๐๐ข๐š ๐™๐š๐œ๐ก๐š๐ซ๐ฒโ€™๐ฌ ๐‚๐ฅ๐ข๐ž๐ง๐ญ ๐ˆ๐ง๐ญ๐š๐ค๐ž ๐๐ฎ๐ž๐ฌ๐ญ๐ข๐จ๐ง๐ง๐š๐ข๐ซ๐ž ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ“
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  • ๐๐ข๐š ๐™๐š๐œ๐ก๐š๐ซ๐ฒโ€™๐ฌ ๐‚๐ฅ๐ข๐ž๐ง๐ญ ๐ˆ๐ง๐ญ๐š๐ค๐ž ๐๐ฎ๐ž๐ฌ๐ญ๐ข๐จ๐ง๐ง๐š๐ข๐ซ๐ž ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ“

  • ๐–๐ž๐ฅ๐œ๐จ๐ฆ๐ž ๐ญ๐จ ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฆ๐ฉ๐ข๐ซ๐ž ๐“๐š๐ฑ & ๐‚๐จ!

    ๐–๐ž๐ฅ๐œ๐จ๐ฆ๐ž ๐ญ๐จ ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฆ๐ฉ๐ข๐ซ๐ž ๐“๐š๐ฑ & ๐‚๐จ!

    ๐๐ฅ๐ž๐š๐ฌ๐ž ๐œ๐จ๐ฆ๐ฉ๐ฅ๐ž๐ญ๐ž ๐ญ๐ก๐ข๐ฌ ๐ข๐ง๐ญ๐š๐ค๐ž ๐Ÿ๐จ๐ซ๐ฆ ๐ข๐ง ๐Ÿ๐ฎ๐ฅ๐ฅ ๐ญ๐จ ๐ž๐ง๐ฌ๐ฎ๐ซ๐ž ๐ฐ๐ž ๐ฆ๐ž๐ž๐ญ ๐ˆ๐‘๐’ ๐๐ฎ๐ž-๐๐ข๐ฅ๐ข๐ ๐ž๐ง๐œ๐ž ๐ซ๐ž๐ช๐ฎ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ๐ฌ. ๐Ž๐ง๐œ๐ž ๐ญ๐ก๐ž ๐Ÿ๐จ๐ซ๐ฆ ๐ข๐ฌ ๐ฌ๐ฎ๐›๐ฆ๐ข๐ญ๐ญ๐ž๐, ๐ฒ๐จ๐ฎ ๐ฐ๐ข๐ฅ๐ฅ ๐›๐ž ๐š๐ฎ๐ญ๐จ๐ฆ๐š๐ญ๐ข๐œ๐š๐ฅ๐ฅ๐ฒ ๐ซ๐ž๐๐ข๐ซ๐ž๐œ๐ญ๐ž๐ ๐ญ๐จ ๐จ๐ฎ๐ซ ๐œ๐ฅ๐ข๐ž๐ง๐ญ ๐š๐ฉ๐ฉ ๐ซ๐ž๐ ๐ข๐ฌ๐ญ๐ซ๐š๐ญ๐ข๐จ๐ง ๐ฉ๐š๐ ๐ž. ๐“๐จ ๐ซ๐ž๐œ๐ž๐ข๐ฏ๐ž ๐š ๐ช๐ฎ๐จ๐ญ๐ž, ๐ฒ๐จ๐ฎ ๐ฆ๐ฎ๐ฌ๐ญ ๐ฎ๐ฉ๐ฅ๐จ๐š๐ ๐ฒ๐จ๐ฎ๐ซ ๐๐จ๐œ๐ฎ๐ฆ๐ž๐ง๐ญ๐ฌ ๐š๐ง๐ ๐œ๐ซ๐ž๐š๐ญ๐ž ๐ฒ๐จ๐ฎ๐ซ ๐œ๐ฅ๐ข๐ž๐ง๐ญ ๐ฉ๐ซ๐จ๐Ÿ๐ข๐ฅ๐ž ๐ข๐ง ๐“๐š๐ฑ๐ž๐ฌ๐“๐จ๐†๐จ.
  • Format: (000) 000-0000.
    • FILING STATUS DETERMINATIONย 
    • Filing Status*
    • DUE DILLIGENCE AND CREDIT DETERMINATIONย 
    • Important Notice to Client:

      The IRS requires us to ask detailed questions to ensure your return is accurate and compliant. Answering honestly helps prevent audits, refund delays, and missed credits.

    • Do you currently have:*
    • If you do NOT have an SSN, would you like to apply for or renew an ITIN?
    • Do you have children or dependents you plan to claim?*
    • If so how many months did this dependent(s) live with you during the year?*
    • Did you provide MORE THAN HALF of this dependentโ€™s financial support?*
    • Is anyone else attempting to claim this dependent?*
    • BUSINESS OR SIDE HUSTLE INCOME?ย 
    • Did you earn income from any of the following? (Check all that apply)*
    • Did you receive income through(Check all that apply)*
    • Did you work for yourself, freelance, or run a business?*
    • Do you have records of your income?(Check All That Apply)
    • Did you have business expenses?*
    • Which expenses did you have? (Check all that apply)
    • Did you track mileage with a log or app?
    • MILITARY SERVICE & MOVE DEDUCTIONย 
    • Were you or your spouse active-duty military at any point?*
    • Did you move due to PCS (Permanent Change of Station) orders?
    • Did the military reimburse any of your moving costs?
    • What expenses did you personally pay? (Select All That apply)
    • EDUCATOR (TEACHER) DEDUCTIONย 
    • Were you a teacher, instructor, counselor, or aide?*
    • Did you personally pay for classroom supplies?
    • Approximate amount spent out-of-pocket:
    • OVERTIME PAY (NO TAX ON OVERTIME REVIEW)ย 
    • Did you earn overtime pay this year?*
    • Was your overtime paid separately or clearly identified on your paystub?
    • SPECIAL CIRCUMSTANCESย 
    • Did you experience any of the following? (Check all that apply)*
    • Have you ever had a return audited or delayed?*
    • CLIENT DUE DILIGENCE & FILING AUTHORIZATION ACKNOWLEDGMENT**

      By signing below, I confirm and agree that:

      1.Accuracy of Information
      All information I provided to Wealth Empire Tax & Co. is true, correct, and complete to the best of my knowledge. I understand false or incomplete information may delay my refund or result in IRS penalties.


      2.IRS Due Diligence Requirements
      I understand Wealth Empire is required by the IRS to ask detailed questions and request documentation to determine my eligibility for filing status, dependents, credits, and deductions.


      3.ITIN Disclosure (If Applicable)
      I understand an ITIN is issued for tax filing purposes only and does not authorize work or qualify me for all tax credits. I acknowledge that ITIN filers are not eligible for Earned Income Credit or education credits, and that other credits depend on IRS rules and dependent eligibility.


      4.W-7 Authorization (If Applicable)
      If I am applying for or renewing an ITIN, I authorize Wealth Empire to prepare and submit Form W-7 on my behalf. I understand ITIN approval is determined solely by the IRS and is not guaranteed.


      5.Credit & Filing Authorization
      I authorize Wealth Empire Tax & Co. to prepare and electronically file my tax return and to claim only those credits and deductions I am legally eligible for.

      6.Client Responsibility

      I understand I am ultimately responsible for the information reported on my tax return.

  • Wealth Empire โ€“ ITIN Verification & W-7 Intake

    Please complete if you DO NOT have a Social security number or a current ITIN. An ITIN (Individual Taxpayer Identification Number) is issued by the IRS for tax filing purposes only.Having an ITIN does NOT authorize work, Social Security benefits, or eligibility for certain tax credits.This form helps us determine whether you qualify for an ITIN, whether it must be renewed, and which tax benefits you may legally receive.
  • What is your current ITIN status?
  • Are you requesting:
  • Reason for applying (IRS W-7 Requirement)
  • Have you ever been issued an ITIN before?
  • Important IRS Notice:
    Taxpayers filing with an ITIN are NOT eligible for:

    Earned Income Credit (EITC)
    Education Credits (AOTC/LLC)
    Certain versions of the Child Tax Credit may apply depending on filing status and childโ€™s SSN.

    Wealth Empire will only claim credits you are legally eligible for.

  • Do you have dependents with an SSN?
  • Are you married to a U.S. citizen or resident?
  • Do you want to file a joint return with your spouse?
  • Have you previously filed a U.S. tax return?
  • Have you ever received IRS letters or rejections related to an ITIN?
  • CLIENT DUE DILIGENCE & FILING AUTHORIZATION ACKNOWLEDGMENT**

    By signing below, I confirm and agree that:

    1.Accuracy of Information
    All information I provided to Wealth Empire Tax & Co. is true, correct, and complete to the best of my knowledge. I understand false or incomplete information may delay my refund or result in IRS penalties.


    2.IRS Due Diligence Requirements
    I understand Wealth Empire is required by the IRS to ask detailed questions and request documentation to determine my eligibility for filing status, dependents, credits, and deductions.


    3.ITIN Disclosure (If Applicable)
    I understand an ITIN is issued for tax filing purposes only and does not authorize work or qualify me for all tax credits. I acknowledge that ITIN filers are not eligible for Earned Income Credit or education credits, and that other credits depend on IRS rules and dependent eligibility.


    4.W-7 Authorization (If Applicable)
    If I am applying for or renewing an ITIN, I authorize Wealth Empire to prepare and submit Form W-7 on my behalf. I understand ITIN approval is determined solely by the IRS and is not guaranteed.


    5.Credit & Filing Authorization
    I authorize Wealth Empire Tax & Co. to prepare and electronically file my tax return and to claim only those credits and deductions I am legally eligible for.

    6.Client Responsibility

    I understand I am ultimately responsible for the information reported on my tax return.

  • Should be Empty: