LUXURY 1 TAX CLIENT INTAKE FORM
Please fill out this form to submit your tax return information. This information is critical to ensure we accurately file your tax return. Be sure to hit "SUBMIT TAXES" at the bottom of the page so that it will be sent to our office. You will receive an email confirmation of completion. If you have any questions prior to completion of this form, please do not hesitate to contact me by email Info@luxury1tax.net or by phone at 888.711.3459. Thank you and have a great day!
How did you hear about us?
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Social Media (New Client)
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Existing Client
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Referred by Client
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L1TDAH99
L1TMAH98
L1TVIA97
L1TZAB96
Please provide the name of the client who referred you
Who is your Tax Professional?
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Please Select
Katherine Walker
Cassandra Brown
Patsy Lewis
Beverly Young Reese
Lakissta Bowman "KB"
Andrea Thompson
Shaneka Penrice
Shakerria Sims
Tayler Moore
Christie Wilson
Nanicika Wilson
Jazzmin Anthony
Reniqua Jones
Charlesea Allen (Cece)
Upload a copy of your 2024 income tax return
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Upload a selfie
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Filing Status
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Single
Head of Household
Married filing joint
Married filing separately
Qualifying Widower with dependents
Are you Blind?
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Yes
No
Can another taxpayer claim you as a dependent on their tax return?
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Yes
No
Are you Deaf?
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Yes
No
Name
*
First Name
Middle Name
Last Name
Address
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Street Address
City
State / Province
Postal / Zip Code
Email
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example@example.com
Phone
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Please enter a valid phone number
Format: (000) 000-0000.
Date of Birth
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Month
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Day
Year
Date
Occupation
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SS Card (please upload something with your number showing)
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Upload Valid Id or DL
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Are you filing this tax return for someone else?
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Yes
No
Is the taxpayer deceased?
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Yes
No
If so, please provide date of death
-
Month
-
Day
Year
Date
Spouse's Name (if applicable)
First Name
Middle Name
Last Name
Spouse's Occupation (if applicable)
Spouse's Phone (if applicable)
Please enter a valid phone number
Format: (000) 000-0000.
Spouse's DOB (if applicable)
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Month
/
Day
Year
Date
Spouse's Email (if applicable)
example@example.com
Spouse's SS Card (if applicable)
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Spouse's Valid ID/DL (if applicable)
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Is spouse deceased?
Yes
No
If so, please provide spouse's date of death
/
Month
/
Day
Year
Date
Is your spouse deaf?
Yes
No
Is your spouse blind?
Yes
No
**Head of Household filers must supply either of the following: Lease, Utility Bill, or Mortgage Statement. Please upload here.
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Are you claiming any dependents that you provided MORE THAN HALF the support for?
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Yes
No
SS Cards for all dependents
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Birth Certificate(s) for dependent(s)
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How many months did the dependent(s) reside with you during the tax year 2025?
Dependent #1 Full Name
Dependent #1 DOB
/
Month
/
Day
Year
Date
Dependent #1 Relation:
Please Select
Son
Daughter
Niece
Nephew
Cousin
Foster Child
Uncle
Aunt
Mother
Father
Brother
Sister
Other
Dependent #2 Full Name
Dependent #2 DOB
-
Month
-
Day
Year
Date
Dependent #2 Relation:
Please Select
Son
Daughter
Niece
Nephew
Cousin
Foster Child
Uncle
Aunt
Mother
Father
Brother
Sister
Other
3 or more dependents, list them here (Full Name, SSN, DOB, Relation, Full Legal Name(s) of Biological Parent(s), and how many months they resided in your home in 2025)
Can another taxpayer claim any of your dependent(s) on their tax return?
Yes
No
Do you have joint custody of the above listed DEPENDENT(S)?
Yes
No
If claiming son/daughter, what is the other parent's full name? Where is the other parent located? Is the other parent providing any financial support? Why isn't the other parent claiming this child as a dependent?
If claiming niece/nephew/aunt/uncle/cousin/sister/brother/other, how are they related to you? Where are the parents and do they provide any financial support to the dependent?
Do you, your spouse, and/or dependents have an IRS Identity Protection Pin?
*
Yes
No
Upload IRS IP Pin letters/screenshots here
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Have you traded or engaged in any stocks/crypto currency (for example: Coinbase, Robinhood, Cashapp, etc.)?
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Yes
No
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Income & Financials
Did you file your 2024 income taxes?
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Yes
No
Did you receive your expected refund?
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Yes, the full refund
Yes, but it was partial
No
Do you pay for childcare?
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Yes
No
Upload your childcare statement
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Did you, your spouse, or any of your dependent(s) go to college in 2025?
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Yes
No
Upload your 2025 1098-T Form
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Have you ever claimed the American Opportunity Tax Credit or Lifetime Learning Credit more than 4 times?
Yes
No
Does you or your spouse have any W-2s and/or 1099s?
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Yes
No
Did you collect social security or retirement income in 2025?
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Yes
No
Did you purchase a BRAND-NEW vehicle in 2025?
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Yes
No
Did you receive any tips in 2025?
*
Yes
No
Did you work OVERTIME in 2025?
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Yes
No
Upload your last paystub of 2025
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Did you or your spouse receive any money out of a 401(k) account in 2025?
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Yes
No
Does you or your spouse have any gambling winnings in 2025?
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Yes
No
Did you or your spouse receive any earnings from interest or dividends in 2025?
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Yes
No
Did you or your spouse file unemployment in 2025?
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Yes
No
Upload all 2025 W2s, 1099Misc, 1099R, 1099Nec, 1099SA, W2Gs, 1099G, 1099DIV, 1099Int, 1098
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Did you or your spouse make any charitable contributions in 2025?
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Yes
No
Did you or your spouse pay tithes or make donations to a religious organization in 2025?
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Yes
No
Upload church tithe or donations statement
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Did you or anyone else on this tax return have health insurance through healthcare.gov marketplace?
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Yes
No
Upload 1095A form
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Has you or your spouse ever been disallowed the use of credits (EIC/AOTC/ACTC/CTC/ODC) prior to this year?
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Yes
No
What is your housing status?
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Rent
Mortgage
Live with Someone
How much is your rent/mortgage per month?
*
Are you interested in Credit Repair Services?
*
Yes
No
Are you interested in a life insurance quote?
*
Yes
No
Does you or your spouse owe any delinquent child support?
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Yes
No
Does you or your spouse owe any delinquent alimony?
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Yes
No
Does you or your spouse owe any delinquent student loans?
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Yes
No
Does you or your spouse owe any delinquent back taxes?
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Yes
No
Does you or your spouse owe any delinquent state taxes?
*
Yes
No
Would you like to apply for an advance?
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Yes
No
How would you like to receive your refund?
*
Please Select
DIRECT DEPOSIT
CHECK
MONEYCARD
Bank Name
Routing Number
Account Number
Account Type
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Personal Checking
Personal Savings
Business Checking
Business Savings
CLIENT ABANDONMENT POLICY
By submitting this intake form and uploading tax documents, you are authorizing LUXURY 1 TAX SERVICES LLC to begin reviewing your information for the purpose of preparing your tax return and/or providing a tax strategy assessment. Please note: Document review, transcript analysis, credit evaluation, and tax calculations constitute professional services. If you choose not to proceed after we have begun reviewing your information, an abandonment fee of $150.00 will apply. The abandonment fee covers time spent reviewing documents, verifying information, running calculations, and preparing preliminary figures. This fee must be paid before documents are released or before any further services are rendered. Submission of this intake form confirms your understanding and agreement to this policy.
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SUMBIT TAXES
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