• TAX CLIENT INTAKE

  • Before you start…

    Please make sure you have your W-2s, IDs, and any other tax documents ready to upload.

    You can take clear pictures with your phone — no scanner needed.

    Having everything ready now helps us process your return faster and get you in line for early filing + tax advance options. 

  • Date of Birth*
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  • Format: (000) 000-0000.
  • Date of Birth
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  • Format: (000) 000-0000.
  • Filing Status:*
  • HEAD OF HOUSEHOLD FILERS MUST PRESENT ONE OF THE FOLLOWING TO FILE THIS STATUS. PICK ONE OF THE 3 OPTIONS THAT YOU WILL SUBMIT TO BE APPROVED TO FILE HEAD OF HOUSEHOLD.
  • Date of Birth
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  • Date of Birth
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  • Date of Birth
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  • IF YOU ARE CLAIMING A DEPENDENT, PLEASE ANSWER THE QUESTIONS BELOW THAT PERTAINS TO YOUR DEPENDENT RELATIONSHIP. PER THE IRS REQUEST, WE MUST PROVE THAT NOBODY ELSE IS ELIGIBLE TO CLAIM YOUR DEPENDENT BUT YOURSELF.

  • Did you pay someone to watch your child/children?
  • Are you married?*
  • Have you been married before?*
  • Can you provide separation/divorce paperwork?*
  • Did you collect social security or retirement income?
  • Did you purchase health insurance through healthcare.gov marketplace (Obama Care)?*
  • If yes, did you receive a 1095-A Form from the marketplace?
  • Were you ever disallowed the E.I.T.C prior to this year?*
  • Did you receive unemployment compensation (1099-G) regular or PUA last year?*
  • If yes, did you receive regular unemployment or PUA?
  • Did you make college tuition payments and received a 1098-T Form last year?*
  • Do you have any other income than your w-2(s)?*
  • Do you have an IP Pin?*
  • Do you owe any delinquent:*
  • How would you like to receive your refund?*
  • Rows

  • I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing Rose Tax Pro to prepare my taxes based on that fact. I understand that I am financially responsible for any outstanding balance due to any false information given.

    If there is a balance due, you must pay the tax preparation fee upfront. If for any reason you owe an entity and they take the entire refund, you are STILL responsible to pay the tax preparation fee for services rendered. 

    *For any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $150.00 is required! Please view your tax return, which is emailed to you (it is sent prior to submission). Any copy after the first copy is a fee of $10.00.

     ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable! NO EXCEPTIONS TO THIS!!

    Please utilize www.irs.gov for all federal refund tracking. Please utilze your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal,  and state taxes are state when tracking your status. Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have any tracking questions. 

     

    IRS Contact 800-829-1040

    Please click this link to check your federal refund status. You will need your filing status, social security number, and the total amount of the refund before fees

    https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp 

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  • 💳 Credit Repair Perk for Tax Clients
    As a valued tax client, you have access to an exclusive credit repair opportunity through our trusted partner.

    ✅ First month is FREE (we cover it)
    ✅ 3 months total of credit repair support

    Pricing Options
    • $300 total when added to your tax return (covers months 2 & 3)
    • $500 total if not added to your tax return

    This service is optional and designed to help improve your credit profile while you focus on your financial goals.

     

  • Would you like to receive more information or enroll in credit repair after your tax filing?
  • Which additional services are you interested in? (Select all that apply)
  • Were you referred?*
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