Noline's Tax Prep Intake Form
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  • Noline's Tax Prep and Bookkeeping Client Intake Form

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

  • WELCOME TO NOLINE'S TAX PREP and BOOKKEEPING

    So happy you're trusting us to do your taxes!
  • Tax Year*
  • Filing Status
    • 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?
    • Taxpayer Information 
    • Date of Birth*
       - -
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    • 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
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    • 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 
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    • Did you receive any government assistance paying your rent or utilities for the tax year?*
    • 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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    • 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 or your dependent have 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? Or are you currently paying on a student loan and received a 1098 E?
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    • Are you a victim of identity theft?*
    • Refund & Wrap Up 
    • How would you like your refund disbursed?
    • 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 which will be shared with you prior to eFiling your return. Payment options are available upon request. Do you understand and agree?*
    • Acknowledgment  
    • Should be Empty: