Client Intake Form 2026
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  • Shaketta is the visionary founder of Kingdom Savour, a faith-driven financial services brand dedicated to empowering everyday people with clarity and confidence. With over five years of remote administrative and client-support experience — and specialized training through multiple tax academies — she is also registered with the IRS and listed in the official directory as a verified tax professional. She proudly operates powered by A Dart Solutions and is an active member of the Elevation Tax Pros team.

    Her mission is simple: to serve with integrity, educate with compassion, and make financial processes feel less overwhelming and more empowering. She brings both expertise and heart to every client she serves.

    At the core of her drive are her children — the heartbeat behind her vision, her motivation, and the legacy she is building. They inspire her to show up with excellence and purpose every single day.

    Beyond the numbers, Shaketta is a creator, encourager, and the voice behind The PYnk Room, a platform where faith, culture, and real conversations meet. She leads with warmth, transparency, and a genuine commitment to her community.

    Whether she’s preparing taxes or empowering others through education, Shaketta shows up fully — grounded in faith, fueled by her children, and dedicated to helping others step boldly into their next season.

  • Client Tax Questionnaire

    Thank you for taking time to complete the Client Tax Questionnaire. This questionnaire may take you up to 20 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form.
  • IMPORTANT: AFTER THE COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM, IT MUST BE CLICKED THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO THE OFFICE. IT SHOULD BE NOTED THAT AFTER CLICKING THE SUBMIT BUTTON, THE CONFIRMATION EMAIL WILL BE SENT. 

     

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

  • Do you have a copy of last years return?*
  • Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?*
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  • Do you have any dependents you will claim on your 2025 tax return?*
  • Can another taxpayer claim you as a dependent on their tax return?*
  • Will you be filing a tax return with your spouse?*
  • Did the taxpayer work in 2025?*
  • What kind of income did taxpayer have?*
  • Are you legally Blind?*
  • Are you totally and permanently disabled?*
  • Taxpayer Date of Birth*
     - -
  • Format: (000) 000-0000.
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  • Spouse Information

  • Spouse Date of Birth
     - -
  • Format: (000) 000-0000.
  • Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?*
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  • Can another taxpayer claim you as a dependent on their tax return?*
  • Are you legally Blind?*
  • Are you totally and permanently disabled?*
  • Did the spouse work in 2025?*
  • What kind of income did the spouse have?
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  • Do you have a copy of your prior year tax return?*
  • Dependent Information

  • How many dependents will you claim on your 2025 tax return?*
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  • Have you ever been disallowed for EITC/AOTC/CTC? ACTC?*
  • Was dependent/s claimed on your tax return last year?*
  • Did you pay any child care expenses for any dependents listed above?*
  • Did you, your spouse, or any dependents attend college in 2025?*
  • Additional Person?
  • Did you, your spouse or dependents receive health insurance through the Marketplace in 2025 and receive Form 1095-A?*
  • Did you or your spouse receive unemployment benefits in 2025?*
  • Do you rent or own your current residence?*
  • Dependent 1

  • Can anyone else claim dependent (1) on their 2025 tax return?*
  • Is dependent (1) your bilogical child?
  • Dependent (1) Date of Birth
     - -
  • Dependent 2

  • Was dependent (2) claimed on your tax return last year?
  • Can anyone else claim dependent (2) on their 2025 tax return?
  • Is dependent (2) your bilogical child?*
  • Dependent (2) Date of Birth
     - -
  • Dependent 3

  • Was dependent (3) claimed on your tax return last year?
  • Can anyone else claim dependent (3) on their 2021 tax return?
  • Is dependent (3) your bilogical child?
  • Dependent (3) Date of Birth
     - -
  • Four or more dependents

  • Child Care Expense Information

  • Did you pay any childcare expenses for any dependent listed above?
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  • Did you, your spouse or any dependents attend college in 2025?
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  • Did the student attend college at least half time?
  • Do you have an additional person to add?
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  • Did you, your spouse, or dependents receive insurance through the marketplace and receive form, 1095-A?
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  • Did you or your spouse, receive unemployment Benefits?
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  • Did you rent or own your current residence?*
  • Did you make any home improvements in 2025?*
  • If you own your home, have you received form 1098 from your mortgage lender?*
  • Did you or your spouse make payments on your student loans in 2025?*
  • Did you or your spouse pay any medical or dental expenses in 2025? (This does not include insurance premiums)*
  • Do you or your spouse own a rental property?*
  • Did you or your spouse have any gambling winnings in 2025?*
  • Did you or your spouse receive social security benefits in 2025?*
  • Mortgage and Other Information

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  • Did you make any charitable contributions in 2025?*
  • Did you purchase a vehicle in 2025?*
  • Did you or your spouse withdraw money from your 401k in 2025?*
  • Did you receive any earnings from interest or dividends in 2025?*
  • Are you self-employed?*
  • Do you or your spouse owe debt to any Government Agency; such as IRS, Student Loans, Child Support etc?*
  • Are you interested in credit repair?
  • Do you plan to purchase a home within the next one or two years?
  • Do you currently have life insurance for you, your spouse and/or dependents?
  • Are you interested in a FREE life insurance quote?
  • How would you like to receive your tax refund?*
  • Would you like your tax refund direct deposited into your bank account? If so, please complete bank information below:*
  • Would you like to receive a text message when your refund is funded?*
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  • Engagement Letter

  • Federal law requires this consent form be provided to you.  Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return.  However, federal law also prohibits us from revealing any personal or financial information to any third party.  Therefore as a matter of fact, we will never reveal your financial or personal information in any way, to anyone, unless you specifically request we do so, and provide in writing to us the specific person or persons to whom you wish that disclose to be made, which is done on a wholly separate consent form from this.  For the purposes of this consent form please note we are seeking consent only to satisfy requirements set forth by federal law so we may speak with you on the phone, send you email correspondences of any kind, send you mailings, newsletters, email reminders, holiday and occasional cards and greetings, and reminders of upcoming deadlines, etc.  You are not required to complete this form.  If we obtain your signature on this form by conditioning our service 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 a period of three years from the date you have signed the consent. The undersigned hereby consents to the use; by KINGDOM SAVOUR FINANCES; of any and all tax return information pertaining to: Direct questions, inquiries or requests you make regarding your tax returns, situation, or issues. Requests you make for copies of your documents, figures, numbers, or information. Upon your direct request in order to connect you with another professional in another field or profession so you may gain further information on a certain topic not available or in the realm of expertise of this firm. Notification of important tax law changes. Notification of changes or information that will impact our engagement, such as a change of firm website address, email address, physical location, or other such contact, biographical or geographical information. Other reasonable business purposes including but not limited to: appointment reminders, holiday mailings, birthday greetings and other informational mailings. The tax information may not be disclosed or used by Shaketta Johnson its owner, employees, or staff, for any purpose other than that which is permitted by this consent document. 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 me by telephone at 908-445-5388 by email at kingdomsavour@gmail.com

  • Consent to Use of Tax Return Information

  • Federal law requires this consent form be provided to you.  Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return.  However, federal law also prohibits us from revealing any personal or financial information to any third party.  Therefore as a matter of fact, we will never reveal your financial or personal information in any way, to anyone, unless you specifically request we do so, and provide in writing to us the specific person or persons to whom you wish that disclose to be made, which is done on a wholly separate consent form from this.  For the purposes of this consent form please note we are seeking consent only to satisfy requirements set forth by federal law so we may speak with you on the phone, send you email correspondences of any kind, send you mailings, newsletters, email reminders, holiday and occasional cards and greetings, and reminders of upcoming deadlines, etc.  You are not required to complete this form.  If we obtain your signature on this form by conditioning our service 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 a period of three years from the date you have signed the consent. The undersigned hereby consents to the use; by KINGDOM SAVOUR FINANCES; of any and all tax return information pertaining to: Direct questions, inquiries or requests you make regarding your tax returns, situation, or issues. Requests you make for copies of your documents, figures, numbers, or information. Upon your direct request in order to connect you with another professional in another field or profession so you may gain further information on a certain topic not available or in the realm of expertise of this firm. Notification of important tax law changes. Notification of changes or information that will impact our engagement, such as a change of firm website address, email address, physical location, or other such contact, biographical or geographical information. Other reasonable business purposes including but not limited to: appointment reminders, holiday mailings, birthday greetings and other informational mailings. The tax information may not be disclosed or used by Shaketta Johnson its owner, employees, or staff, for any purpose other than that which is permitted by this consent document. 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 me by telephone at 908-445-5388 by email at kingdomsavour@gmail.com

  • Payment Consent

  • We value the relationship we have with all of our clients. We are in the business to provide you with the absolute best service you can have. With saying that, we would like to remind you that we are providing you a service NOT a refund. You as a taxpayer have the choice to pay your tax preparation fees by one of the following: cash, money order, or directly from your refund*.

    If you choose to have the tax preparation fees taken from your refund and for whatever reason your taxes are intercepted, YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES!  Please contact us immediately at our office for payment or payment arrangements. By signing your return you are agreeing to pay the preparation fees regardless if your refund was received or not. After 90 days from the date the refund was scheduled to arrive if no payment or payment arrangement is made, we will be forced to put your account into collections. We hope we never have to go this route, so please keep open communication with us so we can work with you!

  • ACH Consent for Past-Due Balances & Payment Enforcement

  • By signing below, I (“Client”) authorize Kingdom Savour Finances/ Elevation Tax Pros (“Shaketta Johnson”) to initiate an ACH debit from the bank account I provide if:
    I fail to pay my tax preparation fees by the agreed due date, OR my payment method is declined, returned, or reversed, OR my refund is delayed, reduced, intercepted, or offset and I have an outstanding balance due.
    I agree and understand:
    Past-Due Debit Authorization: If my account becomes past due, I authorize the Tax Professional to debit my account for the outstanding balance, including any applicable processing or returned payment fees.

    Notice: I understand the Tax Professional may attempt to notify me prior to processing the debit; however, failure to reach me does not cancel this authorization if my balance is past due.
    Payment Responsibility: I understand services are rendered regardless of my refund status and I remain fully responsible for my tax preparation fees even if my refund is reduced, delayed, or intercepted.
    Collections: If my account remains unpaid after 90 days, I understand the balance may be submitted to collections and additional fees may apply.
    Account Accuracy: I certify the bank account information provided is correct and that I am authorized to approve ACH withdrawals.
    Authorization Acknowledgement:
    By signing below, I agree to the ACH debit authorization described above.

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