• Multi-Year Tax Return Intake 2020-2024

  • Use this form for original, unfiled individual and Schedule C tax returns for tax years 2020 through 2024. Do not use this form for amendments, audits, or notice-only services.
  • Which tax year(s) do you need prepared?*

  • Taxpayer Information

  • Was the taxpayer issued an IRS IP PIN?*
  • Format: (000) 000-0000.
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  • Did you file jointly in any selected year?*

  • Spouse Information

  • Format: (000) 000-0000.
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  • Which tax year(s) did you file jointly?*
  • Spouse full legal name and spouse signature are required when any selected return is joint.
    • Dependents Across Tax Years 
    • Did you have dependents during any selected tax year?*
    • Dependent 1 Date of Birth*
       - -
      2 digit month, 2 digit day, 4 digit year
    • Dependent 1 Applicable Tax Years*
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    • Did Dependent 1 live with you for more than half of every applicable tax year?*
    • Did Dependent 1 provide more than half of their own financial support in any applicable tax year?*
    • Could another person claim Dependent 1 in any applicable tax year?*
    • Did Dependent 1 file a joint tax return with a spouse in any applicable tax year?*
    • Was Dependent 1 a full-time student for at least five months in any applicable tax year after turning 18?*
    • Was Dependent 1 permanently and totally disabled in any applicable tax year?*
    • Was Form 8332 or a custody agreement involved for Dependent 1 in any applicable year?*
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    • Dependent 2 Date of Birth*
       - -
      2 digit month, 2 digit day, 4 digit year
    • Dependent 2 Applicable Tax Years*
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    • Did Dependent 2 live with you for more than half of every applicable tax year?*
    • Did Dependent 2 provide more than half of their own financial support in any applicable tax year?*
    • Could another person claim Dependent 2 in any applicable tax year?*
    • Did Dependent 2 file a joint tax return with a spouse in any applicable tax year?*
    • Was Dependent 2 a full-time student for at least five months in any applicable tax year after turning 18?*
    • Was Dependent 2 permanently and totally disabled in any applicable tax year?*
    • Was Form 8332 or a custody agreement involved for Dependent 2 in any applicable year?*
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    • Dependent 3 Date of Birth*
       - -
      2 digit month, 2 digit day, 4 digit year
    • Dependent 3 Applicable Tax Years*
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    • Did Dependent 3 live with you for more than half of every applicable tax year?*
    • Did Dependent 3 provide more than half of their own financial support in any applicable tax year?*
    • Could another person claim Dependent 3 in any applicable tax year?*
    • Did Dependent 3 file a joint tax return with a spouse in any applicable tax year?*
    • Was Dependent 3 a full-time student for at least five months in any applicable tax year after turning 18?*
    • Was Dependent 3 permanently and totally disabled in any applicable tax year?*
    • Was Form 8332 or a custody agreement involved for Dependent 3 in any applicable year?*
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    • Dependent 4 Date of Birth*
       - -
      2 digit month, 2 digit day, 4 digit year
    • Dependent 4 Applicable Tax Years*
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    • Did Dependent 4 live with you for more than half of every applicable tax year?*
    • Did Dependent 4 provide more than half of their own financial support in any applicable tax year?*
    • Could another person claim Dependent 4 in any applicable tax year?*
    • Did Dependent 4 file a joint tax return with a spouse in any applicable tax year?*
    • Was Dependent 4 a full-time student for at least five months in any applicable tax year after turning 18?*
    • Was Dependent 4 permanently and totally disabled in any applicable tax year?*
    • Was Form 8332 or a custody agreement involved for Dependent 4 in any applicable year?*
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    • Dependent 5 Date of Birth*
       - -
      2 digit month, 2 digit day, 4 digit year
    • Dependent 5 Applicable Tax Years*
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    • Did Dependent 5 live with you for more than half of every applicable tax year?*
    • Did Dependent 5 provide more than half of their own financial support in any applicable tax year?*
    • Could another person claim Dependent 5 in any applicable tax year?*
    • Did Dependent 5 file a joint tax return with a spouse in any applicable tax year?*
    • Was Dependent 5 a full-time student for at least five months in any applicable tax year after turning 18?*
    • Was Dependent 5 permanently and totally disabled in any applicable tax year?*
    • Was Form 8332 or a custody agreement involved for Dependent 5 in any applicable year?*
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    • Dependent 6 Date of Birth*
       - -
      2 digit month, 2 digit day, 4 digit year
    • Dependent 6 Applicable Tax Years*
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    • Did Dependent 6 live with you for more than half of every applicable tax year?*
    • Did Dependent 6 provide more than half of their own financial support in any applicable tax year?*
    • Could another person claim Dependent 6 in any applicable tax year?*
    • Did Dependent 6 file a joint tax return with a spouse in any applicable tax year?*
    • Was Dependent 6 a full-time student for at least five months in any applicable tax year after turning 18?*
    • Was Dependent 6 permanently and totally disabled in any applicable tax year?*
    • Was Form 8332 or a custody agreement involved for Dependent 6 in any applicable year?*
