2025 Tax Client Intake Form

Welcome

Welcome to the 2025 Tax Client Intake Form. Thank you for choosing R&A Total Financial Solutions LLC for your tax preparation needs. We’re committed to making your filing experience smooth, accurate, and stress‑free. Please complete each section to the best of your ability. If something doesn’t apply to you, simply skip it. Your information is protected with secure, encrypted technology, and everything you share is kept confidential. Let’s get started.
About Your Tax Preparer

Ramona Higgins is a faith-driven financial professional dedicated to helping individuals and families achieve financial stability. Through R&A Total Financial Services LLC and her partnership with One Stop Taxes, she provides secure virtual tax preparation to clients in all 50 states. Her mission is to make tax filing simple, accurate, and stress‑free while helping clients maximize their refunds with confidence. Your trusted virtual tax professional — serving all 50 states.
Before You Begin-Quick Checklist

Please take a moment to gather the following items. Having these ready will help you complete your intake smoothly and avoid delays in preparing your tax return.
✔ Personal Information

• Your full legal name, date of birth, and Social Security number

• Spouse’s information (if applicable)

• Dependent names, dates of birth, and Social Security numbers

✔ Income Documents

• W‑2 forms

• 1099 forms (NEC, MISC, INT, DIV, K, etc.)

• Self‑employment income records

• Any other income documentation

✔ Deductions & Credits

• Childcare provider information

• Education expenses (1098‑T, tuition statements)

• Mortgage interest or property tax documents

• Medical expenses (optional)

• Charitable contributions

✔ Identity Verification

• A clear photo of your government‑issued ID

• Spouse’s ID (if filing jointly)

✔ Direct Deposit Information

• Bank name

• Routing number

• Account number

✔ Prior Year Tax Return (Optional but Helpful)

• Upload a copy if available
Personal Information
Section 1: Filing Status Please select your current marital status and indicate the number of dependents you will claim on your tax return Number of Dependents.
Section 2a: Complete the fields below and use the button to add additional taxpayers.
Date of Birth
Taxpayer Information*
Section 2b: Complete the fields below and use the button to add additional dependents.
Dependent Information*
Section 3: Employment Status Please indicate your current employment status:
What is your current employment status?*

EmployedSelf-EmployedUnemployedRetiredOther
Section 4: Business Information (Complete this section if you are self-employed.) Please provide details about your business operations and any business expenses you would like to report. Business Name: Business Name Type of Business: Type of Business Business Description: Business Description Annual Business Income: Annual Business Income Annual Business Expenses: Annual Business Expenses
Business Name
Description of Business Activities
List your major business expenses (optional)
Tax Questions or Concerns
Section 5: Please provide your current contact details so we can reach you regarding your tax return.
Phone Number*
Please enter a valid phone number.
Email Address *
example@example.com
Street Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Preferred Contact Method

PhoneEmailText
Section 6: Acknowledgment and Signature Please review your information before submitting. By signing below, you acknowledge that the information provided is accurate to the best of your knowledge. Signature: Signature
Client Signature*

Clear
Should be Empty:

Welcome

About Your Tax Preparer

Before You Begin-Quick Checklist

Personal Information