McFileReturns ATE_Master_Intake

Anderson Expert Tax (A.T.E.) - Master Client Intake & Engagement Form 2025
Step 1: Offset Check (Required Before Filing) Do you owe IRS/State taxes, student loans, Social Security, Section 8, child support, or other debts? Please call the offset line at 800-304-3107 and click option 1 federal offset) first and then hang up and call back and click option 2(state offset)The number is and see if you owe because your money will taken from you proposed refund
Do you owe IRS/State taxes, student loans, Social Security, Section 8, child support, or other debts?
Refund Advance Loan OptionWould you like to apply for a refund advance loan up to $7,000 (subject to bank approval)?
Full Name:

First NameLast Name
Date of Birth:

MonthDayYear
Date
Email:
example@example.com
Phone:
Best Contact Method:
Home Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Gender:
SSN:
Filing status( if single, skip dependents section)
Dependent 1
Full Name:
SSN:
DOB:
Gender:
Relationship:
Dependent 2
Full Name:
SSN:
DOB:
Gender:
Relationship:
Proof of Residency Uploaded:
Dependent 3
Full Name:
SSN:
DOB:
Gender:
Relationship:
Dependent 4
Full Name:
SSN:
DOB:
Gender:
Relationship:
Step 2: Self-Employment Income & Expenses 2024 (Skip if not self-employed)
Income Sources (check all that apply):
Advertising
Car/Truck Expenses
Repairs
Business Name:
Type of Business:
Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Total Gross Receipts:
Step 6: Household Worker Affidavit (Skip if not a household worker)
What type of household work do you do?
Household Work (complete Section 6)
Did you file last year?
Wages Paid
Other (specify)
Describe any side work (type, hours/week, income/week):
If 'Other', describe:
Average Hours per Week:
Pay Rate ($ per week):
Step 7: Credits & Deductions (Check all that apply)
Credits & Deductions
Step 8: Insurance & Security
ACA Marketplace Insurance (Obamacare)?
IRS IP PIN?
This is a fill in the blanks
Ever denied credits before?
Step 9: Refund Preferences
Refund Method:
Refund Method:
Routing #:
Bank Name:
Account #:
Security Question - What is the name of your high school?
(mortgage/tuition), 401k/retirement statements, childcare forms, self-employment records, Driver's License, Proof of Residency, Social Security Cards.
Step 11: Engagement Letter (Included Here)
By signing below, you agree to the following terms: Anderson Expert Tax (A.T.E.) will prepare your tax return based on the information you provide. You affirm all information/documents are true and correct. You understand A.T.E. is not responsible for omitted or incorrect information you fail to provide. Fees are due at the time of service and can be taken out of your refund. You authorize A.T.E. to e-file your return once approved. Refund advance loans up to $7,000 are subject to bank approval.
Signature:
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Credits
Should be Empty:

Anderson Expert Tax (A.T.E.) - Master Client Intake & Engagement Form 2025

Dependent 1

Dependent 2

Dependent 3

Dependent 4

Step 2: Self-Employment Income & Expenses 2024 (Skip if not self-employed)

Step 8: Insurance & Security

Step 9: Refund Preferences

Step 11: Engagement Letter (Included Here)

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