Tax Preparation Client Intake Form

  • This secure intake form helps us understand your tax situation so we can provide accurate, compliant, and personalized service. Please complete each section carefully and to the best of your ability. Your information is handled via a secure, private and confidential channel, and this data is restricted to authorized personnel only. Once submitted, our team will review your responses and contact you with next steps.
  • Type of Client
  • Date of Birth*
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  • Are you filing an eligible spouse on your tax return?*
  • Date of Birth*
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  • Payment/Refund

    (Checks can be picked up in office or sent via mail)
  • Select below the method that you prefer to receive your refund*
  • Account Type
  • Are you interested in applying for a cash advance? (Up to $7000)
  • Is this year your first year filing your taxes with Benchmark Tax Services LLC?*
  • Did your marital status change during the year?*
  • Did you have Marketplace Health Insurance (Obamacare-ACA) this year? (Should receive Form 1095-A)*
  • Did you attend a College or university last year?
  • Do you currently have an offsets with the IRS (delinquent student loans, delinquent child support, tax liens etc)? *If you suspect that you have an offset call (800)304-3107 to confirm*
  • Do you have any children or dependents to file?*

  • Dependents

    Should only be listed if you take care of the dependent over half of the year
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  • Date Of Birth*
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  • Do you want to enter another dependent?*
  • Date Of Birth*
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  • Do you want to enter another dependent?*
  • Date Of Birth*
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  • Do you want to enter another dependent?*
  • Date Of Birth*
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  • Did you pay any child care expenses throughout the year ?

  • Child and Dependent Daycare Expenses

    If the provider is a person, enter the care provider's SSN
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  • Do you want to enter another child care provider?*
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  • Upload photos of your W-2,1099,and ALL documents

    Attach an image of all documents that can be used to assist your tax preparer with the preparation of your tax return.
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  • Do you owe from previous years?
  • Please select the following years you are trying to file

  • Do you have a business that you would like to be included on your return?*

  • Business Owners Data Sheet

    Schedule C

  • Business Income

    All income receive during the fiscal year

  • Business Expenses

    Complete to the best of your ability. In each field enter the approximate amount you spent in each category.
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  • Disclosure Sheet

    "Engagement Agreement"

    We appreciate the opportunity of working with you and advising you regarding your income tax. To ensure a complete understanding between us, we are setting forth pertinent information about the services that we will perform on your behalf.

    By signing this document, I acknowledge that all information in my 2025 federal and state tax return that include, but not limited to, my earned and unearned income, expenses, deductions, dependents, and other information is true and accurate to my knowledge. This letter will serve as our agreement in this matter, and we ask that you carefully review the letter and sign to confirm all of the information contained within.

    It is your responsibility to provide us with all the information needed to prepare a complete and accurate tax returns. We will not or otherwise verify the data you submit, although we might ask you to clarify some of the data. If you supply us verbally with any tax information, by signing this letter you are confirming that the information provided is true and correct to the best of your knowledge.

    For those clients who are claiming the Earned Income Tax Credit, Additional Child Tax Credit, Education Credit, or The Head of Household (Filing Status), I acknowledge that all questions that were asked, information that was provided and information regarding any dependents that allows me to qualify for any of these credits are true and correct to the best of my knowledge.  

    Qualifying Children for EITC

    1. Relationship – The person must be related to you in some way. They can be yours:

    Son, daughter, stepchild, eligible foster child, adopted child, or a descendant of any of them (e.g., your grandchild)
    Brother, sister, half-brother, half-sister, stepbrother, stepsister, or a descendant of any of them (e.g., your niece or nephew)
    2. Age – The person can be either:

    Under age 19 at the end of the year – if you file a joint return, they must be younger than either you or your spouse
    A full-time student under age 24 at the end of the year – if you file a joint return, they must be younger than either you or your spouse
    Permanently and totally disabled at any time during the year, regardless of age
    3. Residency – The person must have lived with you for more than 6 months

    4. Joint return – You cannot claim anyone as a qualifying child who is filing a joint return. You can, however, claim someone as a qualifying child who is filing as married filing separately or any other filing status.

    A person cannot be claimed as a qualifying child by more than one person. If this is a situation you think you will encounter, the IRS has provided tiebreaker rules.

    I understand that this information is being provided to the IRS and State Revenue. I have been advised by my tax preparer that any false and misleading information that I provide for income tax filing purposes is against the law and is subject to penalties.

     

    I understand that Benchmark Tax Services, LLC is only liable for any Error and Omission on their part and will be responsible for any interest and penalties and not tax due.

    As you know, tax returns are subject to examination by various taxing authorities at both the state and federal levels. In the event of an examination or audit, you may be requested to produce supporting documents or records to substantiate the items of income or deductions. If an examination or audit takes place, Benchmark Tax Services stands ready to work with you.

    Upon completion of your returns and after you have paid your tax preparation fees, we will provide you with a copy of your return.  You should review the completed return carefully.  If you see anything that requires changing, please bring it to our attention immediately and we will either explain the matter to you or correct it without delay and provide you with new, corrected copies.

    Fees for our services will be at our standard rates for tax matters. Our fees for tax preparation are based on the complexity of the return and the number of schedules and forms necessary and required by the taxing authorities to complete an accurate return. Our invoices are due and payable on presentation. The only exception to fees not being due on presentation is if the taxpayer chooses to select payment to be deducted from refund. If refund is offset for any reason, the balance is still due and you will be billed for payment, which will be due immediately.

    As your Tax Preparer, we collect information provided by you from your tax organizer, worksheets, documents, discussions, and information that we develop as part of the engagement. We are required to keep all information about our engagement confidential so we will not make any disclosure about you unless we have your approval or are required/permitted by law. This applies even if you are no longer a client. We are committed to the safekeeping of your confidential information, and we maintain physical, electronic, and procedural safeguards to protect it.

    By signing this letter, you authorize us to communicate with you regarding all products which we offer via phone, email, fax, and/or letter format. If you choose not to be contacted, please call us at (478) 919-2255

    If the terms outlined in this letter are agreeable with you, please sign a copy of the letter.

    We appreciate the opportunity to be of service to you and look forward to working with you and on your behalf. If you have any questions or need additional information, please do not hesitate to call.

  • The Client Affirms that the provided information given is True and Accurate. The Client Understands that the Income and Expense Information Given Will Be Used by Benchmark Tax Services LLC To Prepare Federal and/or State Taxing Returns, and The Client Have Included All Documents to Support the Client’s Claims.

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