Tax Prep Intake Form

1
Did you join the Waitlist?
YESNO
2
As a token of our appreciation, please enjoy a discounted Vacation!You will be responsible for the taxes and fees for your stay. You will have 24 months to use it after it is redeemed
Please Select
Please Select
2 Night Hotel Stay W/Airfair ($50 to redeem, $199 per person taxes and fees. Over 23 destinations to choose from)
7 Night Resort/Condo Stay ($24.95 to redeem, $398 total taxes, over 3500 destinations)
All inclusive Mexico Resort Stay for 2 ($19.95 to redeem, $120 taxes and fees)
4 Night Mexico Resort Stay ($19.95 to redeem, $149 total taxes)
4 Night Bahamas Cruise ($49.95 to redeemk, $517.92 total taxes)
3
Which best describes your tax situation?* This field is required.
W-2 Employee
Self-Employed/1099
Both W-2 & Self-Employed
Returning Client
4
Legal Full Name (as shown on government issued ID)* This field is required.
First Name
Last Name
5
Email Address* This field is required.
example@example.com
Email Verified
The verification code has been sent to some@email.com
Please check your mailbox and paste the code below to complete verification
••••
Didn't receive verification code?or
Receiving the email may take a few minutes, thank you for your patience!
6
Mobile Phone Number* This field is required.
Area Code
Phone Number
7
Which tax year are you filing?* This field is required.
Please Select
Please Select
2025
2024
2023
2022
8
Date of Birth* This field is required.
Date
Month
Day
Year
9
Social Security Number or ITIN* This field is required.
10
Government-issued ID (Driver's License, State ID, or Passport)* This field is required.
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11
Please take a selfie and upload * This field is required.To protect your identity
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12
Current Mailing Address* This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
13
How will you file this year?
Single
Married Filing Joint
Married Filing Separately
Head of Household
Qualifying Widow(er)
14
Do you have a spouse you will include on this return?* This field is required.
YESNO
15
Spouse Name
First Name
Last Name
16
Spouse SSN
17
Spouse Date of Birth
Date
Year
Month
Day
18
Spouse government-issued ID* This field is required.
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19
Do you have dependents you plan to claim?* This field is required.
YESNO
20
How many dependents will you be claiming
Please Select
Please Select
1
2
3
4
5
21
Dependent #1 Name
First Name
Last Name
22
Dependent #1 SSN
23
Dependent #1 Date of Birth
Date
Month
Day
Year
24
Dependent #1 Relationship
Please Select
Please Select
Son
Daughter
Stepchild
Foster Child
Other
25
How many months did Dependent #1 live with you
Please Select
Please Select
1 month
2 months
3 months
4 months
5 months
6 months
7 months
8 months
9 months
10 months
11 months
12 months
26
Dependent #2 Name
First Name
Last Name
27
Dependent #2 SSN
28
Dependent #2 Date of Birth
Date
Month
Day
Year
29
Dependent #2 Relationship
Please Select
Please Select
Son
Daughter
Stepchild
Foster Child
Other
30
How many months did Dependent #2 live with you
Please Select
Please Select
1 month
2 months
3 months
4 months
5 months
6 months
7 months
8 months
9 months
10 months
11 months
12 months
31
Dependent #3 Name
First Name
Last Name
32
Dependent #3 SSN
33
Dependent #3 Date of Birth
Date
Month
Day
Year
34
Dependent #3 Relationship
Please Select
Please Select
Son
Daughter
Stepchild
Foster Child
Other
35
How many months did Dependent #3 live with you
Please Select
Please Select
1 month
2 months
3 months
4 months
5 months
6 months
7 months
8 months
9 months
10 months
11 months
12 months
36
Dependent #4 Name
First Name
Last Name
37
Dependent #4 SSN
38
Dependent #4 Date of Birth
Date
Month
Day
Year
39
Dependent #4 Relationship
Please Select
Please Select
Son
Daughter
Stepchild
Foster Child
Other
40
How many months did Dependent #4 live with you
Please Select
Please Select
1 month
2 months
3 months
4 months
5 months
6 months
7 months
8 months
9 months
10 months
11 months
12 months
41
Dependent #5 Name
First Name
Last Name
42
Dependent #5 SSN
43
Dependent #5 Date of Birth
Date
Month
Day
Year
44
Dependent #5 Relationship
Please Select
Please Select
Son
Daughter
Stepchild
Foster Child
Other
45
How many months did Dependent #5 live with you
Please Select
Please Select
1 month
2 months
3 months
4 months
5 months
6 months
7 months
8 months
9 months
10 months
11 months
12 months
46
Did anyone else provide financial support for any of the dependents ?
YESNO
47
Upload dependents social security card(s)
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Max. file size: 10.6MB
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48
Did you have Self-Employed/Side Hustle income?* This field is required.
YESNO
49
Select ALL income you received* This field is required.
W-2
A1099-NEC (INDEPENDENT CONTRACTOR)
1099-K
1099-MISC
Self-Employed/Schedule C
1099-G Unemployment
Social Security
Retirement/Pension
Cash Income
1099-C
SSA-1099
1099-A
1099-LTC
1099-Q
50
Upload All W-2 forms
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Max. file size: 10.6MB
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51
Upload All 1099 forms
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Max. file size: 10.6MB
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52
Upload All Additional Tax forms
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Max. file size: 10.6MB
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53
Please describe the nature of your business or businesses
54
What is your business name(s)?
55
What is your business EIN (leave blank if using SSN)
56
Upload your signed and dated Profit and Loss Statement / Income and Expenses* This field is required.
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Max. file size: 10.6MB
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57
Did you track mileage?
YESNO
58
Upload signed and dated mileage log
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Max. file size: 10.6MB
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59
Credits, Deductions, InterestDid you have any of the following?
Childcare expenses
Education expenses (1098-T)
Student loan interest
Health insurance marketplace (1095-A)
Energy Credits
Charitable Donations
1099-R
1099-SA
5498-SA
1099-DIV
1099-B
60
Upload Corresponding Documents(1098-T, 1095-A etc.)
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Max. file size: 10.6MB
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61
Banking and RefundHow would you like to receive your refund if applicable?
Please Select
Please Select
Direct Deposit
Papercheck
Prepaid Card
62
Banking Information
Bank Name
Routing Number
Account Number
63
Upload Voided Check or Bank Letter* This field is required.(A screenshot of your routing and account number is sufficient)
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Max. file size: 10.6MB
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64
Do you have an IRS IP PIN?A new one is issued every year if applicable
YESNO
65
Upload your IP PIN Letter
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Max. file size: 10.6MB
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66
Did you file a tax return last year?
YESNO
67
Upload last year tax return
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Max. file size: 10.6MB
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68
ENGAGEMENT AGREEMENT

By submitting this form, you agree to engage MNG Business Solutions for tax preparation services.

Services are based solely on the information you provide. We do not audit or verify documents unless required by law.

You are responsible for the accuracy and completeness of all information submitted and for reviewing your return before filing.

Refund amounts, credits, processing times, and loan advances (if applicable) are determined by the IRS, state agencies, and third parties. No outcomes are guaranteed.

Incomplete, inconsistent, or non-compliant information may delay or result in declination of services.
69
Agreement Confirmation* This field is required.
I have read and agree to the Engagment Agreement.
70
Refund Offset Authorization

Refunds may be reduced or delayed due to outstanding obligations such as federal or state tax debt, child support, student loans, or other government offsets.

By continuing, you authorize consent to check refund offset information when applicable and acknowledge that offsets may affect your refund amount.
71
Offset Authorization Confirmation* This field is required.
I authorize consent to check refund offset information.
72
Non-Dispargement Agreement

Clients agree to communicate concerns directly with MNG Business Solutions to allow resolution.

Public statements that are knowingly false, misleading, or defamatory regarding services provided are prohibited. This agreement does not restrict lawful, truthful reviews.
73
Non-Dispargement Confirmation* This field is required.
I agree to the non-disparagement terms.
74
ACH Authorization Agreement

By signing below, you authorize MNG Business Solutions to initiate electronic debit or credit entries to the bank account provided for authorized services, fees, or adjustments.

This authorization remains in effect until services are completed or revoked in writing prior to processing.
75
Electronic Signature* This field is required.
76
Final Attestation
I certify that the information provided is true, correct, and complete to the best of my knowledge.
77
Signature
78
How would you like to move forward?
Schedule an appointment now
Submit my intake and have your team contact me
79
Tax Preparation Appointment
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