• G.E.N. 5 Consultant Group Tax Intake Form

    Please provide your information to begin your tax preparation. All information is kept confidential and used solely for preparing your tax return.

  • Personal Information

  • Date of Birth*
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  • Format: (000) 000-0000.
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  • Nationality / Ethnicity*
  • Immigration Status / Citizenship*
  • Filing Status*
  • Did you live with your spouse at any time during the last six months of the tax year?*
  • Are you filing a joint return?
  • Are you legally responsible for maintaining your household?*
  • Did you pay more than half the cost of maintaining your home during the year?*
  • Did you file a tax return last year?*
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  • Do you have a complete copy of last year's filed federal and state tax return?
  • Do you think you may need to request a filing extension this year?
  • Have you received any IRS notices, audits, or unresolved tax issues*

  • Income Information

  • Select all sources of income you had during the tax year:*
  • Did you receive any of the following:
  • What type of property income did you receive?
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  • Did you receive income in cash, Cash App, Zelle, Venmo, or cryptocurrency*
  • Did you earn any income from self employment, freelance work, contracting, or a business during the year?*
  • Options (select all that apply)*
  • What type of benefits did you or your spouse receive?
  • Did you receive unemployment benefits during the year?*
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  • Did you make any estimated tax payments to the IRS during the tax year?*
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  • Did you receive any retirement or pension income?*
  • Did you receive any income not already included in the document you uploaded?*

  • Self Employment and Sole Proprietor

  • How did the business receive income? Select all that apply.
  • Did the business have expenses during the tax year?
  • How are the business expenses organized?

  • Deductions & Credits

  • Will you be claiming any dependents on this tax return?

  • Important Rule For Students

    A child can qualify as a student dependent if they were a full time student for at least five months during the year. A tax form from the school is not required, but proof of enrollment must be available if requested by the IRS.

  • Earned Income Tax Credit Eligibility

  • Did you live in the United States for more than half of the tax year?*
  • Did you receive investment income such a as interest, dividends, stocks, or cryptocurrency during the tax year?*
  • Can anyone else claim you as a dependent on their tax return?*

  • Vehicle Information

  • Did you purchase a new or used electric vehicle or plug in hybrid vehicle during the year?

  • Health Insurance

  • Did you receive health insurance through the Health Insurance Marketplace?*
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  • Housing

  • Did you buy a home during the year?*
  • Is the home your primary residence?*
  • Did you pay mortgage interest during the year?*
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  • Did you pay property taxes on this home during the tax year?*
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  • Final Confirmation

  • Examples Include:

    1095 A

    1099 forms

    Mortgage interest statements

    Investment forms

  • Did your marital status change during the year?*
  • Select deductions and credits you wish to claim:
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  • Prior Year Tax Details

  • Letter of Engagement

  • Please review the Letter of Engagement below before proceeding. If you have any questions, contact G.E.N. 5 Consultant Group. 

     

    Thank you for choosing G.E.N. 5 Consultant Group to assist with your tax preparation. This letter confirms the terms of our professional relationship and outlines the responsibilities of both the client and the preparer. Our goal is to provide accurate and compliant tax preparation services while clearly defining the scope of the engagement.

     

    Scope of Services

     

    G.E.N. 5 Consultant Group will prepare your federal income tax return and, if applicable, your state income tax return based solely on the information and documentation you provide. Our services include the preparation of the tax return and related schedules required for filing. Unless specifically agreed to in writing, this engagement does not include tax planning services, legal advice, investment advice, financial advisory services, bookkeeping, or representation before the Internal Revenue Service or any state tax authority.

     

    Responsibility for Information Provided

     

    You are responsible for providing complete and accurate information regarding all income, deductions, credits, and other relevant tax information. This includes providing all tax documents such as W2 forms, 1099 forms, and any other supporting documentation required to prepare your return.G.E.N. 5 Consultant Group will rely on the information you provide and will not independently verify the accuracy or completeness of that information unless required under IRS due diligence regulations. If information provided appears incomplete, inconsistent, or unclear, additional clarification or documentation may be requested before the return can be prepared.

     

    Client Review and Filing Authorization

     

    Before your tax return is filed, you will be provided with a copy of the completed return for review. It is your responsibility to review the return carefully to ensure that all information is accurate and complete.Your tax return will not be electronically filed until you provide authorization confirming that you have reviewed and approved the return.

     

    Due Diligence Requirements

     

    Federal law requires tax preparers to meet specific due diligence requirements when preparing tax returns that claim certain tax credits, including but not limited to the Earned Income Credit and the Child Tax CreditAs part of these requirements, G.E.N. 5 Consultant Group may request additional documentation or ask follow up questions to confirm eligibility for these credits. These procedures are required by federal law and are designed to ensure compliance with IRS regulations.

     

    Professional Status Disclosure

     

    G.E.N. 5 Consultant Group provides tax preparation services as a Licensed Tax Preparer. The preparer is currently pursuing Enrolled Agent credentials. Unless specifically stated in a separate written agreement, this engagement does not include representation before the Internal Revenue Service.

     

    Record Retention

     

    You are responsible for maintaining copies of all tax records, supporting documents, and your filed tax returns. While G.E.N. 5 Consultant Group may retain copies of certain documents for internal recordkeeping purposes, the original records remain your responsibility.

     

    Electronic Communication

     

    By proceeding with this engagement, you acknowledge and consent to the use of electronic communication methods for exchanging tax documents and information. While reasonable safeguards are used to protect electronic information, no electronic system can be guaranteed to be completely secure.

     

    Fees and Payment

     

    Tax preparation fees will be communicated prior to filing your return. Payment of all preparation fees is required before the return will be electronically filed with the Internal Revenue Service unless other arrangements are made in advance.

     

    Accuracy Acknowledgment

     

    By signing below, you confirm that the information provided to G.E.N. 5 Consultant Group is complete and accurate to the best of your knowledge. You acknowledge that providing false, incomplete, or misleading information may result in penalties assessed by the Internal Revenue Service.

     

    Acknowledgment and Agreement

     

    By signing this engagement letter, you confirm that you have read and understand the terms outlined above and agree to the conditions of this engagement.

  • Final Acknowledgment and Signature

  • This form is used to collect the information needed to prepare your tax return. Please complete all sections accurately. Estimated time 10 to 15 minutes.
  • Please review and confirm the following:*
  • Date*
     - -
  • Should be Empty: