Tax Preparation Intake Form
  • 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.
  • Do you owe or have you owed the IRS?**
  • If you are filing head of household, are you unmarried?*
  • Do you or your children have an IRS-issued IP PIN?*
  • Do you have marketplace health insurance?*
  • Did you get a refund last year? (If yes, upload transcript or copy of tax return at the bottom of this form. New clients ONLY)*
  • Are you interested in adding our Credit Blast credit repair service for an additional $299?*
  • Format: (000) 000-0000.
  • Taxpayer's Date of Birth*
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  • Did you live in the U.S. for more than half of the year?*
  • Did you live with your spouse at any time during the last 6 months of the year?*
  • Did anyone else help pay household expenses?*
  • Do you receive Section 8 rent?*
  • Has anyone else claimed or attempted to claim you or your dependents?*
  • Did you sign or authorize another preparer to file your return elsewhere?*
  • Primary Taxpayer - Please check any that apply:

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

  • Spouse's Date of Birth
     - -
  • Spouse - Please check any that apply:

  • 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.
  • Did each dependent live with you more than half the year?*
  • Who paid more than 50% of household expenses?*
  • Does any other person have the right to claim this child?*
  • Has this child ever been claimed by someone else (other parent, grandparent)?*
  • Do you have any written agreements (Form 8332 or court order)?*
  • Did any dependent have income?*
  • Was the child under age 17 at year-end?*
  • Was the child a full-time student?*
  • Any changes in dependents from last year?*
  • Do your children have the same last name as you?*
  • If not, is it the last name of the child(ren)'s father?

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

  • Are you self-employed or a business owner?*
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  • Did you have a vehicle you used for your business?
  • Do you have a separate personal vehicle?
  • Did anyone listed on this return attend college this tax season?*
  • Did you receive W-2 income from any employer?*
  • Did you receive unemployment benefits?*
  • Did you receive any 1099-NEC or 1099-K income?*
  • Did you work gig jobs (Uber, Lyft, DoorDash, Instacart, Spark, Amazon Flex, etc.)?*
  • Did you receive disability income?*
  • Did you receive retirement, pension, or annuity income?*
  • Did you receive Social Security (including SSDI or SSI)?*
  • Did you receive tips or gratuities?*
  • Did you receive settlement, lawsuit, or insurance payouts?*
  • Did you operate a business, side hustle, or sell services/products?*
  • Did you keep records of income and expenses?*
  • Did you receive payments via Cash App, Zelle, Venmo, PayPal, Stripe, Square?*
  • Did you use a vehicle for business?*
  • Do you have mileage logs?*
  • Did you purchase equipment or supplies?*
  • Did you work from home (home office)?*

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

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  • Did all students attend at least half time?
  • Were they seeking a degree?
  • Was the student ever charged with drug-related felonies?
  • Are you currently paying student loans?
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  • Banking Information

  • Will you want any of the following Bank Products? (Choose All That Apply) ** Please note all bank products must go through an approval process and will require a written authorization Form 7216 Bank Consent to Disclosure of Tax Return Information* Choose all that apply*
  • If you want a tax loan advance: *Choose all that apply*

  •  

    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.

     

  • How would you like your refund to be deposited when ready?**
  • Is this a Checking or Savings account?*

  • Due Diligence Questions

  • Have you ever been disallowed the Earned Income tax Credit, The additional child Tax credit, or the Child tax credit?**

  • Could anyone else be eligible to claim this, depending on their tax return?

  • Do you have a signed form 8332 granting the right to claim this child/children?*
  • Did you pay someone to watch your child/children?**
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  • Did you receive any type of supplemental, non taxable income such as child support, Welfare benefits, Social security, etc?**
  • In the case of a random IRS audit, can you provide for the children:**

  • 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.

  • 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.

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