• Thank You for Considering MDL Lifesavior Professionals, LLC and our Legal Paraprofessionals!

    ONLY requirement is the CONSENT TO DISCLOSE & CONSENT TO USE PERSONAL INFORMATION TO COMPLETE TAX RETURN, as it relates to preparation and due diligence requirements (Form 8867) when claiming credits and following compliance.

  • Tax Questionnaire

  • CRITICAL INFORMATION

    Please send ALL forms of income and expenses to mdl6lifesavior@yahoo.com, or uploaded to Integrity Tax Software.

    • Sole Proprietorship is a business (must have documents, receipts, bank statements, sale/inventory report, etc.)
    • LLC & EIN documents required for self-employment filing
    • Retirement, Interest, Dividends, Lottery Winnings, Social Security benefits, Jury Duty and Unemployment compensation received are taxable
    • 1099-MISC, 1099-NEC, 1099-INT, 1099R, 1099G, 1099-DIV, K1-3, 1099-C are income documents
    • Stocks & Royalties are taxable
    • Some gambling losses, investment, rental, medical expenses are deductible
    • Uber, Lyft and DoorDash are forms of self-employment income. Please prove driving logs or statements
    • Most driving/rideshare activities have expenses. Must have supporting documents such as gas, mileage and maintenance

  • Taxpayer Information

  • Date of Birth
     - -
  • Marital Status for Filing Purposes
  • Please read carefully and check all that apply if you have questions or concerns:

  • If you ✔️ above for receiving Marketplace insurance (Exchange or ACA-compliant health plans) through your state or HEALTHCARE.GOV; PLEASE upload FORM 1095A via email mdl6lifesavior@yahoo.com.

    The 1095A is required for tax purposes, and your return will reject even if you only had one month of coverage.

    Do you have access to this documents related to proof of dependency, residency and qualifying? (Please Do Not Upload)

    • Birth certificate(s)
    • Power of Attorney
    • Death Certificate
    • Marriage license
    • Unexpired identification or passport 
    • Society security card(s)
    • Legal adoption papers
    • Yearly or month-to-month lease
    • School, medical, or daycare records
    • Letters from social service agencies
    • Place of worship confirming residence

  • Taxpayer Credit Information

    Use for HOH, EITC, CTC, ACTC, AOTC, LLC, PTC, CDCTC, and Schedule C.
  • Check ALL that applies.
  • Rows
  • Do you use any part of your home regularly and exclusively for business?

  • CONSENT TO DISCLOSE & CONSENT TO USE

    Federal law requires that this consent form be provided to you. Unless authorized by law, we may not disclose your tax return information to third parties without your consent for purposes other than the preparation and filing of your tax return.

    If you consent to the disclosure of your tax return information, federal law may not protect your information from further use or distribution. You are not required to complete this form. However, because our ability to disclose your tax return information to another institution affects the services we provide, we may modify the terms of service if you choose not to sign this form.

    If you agree to the disclosure of your tax return information, your consent will remain valid for the period you specify. If no duration is specified, your consent will be valid for one (1) year. 

    You have indicated an interest in obtaining a bank account, refund settlement product, card service, and/or related banking services. These products are offered through arrangements with financial institutions, their affiliates, and/or partners. To apply for or obtain these products, we may share your information with these entities.

    The required checkbox below constitutes your legal signature. By signing this form, you authorize MDL Lifesavior, LLC to disclose your tax return and information collected during tax preparation for the purpose of issuing, processing, underwriting, and servicing refund settlement products and related banking services. These services may be performed by one or more financial institutions and/or their affiliates.

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