Client Intake Form

Please be advised if you are submitting documents for filing you MUST have all of your documents and dependents information in order to ensure that you get a more accurate return

THANK YOU FOR TAKING THE TIME TO COMPLETE OUR CLIENT INTAKE FORM. THIS INFORMATION IS CRITICAL IN ENSURING WE FILE A COMPLETE AND ACCURATE RETURN.

How did you hear about us?

If someone referred you, please type his or her name.

Year of Tax Prep

Name

First NameLast Name

Email

example@example.com

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Select Filing Status

Taxpayer Social Security Number

Taxpayer DOB

IRS IP PIN

Name

First NameLast Name

Social Security Number

DOB

EMAIL

ANY DEPENDENTS

IF YES PLEASE PUT THE NUMBER OF DEPENDENTS

Did you pay any childcare to claim this tax season?

PLEASE PROVIDE..NAMES,DOB,SSN,AND RELATIONSHIP FOR EACH DEPENDENT.

IF YES please provide name of provider, address,phone number, tax id number, and amount of fees paid.

ARE ANY DEPENDENTS DISABLED?

IF YES WHICH ONE?

Occupation

WHAT SOURCE OF INCOME DID THE TAXPAYER HAVE FOR THE 2025 TAX YEAR? PICK ALL THAT APPLY

Do you have Schedule C (Form 1040)

If you or your dependent attended college, how did you pay?PICK ALL THAT APPLY

Do you own and operate a small business/home based business?

What is the name of your business?

Business Entity Type(LLC/Non-Profit..etc)

What is your EIN?(if you are not a business owner, add your social instead)E number of your business?

Do you operate out of your home or do you have an outside rented space?Also,what is the address

Did you receive a 1099?

DID THE TAXPAYER HAVE HEALTH INSURANCE THROUGH THE MARKETPLACE FOR 2025 TAX YEAR?/1095-A

If yes please upload File 1095-A

DID THE TAXPAYER OWE THE IRS OR CHILD SUPPORT?

If yes please explain.

Type a question

Direct Deposit Information (Account,Routing,&Name of bank

Please Provide a photo copy of all Driver License/IDs.

Please Provide a copy of all Social Security cards.

Dec 2025 last Paystub

Please Provide a copy of all Birth Certificates for dependents .

Please Provide a Copy of All Eligible W2 Forms/Income Verification Documents/1099

PLEASE ACKNOWLEDGE ONCE W2 IS RECIVE YOU WILL SEND.

Please Provide Schedule C (Form 1040)

College/Tuition or daycare receipts*If filing for college credits a 1098T must be included

Upload form 1098 if you are claiming mortgage interest.(Homeowners Only)

Upload previous 1040 if this is an Amendment

Upload from 1099-G if you received unemployment

Upload all supporting documents for your business(IF APPLICABLE).(DBA,receipts,log sheet, flyers,business cards or price list)

Other Documents

The United States Congress have, as a reaction to the substantial tax fraud resulting from their original error of choosing to distribute federal social welfare program benefits via the tax return, placed new excessive inappropriate “due diligence” requirements on paid tax return preparers whose clients are claiming certain tax credits. This added to the excessive and inappropriate requirements previously implemented by the Internal Revenue Service, the IRS has forced tax preparers to, in many cases, become Social Workers and verify that their clients qualify to receive certain credits i.e. EIC, CTC, ACTC and now HOH.

We preparers are not compensated by the IRS or the government for doing their job for them but must pass the costs of this required additional work on to our taxpayer clients.

You will be claiming an Earned Income Credit, Child Tax Credit, Additional Child Tax Credit, HOH, and/or an American Opportunity Credit on your 2025 tax return. Because of this you must complete, sign, and return this questionnaire to me. I will keep the original signed copy of this questionnaire with my file copy of your 2025 tax return and will include a photocopy of the completed questionnaire in the package I send you with the finished returns.

1. I/we certify that the child(ren) for whom the tax credit(s) will be requested can be claimed as my/our dependent(s), as per the information provided at the end of this questionnaire.

2. The child(ren) for whom the tax credit(s) will be requested lived with me/us for the year, except for temporary absences.

3. I am the custodial parent of the child(ren) for whom the tax credit(s) will be requested, and I released the dependency deduction to my former spouse for 2025 by signing Form 8332 (Release/Revocation of Claim to Exemption for Child by Custodial Parent). *

4.I am not the custodial parent of the child(ren) but I have been given a signed Form 8332 by my former spouse, the custodial parent, allowing me to claim the child(ren) as the dependent(s) on my 2025 tax returns (you must give me the Form 8332).

