PLUGGED IN TAX 2026

PLUGGED IN TAX

Name

First NameLast Name
Taxpayer Social Security Number
Date of Birth

MonthDayYear
Date
Filing Status
Spouse Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Social Security
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Please select Tax Professional
Who referred you to us?
Are you using the same address you used on your last years return?
Previous Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Date

MonthDayYear
Date

CONSENT TO USE OF TAX RETURN INFORMATION
Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose, without your consent, your tax return information to third parties for purposes other than the preparation and filing of your tax return and, in certain limited circumstances, for purposes involving tax return preparation. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution.

You are not required to complete this form. Because our ability to disclose your tax return information to another tax return preparer affects the service that we provide to you and its cost, we may decline to provide you with service or change the terms of service that we provide to you if you do not sign this form. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent,
your consent is valid for one year.

Taxpayer hereby consents to the use by PLUGGED IN TAX of any and all tax return
information contained in the taxpayer’s federal income tax returns (Forms 1040, 1040NR, 1040A, 1040EZ, etc. and supporting schedules) for the purpose of mailing, including electronic transmission, to the taxpayer information pertaining to:
Newsletters of accounting firm/preparer. Newsletters of affiliated financial planning firm to the accounting firm/preparer. Press releases and published articles of accounting firm/preparer. Upcoming seminars, webinars, and webcasts. Accounting firm/preparer promotion or hire announcements.

The tax information may not be disclosed or used by Plugged In Tax Associates for any purpose other than that permitted by this consent document. This consent will be valid for a period of three years beginning on January 1, 2026 and expire on December 31, 2029. Alternative expiration date requested if not December 31, 2029.

If you believe your tax return i nformation has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact t he Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1 -800-366-4484 by email at complaints@tigta.treas.gov. Reg. 7216 Bank Consent to Use
CONSENT.
Signature
Today's Date

MonthDayYear
Date
Disclaimer: Plugged in Tax Quote Policy

At Plugged in Tax Associates, we prioritize efficiency and accuracy in providing our services. We do not offer tax quotes as the time required to generate a quote is equivalent to the time needed for the preparation of a comprehensive tax return. Our commitment is to deliver precise and thorough tax solutions, and we believe that dedicating our resources directly to the preparation process ensures the highest quality of service for our clients.
If you are in the process of shopping around for quotes, please note that our focus is on delivering comprehensive and accurate tax solutions rather than providing standalone quotes. We encourage you to consider the value of our commitment to thorough tax preparation, ensuring that your financial needs are met with precision and expertise. Thank you for considering Plugged in Tax Associates for your tax requirements.
Additionally, please be aware that if you submit the intake form and later decide not to file, there will be a $99 fee associated with us preparing your return, and this amount will automatically be debited from your account. We appreciate your understanding and look forward to assisting you with your tax requirements. Thank you for considering Plugged in Tax Associates.
Signature
Today's Date

MonthDayYear
Date

Do you have dependents?

Did you claim the same Dependents last year?
Has anyone else claimed Dependents in the last 3 years?
Have you paid over 1/2 of the total expenses of the Dependent(s)?
Qualifying minor Dependents must show:

-the name of the child's parent or guardian

-The child'd home address and it must match the taxpayers address

-dates child has lived with you
For dependent(s) under 18 why is the parent not claiming the Qualifying Dependent(s)?
Which of the following documents can you use to provide to verify residency if requested by the IRS? (Please Select all that apply)

Other
Do You Have Joint Custody Of Your Child?
Have You Ever Been Disallowed the EITC/AOTC/CTC?
Were you married at all during tax year?
If yes on December 31th of tax year were still married?

Business Name
Total Business income
Business Expenses
Advertising/ Marketing
Cost of Goods Sold
General Expenses
Car And Truck Expenses
Energy Efficient Commercial Buildings Deduction, Form 7205
Depreciation
Other Expenses
Qualified Business Income Deduction
Expenses for Business Use of Your Home
Please upload any bank statements or invoices for Schedule C

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Are you interested in our Grant Application
Click Here For Grant Intake Form

Please upload your unexpired photo identification:

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Please upload social security cards and or birth certificates for yourself, spouse, and dependents:

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Previous Return and/or IRS Transcripts:

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Do you have any 1098(s) this included a 1098 (for homeowners) or 1098-T or 1098-E (for college students)?
Any 1098's

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Please upload proof of dependents care

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Do you have any w2(s) or 1099(s)?
Please upload any w2's OR 1099'S

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Do you have a 1095-A( Obamacare or Marketplace Insurance)?
1095-A

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For Itemizing Deductions please upload invoices:

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Do you have an Identity Protection Pin for you, your spouse or dependents?
IRS Identity Protection Pin

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Is there anything you would like your preparer to know?

Bank Name
Routing Number
Routing Number
Account Number
Account Number
Are you interested in Credit Repair?
CREDITREPAIR form

I* (Print Name) acknowledge that I have answered all the questions truthfully and am able to claim all dependents listed. Any document I have submitted or claim to have are authentic and can provided to my Preparer or IRS upon request

Signature Date
Should be Empty:

Rows	Name	Date of Birth	Social Security Number	Relationship	Months in home	Gender
Dependent #1
Dependent #2
Dependent #3
Dependent #4
Dependent #5
Dependent #6
Dependent #7
Dependent #8

PLUGGED IN TAX

Business Expenses