Tax Return Intake Form

Tax Return Intake Form

Thank you for choosing Precise Refund Solutions LLC. Please provide the requested information and supporting documents to begin the tax preparation process.
Taxpayer & Spouse Information
Tax Preparation
Taxpayer Name

First NameLast Name
Taxpayer Social Security
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Marital Status
Taxpayer Contact Methods

Other
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address

Confirmation EmailVerify your email address
Taxpayer Notes
Please provide any additional information that may assist in preparing your tax return.
Mailing Address

Street Address

Street Address Line 2
CityStateZip Code
Mailing Address Type

Other
Was your mailing address the same as last year?
Spouse Name

First NameLast Name
Spouse Social Security
Spouse Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Spouse Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Spouse Email Address
example@example.com
Spouse Mailing Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Can we contact your spouse if needed?
Preferred Contact Time

Other
Best Time to Call
Spouse Notes
Please provide any additional information regarding the spouse that may be relevant to the tax return.
Do you have a current driver's license, state ID, passport, or other acceptable identification available for everyone on your return?
Is the taxpayer currently a resident of the filing state?
Dependents
List all dependents from your tax documents, including children and other qualifying dependents.
Do you have dependents?
Dependent Details
Any dependent went to college?
Any Dependent received Social Security Benefits?
Did any Dependent work?
Dependent Additional Notes
Childcare
Did you pay for childcare or dependent care expenses?
Total childcare or dependent care expenses paid
Total childcare or dependent care expenses paid
Childcare provider name

First NameLast Name
Childcare Business Name
Childcare Business Name
Childcare provider address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Childcare provider phone number
Please enter a valid phone number.Format: (000) 000-0000.
Childcare Provider EIN/SSN
Business Info
Do you own a business?
Business name
Business entity type
Federal EIN
Business address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Was the business active during the tax year?
Primary business activity
Principal product or service
Did you have business income that can be supported by records such as invoices, receipts, bank statements, 1099 forms, or bookkeeping records?
Did you have business expenses that you can prove?
Did you pay any subcontractors?
Did your business maintain or sell inventory during the tax year?
Did you use a vehicle for business?
Do you have home office expenses?
Did you make estimated tax payments for this business?
Business notes / additional tax details
List any additional business details, tax issues, deductions, or notes you would like us to consider when preparing your return.
Was there a change in ownership during the year?
Owner/partner percentage
Date business started
Other Income
Interest Income
Interest Income Amount
Dividend Income
Dividend Income Amount
Retirement Income
Retirement Income Amount
Other Income

Other
Other Income Details
Taxpayer Acknowledgment

Please read and acknowledge the following:

I certify that the information and documents I provide to Precise Refund
Solutions are true, correct, and complete to the best of my knowledge.

I understand that my tax return will be prepared based on the information and
documentation I provide.

I agree to promptly provide any additional information or documentation
requested during the preparation process.

I understand that I am responsible for reviewing my completed tax return
before approving it for filing.

I understand that Precise Refund Solutions will not electronically file my
return until all required signatures, authorizations, and payments have been
received.

I consent to receiving documents, notifications, and communications through
the secure client portal and email.
Client Acknowledgment

I understand that tax preparation fees are separate from my tax refund. If my refund is reduced, delayed, offset, intercepted, or otherwise unavailable for any reason, I remain responsible for payment of all tax preparation fees and applicable charges.

By signing below, I acknowledge that I have read and understood the
information above and authorize Precise Refund Solutions to prepare my tax
return using the information and documentation I provide.
Signature
Franchise Tax Service Options
Franchise Tax Service Options
Notes / Conditional Items
QuickBooks & Accounting Services
QuickBooks Service Selections
QuickBooks Service Tier
Do you need QuickBooks setup?
If yes, please describe setup needs

Tax Return Intake Form

Taxpayer & Spouse Information

Dependents

Childcare

Business Info

Other Income

Franchise Tax Service Options

QuickBooks & Accounting Services

Document Upload