Please provide all applicable documents before your tax return can be prepared:

• Government-issued Photo ID (Driver's License or State ID)
• Social Security Card for Taxpayer, Spouse, and All Dependents
• Proof of Residency (Lease agreement, mortgage statement, or utility bill)
• Birth Certificates or School Records for Dependents
• Immunization or Medical Records (if applicable)
• Form 1095-B (Health Coverage)

• W-2 Forms (All Employers)
• 1099 Forms (NEC, MISC, INT, DIV, G)
• Unemployment Statements
• Social Security Benefit Statements
• Self-Employment Income Records
• Cash Assistance or Other Government Assistance Statements

• Last Year's Tax Return (if available)
• Prior Tax Preparer Fees

Complete Expanded Client Onboarding & Tax Intake Packet (All 50 States Compliant)

Welcome to Affluent Capital Advisors. Our goal is to provide accurate, compliant, and professional tax preparation services nationwide. This packet collects all information required to prepare your federal and state tax returns and satisfies IRS due diligence requirements. Please complete all applicable sections.

Once this packet and required documents are submitted, your tax return will be reviewed, prepared, and presented for your approval prior to electronic filing. You will be notified of any missing information.

Legal Name, contact information, address, filing status, and identification details for the taxpayer and spouse.

List all dependents you intend to claim. You must provide accurate Social Security numbers, dates of birth, relationship, residency details, and support information. IRS documentation may be requested.

Disclose all sources of income including W-2 wages, self-employment income, unemployment, Social Security, retirement income, government assistance, and any other taxable income. Failure to disclose income may result in penalties.

Complete this section only if you operated a business or received 1099 income. You must report all gross receipts and ordinary business expenses. Maintain records for a minimum of seven (7) years.

Report deductible expenses including medical, education, childcare, charitable contributions, and housing costs where applicable. Credits such as the Earned Income Credit require additional verification.

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Indicate health insurance coverage for yourself, spouse, and dependents. Some states impose coverage requirements and penalties.

Upload all required documents including government-issued identification, Social Security cards, income statements, prior-year tax returns, and supporting documentation for dependents and businesses.

Affluent Capital Advisors charges tax preparation fees based on the number and type of tax forms prepared. Fees are disclosed in advance and must be approved prior to electronic filing. No returns are filed without client authorization.

By signing this packet, you authorize Affluent Capital Advisors to prepare and electronically file your federal and applicable state tax returns, acknowledge form-based pricing, and consent to the use of tax return information as permitted by law.

This agreement is governed by applicable federal tax law and the laws of the client's state of residence. Affluent Capital Advisors complies with IRS regulations and state revenue agency requirements nationwide.

Client, spouse (if applicable), and preparer signatures are required to finalize this engagement.

This Audit Protection and Due Diligence Packet is designed specifically for Affluent Capital Advisors. It ensures your team collects the necessary substantiation to protect both the firm and the taxpayer in the event of an IRS inquiry, particularly regarding the Earned Income Tax Credit (EITC) and Schedule C businesses.

Purpose: To establish identity and physical presence for the tax year.

Purpose: To verify eligibility for EITC, Child Tax Credit, and Head of Household status.

Support Questionnaire:

Purpose: To substantiate self-employment income and prevent "income boosting" or "under-reporting."

Common Business Expenses:

Low Income Clarification: If your total household income is less than $10,000 for the year, please explain how you met your basic living expenses (Rent, Food, Utilities):

Healthcare Verification:

Consent to Use of Tax Return Information:

hereby give Affluent Capital Advisors consent to use my tax return information for the purpose of tax preparation and to provide me with additional financial services (including the Success Packet/Credit Repair) as requested.

Would you like me to format the Schedule C Worksheet (Pages 2 and 3) specifically to break down more complex expenses like Home Office or Vehicle Mileage?

I certify that the banking information provided above belongs to me and is authorized for use on my tax return. I understand this certification is required to protect Affluent Capital Advisors from any accusations of fraud or unauthorized use of bank account information.

I certify that the address provided above is correct and should be used on my tax return.

I certify that I am eligible and qualified to claim the children listed on my tax return. My tax preparer has asked all necessary questions to ensure that I am qualified for the Earned Income Credit (EIC). I understand that I am responsible for providing accurate and truthful information regarding my eligibility. I agree that I will not hold Affluent Capital Advisors and/or my tax preparer accountable for any audits or general information that may be requested by the Internal Revenue Service (IRS) as a result of information that I have provided.

I understand that there may be a penalty if I do not have healthcare insurance. I agree that I will not hold Affluent Capital Advisors and/or my tax preparer accountable for any audits or general information that may be requested by the Internal Revenue Service because I did not disclose correct or complete information.

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use your tax return information for purposes other than the preparation and filing of your tax return without your consent. You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. Your consent is valid for only the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature. For your convenience, we have entered into an arrangement with a company to offer electronic refund products. To determine whether these services may be of interest to you, we would need to use your tax return information. If you would like us to use your tax return information to determine whether these services are relevant to you while preparing your return, please sign and date this consent form below. By signing below, you authorize us to use the information you provided to us during the preparation of your tax return to determine whether to offer you an opportunity to apply for electronic refund products.

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484 or by email at complaints@tigta.treas.gov.

As the final piece of your professional toolkit, here is the Business Expense Worksheet. This is designed to be given to clients who have a "side hustle," are independent contractors, or own a small business. Your students should use this to ensure the client has done their own accounting before the tax interview.

Please provide the yearly total for each category. You must keep receipts/logs for all items listed.

Vehicle Information:

Note: You must have a mileage log to support these numbers.

Home Office:

I certify that the amounts listed above are true and that I possess the receipts and logs to substantiate these deductions in the event of an IRS audit.

How much did you spend on the following for the year?