Thank you for choosing Above and Distinguished Services & FS LLC as your office for tax preparation and for joining our ever growing family!!! YOU are always our priority. This process of gathering information has been created to make the tax preparation process run more smoothly and securely for you and us. Some sections are not listed as a requirement since not all Taxpayers file with a spouse but if you will be filing married filing jointly or separately, it is required that you complete the section for them as well.
(IF QUESTIONS PERTAIN TO YOU/YOUR SPOUSE/DEPENDENTS AND ARE NOT ANSWERED, THIS CAN DELAY YOUR ESTIMATE AND TAX RETURN SUBMISSION)
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You will need email access after Intake Form transmitted to receive your:
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Client Intake Form
TAX FILING YEAR
*
Please Select
2024
2023
2022
2021
2020
2019
SELECT YOUR TAX PREPARER
*
Please Select
Colleen Richardson
Brittany Stubblefield
Brittany Carmack
Veronica Johnson
Laundon Bush
LaTasha Andrews
FILING STATUS
*
Please Select
SINGLE
HEAD OF HOUSEHOLD
MARRIED FILING JOINTLY
MARRIED FILING SEPARATELY
QUAILFYING SURVIVING SPOUSE
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CLIENTS INFORMATION
SINGLE TAXPAYER
TAXPAYER NAME
*
First Name
Middle Initial
Last Name
Suffix
TAXPAYER SOCIAL SECURITY NUMBER
*
TAXPAYER DATE OF BIRTH
*
-
Month
-
Day
Year
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TAXPAYER SOCIAL SECURITY CARD
*
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TAXPAYER'S DRIVER'S LICENSE/STATE ID
*
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TAXPAYER EMAIL
*
example@example.com
TAXPAYER OCCUPATION
*
TAXPAYER PHONE NUMBER
*
Please enter a valid phone number.
TAXPAYER PREFERRED CONTACT METHOD
*
Please Select
PHONE
EMAIL
SMS
ARE YOU ACTIVE MILITARY?
*
Please Select
YES
NO
ARE YOU BLIND?
*
Please Select
YES
NO
ARE YOU THE DEPENDENT OF ANOTHER?
*
Please Select
YES
NO
Do you have an IP PIN? If so, please list IP PIN in corresponding section.
*
YES/NO
IP PIN
TAXPAYER
YES
NO
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HOH CLIENTS INFORMATION
HOH TAXPAYER NAME
*
First Name
Middle Initial
Last Name
Suffix
HOH TAXPAYER SOCIAL SECURITY NUMBER
*
HOH TAXPAYER DATE OF BIRTH
*
-
Month
-
Day
Year
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HOH TAXPAYER SOCIAL SECURITY CARD
*
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HOH TAXPAYER'S DRIVER'S LICENSE/STATE ID
*
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HOH TAXPAYER EMAIL
*
example@example.com
HOH TAXPAYER OCCUPATION
*
HOH TAXPAYER PHONE NUMBER
*
Please enter a valid phone number.
HOH TAXPAYER PREFERRED CONTACT METHOD
*
Please Select
PHONE
EMAIL
SMS
UPLOAD PROOF OF RESIDENCY
*
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HOH ARE YOU ACTIVE MILITARY?
*
Please Select
YES
NO
HOH ARE YOU BLIND?
*
Please Select
YES
NO
HOH ARE YOU THE DEPENDENT OF ANOTHER?
*
Please Select
YES
NO
HOH Do you have an IP PIN? If so, please list IP PIN in corresponding section.
*
YES/NO
IP PIN
TAXPAYER
YES
NO
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MFJ, MFS, QW CLIENTS INFORMATION
TAXPAYER NAME
*
First Name
Middle Initial
Last Name
Suffix
SPOUSE NAME
*
First Name
Middle Initial
Last Name
Suffix
TAXPAYER SOCIAL SECURITY NUMBER
*
TAXPAYER DATE OF BIRTH
*
-
Month
-
Day
Year
Date Picker Icon
SPOUSE SOCIAL SECURITY NUMBER
*
SPOUSE DATE OF BIRTH
*
-
Month
-
Day
Year
Date Picker Icon
TAXPAYER SOCIAL SECURITY CARD
*
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SPOUSE SOCIAL SECURITY CARD
*
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TAXPAYER DRIVER'S LICENSE/STATE ID
*
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SPOUSE DRIVER'S LICENSE/STATE ID
*
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TAXPAYER EMAIL
*
example@example.com
SPOUSE EMAIL
*
example@example.com
TAXPAYER PHONE NUMBER
*
Please enter a valid phone number.
SPOUSE PHONE NUMBER
*
Please enter a valid phone number.
TAXPAYER PREFERRED CONTACT METHOD
*
Please Select
PHONE
EMAIL
SMS
SPOUSE PREFERRED CONTACT METHOD
*
Please Select
PHONE
EMAIL
SMS
TAXPAYER OCCUPATION
*
SPOUSE OCCUPATION
*
ARE YOU OR SPOUSE ACTIVE MILITARY?
*
Please Select
TAXPAYER
SPOUSE
BOTH
NONE
ARE YOU OR SPOUSE BLIND?
*
Please Select
TAXPAYER
SPOUSE
BOTH
NONE
ARE YOU OR SPOUSE THE DEPENDENT OF ANOTHER?
*
Please Select
TAXPAYER
SPOUSE
BOTH
NONE
Do you and/or your spouse have an IP PIN? If so, please list IP PIN in corresponding section.
*
YES/NO
IP PIN
TAXPAYER
YES
NO
SPOUSE
YES
NO
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Address
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
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DUE DILIGENCE
DID YOU/DO YOU ALL
*
YES
NO
Did you or your spouse collect Social Security or Retirement Income?
Did you or your spouse receive unemployment compensation last year?
Did you or your spouse have income other than you W-2(s)?
Did you, your spouse, or your dependent(s) have health insurance through Healthcare.gov or received a 1095-A form?
Did you, your spouse, or your dependent(s) get a student loan or make college tuition payments?
Did you or your spouse make a withdrawal from a 401K?
Did you or your spouse pay mortgage/property taxes/insurance?
DO YOU/DO YOU ALL
*
YES
NO
Do you owe any delinquent Child Support?
Do you owe any delinquent Alimony?
Do you owe any delinquent Student Loans?
Do you owe any delinquent Back Taxes?
Do you owe the IRS?
HAVE YOU/HAVE YOU ALL
*
YES
NO
RESPONSE
Have you already attempted to file your current year tax return?
Have you ever had a rejection on a previous year tax return?
Have you ever been audited by the IRS? If so, what was the Outcome?
Have you, your spouse, or dependent(s) ever claimed the American Opportunity Tax Credit? If so, for how many years?
Have you, your spouse, or dependent(s) ever been charged with a drug related felony? If so, who?
Have you ever been disallowed the Earned Income Tax Credit, the Child Tax Credit, and/or the Additional Child Tax Credit? If so, when and why?
Please upload all of the above documents that you, your spouse and/or your dependents received. (do not upload income documents here, there is a section for it below.)
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Will you be claiming any dependents? If yes, please list their information in the fields below and answer any corresponding questions that are related.
*
Please Select
YES
NO
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DEPENDENTS SECTION
Has the child(ren) lived with you for more than six months of the year?
*
Please Select
YES
NO
PLEASE LIST PREVIOUSLY CLAIMED DEPENDENT(S) INFORMATION
*
DEPENDENT FIRST NAME
DEPENDENT MIDDILE INITIAL
DEPENDENT LAST NAME & SUFFIX
IS DEPENDENT DISABLED
DOES DEPENDENT HAVE IP PIN (LIST BELOW)
DEPENDENT 1
DEPENDENT 2
DEPENDENT 3
DEPENDENT 4
IF ADDING A NEW DEPENDENT PLEASE LIST NEW DEPENDENT(S) INFORMATION OR PLACE N/A IN FIRST BOX
*
DEPENDENT FIRST NAME
DEPENDENT MIDDILE INITIAL
DEPENDENT LAST NAME & SUFFIX
DEPENDENT SOCIAL SECURITY NUMBER
DEPENDENT DATE OF BIRTH
DEPENDENT AGE
LIVED W/YOU FOR HOW MANY MONTHS?