5. I/we, or my child(ren), have documentation to substantiate the credit(s) being claimed, such as Form 1098-T, bills, statements, and receipts for college tuition, fees, and book and material costs (you are responsible for keeping this documentation and providing it to the IRS if you are audited or questioned).

6. Was a Child Tax Credit, Additional Child Tax Credit, or American Opportunity Credit claimed by you disallowed or reduced by the IRS on a past tax return?

7. I claim I am unmarried or separated, support a qualifying person as your dependent, and pay more than half the cost of maintaining your household.

8. I claim I am unmarried or separated, support a qualifying person as your dependent, and pay more than half the cost of maintaining your household

Simple Steps Tax Services

Thank you for choosing Simple Steps Tax Services to assist you with your tax preparation needs. This letter outlines the terms of our engagement and defines the scope and limitations of the services we will provide.

Scope of Services

Simple Steps Tax Services will prepare your requested federal and applicable state income tax returns for the specified tax year(s) based solely on the information you provide.

To ensure accurate and complete preparation, you agree to furnish all required documents, records, and disclosures necessary for the preparation of your tax return. While we may ask questions or request clarification regarding certain items, we do not audit, examine, or independently verify the information you submit.

Our engagement includes accounting services only as they relate directly to tax return preparation. This engagement does not include auditing, assurance, forensic accounting, or fraud detection services. However, if we identify information that appears incorrect, inconsistent, or incomplete, we will notify you and request clarification before proceeding.

Client Responsibilities

By engaging our services, you acknowledge and agree that:

All information provided to Simple Steps Tax Services is accurate, complete, and truthful to the best of your knowledge.
You are solely responsible for maintaining adequate documentation and records to substantiate income, deductions, credits, and other items reported on your tax return.
You understand that knowingly providing false or misleading information may result in serious penalties, including interest, fines, restitution, audits, legal proceedings, and possible criminal prosecution.
You further agree to hold Simple Steps Tax Services harmless from any penalties, interest, or additional taxes assessed as a result of incorrect, incomplete, or omitted information supplied by you.

By signing this agreement, you authorize Simple Steps Tax Services to prepare and file your tax return based on the information you provide.

Payment Terms and Fees

Tax preparation fees are due at the time services are rendered. Fees are charged for professional services provided and are not contingent upon the receipt of a tax refund.

If you or your spouse owe federal or state debts—including but not limited to IRS liabilities, child support, student loans, or other government obligations—you remain fully responsible for all agreed-upon preparation fees, regardless of refund offsets, delays, or reductions.

Delays caused by the IRS, state agencies, or other third parties do not relieve you of payment obligations. Unpaid balances may result in collection efforts or legal action. Clients agree not to dispute charges due to refund delays or government processing issues.

Invoices are due upon presentation.

Records Retention

Your original documents will be returned to you at the conclusion of our engagement. You are advised to securely retain all tax records, supporting documentation, and canceled checks for your records in accordance with IRS guidelines.

Simple Steps Tax Services will retain copies of your tax return and related documents for three (3) years, after which they will be securely destroyed. Paper copies of tax returns are available upon request and may be subject to an additional fee.

Filing Process and Authorization

Our engagement concludes upon delivery of your completed tax return, either for paper filing or upon your authorization for electronic filing (e-file).

If you elect not to e-file through our office, you assume full responsibility for timely and accurate submission of your tax return to the appropriate taxing authorities.

Before signing, you agree to carefully review your completed tax return. By signing this agreement, you:

Authorize Simple Steps Tax Services to prepare and file your tax return.
Consent to the use of your signature on applicable forms, including but not limited to Forms 1040, 8879, 7216, and any other required authorization forms.
Acknowledge that professional tax preparation services are not comparable to do-it-yourself tax software and that quoted fees reflect professional expertise and compliance responsibilities.
Confirmation of Agreement

This letter accurately summarizes the terms of our engagement and your understanding of the services to be provided. Please sign below to indicate your acceptance of these terms.

Date

Signature

Client Intake Form

Taxpayer

Spouse (Only if Applicable)

Dependents

INCOME

REFUND OPTIONS

DOCUMENT UPLOAD

DUE DILIGENCE QUESTIONNAIRE

Engagement Letter for Tax Preparation Services