Intake Form( New Client)

  • Intake Form

  • About You

  • Format: (000) 000-0000.
  • Date Of Birth 
     - -
  • ID Issue Date
     - -
  • Existing Client?
  • Where you referred by someone?
  • Will you be filing for your spouse
  • Format: (000) 000-0000.
  • Spouse Date of Birth 
     - -
  • Did you, your spouse or any dependents attend college in 2024 ?
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  • Beside a spouse do you have any dependents ?
  • Can the taxpayer be claimed as a dependent by another taxpayer?
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  • Did the Tax Payer or Qualified Dependents receive an IP PIN?
  • Date Of Birth
     - -
  • Has dependent lived with the taxpayer for more than half of the year?
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  • Did the child provide more than half of his or her own support for the year?
  • Date Of Birth
     - -
  • Has dependent lived with the taxpayer for more than half of the year?
  • Did the child provide more than half of his or her own support for the year?
  • Date Of Birth
     - -
  • Has dependent lived with the taxpayer for more than half of the year?
  • Did the child provide more than half of his or her own support for the year?
  • Date Of Birth
     - -
  • Has dependent lived with the taxpayer for more than half of the year?
  • Did the child provide more than half of his or her own support for the year?
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  • Did you or your spouse receive unemployment ?
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  • Are you self employed or a independent contractor ?
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  • Health Care

  • Did you or anyone in your family have health insurance ?
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  • Did you pay for Health insurance through the Market Place ?
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  • Getting Your Refund 

  • Would you like to apply for pre advance loan?

  • Earned Income Tax Credit Acknowledgement 

  • Relationship

    • Your son, daughter, adopted child, stepchild, foster child or a descendent of any of them such as your grandchild
    • Brother, sister, half-brother, half-sister, step brother, step sister or a descendant of any of them such as a niece or nephew

    Age

    • At the end of the filing year, your child was younger than you (or your spouse if you file a joint return) and younger than 19
    • At the end of the filing year, your child was younger than you (or your spouse if you file a joint return) younger than 24 and a full-time student
    • At the end of the filing year, your child was any age and permanently and totally disabled


    Residency

    • Child must live with you (or your spouse if you file a joint return) in the United States for more than half of the year


    Joint Return

    • The child cannot file a joint return for the tax year unless the child and the child's spouse did not have a separate filing requirement and filed the joint return only to claim a refund.

    Please Note:  Only one person can claim the same child. If a child qualifies for more than one person and one of the persons is a parent or parents, the non-parent can claim the child only if their AGI is higher than the parent(s). If the child qualifies another relative and the parent AGI rules do not apply, the taxpayers choose. If more than one person claims the same child, IRS applies the tiebreaker rules.  

  • By signing this form, I acknowledge that all information regarding any dependents that allows me to qualify for the EITC credit is true and correct to the best of my knowledge. I understand that this information is being provided to the IRS and State Revenue. I have been advised by my tax preparer that any false and misleading information that I provide for income tax filing purposes is against the law and are subject to penalties.

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