Tax Preparation Intake Form

Tax Preparation Intake Form

Please provide all necessary information to help us prepare your tax return accurately. Complete all required fields and upload supporting documents where applicable.
Tax Filing Year*
Filing Status (for all filers)*
YesNo
How did you hear about us? (Please provide the name of the person who referred you, or where you saw our business)
If you are filing married separately, how many months out of the year were you living apart from your spouse?
YesNoMarried and lived apart from spouse the last 6 months of the year.
YesNo
YesNo
YesNo
YesNo
Your Full Name*

PrefixFirst NameMiddle NameLast Name
Your Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Your Email Address*
example@example.com
Taxpayer's Social Security Number*
Taxpayer's Date of Birth*

MonthDayYear
Date
Your Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
YesNo
What is your current marital status as of December 31?*
YesNo
YesNo
YesNo
YesNo
YesNo
Your Occupation*
If you worked in multiple states, please list the states and the timeframe you worked in those states.
If yes, please provide the year(s) of audit and the outcomes of the audits.
Can be claimed as a dependent on someone else's return.Was over age 18 and a full-time student at an eligible educational institution.Is blind.Is deceased.Has received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year.Prefers to receive written communications from the IRS in a language other than English.Prefers to receive written communications from the IRS in an accessible format.Is disabled.
Spouse Information (If no spouse, you may skip this section)
Spouse's Name

First NameLast Name
Spouse's Date of Birth

MonthDayYear
Date
Spouse's Social Security Number
Spouse's Occupation
Spouse's Email Address
example@example.com
Can be claimed as a dependent on someone else's return.Was over age 18 and a full-time student at an eligible educational institution.Is blind.Is deceased.Has received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year.Prefers to receive written communications from the IRS in a language other than English.Prefers to receive written communications from the IRS in an accessible format.Is disabled.
Dependent Information

Dependent Information The Earned Income Credit (EIC) increases with the first 3 Children you claim. The maximum number of dependents you can claim for Earned Income Purposes is Three. You MUST also meet other requirements related to your Adjusted Gross Income (AGI) to qualify for EIC. If you are MARRIED and FILING SEPARATE you CAN'T claim the credit.
Who lived in your home during the year (name, relationship, months)?*
YesNo
YouSpouseOther
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNoChild/Children Guardian
YesNoChild/Children Guardian
Taxpayer IP PIN (if applicable)
Where is the child’s mother/father currently residing, and does that parent have any involvement or provide any financial support for the child(ren)?
Business Information Please complete if you are self employed. Business Information (Complete if you are self-employed)
YesNo
If so what kind of business do you have?
Please provide your business EIN Number
How long have you been in business?
Business Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Please upload your profit/expense records.

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YesNo
If so, list the year, make, and model of the vehicle.
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
College Student Information (Complete if anyone in your household attended college)
If yes, upload Form 1098-T and other college-related documents.

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Name(s) of the person(s) who attended college
YesNo
YesNo
How much money was spent on tuition or other required course materials?
How many tax years have you claimed the American Opportunity Tax Credit?
YesNo
YesNo
If yes, please upload your Form 1098-E (Student Loan Interest)

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If you are a new client and received a refund last year, please upload your transcript or copy of last year's tax return. Required for new client's

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Upload ID/DL (for anyone over 18 years old on this filing)

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(In order to file HOH upload lease and utility bill in your name) If filing single only a utility bill needed*

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Upload Social Security Card (for all listed on this filing)*

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Please upload all W2's HERE - You can upload multiple files

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If you received Unemployment Please Provide 1099-G form

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Withdrawal out of 401K? Please attach documentation if available.

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Please provide Mortgage / Property Tax form(s) if paid taxes / insurance

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Please Upload any Additional Tax Forms that you have Received.

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Please upload Birth Certificates for all dependents.

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Upload copy of prior year tax return or transcript (include the schedule c if was self employed)

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Banking Information
Tax Refund AdvancesDeduct Tax Preparation Fee from your RefundPay out of pocket
Do you want the $1000 advance (no finance charge)Up to $7500 (with finance charge)Or not interested in a tax refund advance loan
Bank Product Consent, Disclosure & Treasury Offset Authorization

By requesting a bank product (including refund advances or refund-based fee payments), you authorize Taxes by Tan Jay, LLC to disclose your tax return information as required by federal law to Refund Advantage for processing and eligibility determination. Consent is optional; however, bank products cannot be provided without this disclosure and may affect available services or pricing. If consent is not given, services may be declined or offered under revised terms. This consent remains valid for one (1) year unless otherwise stated.

You also authorize Taxes by Tan Jay, LLC to verify whether your federal tax refund may be subject to offset through the U.S. Department of the Treasury Offset Program (TOP), including outstanding government-reported debts. You understand that any offset may reduce or delay your refund and may affect your eligibility for bank products.

By signing, you (and all taxpayers listed) approve these disclosures and verifications.
Signature Consenting to Form 7216 Bank Consent to Disclosure of Tax Return Information

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Direct DepositPre-Paid Debit CardI have a Tax Obligation and will not be receiving a refundPaper check printed in the office
Bank Name*
CheckingSavings
Bank Routing Number*
Confirm Routing Number*
Bank Account Number*
Confirm Account number
Due Diligence Questions
YesNo
If you are a single parent, Where's the other parents of your child/children? Do you have joint custody of your child? (If so which child/children
What is the name of the other parent(s), Why is the other parent not claiming the child?* How long did your child/children live in the other parent's home during the tax year? (in months)
Could anyone else be eligible to claim this, depending on their tax return?
YesNo
YesNoNot Applicable
If so please upload any childcare statements.

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YesNo
Signature

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School recordsMedical records
Signatures
Please Review & Sign Consent Forms
Tax Product & Information Disclosure Consent – Taxes by Tan Jay, LLC

Certain bank products, such as refund advances, rapid refunds, or paying tax preparation fees from your refund, require your consent to disclose your tax return information. Federal law restricts how your tax information may be used, and without your written authorization, Taxes by Tan Jay, LLC may only use it to prepare and file your tax return unless otherwise permitted by law. Providing this consent is optional; however, without it, certain bank products or services may not be available, which could affect the terms, cost, or availability of our services. To process your tax return and any requested bank products, we may share necessary tax return information with Refund Advantage, a third-party bank product provider, and participating financial institutions. Your consent is valid for the period specified, or for one (1) year from the date signed if no period is stated, and by signing, you authorize this disclosure for these purposes.
This Box To Agree To All Of The Terms Of This Document

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Tax Preparation, Bank Product & Treasury Offset Authorization
Taxes by Tan Jay, LLC

By signing below, you authorize Taxes by Tan Jay, LLC to prepare your federal and, if applicable, state income tax return(s) using the information you provide.

You agree to provide complete and accurate information and understand that you are legally responsible for your return(s). You agree to review and approve your return(s) before filing. Your return(s) will not be electronically filed without your approval.

If you choose a refund-based bank product (including Refund Advantage), you authorize Taxes by Tan Jay, LLC to submit your return and related information to the bank and its partners for fee payment, refund disbursement, or refund advance processing. You understand bank products are optional, subject to bank approval, and not guaranteed. Authorized tax preparation and bank fees may be deducted from your refund.

You authorize Taxes by Tan Jay, LLC to contact the U.S. Treasury Offset Program (TOP) on your behalf to check for any offset-eligible debts that may reduce or intercept your refund and to disclose the results to you. You understand that government agencies determine offsets and are outside the control of the preparer and bank.

The IRS, state agencies, and the bank determine refund amounts and timing. No refund amount, timing, or bank product approval is guaranteed.

Fees are based on return complexity and may include additional charges. Payment may be made upfront or deducted from your refund. If preparation is completed and you choose not to file, you agree to a $75 abandonment fee drafted via ACH. No refunds are issued once services are completed.

Taxes by Tan Jay, LLC retains copies of prepared returns for three (3) years. Either party may terminate prior to filing; fees for completed work remain due.
Signature Consenting to Client Engagement Letter

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Signature Consenting to Consent to File Tax Return Electronically By typing your name, signature, and date below, you certify that all information provided on this form is true, correct, and complete to the best of your knowledge. You confirm that you have reviewed all information entered and that it is accurate. You authorize Taxes by Tan Jay to collect, use, and securely store sensitive personal information, including but not limited to personal identification, government-issued identification, Social Security numbers (SSN), and other information necessary to prepare and file your tax return. By signing electronically, you acknowledge that you have read, understand, and agree to both your responsibilities and our responsibilities in the preparation and filing of your tax return. Signature Consenting to Consent To File Tax Return Electronically.

First NameLast Name
Signature

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Date

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Date
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Tax Preparation Intake Form

Spouse Information (If no spouse, you may skip this section)

Dependent Information

Business Information Please complete if you are self employed. Business Information (Complete if you are self-employed)

College Student Information (Complete if anyone in your household attended college)