• FAR Out Numbered LLC Personal Income Tax Client Intake Form

  • Filing Status for the Tax Year listed above:*
    • Taxpayer Information 
    • Date of Birth*
       - -
    • Format: (000) 000-0000.
    • Are you a full-time student?*
    • Are you totally and permanently disabled?*
    • Are you legally blind?*
    • Spouse Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Are they a full-time student?
    • Are they totally and permanently disabled?
    • Are they legally blind?
    • Are they your dependent?
    • Dependents 
    • Rows
    • Tax Related Questions 
    • Tax Payer Employment Status*
    • Spouse Employment Status*
    • Are you contributing to 401k or other pre-tax account (Ex. HSA)?*
    • Do any of your dependents have tuition expenses?*
    • Do you have any expenses for child care? (You will need to submit the caretakers Information and EIN number)*
    • Are you currently renting?*
    • Do you own your home?*
    • Did you pay property taxes?*
    • Do you own additional properties?*
    • Did you sell any stock?*
    • Did you take money from your 401K?*
    • Do you have mortgage interest (Form 1098)?*
    • Expenses 

    • Please fill in the information for the year we are filing for only. You will need to provide support for each expense when you submit your tax data to us.

    • Rows
    • Did you Pay Estimated Taxes this year?*
    • If you owe a balance, would you like to pay the balance electronically?*
    • If you owe estimated taxes, would you like to pay the balance electronically?*
    • If you have a refund due, would you like to receive it via Direct Deposit?*
    • Self- Employment  
    • Pricing/Deadlines 

    • DATA Submission Note: Please do not send us any documents yet!
      This form and our call is just to cover initiating our work togther this year, answer any questions, and cover next steps.
      Lets get on our call and chat about the best way to submit your data to us first.
      Thank you!

      Pricing:

      Individual Return: $350+

          with Schedule C/E/F $500+

      Business Return:

          S-Corp Return: $500+

          C-Corp Return: $500+

          Partnership Return: $500+

          Non-Profit Return: $500+

      (The pricing above assumes that all annual calculations have been done ahead of time. We can assist with annual calculations at our hourly rate in addition to the prep fee).

      All Other Work & Meetings with Team Members: $100/hr

      After-Hours Urgent Assistance: $150/hr

      1:1 Consultations with Felicia Rossi: $350/hr

      Date-to-us Deadlines for Guaranteed On-Time Filing:

      Spring Deadlines:

          Business Documents (In Full): Submit by February 15 

          Individual Documents (In Full): Submit by March 1

       

      Fall/Extension Deadlines:

          Business Documents (In Full): Submit by Aug 15

          Individual Documents (In Full): Submit by Sept 1

    • Acknowledgment & Signature 
      • I confirmed that all information I entered here is accurate and true.

      • I allow FAR Out Numbered LLC to capture my sensitive data like personal ID, government ID, and other information.

      • I have read the Price and Deadline section and agree to these terms.

      • By signing below, I acknowledge that I have read and understood my responsibilities and FAR Out Numbered LLC's responsibilities in doing this tax return.
    • Date Signed
       - -
    •  
    • Should be Empty: