Foos Financial Services Tax Intake Form

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Thank you for reaching out to Foos Financial Services - we no longer utilize this form for Tax Preparation or Intake Information. Please contact us by texting TAXHELP to 21000 to get our new link, or call us at (240) 844-FOOS 24/7 to get assistance.We look forward to working with you - be sure to follow Laura Foos on social media for update info and tips @ImLauraFoos
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Full Name, Social Security Number, Date of Birth
Full Name
Social Security Number
Date of Birth
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Occupation
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Driver's LicensePlease submit a clear photo of your Driver's License into your Secure Portal once you receive your log in information
DL#
Issue Date
Expiration Date
State
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Attach a copy of your Driver's License Here
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Max. file size: 10.6MB
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Address, Phone, Email
Address
City, State, and Zip Code
Phone
Email
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Spouse Name, SSN, DOB
Full Name
Social Security Number
Date of Birth
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Spouse Occupation
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Spouse Driver's LicensePlease submit a clear photo of your Driver's License into your Secure Portal once you receive your log in information.
Spouse DL#
Issue Date
Expiration Date
State
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Attach a copy of Spouse's Driver's License
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Max. file size: 10.6MB
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Health InsuranceDid everyone have health insurance last year?
Please Select
Please Select
Yes
No
Who was your health insurance thru?
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Did you buy, sell or trade any crypto currency this year?
Yes
No
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Are you claiming any dependents this year?If you received the Child Tax Credit Advance Payments we need a copy of your Letter 6419 to verify the amounts or a screenshot from your IRS online account
Yes
No
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Dependent 1 Name, SSN, DOBAttach their Social Security Card or Birth Certificate below
Full Name
Social Security Number
Date of Birth
Relationship
How many months did they live with you
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Dependent 2 Name, SSN, DOBAttach their Social Security Card or Birth Certificate below
Full Name
Social Security Number
Date of Birth
Relationship
How many months did they live with you?
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Dependent 3 Name, SSN, DOBAttach their Social Security Card or Birth Certificate below
Full Name
Social Security Number
Date of Birth
Relationship
How many months did they live with you?
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Did you receive the 3rd Recovery Rebate/Stimulus Payment?Attach Letter 6475 below
Yes
No
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If yes, how much did you receive? We need a copy of your Letter 6475 or a screenshot from your IRS account to verify the amount.3rd Recovery Rebate/Stimulus Payment
Please enter a number
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Did you have any of the following? (Select all that apply)
Identity Protection Pin (Provided by IRS - attach annual letter below)
Own Rental Property (attach listing of income and expenses below)
Sold Real Estate, Stocks, Retirement Accounts (attach 1099s below)
Out of Pocket Medical Expenses
Charity Contributions or Donations (attach receipts below)
Childcare Expenses (attach statement below)
Investments & Dividends (attach 1099 below)
Health Insurance (attach 1095A, 1095B, 1095C below)
Debt Cancellation (attached 1099-C below)
Student Loan (attached 1099-E below)
Unemployment Income (attach 1099-G below)
Owe Back Taxes
Last Year 2020 Elected to Pay Taxes Over 3 Years for Retirement Withdrawal (attach 1099-R below)
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Do you have a Small Business or are you a Sole Proprietor?
Yes
No
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Business Name
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Business Information
Business Name
Years in Business
Business Address
Type of Business
Business Employer Identification Number (EIN)
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Income Business for the YearThis should include all income - cash, CashApp, Paypal, Square, Venmo, Zelle, Etc.
Business Income
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CAR AND TRUCK EXPENSES
Business Mileage for the year
Year/Make/Model of Car
Do you have another vehicle you use for personal use
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BUSINESS EXPENSES
ADVERTISING
COMMISSIONS AND FEES
CONTRACT LABOR - THEY SHOULD RECEIVE 1099 NEC SO THEY CAN FILE THEIR TAXES
EMPLOYEE BENEFIT PLAN
INSURANCE
INTEREST
MORTGAGE
LEGAL AND PROFESSIONAL SERVICES
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BUSINESS EXPENSES CONTINUED
OFFICE EXPENSES
PENSION AND PROFIT SHARING PLANS
RENT OR LEASE FOR VEHICLE, MACHINERY, EQUIPMENT
RENT OR LEASE FOR OTHER BUSINESS PROPERTY
REPAIRS AND MAINTENANCE
SUPPLIES
TAXES AND LICENSES
TRAVEL
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BUSINESS EXPENSES CONTINUED
MEALS
UTILITIES
WAGES
OTHER EXPENSES - NAME & AMOUNT
OTHER EXPENSES - NAME & AMOUNT
OTHER EXPENSES - NAME & AMOUNT
OTHER EXPENSES - NAME & AMOUNT
OTHER EXPENSES - NAME AND AMOUNT
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Upload Tax DocumentsAttach clear picture of all documents such as W2, 1099, 1098, etc. Any additional documents can be emailed to Foos@AskFoos.com
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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INCLUDED IN YOUR RETURN FOR FILING WITH FOOS FINANCIAL WE ARE PROVIDING YOU WITH Protection Plus Audit Protection (usually $79)Protection Plus provides the following benefits: Audit Assistance - Protection Plus can assist with almost any letter a taxpayer receives from the IRS or State about their individual tax return. Protection Plus case resolution specialists are full time employees and have an EA and/or CPA designation. Some common tax issues that Protection Plus assists with are: Assistance with denied credits such as EIC, Child, and Education Credits. Assistance with Schedules A, C, and E Tax debt resolution services including Offer in Compromise, installment agreements, tax penalty abatement, wage garnishment relief, and innocent spouse relief. $2,500 Preparation Guarantee - Up to the first $2,500 is paid by Protection Plus if a legitimate preparer error is made on the return, covering taxes, penalties, and interest. This does not cover fraud, negligence, or taxpayer errors. Identity Theft Restoration - Protection Plus members are provided with a full year of complete ID Theft Restoration services. This benefit covers the entire family (spouse and dependents under 18) for identity theft incidents across all areas of their life. All work done on member’s behalf is performed by qualified Privacy Advocates and includes the following services: Daily credit monitoring for 6 months following an incident, Notification of local authorities, financial institutions, and credit bureaus.
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How did you want to receive your refund?
Take prep fees out of my refund via your bank and direct deposit the remaining
I will pay the prep fees out of pocket and direct deposit my refund
I will pay the prep fees out of pocket and they can mail me a check
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Direct Deposit:
Bank Name
Account Type
Routing #
Account #
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My signature below does attest that the information provided is true and accurate. The information provided is the information that I/WE gave to the paid tax preparer to complete the return. I release the preparer from any negligence or responsibility pertaining to this tax return.
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Taxpayer Signature* This field is required.Sign with your finger tip on your screen
Clear
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DateTime
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Spouse SignatureSign with your fingertip on your screen
Clear
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DateTime
Should be Empty: