Tax Preparation Intake Form

D’Angelo’s Tax and Financial Services
Tax Preparation Intake Form

Please complete this form in its ENTIRETY and click SUBMIT when finished. Upload all REQUESTED documents. Please wait until you have ALL of your documents before submitting this form. All Fields Marked With * Are Required
If you do not have a requested document- PLEASE upload blank form. RETURNS WILL BE PROCESSED WITHIN 24 HOURS Any questions or Issues- please call or text (225)397-2141 or email Jhdtaxsolutions@gmail.com
YesNo
Full Name*

First NameLast Name
Home Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Date of Birth*

MonthDayYear
Date
Taxpayer Social Security Number*
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Email Address*
example@example.com
Taxpayer's Occupation*
202020212022202320242025
SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er)Other
Spouse Full Name
Spouse Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Spouse Email
Spouse Phone Number
Spouse Social Security Card

Cancelof
YesNo
Dependent 1 First, Last Name, DOB
Dependent 1 Social Security Card

Cancelof
Dependent 2 First, Last Name, DOB
Dependent 2 Social Security Card

Cancelof
Dependent 3 First, Last Name, DOB
Dependent 3 Social Security Card

Cancelof
Dependent 4 First, Last Name, DOB
Dependent 4 Social Security Card

Cancelof
W-2 EmploymentSelf-EmploymentUnemployment IncomeRetirement/PensionSocial SecurityInvestment IncomeOther
YesNo
Please provide any additional notes or information relevant to your tax situation
Do you owe the IRS, Child Support, or In default with student loans?*
Do you owe State Taxes?*
Please take a picture of your social security card*
File Upload*

Cancelof
Please take a picture of your Driver's License or State ID*
File Upload

Cancelof
Please take a picture of your IP PIN (provided by the IRS) if applicable
File Upload

Cancelof
YesNo
Type a question
Health Care Forms (1095-A, 1095-B, 1095-C) If you received insurane thru the Marketplace, Please Upload your 1095-A

Cancelof
I understand and I Agree
Refund and Advance Deposit Information
Direct DepositPrinted Check
Up to $1,000 w/o finance chargeUp to 7,500 w/o finance chargeI do not want to apply
Do you agree that if you are approved for the cash refund advance that it is a loan and it will be repaid back to Refund Advantage once IRS approves and send your tax refund to our banking partner, Refund Advantage. Please note: If you have applied for a Refund Advance Loan through another tax office or online tax software company and your tax return is rejected because you have filed your taxes already; you are still required to pay our tax preparation fees, you are still required to repay our banking partner; Refund Advantage the advance loan if they approve you and you receive the loan. Failure to pay D'Angelo's Tax and Financial services their tax preparation fees will result in theft of services and you will be sued in the court of law for monetary damages and/or charges will be brought against you for theft of services.
Yes I Agree
Please Sign Your First and Last Name*

Powered by Jotform SignClear
Direct Deposit Information
Routing Number
Account Number
Checking or Savings
Education Information
YesNo
Take a Picture of your 1098-T.

Cancelof
Income Information
Taxpayer/Spouse W-2/1099 NEC

Cancelof
Taxpayer/Spouse 1099 Unemployment

Cancelof
Upload other MISC Documents

Cancelof
Upload other MISC Documents

Cancelof
$199 for 3 months$399 for 6 monthsI do not want to add credit repair
YesNo
Self- Employment/ Sub Contractor Questions
Sole ProprietorLLCLLPS-CorpC-CorpI'm Not SureNo Business
What is the name of the Business(If Applicable)
What is you EIN
YesNo
Please Upload your income and expense report(s). If you do not have one. I will email a income and expense sheet.

If you upload multiple receipts to be calculate your income and expenses. I will charge you $99 for each hour I spend figuring your income and expenses. This fee will be in addition to your self-employment tax prep fees.
Cancelof
I Agree
Any additional information you would like to provide for your business?
YesNo
I acknowledge by signing this form if i and / or my spouse owes a federal/government debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to D'Angelo's Tax and Financial Services LLC at the time of service. Also, if federal refund amount is mailed. I/we are still responsible for the tax preparation fees stated on the invoice. if the tax preparationfees are not paid, I understand D'Angelo's Tax and Financial Services LLC will take legal actionto collect the unpaid tax preparation fees.

I am giving D'Angelo's Tax and Financial Services LLC permission to prepare all forms related to my tax return: to apply for and secure RAC's and RAL's on my behalf; and sign all necessary forms and file my taxes electronically. I take full responsibility for the accuracy of this form and understanding that D'Angelo's Tax and Financial Services LLC and/or associated affiliates hold no responsibility for any misrepresentation or false claims.
Consent To Use Tax Return Information
I Consent And Agree
Consent for Payment
We here at D'Angelo's Tax and Financial Services LLC value the relationship we have with all of our clients. We are in the business to provide you with the absolute best service you can have. With saying that, we would like to remind you that we are providing you a service NOT a refund. You as a taxpayer have the choice to pay your tax preparation fees by one of the following: cash, cashier's check, money order, credit card, or directly from your refund*.

If you choose to have the tax preparation fees taken from your refund and for whatever reason your taxes are intercepted, YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES! Please contact us immediately at our office for payment or payment arrangements. By signing your return you are agreeing to pay the preparation fees regardless if your refund was received or not. After 14 days from the date the refund was scheduled to arrive if no payment or payment arrangement is made, we will be forced to put your account into collections and/or file a judgement in the court of law. We hope we never have to go this route, so please keep open communication with us so we can work with you
I Agree
Taxpayer Signature*

Powered by Jotform SignClear
Spouse Signature

Powered by Jotform SignClear
Today's Date*

MonthDayYear
Date
Should be Empty:

D’Angelo’s Tax and Financial Services

Tax Preparation Intake Form

Refund and Advance Deposit Information

Direct Deposit Information

Education Information

Income Information

Self- Employment/ Sub Contractor Questions

Consent To Use Tax Return Information

Consent for Payment