Beetime Tax Services Taxpayer Filing Interview

Tax Filing Interview

Phone: 470 546 5712, 470 839 0378 Email: beetimeservices@gmail.com
My signatures on this taxpayer interview indicate that I certify all information is true, valid, and to the best of my knowledge. I accept full responsibility of the answers and statements mentioned below. Any and all disputes regarding my interview shall be forwarded to me with the information found on my tax returns forms.Initials*
Date form being completed*

MonthDayYear
Date
We love to give credit when its due! Please give us the name of the person who referred you.
2025202420232022 (will take up to 6+ weeks to process)2021 (will take up to 6+ weeks to process)
of course! the worse thing I can hear is "not eligible" but at least you looked into it.no thanks, please submit my tax forms "as is", I do not want to look into or be consulted about additional credits or deductions I may qualify for.
YesNo

ENGAGEMENT LETTER-This form is to confirm and specify the terms of our engagement with you and to clarify the nature and extent of the services we will provide. In order to ensure an understanding of our mutual responsibilities, we ask all clients for whom returns are prepared to confirm the following arrangements. By providing us with your signature, you are accepting the terms and conditions specified on this form. We will prepare your 2025 federal, state and local income tax returns from information which you will furnish to us. We will not audit or otherwise verify the data you submit, although it may be necessary to ask you for clarification of some of the information. We will furnish you with questionnaires and worksheets to guide you in gathering the necessary information. We reserve the right to assess additional bookkeeping charges. It is your responsibility to provide all the information required for the preparation of complete and accurate returns. You should retain all the documents, cancelled checks and other data that form the basis of income, expenses, credits and deductions for at least 3 years. These may be necessary to prove the accuracy and completeness of the returns to a taxing authority. You have the final responsibility for the income tax returns and, therefore, you should review them carefully before you sign them. Our work in connection with the preparation of your income tax returns does not include any procedures designed to discover defalcations and/or irregularities, should any exist. We will render such bookkeeping assistance as determined to be necessary for preparation of the income tax returns. The law provides various penalties that may be imposed when taxpayers understate their tax liability. If you would like information on the amount or the circumstances of these penalties, please view the IRS website. Your returns may be selected for review by the taxing authorities. Any proposed adjustments by the examining agent are subject to certain rights of appeal. You are in full agreement with Beetime Tax Services completing your tax return, and making sure that your return is filed with all of the available deductions given your filing circumstances. Since your tax return is unique to your circumstances, we CANNOT GUARANTEE the outcome of what happens after your return is sent to the IRS. If your return is used to fulfill an offset, this DOES NOT RELIEVE YOU OF YOUR OBLIGATION TO PAY for services provided. In the event that a tax return is completed and transmitted to the Internal Revenue Service (IRS) but is rejected, and the rejection is not resolved due to the client’s failure to provide accurate, complete, or timely information, the client remains fully responsible for payment of the entire tax preparation fee, as professional services have been rendered. I have given authorization/permission to my preparer with Beetime Tax Services to file a wages informational return on my behalf to the IRS.*** If the above sets forth your understanding, please sign this form in the space indicated. This form will apply for all tax returns prepared for you by our tax preparers. I understand that this information is being provided to the IRS and State Revenue. I have been advised by my tax preparer that any false and misleading information that I provide for income tax filing purposes is against the law and are subject to penalties. I understand that Beetime Tax Services is only liable for any Error and Omission on their part and will be responsible for any interest and penalties and not tax due. ARBITRATION If a dispute arises out of or relates to this contract or engagement letter, or the obligations of the parties therein, and if the dispute cannot be settled through negotiation, the parties agree first to try in good faith to settle the dispute by mediation administered by the American Arbitration Association under its commercial Mediation Rules before resorting to arbitration, litigation, or some other dispute resolution procedure. Signature:

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SingleHead of HouseholdMarried filing JOINTMarried filing SEPERATE
W21099NEC/KSelf EmploymentUnemploymentSocial Security1098-T CollegeHousehold EmployeeOther
Primary Taxpayer FULL Name*

First NameLast Name
Taxpayer's SSN*
Taxpayer's Birthdate*

MonthDayYear
Date
Primary Taxpayer's Occupation*
Taxpayer Phone Number*
Please enter a valid phone number.
Taxpayer Email Address*
example@example.com
YESNO
Spouse FULL name type n/a, if non applicable)*

First NameLast Name
Spouse Occupation (type n/a, if non applicable)*
Spouses birthdate

MonthDayYear
Date
Spouse Social Security Number (type n/a, if non applicable)*
Spouse phone number (put all 9's if not applicable)*
Spouse Email Address (type n/a, if non applicable)
example@example.com
YESNONot Applicable
CURRENT Street Address*
Apartment Number (type n/a, if non applicable)*
City*
State*
Zip/Postal Code*
YESNO
YESNONot applicable
What was your base hourly pay rate?*
at my regular rateat time and a halfat double time
How many total hours of overtime did you work for the year?*
College/Trade SchoolSales tax paid on everyday living expenses,electronic devicesTithesCharity donationsI'm an employed educator purchased school suppliesI'm active duty military and I movedMedical,Vision, and/or DentalHome owners InsuranceProperty Taxes (land,RV,boat)FarmingHome Improvements (solar panels,windows,doors)Appliances such as washing machine, refrigerator or stoveFurnitureCell Phone or LaptopLoan someone money that was NEVER repaidElectric vehicleGambling lossVolunteer workMileage related to medicalPrescriptions/labworkChildcarePurchased a 2025 year model vehicle for personal use
YESNO
YESNO
YESNO
YESNO
YESNO
YESNO
YESNO
YESNO
YESNO
YESNO
YESNO
OWNRENT
YesNo
YesNo
YesNo
YOU MUST PROVIDE YOUR TAX PREPARER WITH A COPY OF YOUR SOLAR PANEL CONTRACT OR RECEIPTS/BANK STATEMENT FOR UPGRADES.Upload the document to our TaxesToGoApp or email it to your tax preparer. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.
If filing status is HEAD OF HOUSEHOLD, Please list the total amount of monthly household expenses at your residence. Write n/a if not applicable*
YesI pay bills but I do NOT pay 51% or more of them
If filing status is HEAD OF HOUSEHOLD, please list ALL monthly expenses YOU personally pay AND the amount. (I.E Rent-$0.00, Utilities-$0.00,Food-$0.00, Car note-$0.00. Write n/a if not applicable*
What kind of government assistance did you recieve for the tax year you are filing?Write n/a if not applicable*
YOU MUST PROVIDE YOUR TAX PREPARER WITH A UTILITY BILL OR LEASE IN YOUR NAME for HEADOFHOUSEHOLD CLAIM.If you are claiming the head of household credit.Upload the document to our TaxesToGoApp or email it to your tax preparer. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.
YesNo
YesNoN/A (if you have dependents on your return you MUST answer yes or no
12345NONE
List Dependent 1 name and date of birth (Write N/A if not applicable)*
List Dependent 2 name and date of birth (Write N/A if not applicable)*
List Dependent 3 name and date of birth (Write N/A if not applicable)*
List Dependent 4 name and date of birth (Write N/A if not applicable)*
List Dependent 5 name and date of birth (Write N/A if not applicable)*
By signing here you agree that you understand that you may not claim a dependent who did not live with you for more than 6 months and you understand and have been made aware of TIEBREAKER RULES: To determine which person can treat the child as a qualifying child, the following tiebreaker rules apply:If only one of the persons is the child’s parent, the child is treated as the qualifying child of the parent.if the parents do not file a joint return together but both parents claim the child as a qualifying child, the IRS will treat the child as the qualifying child of the parent with whom the child lived with for the longer period of time during the year. If the child lived with each parent for the same amount of time, the IRS will treat the child as the qualifying child of the parent who had the higher adjusted gross income (AGI) for the year.If no parent can claim the child as a qualifying child, the child is treated as the qualifying child of the person who had the highest AGI for the year.If a parent can claim the child as a qualifying child but no parent does claim the child, the child is treated as the qualifying child of the person who had the highest AGI for the year, but only if that person’s AGI is higher than the highest AGI of any of the child’s parents who can claim the child. Signature

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YESNO
YESNON/A (if you have dependents on your return you MUST answer yes or no)
YESNON/A (if you have dependents on your return you MUST answer yes or no)
YesNoN/A (if you have dependents on your return you MUST answer yes or no)
Write the name and the amount months of the dependent who did NOT live with you for all 12 months of the tax year you are filing? (write n/a if not applicable)*
What type of proof can you provide that your dependent(s) lived with you MORE than 6 months? (school records,lease, government mail,medical records etc.) *
If both biological parents are not listed on this return, together, please provide a brief explanation as to why the parent(s) not listed are not eligible to claim the child(ren) as a dependent (write n/a if not applicable)*
If your dependent is not your biological child, how is your dependent related to you and why does your dependent live with you? (write n/a if not applicable)*
Your tax preparer will request birth certificates for each dependent 17 and under.Upload the document to our TaxesToGoApp or email it to your tax preparer. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.
YESNO
Who takes care of your dependents while you are at work? (write n/a if not applicable)*
Your tax preparer will request proof of dependent/child/daycare expenses if you do not have one please your preparer for a W-10 form.Upload the document to our TaxesToGoApp or email it to your tax preparer. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.
YESNO
Your tax preparer will request a copy of screenshot of your IP PIN (Identity Protection Pin Letter from the IRS this year. We do not accept applications without proof of the IPPIN, if you were issued one.Upload the document to our TaxesToGoApp or email it to your tax preparer. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.
YESNO
Sole ProprietorLLCCorporationNon-profitI haven’t formally registered the business yet; I currently operate as an individual
YESNO
Products based business onlyServices based business onlyBoth
When did you start this business? *

MonthDayYear
Date
CASHCASH APP/ZELLESQUARE,PAYPAL or another POS SystemOtherI was not self employed at anytime during the tax year
YesNo
AdvertisingCar mileageOil change/New Tires/Tune up etc.Office ExpensesHotels,Flights,Rental CarFoodUtilitiesRepairs/MaintenanceTaxes and LicensesProperty rentalTax Preparation FeeInsuranceContract LaborCellphoneVehiclePensionDepletionInterestEmployee Benefit ProgramsOther
What is the year/make/model of the vehicle you drive for your business?*
YESNO
Your tax preparer must have proof of your business. A Business Card/Flyer or Screenshot your Business Social Media Page/Post, google listing, text thread between you and a client.Upload the document to our TaxesToGoApp or email it to your tax preparer. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.
Your tax preparer must have all VALID state or federal identification or driver license card for ANYONE 18 years old and older on this tax return. For your convenience you may include ALL cards in ONE photo.Upload the document to our TaxesToGoApp or email it to your tax preparer.NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.
Your tax preparer must have all SOCIAL SECURITY CARDS for EVERYONE listed on this tax return. For your convenience you may include ALL social security cards in ONE photo. Upload the document to our TaxesToGoApp or email it to your tax preparer. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.
Your tax preparer must have all W2'S and 1099's for EVERYONE listed on this tax return. Upload the document to our TaxesToGoApp or email it to your tax preparer. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.
YESNO
Your tax preparer must have all 1098T, Receipts from College receipts for EVERYONE listed on this tax return. Upload the document to our TaxesToGoApp or email it to your tax preparer. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.
YESNO
YESNO
YESNO
No bank products, I will pay my tax preparation fees up frontTax Refund Advance up to $1,000 (no finance charge)Tax Refund Advance up to $7,500 (has a finance charge of up to $60 per $1,000)Deduction of Tax Preparation Fees from your Refund
I understand that if I am required to file form 8862(Information to Claim Certain Credits After Disallowance) by the IRS then I must pay my tax preparation fee in full before my tax return will be transmitted to the IRS*

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By signing here I UNDERSTAND THAT IF I DO NOT PAY MY TAX PREPARATION FEE UPFRONT, MY TAX PREPARATION FEE WILL BE AUTOMATICALLY DEDUCTED FROM MY BANK ACCOUNT IF THE IRS HAS NOT RELEASED MY REFUND WITHIN 90 DAYS OF BEING ACCEPTED*

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How much was your tax refund LAST year?*
By signing here I certify all information is true, valid, and to the best of my knowledge. I accept full responsibility of the statements mentioned above. Any and all disputes regarding this matter shall be forwarded to me with the information found on my tax returns forms. Signature*

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YesNo, If I am audited I will submit my paperwork on my own to the IRS.
If you did not file with us last year, but you DID file a tax return last year, please email a copy of your tax return or transcript to your tax preparer.
Direct DepositI have a Tax Obligation and will not be receiving a refund
Bank Name?*
Bank Account Number?*
Bank Account Number? (DO NOT USE copy/paste. Please double check for accuracy)*
Bank ROUTING Number? (please double check for accuracy)*
What is your mother's maiden last name?*
What additional questions can we answer for you?*
The BEST compliment you can give us is a referral! Get paid $25 per accepted referral 🥳. Have anyone you'd like to refer? Please enter their name and phone number below.
The BEST compliment you can give us is a referral! Get paid $25 per accepted referral 🥳. Have anyone you'd like to refer? Please enter their name and phone number below.
Is it really you? You must provide your tax preparer with a LIVE photo of yourself.You also can skip this portion by taking a selfie in the TAXESTOGO app.
Take Photo
Please verify that you are human*
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Tax Filing Interview