MW CLIENT INTAKE FORM

FILE YOUR TAXES NOW!

A hassle-free way to handle your taxes
Taxpayer Information

Please enter all the information that applies to you.
Your Full Name

PrefixFirst NameLast Name
Your E-mail
example@example.com
Your Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Cell Phone Carrier
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Tax Payers Date of Birth

MonthDayYear
Date
Tax Payers Social Security Number
Taxpayer Male /Female
Let us know who referred you or you’re a returning client or where you came across our business at.
Do you owe or have you owed the IRS? CALL OFFSET TO CHECK 1800-304-3107
If so, let me know who and the amount, and contact me before finishing at 305-537-6586.
Tax Filing Year
Filing Status
Do you or your kids have an IP PIN?
If yes, enter here TAXPAYER IP PIN (issued from IRS yearly) EVERYONE DOESN'T HAVE THIS. IF IT DOESN’T APPLY SKIP
Did you receive a W-2 for 2025?
Did you receive tips or gratuities in 2025?
If yes, please provide: Total tips received
Did you receive overtime pay in 2025?
If yes, please provide: Total overtime earned
Did you get a refund last year? If so upload transcript or copy of tax return at the bottom of this form? (new clients ONLY)
Did you receive health insurance through the Market Place?
Other Income (1099s, self-employment, unemployment, etc.)
If so, Please provide the following 1. States you worked in 2. Timeframe you worked in those states
Have you ever been audited by the IRS?
If so, Please provide the year/s of audit and what were the outcomes of the audits
Primary Taxpayer - Please Check Any That Apply
Spouse Information

If you don’t have a spouse, just skip this section.
Spouse's Name

First NameLast Name
Spouse's Date of Birth

MonthDayYear
Date
Spouse's Social Security Number
Spouse's Email Address
example@example.com
Spouse's Occupation
SPOUSE IP PIN (issued from IRS yearly) EVERYONE DOESNT HAVE THIS. IF IT DOESNT APPLY SKIP
Spouse - Please Check Any That Apply
Dependent Information

The Earned Income Credit (EIC) increases with the first 3 Children you claim. The maximum number of dependents you can claim for Earned Income Purposes is Three. You MUST also meet other requirements related to your Adjusted Gross Income (AGI) to qualify for EIC. If you are MARRIED and FILING SEPARATE you CAN'T claim the credit.

Do you have children or other dependents eligible for credits?

Rows	Name	Date of Birth	Social Security Number	Full Time Student? Yes or No	Disabled? Yes or No?	How Many Months Did The Child Live In Your Home?	Relationship To The Dependent
1st Dependent
2nd Dependent
3rd Dependent
4th Dependent
5th Dependent
6th Dependent

KIDS/DEPENDENT IP PIN (issued from IRS yearly) EVERYONE DOESNT HAVE THIS. IF IT DOESNT APPLY SKIP
Business Information

Please complete if you are a business owner or self employed. Year-round support is reserved for planning clients.
Are you a Business owner?
If so what kind of business do you have?
Please provide your business EIN Number
How long have you been in business?
Business Adress

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Please upload your profit & loss /expense records.

Cancelof
Did you have a vehicle you used for your business?
If so, list the year make and model of the vehicle.
If yes, did you track milage.
Do you have a separate personal vehicle?
College Student Information

Please complete if anyone in your household went to college.
Did Anyone Listed On This Return Attend College this Tax Season
If so Name(s) of the person who attended college
Please upload form 1098-T and other college related documents below.

Cancelof
Did all students attend at least half time?
Were they seeking a degree?
How much money was spent on other books or materials in relation to college?
How many tax years have you claimed the American Opportunity Tax Credit?
Was the student ever charged with drug related felonies?
Are You Currently Paying Student Loans?
If so please upload your Form 1098-E - Student loan Interest

Cancelof
Upload Requested Documents

PLEASE NOTE: YOU CAN UPLOAD MULTIPLE DOCUMENTS
Upload ID/DL (for anyone over 18 years old on this filing)

Cancelof
(In order to file HOH upload lease and utility bill in your name) If filing single only a utility bill needed

Cancelof
Upload Social Security Card (for all listed on this filing)

Cancelof
Please upload Birth Certificates for all dependents.

Cancelof
Please upload all W2's and last paycheck stub HERE - You can upload multiple files

Cancelof
If you received Unemployment Please Provide 1099-G form

Cancelof
If you received Unemployment Please Provide 1099-G form

Cancelof
If you received health insurance through the Market Place?l upload form

Cancelof
Withdrawal out of 401K? Please attach documentation if available.

Cancelof
Please provide Mortgage / Property Tax form(s) if paid taxes / insurance

Cancelof
Please Upload any Additional Tax Forms that you have Received.

Cancelof
Upload copy of prior year tax return or transcript (include the schedule c if was self employed)

Cancelof
Banking Information
Will you want any of the following Bank Products? (Choose All That Apply) ** Please note all bank products must go through an approval process and will require a written authorization Form 7216 Bank Consent to Disclosure of Tax Return Information usually yes if you are receiving direct deposit.
Are you interested in a refund advance loan.
Signature Consenting to Form 7216 Bank Consent to Disclosure of Tax Return Information
How would you like your refund to be deposited when ready?
Bank Name
Is this a Checking or Savings account?
Routing Number
Account Number
Due Diligence Questions
Have you ever been disallowed the Earned Income tax Credit, The additional child Tax credit, or the Child tax credit?
If you are a single parent, Where's the other parents of your child/children?
What is the name of the other parent(s)
Why is the other parent not claiming the child?
If you are divorced or separated, when did you last live in the same home?
Do you have joint custody of your child? (If so which child/children)
How long did your child/children live in the other parent's home during the tax year? (in months)
Do you have a signed form 8332 granting the right to claim this child/children?
Did anyone else live in the home that provides financial support for your child/dependents?
Can or could anyone else be eligible to claim this dependent on their tax return?
Did you pay someone to watch your child/children?
If so please upload any childcare statements.

Cancelof
Did you receive any type of supplemental, non-taxable income such as child support, Welfare benefits, Social security, Hud or Housing etc?
If yes what services
In the case of a random IRS audit, can you provide for the children:
Additional Information
Are you interested in Audit protection just in case of an audit?
Do you plan to purchase a home within in the next 24 months?
Are you interested in credit repair increasing your credit score / credit protection?
Signatures

Please Review & Sign Consent Forms
Signature Consenting to Client Engagement Letter
Signature Consenting to Consent To Use Of Tax Return Information
By signing, you agree that all information entered on this form is true and correct. I confirm that the information provided is accurate and complete. I authorize Mw Tax Services to collect my sensitive data, including personal ID, government ID, Social Security Number (SSN), and other relevant details. By signing below, you acknowledge that you have read, understood, and agree to your responsibilities, as well as our responsibilities in completing this tax return.
Should be Empty:

FILE YOUR TAXES NOW!

Taxpayer Information

Spouse Information

Dependent Information

Business Information

College Student Information

Upload Requested Documents

Banking Information

Due Diligence Questions

Additional Information

Signatures