DEPENDENT RELATIONSHIP
IS DEPENDENT DISABLED
DOES DEPENDENT HAVE IP PIN(LIST BELOW)
DEPENDENT 1
DEPENDENT 2
DEPENDENT 3
DEPENDENT 4
DEPENDENT(S) BIRTH CERTIFICATE(S)
*
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DEPENDENT(S) SOCIAL SECURITY CARD(S)
*
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If you are a single parent, Where is the other parent(s)?
Why isn't the other parent(s) claiming the dependent(s)?
Does the other parent(s) make enough to support the child(ren)?
*
Please Select
YES
NO
Did anyone else live in the home that provides financial support for your dependent(s)?
*
Please Select
YES
NO
How often does the dependent(s) stay with the other parent?
*
Did you pay someone to watch your child(ren)?
*
Please Select
YES
NO
Did you receive any type of supplemental, non- taxable income such as child support, welfare benefits, social security, etc. for your child(ren)?
*
Please Select
YES
NO
What school does the child(ren) attend?
SCHOOL NAME
DEPENDENT 1
DEPENDENT 2
DEPENDENT 3
DEPENDENT 4
Caregiver Information (can be someone you paid to watch child that's not a daycare)
Caregiver/Business Name
Caregiver SSN/Daycare EIN#
Caregiver Address/Daycare Address
Any thoughts?
CAREGIVER INFORMATION
Childcare Supporting Documents(childcare statements, etc.)
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Supporting Documents(school records, medical records, adoption papers, court order paperwork, etc.)
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WHO:
*
ME
OTHER PARENT
OTHER
CARRIES HEALTH INSURANCE?
PAYS OTHER MEDICAL EXPENSES
Pays for activities & essentials (clothes, lunch, sports, etc.)
Watches children while at work?
Pays for daycare?
Can or could anyone else be eligible to claim this/these dependent(s) on their tax return?
*
Please Select
YES
NO
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Did anyone filing or being claimed on this return attend college?
*
Please Select
YES
NO
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SCHOOL INFORMATION
WHO ATTENDED COLLEGE?
*
ATTENDEE FIRST NAME
ATTENDEE LAST NAME & SUFFIX
SCHOOL NAME
PART/FULL TIME STUDENT
ATTENDEE 1
PART TIME STUDENT
FULL TIME STUDENT
ATTENDEE 2
PART TIME STUDENT
FULL TIME STUDENT
ATTENDEE 3
PART TIME STUDENT
FULL TIME STUDENT
ATTENDEE 4
PART TIME STUDENT
FULL TIME STUDENT
COLLEGE EXPENSES
*
ATTENDEE NAME
EXPENSES AMOUNT
TUITION AMOUNT
ROOM & BOARD AMOUNT
BOOKS AMOUNT
SUPPLIES (ON-CAMPUS) AMOUNT
SUPPLIES (OFF-CAMPUS) AMOUNT
OTHER EXPENSES AMOUNT
ATTENDEE 1
ATTENDEE 2
ATTENDEE 3
ATTENDEE 4
WHO PAYS FOR?
*
ME
OTHER PARENT
OTHER
ROOM & BORAD
TUITION
ENTERTAINMENT
CELL PHONE
INTERNET
Upload 1098-T(s) school form for anyone/everyone on this return who attended college
*
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MARKETPLACE INFORMATION
Did anyone listed on this return receive health insurance through the Market Place (i.e., Ambetter)?
*
Please Select
YES
NO
This setup may have been done through social media and/or ads about getting extra funds for groceries, doctor's office, and other methods. If you are unsure please call 800-318-2596 for 1095-a Information. Ask them how to or to help you access your 1095A or have them provide you with the totals on lines 33A, 33B, and 33C.
