.
📤 Have pages 1 AND 2 of your JANUARY 2025 utility bill
➡️ The bill must be in your name.

PLEASE READ TO AVOID BEING CHARGED

Please review the service agreement and confirm to proceed. If you do not agree, please exit and stop the intake process.
Our office does not provide tax quotes or estimates. Work begins once the engagement agreement is signed and documents are uploaded. If you choose not to sign your completed return, it won’t be submitted, but full prep fees still apply. At management’s discretion, a $200 file termination fee may be charged instead, due within 14 days. After 14 days, the full balance is due. Unpaid fees may be collected at season’s end using provided payment methods. Additional charges may apply, and unpaid debts may be reported or pursued legally.*

I AGREE that by submitting my documents for tax preparation, I agree to compensate RG Tax & Resolution for their services, regardless of my refund amount or if I choose to file elsewhere.

Filing status is based on your intake info and my professional judgment. To claim Head of Household, IRS rules require you to be unmarried or separated for 6+ months, have a qualifying dependent, and pay over half of household expenses. If your Income (AGI) is under $22,500, filing as SINGLE won’t affect your refund and helps reduce audit risk.*

I understand
What was your marital status as of December 31, of the tax year you are filing?*

SingleMarriedSeparatedDivorced
If Married, are you filing together or separately?*

We are filing TOGETHERWe are NOT filing together

Your Name*

First NameLast Name
Your Social Security Number*
NEW CLIENT – Upload your Social Security card. If you don’t have it, upload a blank image to bypass.

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Occupation
Can anyone claim you as a dependent on their tax return?*

YesNo
Please upload a clear photo of the FRONT of your valid (non-expired) License or ID.*

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Please upload a clear photo of the BACK of your valid (non-expired) License or ID.*

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Spouse Name *

First NameLast Name
Spouse Social Security Number*
Spouse Date of Birth*

MonthDayYear
Date
If your spouse was NOT on your tax return last year upload SPOUSE SOCIAL SECURITY CARD here.

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Occupation
Can anyone other than you claim your spouse as a dependent on their tax return?*

YesNo
Please upload a clear photo of the FRONT of your valid (non-expired) License or ID.*

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Please upload a clear photo of the BACK of your valid (non-expired) License or ID.*

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Your return may be rejected if you were issued a PIN and it is not included.
Where you issued an IDENTITY PIN issued from the IRS?*

YesNoNot sure
If you have an IRS Identity PIN, please upload the letter or a screenshot from your IRS.gov account.*

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Address*

Street Address

Street Address Line 2

CityState / Province

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

Do you have any dependents you would like to claim?*

YesNo.

Hang in there—you’re almost done with the intake!

The questions asked help us to process your tax return faster without going back and forth and to ensure accuracy and compliance each tax year with the IRS.

Proof of Income & Deductions Required

To complete your tax return accurately and stay compliant with IRS requirements, please submit proof of income (W-2s, 1099s, etc.) and your Profit & Loss statement if self-employed.
Upload ALL tax forms showing income. If you're only filing Self-Employment, and you don’t have a completed P&L yet, upload a blank picture just to bypass the upload requirement — and let me know if you need help completing it.*

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Upload any additional tax forms you have here.

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Some states offer valuable tax credits for renters or low-income taxpayers

You may qualify for these credits, which could increase your state refund or reduce your tax liability—especially if you live in states like Michigan, Minnesota, or California.This information is optional, but if you're eligible, it can provide additional financial relief. If you’d like help determining if you qualify, please complete the info below.
Did you pay any rent or property taxes at any time during the tax year you are filing for?*

YesNo
Homestead Tax Credit

I owned my home or had a mortgage.I had a lease in my name and paid rent.I received housing/low income assistance and DID NOT pay any rentI received housing/low income assistance and paid only a portion of rent
If you paid rent, how much did YOU pay MONTHLY? If you had housing/low-income assistance what was YOUR monthly family contribution out of pocket?
How many months did you pay that amount for?
Please list the name of your landlord or the company you paid rent to.

🔥 Home Heating Credit (Optional)

Michigan, Alaska, Wisconsin, Minnesota, Maine, Pennsylvania, Indiana, Utah: Offers the Home Heating Credit, which helps low-income homeowners and renters cover heating expenses. Eligibility is based on household resources, size, and standard allowances or actual costs.
Skip this section if you are not applying for this credit.
Upload pages 1 AND 2 of your JANUARY 2025 utility bill here.

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You’ve made it to the end!
Service Bundles:

Credit Repair Sweep with 1 Tradeline (Fastest credit boost!)
- Standard Tax Preparation Included: $999
- Schedule C Tax Return Included: $1250
*Credit repair intake will be available starting after the end of the 2025 tax season, at the end of April.

Learn to do Taxes!

Tax Academy Package: 8-week course with software and one-on-one mentorship all season. Add on $500

*The Tax Academy program is scheduled to start later in the year, around late October or November.

* If you choose to opt into one of the programs, the fee will be deducted from your refund, and no refunds will be given.
Yes, I'm interested! Please sign me up. If you're interested, please select the bundle that best meets your needs.

Credit Repair BundleLearn to do taxes.Let's talk, I need more info.No thank you!
Tax Return Processing Agreement
- We’ll review your info to make sure your return is complete and accurate.
  Once all documents are uploaded, we aim to have it ready within 48 hours.
  Off-season hours: Mon–Wed, 9am–5pm.
By signing, you agree to a $200 processing fee if:

Your return is rejected because you filed/applied for a loan elsewhere, OR
You don’t sign within 48 hours of notification (your return will be considered abandoned and deactivated).
Please keep email alerts ON.
You’ll receive an email from RGTAX989@gmail.com when your return is ready.

Final step: Sign and submit below.
Tax Referral Program – Get Paid!

Refer a new client and earn up to $150 when their tax return is ACCEPTED by the IRS — no need to wait for their refund!💰 Earn $50-$150 per referral ✅ Client must be new and list your name on their JotForm.💸 Referrals are paid via Zelle, Cash App, or Apple Pay every Sunday by 9 PM EST.📄 See referral terms for full details or ask us if you have questions!
“I confirm the information I gave my tax preparer is true to the best of my knowledge." Please sign and submit this form, then sign the final document on the next screen.*

Powered by Jotform SignClear
Once it goes through, you’ll get an email. That’s how you’ll know it was submitted correctly.
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Thanks for choosing us!

OFF SEASON HOURS Monday-Wednesday 9-5 pm

Tax Referral Program – Get Paid!

PLEASE READ TO AVOID BEING CHARGED

Your return may be rejected if you were issued a PIN and it is not included.

Please answer all questions for each dependent. Missing info may delay your tax return.

Please answer all questions for each dependent. Missing info may delay your tax return.

Please answer all questions for each dependent. Missing info may delay your tax return.

Please answer all questions for each dependent. Missing info may delay your tax return.

Please answer all questions for each dependent. Missing info may delay your tax return.

These questions confirm you can prove relationship, residency, income, and Head of Household if the IRS asks.

Hang in there—you’re almost done with the intake!

Proof of Income & Deductions Required

American Opportunity Tax Credit

Some states offer valuable tax credits for renters or low-income taxpayers

🔥 Home Heating Credit (Optional)

Skip this section if you are not applying for this credit.

You’ve made it to the end!

Tax Referral Program – Get Paid!