Clone of Crestview Financial Solutions Intake Form

  • Tax Preparation Client Intake Form

  • Today's Date*
     . .
  • Client Status*

  • WELCOME TO HAVEN FINANCIAL SOLUTIONS.

    So happy you're trusting us to do your taxes!
    • Prior Year Information 
    • Did you file a tax return last year?
    • Do you have a copy of last year's tax return?
    • Was your address different last year?
    • Filing Status*

    • Not sure your filing status? Choose your best guess. Your preparer will confirm.

    • Head of Household Eligibility 

    • In order to file Head of Household, the IRS requires that you have a qualifying person and that you paid more than half the cost of keeping up your home for the year.

    • 1) Were you unmarried or considered unmarried on December 31 of the tax year?*
    • 2) Did you pay more than half the cost of keeping up your home for the year?*
    • Did you pay more than half the cost of maintaining your parent’s home for the year? This applies whether your parent lived with you or lived elsewhere.
    • Did the qualifying person(s) live with you for more than half the year?

    • The IRS does not require HOH documents to be submitted with your tax return. However, if needed, your preparer may request documents to support Head of Household eligibility before filing.

    • Taxpayer Information 
    • Date of Birth*
       - -
    • Format: (000) 000-0000.
    • Did you live in more than one state during the tax year?*
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    • Are you totally and permanently disabled?*
    • Are you legally blind?*
    • Are you the dependent of other taxpayer?*
    • Have you ever been denied the Earned Income Tax Credit (EITC)?*
    • Do you have dependents to claim?*
    • Spouse Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Did you live in more than one state during the tax year?
    • Is your spouse totally and permanently disabled?
    • Is your spouse legally blind?
    • Is your spouse a dependent of other taxpayer?
    • Has your spouse ever been denied the Earned Tax Credit (EITC)?
    • Dependent 
    • Tax Related Questions 
    • Have you waited on all income sources such as W2s, 1099s, Cash App Statements, Marketplace Forms, etc.?*
    • Please select all forms of Income.*
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    • Self-Employment / Business Information 
    • Did you have business expenses?
    • Accounting Method
    • Common Expenses
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    • Schedule C Due Diligence*
    • Itemizing (Please Submit Any Documents)
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    • Were any cancelled debt forms received (such as 1099C, 1099A)?*
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    • Additional Tax Related Questions 
    • Do you have any expenses for child care?
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    • Were you issued an Identity Pin (IP Pin)?*
    • Did you purchase health insurance through the Marketplace (ObamaCare)?*
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    • Have you received any letters from the IRS last year?*
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    • Are you, your spouse or dependent enrolled in school and have received Form 1098T?
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    • Are you a victim of identity theft?*
    • Refund & Wrap Up 
    • In the event you or your spouse refund is offset for a debt you owed, held up for any reason, or not disbursed at the fault of your negligence, you are still responsible for your agreed prep fee. Payment options are available upon request. Do you understand and agree?*

    • Important: Some refunds can be reduced due to prior debts.

    • IRS Compliance Questions 
    • Are you subject to IRS Identity Protection PIN (IP PIN)?
    • Did you receive any IRS notices this year?
    • Did you engage in any of the following cryptocurrency activities during the tax year?
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    • Acknowledgment & Signature 
    • Date Signed*
       - -
    • Date Signed*
       - -
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    •  Terms & Conditions 

       

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