• Tax Preparation Intake Form

    WELCOME TO A NEW ERA OF TAX PREPARATION! Thank you for choosing Shon Washington with New Era Business Services! Your trust is my priority! I am committed to providing exceptional tax preparation services built on confidentiality, professionalism, integrity, and accuracy.🔐 Confidentiality: Your personal and financial information will be handled with care, discretion, and in accordance with applicable privacy and security standards.💼 Professionalism: Every client deserves honesty, respect, clear communication, and exceptional service.🎯 Accuracy: My goal is to prepare accurate, compliant tax returns while helping you claim every credit and deduction you legally qualify for.Before You Begin: Please complete this intake form honestly and thoroughly. Additional information or documentation may be required to ensure accuracy. Your Privacy. Your Trust. My Priority. Shon Washington Your Trusted Tax Professional! New Era Business Services📞 314-685-5893
  • Image field 36
  • Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • Image field 37
  • How would you like to receive your refund?*
  • Did you buy or sell a home this year?*
  • Did you pay mortgage interest? (Form 1098)*
  • Did you pay for childcare?*
  • Format: (000) 000-0000.
  • Does the applicant have dependents?*
  • Dependent Information (up to 4 dependents)
  • Did you pay for childcare?*
  • Did you receive Social Security or disability income?*
  • Do you process card payments through Square, Stripe, or similar companies?*

  • We can help calculate your income and expenses from Cash App, Apple Pay, Venmo, or bank statements etc

  • What type of income did you have this year?
  • Did you have health insurance? If so, was it through the Obamacare Marketplace? If unsure, call 1-800-318-2596 and ask for your 1095-A information.*
  • Do you owe any federal or state debts that may reduce your refund?*
  • Did you attend college part-time or more?*
  • Did you receive a 1098-T?*
  • Date
     - -
    2 digit month, 2 digit day, 4 digit year
  • Thank you for deciding to file with New Era Business Services. Now that you have provided the basic questions to maximize your return, please download our user-friendly app and upload your W2s and any other documentation. USE THE LINK BELOW TO ACCESS OUR SECURE APP! HTTPS://TAXESTOGO.COM/APP/DOWNLOAD/79724
  • Image field 35

  • THANK YOU FOR TRUSTING SHON WASHINGTON! Your Tax Preparation Journey Starts Here! Thank you for taking the time to complete your 2026 Tax Year Client Intake Form. Your trust and confidence in my services are sincerely appreciated. As your tax professional, I am committed to providing an experience rooted in confidentiality, professionalism, integrity, and accuracy. WHAT HAPPENS NEXT? Your submitted information will be reviewed for completeness. If additional documentation or clarification is needed, I will contact you using your preferred communication method. Please understand that submitting this form does not mean your tax return has been completed or filed. MY COMMITMENT TO YOU Your financial information will be treated with care and discretion. My goal is to help you claim every eligible credit and deduction while ensuring your return is prepared accurately and in compliance with applicable tax laws. Your Privacy. Your Trust. My Priority. I look forward to serving you this tax season and building a professional relationship that extends beyond a single tax return. Shon Washington Your Trusted Tax Professional New Era Business Services 📞 314-685-5893 ✉️ Washington.dashon@gmail.com Where Professionalism Meets Precision.

  • Should be Empty: