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    Tax Intake Form

    • TAXPAYER INFORMATION 

    • Taxpayer Information

    • Marital Status*
    • Taxpayer Date of Birth*
       - -
    • Format: (000) 000-0000.
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    • SPOUSE (IF APPLICABLE) 
    • Spouse Date of Birth
       - -
    • Format: (000) 000-0000.
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    • DEPENDENTS 
    • Rows
    • Are you claiming a child who was between 19-24 years old and full-time student?*
    • Are you claiming a child who is permanently and totally disabled?*
    • Are you claiming a dependent that will file their own tax return?*
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    • HEALTH INSURANCE COVERAGE 
    • Did you receive health coverage insurance through either your employer, state health insurance or marketplace health insurance?*
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    • WAGE AND INCOME 

    • Attach any tax forms such as:  W2 or 1099

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    • Were you, your spouse, or any dependent registered in college? Do you have a form 1098T?*
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    • DIRECT DEPOSIT INFORMATION 
    • If you are owed a refund, please provide the direct deposit bank information:*
    • BUSINESS INCOME & EXPENSES (SOLE PROP/LLC) 
    • Do you use any part of your home regularly and exclusively for business? You may qualify for a home office deduction
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    • TAX DECLARATION AND AGREEMENT 
    • Check all that apply:*

    • ADM FINANCIAL GROUP

      Engagement Agreement 

       

      1.  Purpose of Engagement

      This letter confirms our agreement to prepare your individual federal and state income tax returns for the year ending in December 31, 2025.  

      2.  Scope of Services

      We will not audit or verify the information you provide.  However, we may ask for clarification.  You, the taxpayer, are ultimately responsible for the preparation and filing of your tax return.  Please read and verify the information you furnish and the information on your tax return are the same and accurate before signing.  

      3.  Client Responsabilities

      You agree to provide all necessary documentation and accurate information.

      4.  Fees and Payment Terms

      Fees are based on forms prepared, complexity, and time spent.  Payment is due before filing.  A non-refundable deposit may be required depending on the tax information provided.  Payment plans via Klarna and Afterpay available upon request.  File now, pay later available upon request.  Payment via Zelle available.  All payments are non-refundable and we reserve the right to deny tax preparation services.

      5.  E-Filing Authorization

      We will e-file your return upon receiving your signed federal and state tax returns and full payment. 

      I, the taxpayer named above, have provided to ADM FINANCIAL GROUP the attached tax information and to the best of my knowledge this information is true, correct and complete.  I declare that I understand the above questions and have answered them truthfully to the best of my ability.

       

    • Date
       - -
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