2024 Tax Year - Individual

Spouse Information
Spouse Name (as appears on Social Security Card)*

First NameMiddle NameLast NameSuffix
Spouse Social Security #*
Must use hyphen (-)
Spouse Date of Birth*

MonthDayYear
Date
YesNo
Which of the following applies to you?*
YesNo
Spouse - Home # (not mobile) If Different from Taxpayer.
Please enter a valid phone number.Format: (000) 000-0000.
Spouse - Mobile #
Please enter a valid phone number.Format: (000) 000-0000.
Spouse - Work #
Please enter a valid phone number.Format: (000) 000-0000.
Work Extension
Spouse Email
example@example.com
YesNo
YesNo

Address
Physical Address:*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What City or County is your residence located (not the town)? Example: If you live in Vinton, VA, the county is either Roanoke County or Bedford County. Also, Roanoke would be Roanoke County or Roanoke City:*
Mailing Address: (if different than above)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Additional Taxpayer & Spouse Information
Did the taxpayer pass away since January 1, 2024?
Taxpayer Date of Death

MonthDayYear
Date
Is the spouse the Executor/Administrator for the taxpayer?
Did the spouse pass of the taxpayer away since January 1, 2024?
Spouse's Date of Death

MonthDayYear
Date
Is the taxpayer's the Executor/Administrator for the spouse?
- Are you an Executor or Administrator for a person on this tax return (If you are any of these titles to your spouse, then the answer would be no)?
- Please select your title:
- Name of Executor or Administrator
  
  First NameLast Name
- Cell Phone Number (Executor/Administrator)
  Please enter a valid phone number.Format: (000) 000-0000.
- Home Phone Number (if applicable)
  Please enter a valid phone number.Format: (000) 000-0000.
- Social Security Number (Executor/Administrator)
  Example 000-00-0000 (please use hyphens (-)
- Would you like us to use your address for the tax return?
- Address (Executor/Administrator)*
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- If Married Filing Joint and BOTH are deceased, is the executor/administrator the same for both spouses?*
- Name of Secondary Executor/Administrator *
  
  First NameLast Name
- Social Security Number for Secondary Executor/Administrator *
- Cell Phone Number for Secondary Executor/Administrator *
  Please enter a valid phone number.Format: (000) 000-0000.
- Address of Secondary Executor/Administrator*
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code

Conservator or POA

We must have the legal documentation on file at our office to recognize this status
Is the person filling out this form, a Conservator or a POA, or is the Conservator or POA the contact for this return? (Only select Yes if you have the documentation to prove the title)
Please select your title
Name of Conservator or POA

First NameLast Name
Cell Phone Number (Conservator/POA)
Please enter a valid phone number.Format: (000) 000-0000.
Home Phone Number (if applicable)
Please enter a valid phone number.Format: (000) 000-0000.
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Would you like to use your address for the tax return?

Commonly Missed Documents

This section includes commonly missed documents that typically cause a tax return to go to pending and delays completion of the return. Please carefully review this section to help your tax return be able to be completed during it's originally scheduled time. Once a tax goes to pending status for missing information, then the tax is completed at the next available time. During tax season, that could be a few weeks or longer due to the volume of work already scheduled.
Interest

If you have interest that is $10 or less, then the banking institution is not required to give you a 1099-INT Form. However, that interest is still reportable to the IRS. Therefore, you can either call the bank and ask for the interest you had for that tax year or look at your last banking statement in December and look for the year-to-date interest for that tax year. If under $10, you can just tell us the amount.

HSA

If you have a Health Savings Account and you took money out of the account (or used your HSA card to purchase items) during the tax year, then we will need the tax form 1099-SA.

Rental Property

If you have Rental Property, you need to fill out a rental worksheet for each property. You can find this on our website or we can print one out for you.

Business Income - Schedule C

If you have a business on your individual return, then we will need a Profit & Loss from an accounting program or you must fill out our worksheet. You can find this on our website or we can print out one for you.

Children 18 years or Older

If you are a parent and have a child 18 years or older, then we will need a consent on file from the child to give us permission to discuss any personal tax information with you. This form must be filled out by the child and the child must sign the Engagement Letter and their tax documents. The consent form can be filled out in our office or found online.
YesNo

Tax Portal Option
We offer an exciting and helpful feature for our tax clients. The Drake Tax Portal allows us to securely instant message one another back and forth, share tax documents, receive additional questionnaires, and provide you with a copy of your tax return. If you do not already have a portal, you will need an active and working email address. Would like us to email you a link to set up and activate your account?IMPORTANT INFO: Preparers are the ones who setup up portal accounts from this intake form, but the preparers only get clients' taxes after everything is ready for us to prepare your return, which includes this intake, the Engagement Agreement and your tax documents. If you want to setup a portal account in order to get us your tax documents, please call the office so we can set one up for you.

YesNoWould like to know moreI already have a Tax Portal with HHTSI will call the office to have a Tax Portal setup for me
Email*
example@example.com

I affirm the information I provided on this form is true and accurate to the best of my knowledge. If requested by the IRS, I can provide proof and documentation of everything that I have stated on this form. I understand that if I knowingly answer these questions incorrectly then the IRS can remove any credits and possibly deny for a period of years for me to be able to get particular credits. I also understand that the IRS can impose penalties, interest, and even jail time if I intentionally provide incorrect or fraudulent information.
Relationship to Taxpayer and/or Spouse*
Name

First NameLast Name
If you are a Third-Party then please list what your authority is to sign.
Date*

MonthDayYear
Date
Signature*
Should be Empty:

2024 Tax Year Intake - Individual

Taxpayer Information

Spouse Information

Address

Dependent Information

Dependent Due Diligence

Basic Required Questionnaire - Individual

Basic College Student Questionnaire

Student #1

Student #2

Student #3

Student #4

Additional Taxpayer & Spouse Information

Conservator or POA

Commonly Missed Documents

Tax Portal Option