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    • Dependent 7 Date of Birth*
       - -
      2 digit month, 2 digit day, 4 digit year
    • Dependent 7 Applicable Tax Years*
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    • Did Dependent 7 live with you for more than half of every applicable tax year?*
    • Did Dependent 7 provide more than half of their own financial support in any applicable tax year?*
    • Could another person claim Dependent 7 in any applicable tax year?*
    • Did Dependent 7 file a joint tax return with a spouse in any applicable tax year?*
    • Was Dependent 7 a full-time student for at least five months in any applicable tax year after turning 18?*
    • Was Dependent 7 permanently and totally disabled in any applicable tax year?*
    • Was Form 8332 or a custody agreement involved for Dependent 7 in any applicable tax year?*
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    • 2020 Tax Return Information 
    • Has a 2020 return already been filed?*
    • Did marital status change during 2020?*
    • Did you have dependents in 2020?*
    • Select all 2020 income types*
    • Did you operate a business or have self-employment in 2020?*
    • Did you have Marketplace insurance or Form 1095-A in 2020?*
    • Did you make estimated tax payments for 2020?*
    • Did you receive an IRS or state notice for 2020?*
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    • 2021 Tax Return Information 
    • Has a 2021 return already been filed?*
    • Did marital status change during 2021?*
    • Did you have dependents in 2021?*
    • Select all 2021 income types*
    • Did you operate a business or have self-employment in 2021?*
    • Did you have Marketplace insurance or Form 1095-A in 2021?*
    • Did you make estimated tax payments for 2021?*
    • Did you receive an IRS or state notice for 2021?*
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    • 2022 Tax Return Information 
    • Has a 2022 return already been filed?*
    • Did marital status change during 2022?*
    • Did you have dependents in 2022?*
    • Select all 2022 income types*
    • Did you operate a business or have self-employment in 2022?*
    • Did you have Marketplace insurance or Form 1095-A in 2022?*
    • Did you make estimated tax payments for 2022?*
    • Did you receive an IRS or state notice for 2022?*
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    • 2023 Tax Return Information 
    • Has a 2023 return already been filed?*
    • Did marital status change during 2023?*
    • Did you have dependents in 2023?*
    • Select all 2023 income types*
    • Did you operate a business or have self-employment in 2023?*
    • Did you have Marketplace insurance or Form 1095-A in 2023?*
    • Did you make estimated tax payments for 2023?*
    • Did you receive an IRS or state notice for 2023?*
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    • 2024 Tax Return Information 
    • Has a 2024 return already been filed?*
    • Did marital status change during 2024?*
    • Did you have dependents in 2024?*
    • Select all 2024 income types*
    • Did you operate a business or have self-employment in 2024?*
    • Did you have Marketplace insurance or Form 1095-A in 2024?*
    • Did you make estimated tax payments for 2024?*
    • Did you receive an IRS or state notice for 2024?*
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    • Schedule C and Self-Employment Across Tax Years 
    • Years Operated*
    • Accounting Method
    • Do you have complete income records?*
    • Do you have complete expense records?*
    • Do you have mileage records?*
    • Do you have inventory records?*
    • Do you have home office records?*
    • Do you have contractor and 1099 records?*
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    • Complete income and expense records are required. Bookkeeping and record reconstruction are separate services and fees.
    • Multi-Year Tax Preparation Engagement Agreement 
    • 1) Scope: Titan Tax and Financial Services will prepare the selected original individual federal and applicable state/local returns, including Schedule C when adequate records are provided. Services include reasonable verification, signature coordination, e-filing where available, rejection corrections, and routine processing through funding or final disposition. Older years may require paper filing, and the client is responsible for mailing signed returns with tracking.
    • 2) Exclusions: amendments, audits, examinations, appeals, collections, substantive notice responses, bookkeeping, payroll, entity returns, and record reconstruction require a separate engagement and fee.
    • 3) Client responsibility: the client must provide complete and accurate information and supporting records. Titan may refuse unsupported or unlawful positions. Requested documents are due within two business days. An inactive file may be closed and requires a $100 reactivation fee.
    • 4) Fees and payment: all prior balances are due before work begins. Fees are based on each return, forms, schedules, complexity, records, and work performed; this is actual tax preparation, not a quote. Payment is due before filing unless payment through refund is available and approved. Bank product charges are separate. If payment through refund cannot be completed, all fees are invoiced and due immediately, including because of an offset, delayed or reduced refund, direct deposit outside the selected process, or a paper check sent to the client.
    • 5) Completed work: once notified that preparation is complete, the client has 24 hours to sign or submit a specific written question or good-faith fee dispute. Otherwise, fees for completed work are immediately due and the client authorizes charging the payment method on file; a declined charge does not cancel the debt.
    • Signature Date*
       - -
      2 digit month, 2 digit day, 4 digit year
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