2026 Tax Client Intake Sheet-Ivory Tax & Financial Solutions

  • Client Engagement Letter

  •  

    Rashonda Dolberry

    Tax Practitioner

    Email: info@aabprofessionalservices.com

    Phone: 252-284-1788

  • Thank you for taking the time to complete our intake package.

    For our new clients, this information is critical to ensure an accurate filing of your tax returns. We request that new clients submit at least prior year tax return (preferably two), to be used as comparison for your upcoming filing.

    For our existing clients, while we may have some of this information from past engagements, we kindly request you provide it again so we can make sure our records are 100% accurate and up to date. You will have the ability to notate if certain sections are unchanged from your prior year filing, and in those cases you will not need to re-enter information. IRS compliance is crucial, and for those who have worked with us before you know that we work extremely hard to get you every dollar that you deserve.

    IMPORTANT: We have included a checklist of documents that are most commonly needed. You can save and return at your leisure if you need to gather some of your documents. This is meant to add to the convenience that our tax office provides.  Upon completion of ALL parts of this form, you must click the "SUBMIT" button at the bottom of the form to transmit to our office. Closing your browser before clicking "SUBMIT" will delete all info without sending it to us. You will receive a confirmation email after submission to ensure that we received your info.

    Please also note that our firm will ask for a valid government-issued photo identification during your engagement to comply with federal and state identity theft protection efforts.

    ***We use industry-leading technology Secured Socket Layer (SSL) to keep your information safe. All sensitive information is securely transmitted, encrypted, and can not be compromised.

  • OUR RESPONSIBILITIES

    We will prepare your federal, state, and local income tax returns from the information you supply. We will not audit or otherwise verify the data you submit, however it may be necessary to ask you to clarify some of the information that you have submitted. We will supply you with guides to assist you in gathering the information required to accurately complete your return. We reserve the right to assess additional bookkeeping charges if necessary.

    • We may ask for clarification of your submitted information.
    • We are not responsible to discover fraud or other irregularities, should any exist.
    • We will work to find all the credits and deductions you are legally entitled to.

    Our work in connection with the preparation of your income tax returns does not include any procedures designed to discover defalcations and/or irregularities, should any exist. We will render such bookkeeping assistance as necessary to prepare your income tax return.

    YOUR RESPONSIBILITIES

    It is your responsibility to provide all of the information required for the preparation of complete and accurate returns. You should retain all documents that form the basis of income, expenses, credits, and deductions. These may be necessary to prove the accuracy and completeness of the returns to a taxing authority. We will keep a copy of all documents as a precaution, so as to be readily available in the event that they must be submitted on your behalf.

    • To provide all information necessary to draft a complete and accurate return
    • To provide all of your information and respond to any requested clarifications in a timely manner
    • To retain, all documents and data that attest to the claimed income and deductions in the event you have to provide them to a taxation authority
    • To carefully review all documents provided by our office before you sign your completed tax return
    • To not knowingly commit fraud

    Ultimately, you are responsible for the filing of your income tax returns and, therefore, you should review them carefully before signing and approving for IRS transmission.

    PENALTIES, EXAMINATIONS AND NOTICES

    The IRS and state taxation authorities have the ability to impose penalties for certain offenses, including understatement of income, late filing after the published deadline, underpaying estimated taxes, or not withholding enough in taxes from your income. They can also select any return for examination.

    There are various penalties that may be imposed when taxpayers understate their tax liability.

    Your returns may be selected for review by federal taxation authorities, state taxation authorities, or both. Any proposed adjustments by the examining agent are subject to certain rights of appeal. Optional audit protection at an additional cost.

    PRIVACY POLICY

    Tax preparers are bound by professional standards of confidentiality. Therefore, we have implemented policies and procedures to protect your right to privacy. For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law, and as is necessary to properly provide our services to you.

    Types of Nonpublic Personal Information We Collect

    We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

    Parties to Whom We Disclose Information

    We make information available to our employees and to non-affiliated third parties who need to know that information to assist us in providing services to you. In all such situations, we require a contractual agreement that includes procedural safeguards that protect the confidential nature of the information being shared.

    Protecting the Confidentiality and Security of Former Client Information

    We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

    OUR FEES

    We invoice for time spent, depending on schedules and forms completed and out-of-pocket expenses incurred. Our rates vary depending on the nature of the work performed. The fee assessed is not a direct reflection of your refund amount, and payment must be remitted whether or not you are due an income tax refund.

    ARBITRATION

    If a dispute arises out of or relates to this contract or engagement letter, or the obligations of the parties therein, and if the dispute cannot be settled through negotiation, the parties agree first to try in good faith to settle the dispute by mediation administered by the American Arbitration Association under its commercial Mediation Rules before resorting to arbitration, litigation, or some other dispute resolution procedure.

    AGREEMENT

    The foregoing is in accordance with my (our) understanding of your engagement to provide tax and financial services and you are hereby advised that each item of revenue or expense can be substantiated by receipts, cancelled checks, or other documents. This information is true, correct, and complete to the best of my (our) knowledge. Further, it is my understanding that these terms will continue to be enforced for the succeeding years of our engagement.

  • Client Status

  • Are you a new or returning client?*
  • How did you find us?*
  • Did you have any delays receiving your refund last year?*

  • Do not attach documents that are not for the tax year you have selected. If you need more than one year filed, please create a separate submission for each year.

  • Household Demographic Info

  • Taxpayer Information

  • Taxpayer's Date of Birth*
     - -
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  • Filing Status Due Diligence

  • What was your marital status as of December 31st of the tax year?*
  • Have you ever been married?*
  • Date of Marriage*
     - -
  • Are you divorced?*
  • Can you provide a copy of your divorce decree if requested by the IRS?*
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  • Have you remarried?*
  • Can you provide a copy of a separate maintenance agreement, or any other document that shows separation if requested by the IRS?*
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  • Will you and your spouse be filing a joint return?*
  • Are you claiming dependents on your tax return?*
  • Did you pay more than half the cost of keeping up a home in which you lived, or the cost of keeping up a home for a parent that did not live with you?*
  • Please check ALL that apply*
  • Did you live or work in any other state during the tax year?*
  • As of December 31st, were you a US citizen or resident alien?*
  • Did you live in the United States the entire year?*
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.

  • Please check ALL income statements that apply*
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  • Spouse's Demographic Information

  • Date of Birth*
     - -
  • Format: (000) 000-0000.
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  • Please check ALL that apply*
  • Please check ALL income statements that apply*
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  • New Client Prior Tax Returns

    IRS Account Transcript Authorization

  • By signing and submitting this intake form, I authorize Above & Beyond Professional Services dba Ivory Tax & Financial Solutions (and its authorized representatives) to request and review my IRS account transcripts for the purpose of verifying balances, payments, credits, refund activity, offsets, and recent or commonly issued IRS notices.

    I understand that account transcripts are used to confirm my current tax status and do not replace or constitute receipt of official IRS notices. I agree to provide copies of any IRS notices I receive upon request.

    A form will be added to your portal after intake submission for your signature.

  • Dependent Claims & Rules

  • Is there anyone else living in your household that helps provide support for your dependents?*

  • Earned Income Credit

    You may not claim the Earned Income Credit if you have not lived with the child for over half the year, even if you have supported the child.

  • TIEBREAKER RULES: To determine which person can treat the child as a qualifying child, the following tiebreaker rules apply:

    If only one of the persons is the child’s parent, the child is treated as the qualifying child of the parent.
    If the parents do not file a joint return together but both parents claim the child as a qualifying child, the IRS will treat the child as the qualifying child of the parent with whom the child lived with for the longer period of time during the year. If the child lived with each parent for the same amount of time, the IRS will treat the child as the qualifying child of the parent who had the higher adjusted gross income (AGI) for the year.


    If no parent can claim the child as a qualifying child, the child is treated as the qualifying child of the person who had the highest AGI for the year.


    If a parent can claim the child as a qualifying child but no parent does claim the child, the child is treated as the qualifying child of the person who had the highest AGI for the year, but only if that person’s AGI is higher than the highest AGI of any of the child’s parents who can claim the child.

  • Dependent Information

  • Dependent Info

  • Date of Birth*
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  • Is this dependent a U.S. citizen, U.S. national, or U.S. resident alien?*
  • Is this dependent married?*
  • Are they filing a joint return with their spouse?*
  • Does this dependent provide more than half of their own support?*
  • Can this dependent be claimed on anyone else's return?*
  • Is your dependent's last name different from yours?*
  • Are both biological parents of this dependent listed on this return?*
  • Does the dependent's parent(s) provide any financial support or assistance?*
  • Please select any that apply to this dependent:*
  • Are you listed as the guardian for this dependent(s) on school records, medical records, daycare records, or place of worship?*
  • Who watched this child while you worked?*
  • Has the dependent been declared disabled by a physician?*
  • Does this dependent receive social security disability benefits?*
  • Are you listed as the Social Security Representative payee for this dependent?*
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  • Has this dependent, or someone claiming the dependent, received the Hope Scholarship Credit or American Opportunity Credit on 4 prior tax returns?*
  • Was the student convicted, before the end of the tax year, of a felony for possession or distribution of a controlled substance?*
  • Was the student enrolled at least part-time?*
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  • Child/Dependent Care Provider Information

  • Did you pay an individual or a business for child/dependent care?*
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  • Do you have another dependent to claim?*

  • Dependent #2 Info

  • Date of Birth*
     - -
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  • Is this dependent a U.S. citizen, U.S. national, or U.S. resident alien?*
  • Is this dependent married?*
  • Are they filing a joint return with their spouse?*
  • Does this dependent provide more than half of their own support?*
  • Can this dependent be claimed on anyone else's return?*
  • Is your dependent's last name different from yours?*
  • Are both biological parents of this dependent listed on this return?*
  • Does the dependent's parent(s) provide any financial support or assistance?*
  • Please select any that apply to this dependent:*
  • Are you listed as the guardian for this dependent(s) on school records, medical records, daycare records, or place of worship?*
  • Who watched this child while you worked?*
  • Has the dependent been declared disabled by a physician?*
  • Does this dependent receive social security disability benefits?*
  • Are you listed as the Social Security Representative payee for this dependent?*
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  • Has this dependent, or someone claiming the dependent, received the Hope Scholarship Credit or American Opportunity Credit on 4 prior tax returns?*
  • Was the student convicted, before the end of the tax year, of a felony for possession or distribution of a controlled substance?*
  • Was the student enrolled at least part-time?*
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  • Child/Dependent Care Provider Information

  • Did you pay an individual or a business for child/dependent care?*
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  • Do you have another dependent to claim?*

  • Dependent #3 Info

  • Date of Birth*
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  • Is this dependent a U.S. citizen, U.S. national, or U.S. resident alien?*
  • Is this dependent married?*
  • Are they filing a joint return with their spouse?*
  • Does this dependent provide more than half of their own support?*
  • Can this dependent be claimed on anyone else's return?*
  • Is your dependent's last name different from yours?*
  • Are both biological parents of this dependent listed on this return?*
  • Does the dependent's parent(s) provide any financial support or assistance?*
  • Please select any that apply to this dependent:*
  • Are you listed as the guardian for this dependent(s) on school records, medical records, daycare records, or place of worship?*
  • Who watched this child while you worked?*
  • Has the dependent been declared disabled by a physician?*
  • Does this dependent receive social security disability benefits?*
  • Are you listed as the Social Security Representative payee for this dependent?*
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  • Has this dependent, or someone claiming the dependent, received the Hope Scholarship Credit or American Opportunity Credit on 4 prior tax returns?*
  • Was the student convicted, before the end of the tax year, of a felony for possession or distribution of a controlled substance?*
  • Was the student enrolled at least part-time?*
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  • Child/Dependent Care Provider Information

  • Did you pay an individual or a business for child/dependent care?*
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  • Additional Household Info

  • Are there other people living in the home that are not reported on the tax return?*
  • Is/Are these people listed above related to your dependents?*

  • Self-Employment/Business Income

  • Are you filing business/self-employment/side job/cash job income?*

  • Business Owner Worksheet

  • Does your business have an EIN?*
  • Would you like assistance applying for an EIN?*
  • Have you completed the business filing for this business?
  • Is your business registered with the Secretary of State (LLC) or your county (DBA)?*
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  • Is your business home-based?*
  • Do you have separate banking accounts for personal and business transactions?*
  • Have you been issued a 1099-NEC, 1099-K, or any other document to support the income?*
  • How do you keep track of your business income and expenses? (Select all that apply)*
  • How do you receive payment from customers/clients? (Select all that apply)*

  • Business Income Information

  • Do you have inventory at the beginning of the year that you sell throughout the year?*
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  • Did you make payments to independent contractors that require you to issue a 1099?*
  • Have you already filed the required 1099 forms?*
  • Do you need help filing the required 1099 forms for this business?*
  • Rows
  • Do you use a vehicle to conduct business functions?*
  • Do you have evidence to support business mileage?*
  • Is this evidence written?*
  • What type of evidence do you have?*
  • Rows
  • What documents do you have to substantiate your business?*
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  • Do you have an additional business to report?*

  • Credits & Deductions

  • Have you, or someone who previously claimed you as a dependent, received the Hope Scholarship Credit or American Opportunity Credit on 4 prior tax returns?*
  • Were you convicted, before the end of the tax year, of a felony for possession or distribution of a controlled substance?*
  • Were you enrolled at least part-time?*
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  • Has your spouse, or someone who previously claimed your spouse as a dependent, received the Hope Scholarship Credit or American Opportunity Credit on 4 prior tax returns?*
  • Has your spouse been convicted, before the end of the tax year, of a felony for possession or distribution of a controlled substance?*
  • Were you enrolled at least part-time?*
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  • Did you, your spouse, or a dependent purchase health insurance via HealthCare.gov or a State Marketplace?*
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  • Please select ALL that apply:*
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  • Credits

  • Did you purchase a new 2025 or newer starting in Year 2025?
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  • Did you work Overtime for all Jobs held in Year 2025?
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  • Did you receive tips as part of your job during the tax year?
  • How were you paid for this job?
  • What type of tips did you receive?

  • Approximate total amount of tips received for the year:
    $ ___________________

  • What is your occupation or job title?

  • Did your employer include your tips on your W-2?

  • Identity Protection

  • Has anyone listed on your tax return been issued an IRS Identity Protection PIN?*
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  • Stimulus & Child Tax Credit Payments

  • Please make sure this information is accurate. If what you report differs from what the IRS has on file, your refund will be delayed 8-10 weeks and there is nothing our office can do to expedite processing. Attach a photo of your IRS notice or a screenshot of your Tax Record from the IRS online account.


    If you have not yet set up an account using idME, please do so: https://www.irs.gov/payments/your-online-account

  • Did you receive the first stimulus payment issued by the IRS($1200 for you and $600 for dependents)?*
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  • Did you receive the second stimulus payment issued by the IRS($600 for you and $600 for dependents)?*
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  • Did you receive the third stimulus payment issued by the IRS ($1400 for you and dependents)?*
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  • Did you receive advance child tax credit payments in 2021?*
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  • Additional Info

  • Do you know of any potential offsets/garnishments to your tax refund?*
  • What type of offset/garnishment do you have?*

  • COVID-19 Impact

  • Were you unable to work, or did you have to provide care for your children/dependents due to COVID-19 (i.e. school closure, quarantining, closures due to local/state regulations, unable to work due to lack of childcare, etc.)*
  • What care did you receive or provide as an impact of COVID? (Select ALL that apply)*
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  • Tax Credit Due Diligence Questionnaire

  • We ask that you complete this due diligence questionnaire to ensure you are eligible to claim at least one of several valuable tax credits.  While the questions may seem to be a little intrusive, they are questions that we are required to ask under the due diligence requirements of the new tax laws.  We will keep your responses and documents on file, in the event the IRS should ever ask for them. Please complete them in as much detail as possible. 

     

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  • I/we, or my child(ren), have documentation to substantiate the credit(s) being claimed (you are responsible for keeping this documentation and providing it to the IRS if you are audited or questioned)*
  • Was the Earned Income Credit (EIC/EITC), Child Tax Credit (CTC), Additional Child Tax Credit (ACTC), or American Opportunity Tax Credit (AOTC) claimed by you disallowed or reduced by the IRS on a past tax return?*

  • Financial Information

  • Refund Bank Products

    You are not required to use a refund bank product for disbursement. You may choose to pay your preparation fees upfront to avoid the costs associated with using a refund bank transfer. These fees are for the refund bank transmission and service bureau. They are not included in your quoted tax preparation fees.

     

    Service Bureau Fee: $65.00

    Transmission Fee: $40.00

    Document Prep Fee: $0.00

    Bank Fee: $39.95

  • Based on this information, would you like to have preparation fees withheld from your refund, or would you like to pay upfront for tax preparation?*

  • Refund Advance Loan Details

    Approval rate of 79%. Your refund and loan history is reviewed from previous years. 4 out of 5 of clients are approved. 

    **Loans over $1000, have an 36% interest fee attached.

    The maximum amount for a Refund Advance Loan is $6000. If approved for a Refund Advance Loan greater than $1,000, you will be charged interest. The amount of interest you are charged depends on how many days it takes to repay the advance from your tax refund. In other words — if your tax refund is processed and deposited by the IRS or State quickly, you’ll pay less than if your tax refund takes longer to be released. Interest charges are capped at 60 days. So, the charges to you will stop at 60 days if your refund is delayed.

    **DISCLAIMER: DESPITE APPROVAL ODDS, REFUND ADVANCES ARE NOT GUARANTEED.  THE REFUND BANK HAS THE OPTION TO APPROVE THE AMOUNT REQUESTED, APPROVE THE APPLICATION FOR A LESSER AMOUNT, OR DENY THE APPLICATION**

  • Would you like to apply for a refund advance loan?*
  • How much would you like to apply for?*

  • If you apply for a refund advance loan, the deposit method you choose for the refund advance will be the same method used for your refund deposit. The method can't be changed in the event the loan application is denied.

  • How would you like your advance/refund disbursed?*

  • Bank Account Information

    Please ensure that your bank information is correct. Once transmitted, your banking information can't be changed by your tax preparer or the refund bank. Any returned payment due to incorrect bank information, will be issued as a paper check, and result in a delay of your refund being disbursed.
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  • Bank Product Verification

  • Since you have opted to have fees withheld from your refund, the refund bank requires bank verification responses. Please select the bank verification information that you would like to have submitted. 

  • Would you like to receive a text message when bank funding occurs?*

  • Attestations & Disclaimers

  • Consent To Use


    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 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. 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 certain companies to offer an Electronic Refund Disbursement Service and/or Loan product. To determine whether these offerings may be of interest to you, we will need to use your tax return information. If you would like us to use your tax return information to determine whether these offerings are relevant 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 authorize us to use the information you provide to us during the preparation of your tax return to determine whether to offer you an opportunity to apply for the Electronic Refund Disbursement Service and/or Loan product.

  • Consent to Disclosure of Tax Return Information
    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 disclose your tax return information to third parties 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 utilizing the Electronic Refund Disbursement Service and/or Loan product from TPG OR RA. To provide you with the opportunity to apply for and/ or receive the Electronic Refund Disbursement Service and/or Loan product, we must disclose all of your tax return information to TPG OR RA. You may request a more limited disclosure of tax return information, but you will not be eligible to submit an application for the Electronic Refund Disbursement Service and/or Loan product. If you would like us to disclose your tax return information to TPG OR RA for this purpose, please sign and date your consent to the disclosure of your tax return information.

    By signing below, you authorize us to disclose to TPG OR RA all of your tax return information so that it can evaluate and process your application for the Electronic Refund Disbursement Service and/or Loan product. You understand that if you are not willing to authorize us to share your tax information with TPG OR RA, you will not be able to obtain the Electronic Refund Disbursement Service and/or Loan product, but you can still choose to have your tax return prepared and filed by us for a fee. If you believe your tax return information has been disclosed or used improperly in a 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. 

  • MUTUAL NON-DISPARAGEMENT

    Above & Beyond Professional Services, LLC dba Ivory Tax & Financial Solutions agrees to refrain from any disparagement, defamation, libel, or slander of any of the Releasees, and agrees to refrain from any tortious interference with the contracts and relationships of any of the Releasees. Client agrees to refrain from any disparaging statements about Above & Beyond Professional Services, LLC dba Ivory Tax & Financial Solutions. Any instances of this found by Above & Beyond Professional Services, LLC dba Ivory Tax & Financial Solutions will result in a $1000 penalty per occurrence payable by the client to Above & Beyond Professional Services, LLC dba Ivory Tax & Financial Solutions.

  • Clerical/Banking Errors
    Above & Beyond Professional Services, LLC dba Ivory Tax & Financial Solutions tries its best to ensure that all client information is entered correctly. In the event a clerical error is dicovered that causes an incorrect deposit into your account, you give Above & Beyond Professional Services, LLC dba Ivory Tax & Financial Solutions permission to debit your account for the amount of the deposit to reverse this error. 

  • Should be Empty: