TAX CLIENT INTAKE

Before you start…

Please make sure you have your W-2s, IDs, and any other tax documents ready to upload.

You can take clear pictures with your phone — no scanner needed.

Having everything ready now helps us process your return faster and get you in line for early filing + tax advance options.

Name

First NameLast Name

Social Security Number

Date of Birth

Date

Occupation

Email

example@example.com

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Spouse Information

First NameLast Name

Social Security Number

Date of Birth

Date

Occupation

Email

example@example.com

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Filing Status:

Dependent 1

First NameLast Name

Social Security Number

Date of Birth

Date

Relationship

Dependent 2

First NameLast Name

Social Security Number

Date of Birth

Date

Relationship

Dependent 3

First NameLast Name

Social Security Number

Date of Birth

Date

Relationship

IF YOU ARE CLAIMING A DEPENDENT, PER THE IRS REQUEST, WE MUST PROVE THAT NOBODY ELSE IS ELIGIBLE TO CLAIM YOUR DEPENDENT BUT YOURSELF.

Did you pay for childcare? (Individual or Company)

Are you married?

Did you collect social security or retirement income?

Did you purchase health insurance through healthcare.gov marketplace (Obama Care)?

If yes, did you receive a 1095-A Form from the marketplace?

Were you ever disallowed the E.I.T.C prior to this year?

Did you receive unemployment compensation (1099-G) regular or PUA last year?

If yes, did you receive regular unemployment or PUA?

Did you make college tuition payments and received a 1098-T Form last year?

Do you have any other income than your W2(s)?

Do you have an IP PIN?

IP PIN

Do you owe any delinquent?:

How would you like to receive your refund?

Bank Name (if Direct Deposit)

Routing Number

Account Number

I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing Luxury Tax & Consulting LLC to prepare my taxes based on that fact. I understand that I am financially responsible for any outstanding balance due to any false information given.

If there is a balance due, you must pay the tax preparation fee upfront. If for any reason you owe an entity and they take the entire refund, you are STILL responsible to pay the tax preparation fee for services rendered.

*For any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $150.00 is required! Please view your tax return, which is emailed to you (it is sent prior to submission). Any copy after the first copy is a fee of $10.00.

ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable! NO EXCEPTIONS TO THIS!!

Please utilize www.irs.gov for all federal refund tracking. Please utilze your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal, and state taxes are state when tracking your status. Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have any tracking questions.

IRS Contact 800-829-1040

Please click this link to check your federal refund status. You will need your filing status, social security number, and the total amount of the refund before fees

https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp

Identification

Social Security Card

Dependent Birth Certificate/Social Security Card

W2

Self Employment

College Forms (1098T)

Healthcare Forms

IP PIN (letter from the IRS)

Direct Deposit form (If you want Direct Deposit)

Misc. Forms

Previous Year Tax Return (2024 Tax Return If Possible)

If you were referred, whom referred you?

Signature

Date