Hamilton Tax Solutions Client Intake Form

TAX PREPARATION INTAKE FORM
YEAR OF TAX PREP *
NEWRETURNING
FILING STATUS
Select Filing Status *
FILING STATUS WILL BE ULTIMATELY DETERMINED BY INFORMATION GIVEN AND TAX PREPARERS DISCRETION
Number of Dependents *
TAXPAYER

ENTER IN YOUR INFORMATION
Name*

First NameLast Name
Current Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
DATE OF BIRTH*

MonthDayYear
Date
Social Security Number *
Occupation*
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Email*
example@example.com
Upload Driver's License or State Id*

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TAXPAYER IP PIN (issued from IRS yearly)
SPOUSE

YOUR SPOUSES INFORMATION, IF LEGALLY MARRIED OR PRESUMED MARRIED BY COMMON LAW STATUTE IN THE STATE YOU RESIDE IN
Name

First NameLast Name
Date Of Birth

MonthDayYear
Date
Social Security Number
Occupation
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Spouse's Driver's License or State Id

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SPOUSE IP PIN (issued from IRS yearly)

CHILDCARE INFORMATION
CHILDCARE PROVIDER 1 NAME
CHILDCARE PROVIDER 1 SSN OR EIN
AMOUNT PAID FOR CHILDCARE
WHICH CHILD(REN) RECIEVED CHILDCARE?
CHILDCARE PROVIDER ADDRESS

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
HIGHER EDUCATION

COLLEGE AND TUITION INFORMATION
UPLOAD SCHOOL TAX FORM(S) (1098-T)

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YESNOUNSURE
UPLOAD STUDENT LOAN INTEREST FORM (1098-E)

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ITEMIZED DEDUCTIONS
MEDICAL
OUT OF POCKET MEDICAL EXPENSES
TAXES PAID BY YOU
STATE AND LOCAL TAXES OR GENERAL SALES TAX PAID
STATE AND LOCAL REAL ESTATE TAX
STATE AND LOCAL PERSONAL PROPERTY TAXES
ANY OTHER STATE AND LOCAL TAXES PAID
INTEREST YOU PAID
HOME MORTGAGE INTEREST YOU PAID
UPLOAD YOU 1098-MORTGAGE STATEMENT

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GIFTS TO CHARITY
CHARITY 1 NAME AND AMOUNT DONATED
CHARITY 2 NAME AND AMOUNT DONATED
CHARITABLE CONTRIBUTION DOCUMENTS

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SOLAR POWER EXPENSES
ENERGY/ SOLAR POWER COST
UPLOAD PROOF/ DOCUMENTS FOR ENERGY/ SOLAR POWER COST

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UNEMPLOYMENT
YESNOUNSURE
UPLOAD ANY UNEMPLOYMENT DOCUMENTS RECIEVED

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MISC.
Who Referred you?
REFUND DISBURSEMENT
Paper Check Printed in OfficeDirect Deposit into my accountPRE-PAID Debit CardApply for a Refund Loan
BANK NAME
ROUTING NUMBER
ACCOUNT NUMBER
YESNO
By completing this intake form, you agree that the information provided is true and accurate to your knowledge.

Thank you for choosing Hamilton Tax Solutions, LLC to assist you with your tax preparation for the requested year. This letter confirms the terms of our engagement with you and outlines the nature and extent of the services we will provide.

We will prepare your federal and state income tax returns as requested. We rely on you to provide the necessary information to prepare accurate and complete returns. Please be aware that the law imposes penalties when taxpayers underestimate their tax liability. We may ask you to clarify some items, but we will not audit or otherwise verify the data you submit.

We will perform accounting services only as required to prepare your tax returns. Our engagement should not be relied upon to disclose errors, fraud, or other illegal acts. However, if we discover any material errors, fraud, or illegal acts, we will inform you.

You acknowledge that all information provided to Hamilton Tax Solutions, LLC is true and accurate to the best of your knowledge. You understand that it is your responsibility to maintain any supporting documentation to validate the information provided. Furthermore, you understand that knowingly providing false information on your tax return is illegal and may result in criminal penalties, including but not limited to court proceedings, restitution, and potential imprisonment. You waive Hamilton Tax Solutions, LLC and the tax preparer of any liability for errors due to incorrect information provided by you. By signing below, you authorize Hamilton Tax Solutions, LLC to file your tax return.

Additionally, by signing this form, you acknowledge that if you or your spouse owes a federal or government debt, such as IRS, child support, student loans, etc., you are still responsible for the tax preparation fees due to Hamilton Tax Solutions, LLC at the time of service. If your federal refund is mailed to you, you remain responsible for the tax preparation fees as stated on your invoice.

Our engagement to prepare your tax returns will conclude with the delivery of the completed returns to you (if paper-filing) or your signature and our subsequent submission of your tax return (if e-filing). If you choose not to e-file through our office, you will be solely responsible for filing the returns with the appropriate taxing authorities. Please review all tax-return documents carefully before signing them. By signing this agreement, you authorize Hamilton Tax Solutions, LLC to file your tax return, understanding that we do not provide quotes for comparison with DIY tax software. Your signature from this document will be transferable to the forms 1040, 8879, 7216, and all other applicable forms in the finalized tax return for submission.

You also agree to receive text messages and emails from Hamilton Tax Solutions, LLC regarding your tax return and future opportunities.

To affirm that this letter accurately summarizes your understanding of the engagement, and to authorize Hamilton Tax Solutions, LLC file your tax return, please sign this letter in the space provided below.
Signature
Date*

MonthDayYear
Date
Should be Empty:

TAX PREPARATION INTAKE FORM

FILING STATUS

TAXPAYER

SPOUSE

DEPENDENTS

CREDITS

CHILDCARE INFORMATION

HIGHER EDUCATION

ITEMIZED DEDUCTIONS

MEDICAL

TAXES PAID BY YOU

INTEREST YOU PAID

GIFTS TO CHARITY

SOLAR POWER EXPENSES

UNEMPLOYMENT

INCOME AND WAGES

Upload Additional Documents

MISC.

REFUND DISBURSEMENT