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
YesNoI have called and confirmed my status.
YesNo
Full Name:

First NameLast Name
Date of Birth:

MonthDayYear
Date
Email:
example@example.com
Phone:
CallText
Home Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
MaleFemale
SSN:
SingleHead of householdMarried filing jointlyMarried filing separatelyWidow(er)
Dependent 1
Full Name:
SSN:
DOB:
MaleFemale
Relationship:
Dependent 2
Full Name:
SSN:
DOB:
MaleFemale
Relationship:
Proof of Residency Uploaded:
Dependent 3
Full Name:
SSN:
DOB:
MaleFemale
Relationship:
Dependent 4
Full Name:
SSN:
DOB:
MaleFemale
Relationship:
Step 2: Self-Employment Income & Expenses 2024 (Skip if not self-employed)
W-2 JobSelf-Employed (complete Section 5)1099/GigSocial Security/DisabilityRetirement/Pension
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?
Cleaning HomesBabysitting/NannyDog Sitting/Pet CareCooking/Meal PrepYard Work/Lawn Care
YesNo
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)
Child Tax CreditChild & Dependent Care CreditEarned Income Tax Credit (EITC)American Opportunity Credit (college tuition)Lifetime Learning Credit (tuition/fees)
Step 8: Insurance & Security
YesNoUnsure
YesNoUnsure
This is a fill in the blanks
YesNoUnsure
Step 9: Refund Preferences
Refund Method:
Paper CheckPrepaid CardDirect Deposit
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:

Clear
Heading
Adoption CreditSaver's Credit (retirement contributions)Medical Expense DeductionHomeowner Mortgage/Property Tax DeductionStudent Loan Interest DeductionEnergy-Efficient Home Improvement Credit
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)

Heading