A Limitless Luxury Group – Tax Client Intake Form - Where Financial Power Meets Prestige

A Limitless Luxury Group – Tax Client Intake Form
Please complete this tax intake form in full so we can prepare your return accurately.
Filing Status

Name

First NameLast Name
Age
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Phone Number

Area CodePhone Number
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Occupation
Are you a full-time student?
Are you totally and permanently disabled?
Are you legally blind?

Name

First NameLast Name
Age
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Phone Number

Area CodePhone Number
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Occupation
Are they a full-time student?
Are they totally and permanently disabled?
Are they legally blind?
Are they your dependent?

Enter your dependents here

Rows	Name	Date of Birth	Relationship	Age
1
2
3
4
5
6

Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?

Rows	Yes/No	Employer	Spouse Ins	Exchange/ Marketplace	Direct with Insurer	Medicare	Medicaid
Taxpayer
Spouse
Dependent 1
Dependent 2
Dependent 3
Dependent 4
Dependent 5

Please fill-up the information within the current year only.

General Expenses

Rows	Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses

Total Expenses

What I Need From You to upload below:

• Valid Driver’s License

• Social Security Cards (for everyone on the return)

• Birth Certificates (all dependents)

• Proof of Residency (dated within the last 30 days)

• Income Documents (W-2s, 1099s, etc.)

Self-Employed Clients (VERY IMPORTANT):

If you are self-employed, please provide ALL income AND expenses so I can accurately maximize your return:

Income:

• Bank statements

• Cash App / Venmo / Zelle statements

• Any 1099 forms received

• Any records of payments received

Expenses:

• Business receipts (supplies, materials, etc.)

• Mileage or travel expenses

• Phone/internet (if used for business)

• Rent, utilities, or home office expenses

• Any other business-related costs

Even if you don’t have everything organized, send whatever you DO have—I can help reconstruct your income and expenses.
File Upload

Browse Files

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Additional comments

- I confirmed that all information I entered here is accurate and true.
- I allow A Limitless Luxury Group (ALLG) to capture my sensitive data like personal ID, government ID, and other information.
- I have read the terms and conditions and privacy policy of A Limitless Luxury Group (ALLG).
- By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Date Signed

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Taxpayer Signature
Date Signed

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Spouse Signature
Do you have dependents?

Should be Empty: