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!***

  • Filing Status

  • Taxpayer

    ENTER IN YOUR INFORMATION
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  • Spouse

    YOUR SPOUSES INFORMATION, IF LEGALLY MARRIED OR PRESUMED MARRIED BY COMMON LAW STATUTE IN THE STATE YOU RESIDE IN
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  • Dependents

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  • Credits

  • CHILDCARE INFORMATION

  • HIGHER EDUCATION

    COLLEGE AND TUITION INFORMATION
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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
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  • SOLAR POWER/ENERGY EXPENSES

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  • UNEMPLOYMENT

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  • INCOME AND WAGES

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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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  • 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.

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