Edwards Tax Prep Military In-Processing Intake

  • 1. TAXPAYER INFORMATION

  • Format: 000-00-0000.
  • Do you have an IRS Identity Protection PIN (IP PIN)?*
  • Date of Birth*
     - -
  • Format: (000) 000-0000.
  • Date Entered Service*
     - -
  • Date Separated (if applicable)
     - -
  • Do you have Unreimbursed Employee Expenses during the tax year?*
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  • Were you deployed during the tax year?*
  • Were you in a combat zone receiving combat pay?*
  • Were you stationed overseas during the year?*
  • Did you or your spouse move / PCS during the tax year?*
  • Did YOU get promoted during the tax year?*
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  • Did you receive a military W-2?*
  • Did you receive other W-2s from civilian jobs?*
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  • Did you receive bonus, hazard, or special duty pay?*
  • Did you receive VA Disability Compensation?*
  • Did you have 1099 income (contract work, side jobs, or business)?*

  • 💰Profit & Loss Statement (Income & Expenses Summary)

    Enter your total business income and expenses for the tax year. This section applies to self-employed individuals, freelancers, and independent contractors who receive Form 1099-NEC or 1099-MISC. Include all income from your trade or business and list ordinary and necessary business expenses you paid during the year to operate your business.
  • Vehicle for Business Use (per vehicle)
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  • Are you contributing to a TSP (Thrift Savings Plan) or other retirement account?*

  • 🪖2. SPOUSE INFORMATION

  • Format: 000-00-0000.
  • Does your SPOUSE have an IRS Identity Protection PIN (IP PIN)?*
  • Spouse Date of Birth*
     - -
  • Are you married to a service member?*
  • Date Entered Service
     - -
  • Date Separated (if applicable)
     - -
  • Does your Spouse have Unreimbursed Employee Expenses during the tax year?
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  • Did your spouse get promoted during the tax year?
  • Was your spouse deployed during the tax year?
  • Was the Spouse deployed to a combat zone?
  • Was your spouse stationed overseas during the year?
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  • Did your Spouse receive a military W-2?
  • Did your Spouse receive other W-2s from civilian jobs?
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  • Did your Spouse receive bonus, hazard, or special duty pay?
  • Did your Spouse receive VA Disability Compensation?
  • Did your Spouse have 1099 income (contract work, side jobs, or business)?

  • 💰Spouse Profit & Loss Statement (Income & Expenses Summary)

    Enter your total business income and expenses for the tax year. This section applies to self-employed individuals, freelancers, and independent contractors who receive Form 1099-NEC or 1099-MISC. Include all income from your trade or business and list ordinary and necessary business expenses you paid during the year to operate your business.
  • Spouse Vehicle for Business Use (per vehicle)
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  • Did YOU or SPOUSE have Unemployment 1099G income?)?*

  • 🧩3. Unemployment Income

    Report any unemployment compensation you or your spouse received during the tax year. The IRS issues Form 1099-G for these payments. Include both federal and state unemployment benefits, even if taxes were withheld.
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  • Did you or your spouse receive other 1099 Income & Retirement Distribution income during the tax year? (Proof of income or benefits for adult dependents 1099-K, 1099-DIV, 1099-INT, 1099-R (retirement), SSA-1099 (Social Security), and any other 1099 type not mentioned.)*

  • 💵4. 1099 Income & Retirement Distsribution Information

    List all 1099 income forms received by you and/or your spouse during the tax year. Indicate who the form belongs to and, if applicable, whether any retirement distributions were taken before age 59½. You’ll upload the actual 1099 forms in the next section for verification.
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  • Is Your Spouse contributing to a TSP (Thrift Savings Plan) or other retirement account?*

  • 👨‍👩‍👧‍👦 5. DEPENDENTS

    List all dependents (children or qualifying relatives) you plan to claim on your tax return. Include their full legal names, dates of birth, relationship to you, months lived with you, and support information
  • Do you have dependents you’ll be claiming on your tax return?*
  • Date
     - -
  • Did you pay childcare expenses for this dependent (under age 13)?*
  • Do you provide over 50% support for a parent or adult relative?*
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  • 📕6. Education Expenses & Student Enrollment (AOTC Eligibility)

    Used to determine if you, your spouse, or your dependent qualifies for the education credit
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  • 💡7. Additional Deductions & Tax Credits

  • Did you pay medical expenses not covered by TRICARE?*
  • Did you donate to charities?*
  • Are you a homeowner (mortgage interest, property taxes)?*
  • Are you a business owner/employer with veterans on payroll (for WOTC credit)?*
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  • Did you own or rent out any real estate or receive rental income this year?*

  • 🏠8. Real Estate Property Information

    Enter information for each rental or investment property you owned during the tax year. Include income, expenses, and days used personally vs. rented. Accurate details ensure proper depreciation, passive-loss limits, and Schedule E reporting.
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  • Did you have any farm income or farm-related expenses during the tax year?*

  • 🌾9. Farm Income & Expense Report

    Enter detailed information about your farm income and expenses for the tax year. Include income from crop and livestock sales, government payments, and all ordinary and necessary farm-related expenses. Accurate reporting ensures your Schedule F is prepared correctly and that you receive all available agricultural deductions.
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  • Did you or your farm operation purchase and use any off-highway fuel (gasoline, diesel, or kerosene) for farming purposes during the tax year*
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  • Did you have any gambling winnings or online betting income during the tax year?*

  • 🎰10. Gambling Income & Winnings

    Include all gambling winnings, including those from casinos, lotteries, sports betting, raffles, and online platforms. The IRS receives copies of your Form W-2G for winnings of $600 or more (depending on the type of game). Upload supporting forms and statements below.
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  • Do you have copies of your prior year tax returns available to upload?*

  • 📂11. Prior Year Tax Returns Upload

    Prior Year Tax Returns Upload: If available, upload copies of your prior year tax returns. These help verify carryovers, depreciation schedules, business assets, and filing consistency. Providing past returns ensures your new return is prepared accurately and efficiently
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  • Would you like your tax preparation fees and bank processing costs to be deducted directly from your tax refund?*

  • 🏦12. Bank Products

    Choose how you would like your tax refund and services to be processed. Edwards Tax Prep LLC offers secure refund-transfer bank products that allow your tax preparation fees and related costs to be deducted directly from your refund once released by the IRS. You may also choose optional add-on protections or cash advance programs.
  • Which of the following bank products would you like to include? Multiple selections optional

  • 💰13. REFUND METHOD:

    Select your preferred method to receive your tax refund. Verify all banking details carefully to prevent delays or misdirected deposits. All refund checks are issued directly from the Tax Bank associated with your filed return. Upload a screenshot for account verification to ensure accuracy and compliance.
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  • 🪖 14. Power of Attorney for Deployed Service Members

    Attach a signed copy of IRS Form 2848 authorizing you to sign your spouse’s tax return while they are deployed or on active duty.
  • Are you signing this tax return on behalf of your spouse due to their deployment or military duty assignment?*
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  • 📋 15. Agreements, Authorizations & Attestations

    (Applies to all clients of Edwards Tax Prep LLC)

  • 1. Truthfulness & Accuracy
    I attest that all information provided to Edwards Tax Prep LLC is true, correct, and complete to the best of my knowledge. I understand that knowingly submitting false or incomplete information is a violation of federal law (IRC § 7206) and may result in penalties or prosecution.
    I agree to promptly provide all documents requested to verify income, dependents, or deductions.


    💼 2. Responsibility for Return Review
    I understand that Edwards Tax Prep LLC prepares returns based solely on the information I provide.
    Before filing, I will review my return for accuracy.
    If I fail to review or sign my return after preparation, abandon services, or become unresponsive, I authorize Edwards Tax Prep LLC to charge a $199 administrative fee for time and labor.


    💰 3. Fees, Amendments & Audit Assistance

    $125 – Non-Review / Abandoned Return Fee
    Applies when substantial preparation work has been completed and the client becomes unresponsive or does not complete the required review process.
    No fee is charged if written notice is provided prior to final preparation.

    $225 – Audit Assistance (Per Agency, If Protection Not Purchased)
    Applies to IRS or state audit notice response when audit protection was not added at time of filing.
    Federal and State are billed separately.

    $225–$275 – Client-Caused Amendment Fee
    Applies when an amendment is required due to incomplete, inaccurate, or newly disclosed information provided after filing.
    Final fee is determined by complexity of correction.

    Accuracy Commitment
    Errors made by Edwards Tax Prep LLC will be corrected at no additional charge



    ⚖️ 4. Refund Offsets
    If my refund is seized or reduced by the IRS or a state agency for debt obligations, I remain responsible for paying all preparation fees in full within 30 days of notice.


    🔐 5. Data Protection & Privacy
    Edwards Tax Prep LLC maintains all client information on encrypted, IRS-compliant networks.
    Information will never be disclosed to third parties without written consent except as required by law.
    Clients should transmit sensitive data only through secure channels.


    🧾 6. IRS Correspondence
    I agree to deliver all IRS or state correspondence related to my return to Edwards Tax Prep LLC immediately to ensure timely response and maximum support.

    🪙 7. Payment Authorization (ACH / Card)
    I authorize Edwards Tax Prep LLC to collect payment for agreed-upon services through:

    ACH debit to my designated bank account; and/or
    charge to my debit/credit card provided below.
    Card / Account Information

     

    🔁 8. Recurring Authorization Notice
    This authorization remains in effect for future tax seasons and related services until I revoke it in writing.
    I authorize Edwards Tax Prep LLC to process recurring payments for future tax preparation, amendment, or audit-assistance fees using the most recent payment method on file.
    I may cancel recurring authorization at any time by written notice, allowing at least 5 business days before the next scheduled debit.


    🧑🏽‍💼 9. Professional Conduct & Social-Media Representation
    I agree to maintain professionalism when communicating about Edwards Tax Prep LLC.
    Posting or sharing false, defamatory, or misleading statements on any platform constitutes breach of this agreement and may result in legal action.
    Concerns or complaints must be addressed directly with Edwards Tax Prep LLC for resolution.


    🪖 10. Legal & Compliance Disclaimers
    Edwards Tax Prep LLC is not liable for penalties or interest caused by incomplete, late, or false information provided by the client.
    Refund amounts are estimates until verified by the IRS or state.
    All returns are subject to IRS review.
    Client acknowledges receipt of all required disclosures under IRS Circular 230 and Form 8879 authorization procedures.

    ✍🏽 11. Client Acknowledgment & Signature
    By signing below, I confirm that I have read, understand, and agree to all statements, authorizations, and attestations in this document.

    I authorize Edwards Tax Prep LLC to:

    Prepare and e-file my tax returns;
    Deduct agreed fees from my refund or process ACH/card payments;
    Retain copies of records per IRS requirements; and
    Provide audit or amendment services per selected options.

  • Primary Taxpayer Date Signed
     - -
  • Spouse Date Signed
     - -
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  • Edwards Tax Prep Intake 2025 

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