*
RESPONSE
I acknowledge that I HAVE verified that I, nor anyone on this return had the Market Place Health Insurance (Acknowledge the two sections in the Marketplace Acknowledgements Section)
I acknowledge that I HAVE verified that I, and/or someone on this return had the Market Place Health Insurance (SKIP the Marketplace Acknowledgements Section and complete the Form or Upload in the 1095A Section)
If you do not have have the physical form you can contact your Insurance Provider or the number listed above and they can provide you the amounts off the document from Lines 33A, 33B, 33C.
33A
33B
33C
TAXPAYER
SPOUSE
DEPENDENT 1
DEPENDENT 2
DEPENDENT 3
DEPENDENT 4
Please upload any/all 1095A forms(This is normally sent to you through the mail or you may be able to access online)
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INCOME SECTION
Please upload all Income Documents. DO NOT UPLOAD SELF EMPLOYMENT DOCUMENTS IN THIS SECTION. THERE IS A SECTION FOR IT BELOW.
W2'S
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1099's(1099-G, 1099-R, 1099-MISC, 1099-NEC, 1099-INT, 1099-SSA)
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Rental Income
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Investment Income
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Additional Income Documents
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WERE YOU OR ANYONE LISTED ON THIS TAX RETURN SELF EMPLOYED?
*
Please Select
YES
NO
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SELF EMPLOYMENT INCOME
*
YES/NO
IF NO, WHEN?
DID YOU START THE BUSINESS THIS YEAR?
YES
NO
*
YES/NO
DID YOU START THE BUSINESS THIS YEAR?
YES
NO
*
RESPONSE
WHAT KIND OF BUSINESS DO YOU HAVE?
*
YES/NO
EIN NUMBER
DO YOU HAVE AN EIN NUMBER?
YES
NO
BUSINESS ADDRESS
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
RESPONSE
RESPONSE
RESPONSE
Do you have written records of income & expenses? (If so, please upload below)
YES
NO
N/A
Do you have written records of the clients you handled?
YES
NO
N/A
Do you have records with dates & amounts clients paid?
YES
NO
N/A
Do you have receipts for expenses?
YES
NO
N/A
Did anyone else work with you? If so, how are they paid?
YES
NO
N/A
Do you need licenses, insurances, classes or certifications for the work you performed?
YES
NO
N/A
Do you pay for advertising? (If so, input how much)
YES
NO
N/A
Do you driver for you business? If so, how many miles per day? List year, make and model of vehicle.
YES
NO
N/A
Do you have a separate vehicle for personal use?
YES
NO
N/A
Do you have have the amounts you spent on tools, supplies, and materials? (If so, please input how much)
YES
NO
N/A
RESPONSE
Where did you perform this work?
How do you get paid?
Do you have a designated work area that no one else uses or is work preformed in regular living areas?
If work performed in home, how much area is used for business?
Do you rent or own the space where work is performed?
How much do you pay for the space where work is performed?
How many hours per week do you work providing this services?
SELF EMPLOYMENT GROSS INCOME TOTAL
AMOUNTS
ADVERTISING
CAR & TRUCK EXPENSES
COMMISSION & FEES
CONTRACT LABOR
DEPLETION
EMPLOYEE BENEFIT PROGRAM
INSURANCE (OTHER THAN HEALTH)
INTEREST-MORTGAGE
INTEREST-OTHER
LEGEL & PROFESSIONAL SERVICES
OTHER EXPENSES
TOTAL BUSINESS MILEAGE
AMOUNTS
OFFICE EXPENSES
PENSION & PROFIT-SHARING PLAN
RENT OR LEASE-VEHICLES, MACHINERY, EQUIPMENT
RENT OR LEASE-OTHER BUSINESS PROPERTY
REPAIRS & MAINTENANCE
SUPPLIES
TAXES & LICENSES
TRAVELS, MEALS & ENTERTAINMENT-TRAVEL
TRAVELS, MEALS & ENTERTAINMENT-ENTERTAINMENT
UTILITIES
COMMUTING MILEAGE
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*
YES/NO
RESPONSE
DID YOU FORGET SOME INCOME? IF SO, HOW MUCH?
YES
NO
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ADDITIONAL DOCUMENTS/INFORMATION
MORTGAGE INTEREST
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PROPERTY TAXES
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CHARITABLE CONTRIBUTIONS
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MEDICAL EXPENSES
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Please upload any documents you received that you feel, have been told, or you normally file with your tax return that was not mentioned above.
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DID YOU FORGET ANYTHING?
Please list any additional or updated information that needs to be communicated to your tax preparer or input N/A.
*
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ADD-ONS
WOULD YOU LIKE TO:
*
YES
NO
Apply for Tax Refund Advance(up to $1,000) Approval is not guaranteed. Fees do apply and will be deducted from refund. NO finance charges.
Apply for Tax Refund Advance(up to $7,000) Approval is not guaranteed. Fees and finance charges do apply and will be deducted from refund.
Add Audit Protection($92.00 added fee)
Add Identity Theft Protection($59.95 added fee)
WOULD YOU LIKE TO:
*
YES
NO
Add Credit Assist with Tax Prep w/1 round of service ($200 added fee to Tax Prep) (process doesn't start until full payment received)
Add Credit Assist with Tax Prep w/3 rounds of service ($400 added fee to Tax Prep) (process doesn't start until full payment received)
Add Credit Assist separate w/1 round of services ($300 to be paid at later date) (process doesn't start until full payment received)
Add Credit Assist separate w/3 rounds of services ($600 to be paid at later date) (process doesn't start until full payment received)
Add Credit Assist w/payment arrangements for 1 round of service(deposit of $100 + payment arrangement for remainder $200) (process doesn't start until full payment received)
Add Credit Assist w/payment arrangements for 3 rounds of service(deposit of $100 + payment arrangement for remainder $500) (process doesn't start until full payment received)
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REFUND METHOD
Refund Payment Method(Bank Transfer: Timeframes are estimates from the date the return is accepted electronically by the IRS, you will receive your funds less filing fees)If you are opting in for a Tax Advance Loan, one of the RT options has to be chosen)
*
WHICH OPTION?
RT-Refund Transfer: Check (7-21 days) (BANK TRANSFER fees deducted from refund) (check will be printed by Tax Office)(BANK PRODUCT)
RT-Refund Transfer: Prepaid Debit Card (7-21 days) (BANK TRANSFER fees deducted from refund) (tax preparer will provide the card to you) (BANK PRODUCT)
RT-Refund Transfer: Direct Deposit (7-21 days) (BANK TRANSFER fees deducted from refund) (BANK PRODUCT)
E-file: Direct Deposit (10-21 days) FEES PAID AT TIME OF SERVICES, THIS OPTIONS IS AT TAX PROS DISCRETION) -THIS OPTION NOT AVAIL IF APPLYING FOR CASH ADVANCE
E-File: Check (3-4 weeks) FEES PAID AT TIME OF SERVICES, THIS OPTIONS IS AT TAX PROS DISCRETION) -THIS OPTION NOT AVAIL IF APPLYING FOR CASH ADVANCE (check will be printed by Tax Office)
Mailed Paper Return (6-8 weeks) (FEES PAID AT TIME OF SERVICES
If you chose Direct Deposit please list your information below(this information is needed for your refund to be deposited electronically or for your balance owed to be paid:
BANK NAME
BANK ROUTING NUMBER
CONFIRM BANK ROUTING NUMBER
BANK ACCOUNT NUMBER
CONFIRM BANK ACCOUNT NUMBER
BANKING INFORMATION
Upload a screenshot of your banking information to be used for confirmation with your name visible for the account. You can create a deposit form and upload if needed
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TERMS & CONDITIONS
Must read and scroll through all text in order to acknowledge
By Typing Your Name and Dating this document in the next section, you agree that everything entered on this form and your tax return is true and correct to the best of your knowledge. If estimate created is accepted, you will receive another document for signatures.
TAXPAYER NAME
*
First Name
Last Name
SPOUSE NAME
First Name
Last Name
TODAY'S DATE
-
Month
-
Day
Year
Date Picker Icon
Submit
Should be Empty: