Better Tax - Tax Client Info Sheet

Better TaxPro - Tax Client Info Sheet

Taxpayer Intake Information Sheet
Thank you for choosing Better TaxPro! To file your taxes, please complete this form in full and upload all required tax documents to ensure faster turnaround times.

Your tax preparer will contact you soon to review your forms and finalize your return.

Please note that all preparers are independent contractors of Better Tax Pro, and turnaround times may vary. If any issues arise, contact Better TaxPro directly for assistance.

Also, at the end of the form, you will be asked to make a non-refundable tax preparation deposit. If we prepare your taxes, we will deduct this amount from your total tax preparation fee.
ARE YOU A NEW CLIENT OR RETURNING CLIENT FROM 2024-2025 TAX YEAR:*
TAX YEAR FILING:*

202520242023Amending a ReturnOther
If you are a new client, your preparer may request a copy of your previous year return to accurately file your taxes this year. Please have this available or it can delay processing if information is required for this years return.
HOW WERE YOU REFERRED TO US? If Someone referred you, please put their name under "other"

GoogleSocial MediaFriendOther
It is very important for you to provide the most accurate information to help us better serve you.

If you have any questions, please ask! We recommend you have your tax forms, proof of identity and social security cards readily available.

We may also need things such as proof of guardianship, daycare expenses, mortgage fees, business information.

You CAN save this form at any time!

SPOUSE INFORMATION
SPOUSE FULL NAME

First NameLast Name
SPOUSE EMAIL
example@example.com
SPOUSE DATE OF BIRTH

MonthDayYear
Date
SPOUSE SOCIAL SECURITY NUMBER

DEPENDENT INFORMATION
DEPENDENT INFORMATION
Do you CERTIFY you are the legal and custodial guardian of all dependents being claimed?

YesNo
IF NEEDED TO , ARE YOU ABLE TO PROVIDE ANY OF THE FOLLOWING DOCUMENTS?

MEDICAL RECORDSSCHOOL RECORDSBIRTH CERTIFICATENOOther

REFUND DEPOSIT OR TAX PAYMENT
DIRECT DEPOSIT IF YOU HAVE A REFUND*

DIRECT DEPOSITOTHER
WHAT WOULD YOU LIKE TO DO IF YOU HAVE A TAX BALANCE TO PAY?*

MAIL A CHECKDIRECT DEBITI'LL WAIT FOR THE IRS LETTER
If you select "I'll wait for the IRS letter," be advised that your balance owed may exceed what appears on your tax return.
BANK NAME
BANK NAME
ACCOUNT TYPE

SAVINGSCHECKING
BANK INFORMATION FOR DIRECT DEPOSIT
ROUTING NUMBER
BANK INFORMATION FOR DIRECT DEPOSIT
ACCOUNT NUMBER
PLEASE RE-ENTER YOUR ACCOUNT NUMBER
ACCOUNT NUMBER

UPLOAD TAX DOCUMENTS SECTION
Instructions:

We request that you submit all documents associated with your taxes in this section. Please take a picture of every paper. In the event that you possess two W-2s, for instance, you will photograph each W-2 in the W-2 area.
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PLEASE UPLOAD SPOUSE DRIVER'S LICENSE, ID OR PASSPORT:

Cancelof
PLEASE UPLOAD SPOUSE SOCIAL SECURITY CARD

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Please upload ALL children's Social Security Cards

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Please upload ALL children's BIRTH CERT OR PASSPORT

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PLEASE UPLOAD ANY DOCUMENT RELATED TO A TAX DEDUCTION: MORTGAGE INTEREST, TUITION EXPENSE, DAY CARE PAYMENTS, ETC.

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Please upload ALL W2s, 1099s, and any other income for TAXPAYER and SPOUSE

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Engagement Letter and Consent Agreements (MUST SIGN)
We ask all clients to confirm they understand the following details about our shared responsibilities:

1. Our Commitment to You.

We will prepare your federal and any requested state income tax returns for the applicable tax year. We will use the information you provide to us.
- Accuracy and Completeness: We rely on the information you give us. We will not audit or check every detail you submit. However, we may ask you follow-up questions to clarify certain items.
- Information Gathering: We will give you questionnaires or worksheets to help you gather the necessary information. Using these forms will help ensure we don't miss important details.
- Professional Judgment: If tax laws are unclear or if there are conflicts in how tax authorities interpret the law, we will use our professional judgment. Unless you tell us otherwise, we will resolve these questions in your favor whenever legally possible.
- Bookkeeping: Our service includes any necessary bookkeeping to complete your tax returns. If you require extra bookkeeping help, we can discuss those services for an additional fee.
- Fraud Detection: Our service is solely for tax preparation. However, if we notice any signs of fraud, theft, or other financial irregularities, we may check further.
2. Your Responsibilities
- Provide Information: It is your responsibility to provide all necessary, complete, and accurate information needed to prepare your returns.
- Keep Records: You must keep all supporting documents, such as W-2s, 1099s, receipts, canceled checks, and other records, for at least seven years. You will need these records to prove your return is accurate and complete if you are audited.
- Final Review: You are the one signing the tax returns, which means you have the final legal responsibility for them. You must review the completed returns carefully before signing them.
3. Potential Penalties and Audits
- Understating Tax Liability: The law includes various penalties for taxpayers who incorrectly state a lower tax amount than they owe. Please contact us if you would like more information about these penalties.
- Tax Reviews (Audits): Taxing authorities may select your returns for review. If selected, we stand ready to assist upon request by reviewing the information you provided for tax preparation and guiding you appropriately.
4. Fee and Service Details
- Independent Contractors: Please note that all tax preparers working with Better Tax Inc are independent contractors, not employees. If you have any issues with your return or services, please contact us directly:
  - Email: info@bettertaxpro.com
- Tax Preparation Fee: Our fee is based on the complexity of your return and the forms we must file. Fees may vary and are set by the firm, not the preparer.
- Refund Deduction: If you choose to have your fee taken out of your tax refund, and the refund funds are not received for any reason, you remain responsible for the full payment of our fees. Any unpaid fees will be billed directly to you after 30 days and are due immediately. Please understand that our fee is for the preparation of your taxes, not for the act of filing or for obtaining your refund.
Acceptance of Terms

If you agree with the terms outlined above, please sign below to accept this agreement.

We look forward to working with you.
I CONFIRM AND CERTIFY*

I confirm that the information I provided in this form is accurate and complete to the best of my knowledge.
CONSENT TO USE*

Consent to Use Tax Return Information (IRC Section 7216 Consent)
CONSENT TO DISCLOSE

Consent to Disclose Tax Return Information (IRC Section 7216 Consent)
UPDATES AND RELATED COMMUNICATION*

I consent to receive updates and communications regarding my tax return via email and/or text.
I agree to receive texts and emails from Better Tax Inc about other services and information.

E-SIGNATURE AND VALIDATION
By signing below, I acknowledge and agree to the terms and conditions listed in this engagement letter. I also acknowledge that my electronic signature in this electronic form validates and executes acceptance of these terms as effectively as my physical signature would.
Signature

Clear

Tax Prep Fee Deposit*

Tax Prep Fee DepositThis is a non-refundable tax preparation deposit. If we prepare your taxes, we will deduct this amount from your total tax preparation fee.

$35.00 Quantity

Total

$0.00

Payment Methods

Credit Card

Apple Pay

Google Pay

Cash App Pay

Should be Empty:

Better TaxPro - Tax Client Info Sheet

Instructions:

We ask all clients to confirm they understand the following details about our shared responsibilities:

Payment Methods