• 7eighteen Consultants

    Welcome to 7eighteen Consultants. Please complete the following intake with accurate information and upload the requested documents so we can begin preparing your 2026 tax return.

  • Choose Your Tax Preparer

  • Who would you like to file with?
  • Who would you like to file with?*
  • Are you a NEW or EXISTING Client?*
  • How did you hear about 7eighteen Consultants?*
  • Do you need help with

  • TAXPAYER INFORMATION

  • Taxpayer Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Were you issued an Identity Protection PIN (IP PIN) by the IRS?*
  • Do you have a copy of your prior year tax return?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Can you be claimed as a dependent on someone else's tax return?*
  • Marital Status at the end of 2026*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Will you be filing a tax return with your Spouse?*
  • Spouse Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Format: (000) 000-0000.
  • Was your Spouse issued an Identity Protection PIN (IP PIN) by the IRS?*

  • If you are claiming a dependent on your tax return and in order for 7eighteen Consultants to meet certain requirements set forth by the IRS, you are required to accurately and thoroughly answer all questions listed below. Your tax preparer will review each question that pertains to your situation during the preparation of your tax return.

  • How many dependents will you claim on your 2026 tax return?*
  • Do you have any dependents you will claim on your tax return?*
  • Did you pay any childcare or caregiver expenses for any of your dependents? (This only qualifies for children that are under age 13 when the care was provided, or a dependent that was physically or mentally incapable of self-care and lived with you more than half the year.)*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Dependent 1

  • Dependent (1) Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Is Dependent (1) disabled? Please note: if requested by the IRS, you will need to provide documentation that verifies the child is permanently and totally disabled, such as a note from a doctor or social service program.*
  • Is Dependent (1) your biological child?*
  • Was Dependent (1) claimed on your prior tax return?*
  • Can anyone else claim dependent (1) on their 2026 tax return?*
  • If you are a single parent, where’s the other parent of your child and do you alternate filing your dependent with the other parent?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Dependent 2

  • Dependent (2) Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Is Dependent (2) disabled? Please note: if requested by the IRS, you will need to provide documentation that verifies the child is permanently and totally disabled, such as a note from a doctor or social service program.*
  • Is Dependent (2) your biological child?*
  • Was Dependent (2) claimed on your prior tax return?*
  • Can anyone else claim dependent (2) on their 2026 tax return?*
  • If you are a single parent, where’s the other parent of your child and do you alternate filing your dependent with the other parent?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Dependent 3

  • Dependent (3) Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Is Dependent (3) disabled? Please note: if requested by the IRS, you will need to provide documentation that verifies the child is permanently and totally disabled, such as a note from a doctor or social service program.*
  • Is Dependent (3) your biological child?*
  • Can anyone else claim dependent (3) on their 2026 tax return?*
  • If you are a single parent, where’s the other parent of your child and do you alternate filing your dependent with the other parent?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Dependent 4

  • Dependent (4) Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Is Dependent (4) disabled? Please note: if requested by the IRS, you will need to provide documentation that verifies the child is permanently and totally disabled, such as a note from a doctor or social service program.*
  • Is Dependent (4) your biological child?*
  • Can anyone else claim dependent (4) on their 2026 tax return?*
  • If you are a single parent, where’s the other parent of your child and do you alternate filing your dependent with the other parent?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • By signing below, the taxpayer is agreeing that all answers to the above questions are true and correct, to the best of their knowledge. Taxpayers have been informed that claiming a dependent for the following: EITC/CTC/AOTC/HOH or other credits, can result in an audit, fines and penalties if information provided to the tax professional is incorrect. The taxpayer is also aware that they are to provide sufficient documents pertaining to each credit, to the IRS, if requested or in case on audit pertaining to these claimed credits!

  • Income Sources:

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • 2026 Business Income & Expense Organizer

  • Are you self-employed or run a small business?
  • Is your business legally structured (LLC) or registered with the Secretary of State?*
  • Do you have an (EIN) for your business?*
  • Do you have a Business License?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • If you do not have an EIN & Business License for your business, would you like us to assist you with applying for both?
  • What entity was your business formed?
  • Business formation date
     - -
    2 digit month, 2 digit day, 4 digit year
  • Did you materially participate in this business in 2026?
  • Did you pay Estimated Taxes related to this business?
  • Do you have (W-2) Employees?
  • Do you have (1099-NEC) Independent Contractors?
  • Which accounting method do you use?
  • Is this the first time you will file taxes for this business?
  • Do you use a portion of your home for business?
  • Will you depreciate any business assets?
  • Please select which forms and/or documents you can provide to show proof of business income earned during the tax*

  • BUSINESS EXPENSES

    To be deductible, a business expense must be both ordinary and necessary. An ordinary expense is one that is common and accepted in your field of business. A necessary expense is one that is helpful and appropriate for your business. An expense does not have to be indispensable to be considered necessary.To file with 7eighteen Consultants, LLC, you need to bring a breakdown of your deductible business expenses subtotaled by category. ***If you have a collection of receipts to organize and/or bank and credit accounts to reconcile, we can assist with these activities, however these activities are not part of tax preparation and are considered bookkeeping. Bookkeeping fees are charged in addition to tax preparation services.
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • CAR & TRUCK EXPENSES

    You may deduct car/truck expenses for local or extended business travel, including:• between one workplace and another,• to meet clients or customers,• to visit suppliers or procure materials,• to attend meetings,• for other ordinary and necessary managerial or operational tasks or needs of your business. Note: You cannot deduct the costs of driving your car or truck between your home and your main or regular workplace. These costs are personal commuting expenses. You should have kept a record of your business-related mileage over the year. We will use the IRS's standard mileage rate of 65.5 cents per mile for 2025, for your deduction of business-related travel. This rate accounts for gas, repairs, maintenance, depreciation, and auto insurance (but not interest on a car loan). If you do not have a record of mileage or are unsure how to calculate your total, contact our office.
  • Date you placed your vehicle in service for business purposes.
     - -
    2 digit month, 2 digit day, 4 digit year
  • Do you or your spouse have another vehicle available for personal use?
  • Was your vehicle available for personal use during off-duty hours?

  • DEPRECIATION

    If you have business assets already partially depreciated, you must provide a depreciation schedule from your prior year tax return.

  • BUSINESS USE OF HOME

    If you use a portion of your home as your principal place of business, you may be able to deduct part of your rent or mortgage, as well as certain other relevant home expenses. In order to claim these business expenses, the part of your home used for business generally must be used exclusively and regularly for business purposes. These purposes can include home office, production / workshop space, storage, etc. For in-home daycare providers, the usage need not be exclusive.An expense that covers the entire home, such as rent or central heating, is considered an indirect expense. You may only deduct a percentage of these expenses equal to the percentage of the home's area that your business uses. For example, a 150 square foot office in a 1500 square foot home is 10% of the home's total area and would mean 10% of relevant home expenses could be deducted.An expense that applies only to the business area of the home is called a direct expense. If you heat your basement work studio (and only the studio) with a pellet stove, the cost of the pellets would be fully deductible as a direct expense. If you paint your home office (but not the rest of the house), you can claim the whole expense.
  • Was your home used as a Day Care Facility?

  • For each expense, fill in the cost and indicate whether the expense is direct or indirect. Be sure that you do not enter any expenses you might already have listed on other parts of the worksheet.

     

  • ATTESTATION

    By signing below you are attesting that the personal and financial information provided to 7eighteen Consultants, LLC is true and accurate. The information listed on the Small Business Income & Expense Organizer is the information that (I/WE) gave to the paid tax preparer to complete the return. I release the tax preparer from any negligence or responsibility pertaining to this return. I acknowledge that all information provided to 7eighteen Consultants, LLC is true and accurate to the best of my knowledge.  I understand that I am required to have any supporting documentation to validate the information provided.  Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, that I am taking part in a potentially criminal penalty situation and is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment.  I waive 7eighteen Consultants, LLC and the preparer of any error due to incorrect information provided by me.  

  • Supplemental Income / Government Assistance:

  • Did you or your Spouse receive any Government Assistance in 2026?*

  • Healthcare Coverage:

  • Did you, your spouse, and/or dependents have minimum essential healthcare coverage for the entire year in 2026? This could be through your employer, Medicaid, Medicare, or the Marketplace.
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Did you, your spouse, or dependents receive health insurance through the Marketplace in 2026 and receive Form 1095-A?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Did you or your spouse pay any medical or dental expenses in 2026?
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Higher Education:

  • Did you, your spouse, or any dependents, attend college in 2026
  • Did the student attend college at least half of an academic period that began in 2026?
  • Did the student have a felony drug conviction before the end of 2026?
  • Did the student complete the first four years of higher education before 2026?
  • Has the American Opportunity Tax Credit or the former HOPE credit already been claimed on four prior tax returns?
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Did you or your spouse make payments on your student loans in 2026?
  • Upload Form 1098-E Student Loan Interest Statement(s)

  • Homeowners & Renters:

  • Did you make any home improvements in 2026?
  • If you own your home, have you received form 1098 from your mortgage lender?
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Was the taxpayer affected by a natural disaster in 2026?*
  • Was your main home located in the federally declared disaster area and were you or your spouse displaced from your main home due to the disaster during its incident period?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Other Important Tax Related Scenarios:

  • Did you or your spouse withdraw money from their 401k in 2026?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Did you or your spouse sell, acquire, send, receive or exchange any virtual currency?
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Did you or your spouse make any charitable contributions in 2026? (Goodwill, Salvation Army, Church etc.)?
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Did you or your spouse make any charitable cash contributions of $300 or more in 2026?
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Did you or your spouse purchase an electric vehicle in 2026 under a binding agreement and take delivery in 2026 after paying by September 30, 2025? If yes, please locate your bill of sale before your consultation with your tax professional.
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Do you or your spouse owe debt to any Government Agency; such as the IRS, Student Loans, Child Support, etc?
  • Would you like to see if you PRE-QUALIFY for a SAME-DAY ADVANCE UP TO $7,500?Please note, additional fees apply when selecting to have an advance issued. This is an advance on your tax refund, this is NOT a loan! Advance approval and amounts are solely up to the bank's discretion and underwriting process.*
  • Would you like your tax refund direct deposited into your bank account? If yes, please complete the bank information below:*

  • Please re-enter bank information for confirmation. 

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Would you like to receive a text message when your refund is funded?*
  • Format: (000) 000-0000.

  • I acknowledge that all information provided to 7eighteen Consultants is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information provided. Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS means that I am taking part in a potentially criminal situation and am punishable by law, including but not limited to facing court dates, restitution, and possible imprisonment. I waive 7eighteen Consultants and the preparer of any error due to incorrect information provided by me. By signing below, I authorize 7eighteen Consultants to file my tax return.

    I acknowledge by signing this form that if I and/or my spouse owe a federal/government debt such as IRS, child support, student loans, etc., I/we are still responsible for tax preparation fees due to 7eighteen Consultants at the time of service. Also, if the federal refund amount is mailed, I/we are still responsible for the tax preparation fees stated on the invoice. If the tax preparation fees are not paid, I understand 7eighteen Consultants will take legal action to collect the unpaid tax preparation fees.

  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year

  • ENGAGEMENT LETTER

  • Dear Taxpayer,

    Thank you for the opportunity to work with you in preparing your income tax returns. To foster a complete understanding of our relationship, take a moment to review the following information.

    We will prepare your income tax returns based solely on the information you furnish to us. Upon completion of your tax returns we will return any original tax documents to you. From time to time our office may retain scanned copies of your documents for our records, however you should retain all documents, cancelled checks and other data that form the basis of income and deductions and other tax return forms, schedules, elections and disclosures. Such documents include but are not limited to, proper records to support deductions claimed for meals, entertainment, travel, business gifts, charitable contributions, and vehicle use (if applicable), as well as bank and credit card statements. These records will be necessary to prove the accuracy and completeness of the returns to taxing authorities, should your returns be selected for examination. We recommend keeping all documents and copies of your returns for a minimum of five years after you file your tax returns or after their due date, whichever is later.

    Our work in connection with the preparation of your income tax returns cannot be relied upon to disclose errors, irregularities or illegal acts, including, without limitation, fraud that may exist within the documents or figures you provide. We will use our professional judgment in resolving questions where the tax law is unclear or where there may be conflicts between the tax authority’s interpretations of the tax law and other supportable positions. Unless instructed by you, we will take a tax position in your favor whenever reasonable. We cannot provide any assurance that tax positions taken will not be challenged or ensure the ultimate outcome of such a challenge. Moreover, we cannot be responsible for issues arising from any income, expenses or other information not provided to us at the time of tax preparation or prior to the filing of your returns.

    Please note that this engagement, and this firm’s services, include but are not limited to general and annual income tax related services. Unless specifically requested by you, and agreed upon in writing we do not provide any services related to payroll tax, sales tax, excise tax, and personal or real property tax. Nor can we be relied upon to determine or report your compliance, or lack thereof, with any Federal, State, or Local business related laws, health care or human resources regulations, retirement plan compliance or any business, property, or professional permitting/licensing.

  • Today's Date*
     - -
    2 digit month, 2 digit day, 4 digit year

  • ARBITRATION

  • If a dispute arises out of or relates to this contract or engagement letter, or the obligations of the parties therein, and if the dispute cannot be settled through negotiation, the parties agree first to try in good faith to settle the dispute by mediation administered by the American Arbitration Association under it's commercial Mediation Rules before resorting to arbitration, litigation, or some other dispute resolution procedure.

  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year

  • CONSENT TO USE OF TAX RETURN INFORMATION

  • If a dispute arises out of or relates to this contract or engagement letter, or the obligations of the parties therein, and if the dispute cannot be settled through negotiation, the parties agree first to try in good faith to settle the dispute by mediation administered by the American Arbitration Association under it's commercial Mediation Rules before resorting to arbitration, litigation, or some other dispute resolution procedure.

  • Today's Date*
     - -
    2 digit month, 2 digit day, 4 digit year

  • ABANDONMENT CLAUSE

  • You understand that by submitting this client intake sheet you are consenting to 7eighteen Consultants transmitting your tax return. By signing this form you agree that the bank account on file will be drafted a processing fee of $200 (1) in the event your return is rejected due to you already filing or applying for a loan with another tax firm (2) in the event our office completes your return and you do not sign your return within 24 hours of us notifying you that your return is ready for signature. We will consider your return filing abandoned and that you have filed elsewhere, and deactivate your return in our system.

    ***Please note that by signing this form you are affirming that you have read and understood the above-mentioned details. You attest that you understand that this information is being provided to the IRS and state tax authorities. You attest that you understand that your tax preparer advised that any false and misleading information that you provide for income tax filing purposes is against the law and is subject to penalties. You understand that 7eighteen Consultants is only liable for any errors and omissions on their part and responsible for any interest and penalties and not tax due if you are in agreement with the conditions set forth above, please sign this letter in the space indicated. This letter will apply for all tax returns prepared for you by our tax preparers. We want to express our appreciation for this opportunity to work with you.

    Sincerely,

    7eighteen Consultants

  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year

  • Consent To Call The IRS Offset Line 

  • You understand that by submitting this client intake sheet you are consenting to 7eighteen Consultants transmitting your tax return. By signing this form you agree that the bank account on file will be drafted a processing fee of $200 (1) in the event your return is rejected due to you already filing or applying for a loan with another tax firm (2) in the event our office completes your return and you do not sign your return within 24 hours of us notifying you that your return is ready for signature. We will consider your return filing abandoned and that you have filed elsewhere, and deactivate your return in our system.

    ***Please note that by signing this form you are affirming that you have read and understood the above-mentioned details. You attest that you understand that this information is being provided to the IRS and state tax authorities. You attest that you understand that your tax preparer advised that any false and misleading information that you provide for income tax filing purposes is against the law and is subject to penalties. You understand that 7eighteen Consultants is only liable for any errors and omissions on their part and responsible for any interest and penalties and not tax due if you are in agreement with the conditions set forth above, please sign this letter in the space indicated. This letter will apply for all tax returns prepared for you by our tax preparers. We want to express our appreciation for this opportunity to work with you.

    Sincerely,

    7eighteen Consultants

  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year

  • Clerical/Banking Errors

  • CONSENT FOR PAYMENT

  • 7eighteen Consultants tries its best to ensure that all client information is entered correctly. In the event a clerical error is discovered that causes an incorrect deposit into your account, you give 7eighteen Consultants permission to debit your account for the amount of the deposit to reverse this error.

  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year

  • We here ata07eighteen Consultants value the relationship we have with all of our clients. We are in the business to provide you with the absolute best service you can have! With that being said, we would like to remind you that we are providing you a service, not a refund! You as a taxpayer have the choice to pay your tax preparation fees by one of the following: cash, check, money order, credit card, or directly from your tax refund. If you choose to have the tax preparation fees taken from your refund, there are additional banking fees aside from your original tax preparation fee, in the amount of $204.00. If you opt in to have a cash advance, there are also additional fees in addition from your original tax preparation fee, plus the $204.00 banking fees, depending on the amount of the cash advance (which is up to $7,500). A copy of the fee disclosures will be given to you prior to opting in for anything.

    7eighteen Consultants is not responsible in the event the taxpayer omits or provides incorrect information (i.e. social security numbers, names, dates of birth, etc.). These errors may delay your refund. 7eighteen Consultants does not control whether or not the IRS randomly selects your return for an audit, however all clients are welcome to purchase Audit Protection and we will always keep all necessary documents on file to dispute an audit on your behalf. All information obtained from the taxpayer and/or spouse must be submitted if the IRS audits your tax return. 7eighteen Consultants is not responsible for any incorrect tax figures provided by the taxpayer and/or spouse. If your tax figures change you will need to submit an amendment. 7eighteen Consultants offers amendment preparation for an
    additional fee.

    Please also note, that if you choose to have the tax preparation fees taken from your refund and for whatever reason if you have any overdue debts (i.e. school loans, child support, DPP, DFCS, etc.) that are scheduled to offset your refund, you will be required to pay your tax preparation fees upfront. You are able to call the IRS offset department at 1-800-304-3107 or 1-800-829-7650 to check the status of any scheduled offsets.
    If you are unaware of a potential offset and your refund is completely garnished, your prep fee will be drafted from the bank account you have on file with our office.

    7eighteen Consultants is not responsible for any changes the IRS or receiving bank may make on disbursement dates. 7eighteen Consultants is not responsible for any glitch issues that the IRS experiences that may cause a delay in receiving your tax refund. We do not reimburse any bank fees in the event of this occurrence. If your taxes are intercepted, you are still responsible for the tax preparation fees!

  • Today's Date*
     - -
    2 digit month, 2 digit day, 4 digit year

  • Mutual Non-Disparagement

  • 7eighteen Consultants agrees to refrain from any disparagement, defamation, libel, or slander of any of the releasees, and agrees to refrain from any tortious interference with the contracts and relationships of any of the Releasees. Client agrees to refrain from any disparaging statements about 7eighteen Consultants. Any instances of this found by 7eighteen Consultants will result in a $2500 penalty per occurrence payable by the client to 7eighteen Consultants.

  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Please check all that apply to you and/or your Spouse.*
  • Should be Empty: