Missing documents form|Mini Intake form

Thank you for choosing Anderson Tax Experts you made the right decision! 💼💰

Let’s get you filed💪🏼A.T.E – Because Your Refund Should Be FULL, Not Leftovers.

We are more than just a tax company… we are a team that truly wants to see you win and succeed. You’re not just a number to us you’re

📍 Office Location:
7001 Crestwood Blvd Suite 820, Birmingham, AL 35210
(Building sign says Anderson Elite & Co)

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💼 We Don’t Just File Taxes… We Set You Up for Success

At Anderson Tax Experts, our goal is to help you get the maximum refund you deserve while also helping you build for your future.

🎁 That’s why every paid tax prep service includes:
• FREE round of credit repair
• FREE trip voucher to relax after tax season

Because after a long, stressful year… you deserve to file in peace and enjoy life ✨

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👨‍👩‍👧‍👦 Family-Friendly Experience

We even have a kids section so you can file comfortably while your little ones are taken care of 🧸

🎉 We Take Care of Our Clients ALL YEAR LONG

We don’t stop at tax season — we give back to our clients year-round because that’s what family does 💯

🎁 Year-Round VIP Perks Include:
• Back-to-School Giveaways (supplies & backpacks)
• Thanksgiving Giveaways
• Christmas Giveaways
• And many more surprises throughout the year

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🔥 2026 GIVEAWAYS (BIG REWARDS)

This year, we’re blessing our clients with:

■ 2 Cars 🚗
■ iPhone, iPad, AirPods
■ PS5 & Xbox 🎮
■ Apple Watch ⌚
■ TVs & Cameras
■ Visa Gift Cards 💳
■ Paid Rent, Utility Bills & Car Notes
■ Spa Gift Cards & Dinner Experiences
…and so much more! 🎁

💬 Our Promise to You

We don’t just prepare your taxes…
We help you build, grow, and win in life 💰

While you invest in us, we pour right back into YOU not just during tax season, but all year long!
Upload Your Docs and let’s get you funded 🔒

Send us the documents we need quickly and safely so we can keep your return moving your info stays private, secure, and in good hands!
🚨 Important Notice: This is the LAST year to file your 2023 taxes and receive your refund.

If not filed this year, that money will be forfeited permanently don’t miss out!

Please note: If you’re not filing your 2025 taxes with us, preparation fees will need to be paid upfront, as we’re unable to deduct fees from prior-year refunds.

🎁 Bonus Perks: Each service includes one free round of credit repair and a free trip voucher once you are funded and your tax preparation fees are paid.”
How did you hear about us?
Which tax year are you filing for? Please complete a separate form for each year you are filing.

202120222022202320242025Other
Filing status

SingleHead of householdMarried filing separatelyMarried filing jointlyQualifying surviving spouseOther
Primary tax payer Name*

First NameLast Name
Primary tax payer Date of birth

MonthDayYear
Date
Last 4 of Your SSN(if you don’t have your actual social card please type your full social) I will need it once you get it for your file so please arrangements to get it *
Address

Street Address

CityState / Province

Postal / Zip Code
Spouse Name

First NameLast Name
Spouse Date of birth

MonthDayYear
Date
Last 4 of Your SSN(if you don’t have your actual social card please type your full social) I will need it once you get it for your file so please arrangements to get it
List address of spouse if married filing separately only) if not skip it

Street Address

CityState / Province

Postal / Zip Code
Did you or spouse (if you are filing jointly or married) attend college? Yes or no . If yes please list which tax payer and the name of the school and total paid for tuition and expenses cost if you have some. upload 1098 T form under documents below (if you have it available) for example: Mile college-tuition cost-5,385. Expense cost( this includes (books, laptop, notebooks etc)-$1,657*
Do you owe any past debt? To check- Debt Check – Do you owe IRS/state taxes, student loans, Section 8, Social Security, etc.?Call 800-304-3107 → Option 1 (federal) → Hang up → Call back → Option 2 (state) to check. Call department of revenue in your state as well*
Marketplace Health Insurance (1095-A). Did you have Marketplace (government) health insurance at any time during the year?(Example: plans through Healthcare.gov, United Healthcare, Blue Cross Blue Shield, etc.)(Select NO if you did not have this type of insurance)

YesNo
If you selected YES: Please upload your Form 1095-A below under files uploads if you received it in the mail or email.

If you do NOT have your form or are unsure, call:📞 1-800-318-2596 (Available 24/7).

This takes 5 minutes. Ask the representative for your 1095-A information(total amount only) for the year you are filing and write down the following:

• Column A: Total Monthly Premium

• Column B: Second Lowest Cost Silver Plan (SLCSP)

• Column C: Advance Payment of Premium Tax Credit.

Please provide the TOTAL amounts only for each Column A,B,C. please and thanks .
Column A total amount only (skip if you don’t have it)
Column B total amount only (skip if you don’t have it)
Column C total amount only (skip if you don’t have it)
DEPENDENT 1 info. if you don’t have a dependent,SKIP THIS! List full Name, date of birth , last 4 SSN of dependent 1 and your relationship to the dependent. List full SSN(if you don’t have the actual social card please type their full social) I will need it once you get it for your file so please arrangements to get it. FOR EXAMPLE (write it like this below ) : Imari F. Floyonia|09/25/1998|4538(last 4 ssn) Im uploading picture of my full social) if you don’t upload social ➡️ list full ssn-45634344538 |Daughter|brother|uncle|mother. (Relationship to dependent)
DEPENDENT 2 info. if you don’t have a dependent,SKIP THIS! List full Name, date of birth , last 4 SSN of dependent 1 and your relationship to the dependent. List full SSN(if you don’t have the actual social card please type their full social) I will need it once you get it for your file so please arrangements to get it. FOR EXAMPLE (write it like this below ) : Imari F. Floyonia|09/25/1998|4538(last 4 ssn) Im uploading picture of my full social) if you don’t upload social ➡️ list full ssn-45634344538 |Daughter|brother|uncle|mother. (Relationship to dependent)
DEPENDENT 3 info. if you don’t have a dependent,SKIP THIS! List full Name, date of birth , last 4 SSN of dependent 1 and your relationship to the dependent. List full SSN(if you don’t have the actual social card please type their full social) I will need it once you get it for your file so please arrangements to get it. FOR EXAMPLE (write it like this below ) : Imari F. Floyonia|09/25/1998|4538(last 4 ssn) Im uploading picture of my full social) if you don’t upload social ➡️ list full ssn-45634344538 |Daughter|brother|uncle|mother. (Relationship to dependent)
Does any of the dependents listed have a disability? Yes or no . If yes list the dependent. SKIP THIS IF YOU DONT HAVE DEPENDENTS
Did any of the dependents attend college? Yes or no ? SKIP IF YOU DONT HAVE DEPENDENTS

YesNo
If yes please list the dependents name ,name of the school, and how much you was paid in tuition and for school expenses . upload 1098 T form under documents (if applicable) SKIP IF YOU DONT HAVE DEPENDENTS
Did you receive Child Care Expenses For your dependents? SKIP IF YOU DONT HAVE DEPENDENTS

YesNo
If yes, please upload your childcare statement or receipt from the provider. SKIP IF YOU DONT HAVE DEPENDENTS

👉 This can come from:

    •    Daycare

    •    After-school program

    •    Summer camp (daytime only)

    •    Babysitter (if applicable)

We will also need:

    •    Provider’s name

    •    Address

    •    Tax ID (EIN) or Social Security Number

    •    Total amount paid

👉 Upload the paper your child’s daycare or school gave you showing how much you paid for the year under file upload below
LIST DETAILS BELOW: CHILD CARE (SKIP IF YOU DONT HAVE DEPENDENTS) • Dependent 1 full name who received benefits • Provider’s name • Address • Tax ID (EIN) or Social Security Number. • Total amount paid
LIST DETAILS BELOW: CHILD CARE ( SKIP IF YOU DONT HAVE DEPENDENTS • Dependent 2 full name who received benefits • Provider’s name • Address • Tax ID (EIN) or Social Security Number. • Total amount paid
LIST DETAILS BELOW: CHILD CARE (SKIP IF YOU DONT HAVE DEPENDENTS) • Dependent 3 Full name who received benefits • Provider’s name • Address • Tax ID (EIN) or Social Security Number. • Total amount paid
How much do you receive on your last year return? If any *
Were you self-employed? If yes, please provide the following details in the blank. if you are not SKIP THIS. • EIN number (if any) • Business/Job Title: • Description of Services Provided: • Total Income Earned: • Business Expenses (if any). Any expenses related to your business: List expenses and a common Self-Employment Expenses (Anything you spent to make money in your business can potentially be written off)(Only include what actually applies to you). just list it with the amount by it • Advertising & Marketing (flyers, Instagram ads, business cards). • Office Supplies (paper, printer ink, pens, notebooks). • Equipment (laptop, phone, camera, tools for your work). • Business Software/Subscriptions (tax software, booking apps, Canva, QuickBooks) • Phone & Internet (business-use portion) • Mileage / Gas (driving for business, not personal) • Travel Expenses (hotels, flights, rental cars for business trips). • Meals (business-related meals only) • Rent or Workspace (office space, booth rental, salon suite, etc.) • Utilities (if you have a home office or business location) • Insurance (business insurance, liability insurance) • Professional Services (tax prep fees, legal fees, coaching). • Inventory / Cost of Goods (items you sell, boutique inventory, supplies). • Shipping & Postage (mailing products to customers) • Education & Training (classes, certifications related to your business) • Bank Fees / Merchant Fees (Cash App, Square, Stripe fees). • Uniforms or Work Clothing (if required for your business)
Itemized Expenses (Optional – Helps Increase Your Refund) if you don’t have any SKIP THIS please list any of these if this applies with the total amount you paid for the entire year please in the blank Did you have any of the following expenses during the year? If yes, please list amounts or upload documents. • Medical & Dental Expenses(Doctor visits, hospital bills, prescriptions, insurance co-pays, dental work, vision care). • Charitable Donations(Cash donations, tithes, clothing, shoes, or items donated to charities like churches or nonprofits) • Mortgage Interest(Interest paid on your home loan – usually on Form 1098) • Property Taxes(Taxes paid on your home or land) • State & Local Taxes Paid(Included in W-2 or other income forms) • Casualty or Theft Losses (Losses due to fire, storm, or theft)
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email (for communication purposes)*
example@example.com
What type of file are you uploading?

ID/Driver's LicenseIncome Document (W2/1099)Dependent's InformationHealth Insurance Information (1095a)Deductions/Credits Supporting DocumentationSSNsCurrent lease/and or bill for proof of residencechildcare statement or receipt from the providerOther
File Upload (upload all of your documents here) please include the following :Your ID, Social Security card (and dependents info if any Income forms (W-2, 1099, or let me know if you didn’t work), any tax forms , mortgage, current lease, and or bill for proof or residency, statement , school form .Last year’s return if you have it. you haven’t worked or you’re filing with kids, that’s okay too, just tell me your situation and I’ll guide you step by step. Let’s get you taken care of.

Cancelof
Bank name (your refund will be deposited into this account)
Routing number
Account number
Please sign to confirm you filled your form out in its entirety
Should be Empty:

Upload Your Docs and let’s get you funded 🔒