2025 CLIENT INTAKE FORM

  • 2025 CLIENT INTAKE FORM

  • Before you move fill out this form, make sure all your documents that can be used for submitting your return are ready.

    If you have all the documents ready, click 'PROCEED'

  • WHAT YEAR ARE YOU FILING?*

  • PERSONAL INFORMATION

    Your personal information is safe and protected
  • DATE OF BIRTH*
     - -
  • Format: (000) 000-0000.

  • Format: (000) 000-0000.
  • Did You File With a Different address last year?*
  • Do you reside in South or North Carolina?*
  • Are you living in a CO-LIVING situation? Check your choice below:*
  • SPOUSE'S DATE OF BIRTH*
     - -

  • IDENTIFICATION CARDS/DOCUMENTS

    SELECT WHICH ID/DOCUMENT FOR YOU TO UPLOAD BASED ON THE REQUIREMENTS CHECKLIST
  • PRIMARY ID*
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  • SECONDARY ID*
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  • HEAD OF HOUSEHOLD/MARRIED FILING SEPARATELY/ MARRIED FILING JOINTLY FILERS MUST PRESENT ONE OF THE FOLLOWING TO FILE THIS STATUS. PICK ONE OF THE 3 OPTIONS THAT YOU WILL SUBMIT TO BE APPROVED TO FILE THE ABOVE STATUSES.*
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  • DEPENDENTS

    Make sure you qualify dependents that were not claimed by other taxpayer
  • DO YOU HAVE ANY QUALIFYING DEPENDENT/S?*

  • IF YOU ARE CLAIMING A DEPENDENT, PLEASE ANSWER THE QUESTIONS BELOW THAT PERTAINS TO YOUR DEPENDENT RELATIONSHIP. PER THE IRS REQUEST, WE MUST PROVE THAT NOBODY ELSE IS ELIGIBLE TO CLAIM YOUR DEPENDENT BUT YOURSELF.

  • WHAT IS/ARE THE AGE GROUP OF YOUR DEPENDENT/S*
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  • REQUIRED DOCUMENT'S FOR YOUR DEPENDENT/S

    SELECT WHICH ID/DOCUMENT FOR YOU TO UPLOAD BASED ON THE REQUIREMENTS CHECKLIST
  • MINOR DEPENDENT/S (SELECT 2)*
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  • ADULT DEPENDENT/S (Primary ID)*
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  • ADULT DEPENDENT/S (Secondary ID))*
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  • INCOME

    WHAT DID YOU MAKE MONEY FOR THIS PAST YEAR?
  • SOURCE OF INCOME*
  • DID YOU CLAIM A BUSINESS ON YOUR PREVIOUS TAX RETURN (2021)?*

  • You need to file your business on this year Tax return Too! Even if the income decreased you still need to file the business.

    Not filing a business you claimed last year will trigger an audit.

  • Do you understand the content stated above?*
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  • WHAT UNEMPLOYMENT COMPENSATION DID YOU RECIEVE?*
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  • CREDITS

  • DID YOU RECEIVE ANY OF THE FOLLOWING BELOW?*
  • Are you claiming all the dependents listed on your benefits case with DHS?

  • DISCLAIMER: STARTING THIS TAX SEASON, DHS & the IRS is linked, so if you have dependents you receive benefits for and are letting someone else claim them because you owe child support, back taxes, social security, unemployment, etc, This will trigger an audit, For both parties.

  • Do you understand the content stated above?*
  • DID YOU RECEIVE CHILD CARE IN THE PREVIOUS YEAR? (You can only claim this credit if you earned $30,000 or more on a w2)*
  • DID YOU RECEIVE ANY ADVANCE CHILD TAX CREDIT PAYMENTS IN THE PREVIOUS YEAR?*
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  • YOU CAN DOWNLOAD YOUR LETTER 6419 (FOR ADVANCED CHILD TAX CREDIT)

    HERE: https://www.irs.gov/credits-deductions/child-tax-credit-update-portal

  • DID YOU MAKE COLLEGE TUITION PAYMENTS AND RECEIVE A FORM 1098-T LAST YEAR?*
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  • Did you purchase health insurance through the healthcare.gov marketplace (Obama Care)?*
  • If yes, did you receive a 1095-A Form from the marketplace?*
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  • Were you ever disallowed the E.I.T.C prior to this year?*
  • Do you owe any delinquent:*
  • Did you receive the third Economic Impact Payment (Stimulus Payment) in 2021?*
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  • YOU CAN DOWNLOAD YOUR ACCOUNT TRANSCRIPT (FOR STIMULUS)

    HERE: https://www.irs.gov/individuals/get-transcript

  • BANK INFORMATION

    TO BE USED FOR YOUR REFUND TRANSFER
  • How would you like to receive your refund?*
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  • AGREEMENT

  • I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing MR Professional Tax to prepare my taxes based on that fact. I understand that I am financially responsible for any outstanding balance due to any false information given. If there is a balance due, you must pay the tax preparation fee upfront. If for any reason you owe an entity and they take the entire refund, you are STILL responsible to pay the tax preparation fee for services rendered.  *For any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $150.00 is required! Please view your tax return, which is emailed to you (it is sent prior to submission).  ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable! NO EXCEPTIONS TO THIS!! Please utilize www.irs.gov for all federal refund tracking. Please utilze your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal,  and state taxes are state when tracking your status. Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have any tracking questions.  For any direct assistance please email Support@mrprofessionaltaxsrvs.com IRS Contact 800-829-1040

    Please click this link below to check your refund status:

    https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp

  • DATE SIGNED:
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  • Should be Empty: