Queen B Tax And Financial Solutions Tax Prep Form Intake 2
  • TAX PREPARATION INTAKE

    TAX PREPARATION INTAKE

  • Thank you for choosing Queen B Tax And Financial Solutions  We are super excited to add to you our client family. 

     

    If you need to reach someone from the Queen B Team, please call us at 804-587-9684 or email us at queenb@queenbtaxfinancialsolutions.com.

     We are happy to assist you with any of your business needs.

     

    *Our qoutes are $25 for W2 ONLY & $50 for self employment but we do have a free quote tool on our website if you would like to have an idea of what you may be looking at.

    Visit https://queenbtaxfinancialsolutions.net and click on REFUND CALCULATOR ESTIMATE.*

     

    **If you are Tax Preparer hopping, looking for the highest amount please have your $25-50 ready when you submit your form for the time we spent on your return.**

     

    ***Every Tax Professional should come up with the same amount based on the information YOU provide, IF they are not partaking in FRAUD!***

  • Type of Client*

  • Filing Status

  • Do you owe any federal debts that may offset your tax refund?

  • Taxpayer

    ENTER IN YOUR INFORMATION
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  • Date of Birth*
     - -
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  • Has any of your credits ever been disallowed or reduced in a prior year? (Have you ever claimed a credit or dependent and had to pay the money back?)*

  • Spouse

    YOUR SPOUSES INFORMATION, IF LEGALLY MARRIED OR PRESUMED MARRIED BY COMMON LAW STATUTE IN THE STATE YOU RESIDE IN
  • Date of Birth*
     - -
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  • Has any of your credits ever been disallowed or reduced in a prior year? (Have you ever claimed a credit or a dependent and had to pay the money back?)*

  • Dependents

  • Date of Birth
     - -
  • Do you provide more than 50% of the care and support for this child?
  • Is this dependent married?*
  • Date of Birth
     - -
  • Do you provide more than 50% of the care and support for this child?
  • Is this dependent married?*
  • Date of Birth
     - -
  • Is this dependent married?*
  • Date of Birth
     - -
  • Do you provide more than 50% of the care and support for this child?*
  • Is this dependent married?*
  • Date of Birth
     - -
  • Do you provide more than 50% of the care and support for this child?
  • Is this dependent married?*
  • Do you provide more than 50% of the care and support for this child?*

  • Credits

  • Which of the following applies to you? (Must select one)*

  • CHILDCARE INFORMATION

  • HIGHER EDUCATION

    COLLEGE AND TUITION INFORMATION
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  • HAVE YOU CLAIMED THE AMERICAN OPPORTUINITY EDUCATION CREDIT ON THE PAST?
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  • ITEMIZED DEDUCTIONS

  • MEDICAL

    THE TOTALS

  • TAXES PAID BY YOU

    THE TOTALS
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  • INTEREST YOU PAID

  • GIFTS TO CHARITY

    THE TOTALS
  • Have any credits been disallowed or reduced in a previous year?
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  • SOLAR POWER/ENERGY EXPENSES

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  • UNEMPLOYMENT

  • DID YOU RECIEVE ANY UNEMPLOYMENT OR PAY ANY UNEMPLOYMENT OVERPAYMENTS BACK?*
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  • INCOME AND WAGES

  • DID YOU WORK A JOB IN 2024?*
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  • DID YOU DO ANY CONTRACT/SELF-EMPLOYMENT WORK (1099)?*
  • DID YOU START YOUR OWN BUSINESS?*
  • DID YOU MAKE ANY MONEY DRIVING FOR UBER, DOORDASH, LYFT, ETC?*
  • WHAT IS THE STRUCTURE OF YOUR BUSINESS?*
  • Do you have an EIN*
  • How did you collect payment for your self-employment?
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  • Upload Additional Documents

    Please upload one or more files into the areas below. Uploads will accept JPG, PNG and PDF files only. You can select multiple files to upload for each section by Shift or Cmd/Ctrl clicking files in the prompt.
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  • Misc.

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  • How would you like to receive your refund?*
  • Do you plan to make any big purchases this year such as buying a home?*
  • If you plan to make a big purchase, you agree to communicate that information with their Tax Professional. The Tax Professional will advise you accordingly. Do you agree?*
  • WOULD YOU LIKE TO APPLY FOR THE REFUND ADVANCE? (Jan 1-March 17, 2024)
  • Would you like to apply for up to $1000 with no interest or up to $7000 with interest?
  • Would you like a Free Life insurance quote?*
  • We are your ONE STOP SHOP for ALL of your business needs. Do you need any of the following for your business?

  • Thank you for choosing Queen B Tax And Financial Solutions  We are super excited to add to you our client family. 

     

    If you need to reach someone from the Queen B Team, please call us at 804-570-2056 or email us at queenb@queenbtaxfinancialsolutions.com.

     We are happy to assist you with any of your business needs.

     

    *Our qoutes are $25 for W2 ONLY & $50 for self employment but we do have a free quote tool on our website if you would like to have an idea of what you may be looking at.

    Visit https://queenbtaxfinancialsolutions.net and click on REFUND CALCULATOR ESTIMATE.*

     

    **If you are Tax Preparer hopping, looking for the highest amount please have your $25-50 ready when you submit your form for the time we spent on your return.**

     

    ***Every Tax Professional should come up with the same amount based on the information YOU provide, IF they are not partaking in FRAUD!***

  • Consent and Agreement:

    By submitting this application, I understand and consent to providing my personal information, including but not limited to my full name, date of birth, social security number, and banking information. I acknowledge that this information is necessary for verification purposes, to allow my tax professional to prepare my tax return. My tax professional agrees to use my personal information for tax filing purposes ONLY. I confirm that all information provided is true, accurate, and up to date.

  • Date*
     - -
  • Should be Empty: