TAX PREPARATION INTAKE FORM 2024-2025

TAX PREPARATION INTAKE FORM
Please complete this form in its ENTIRETY and click SUBMIT when finished. Upload all REQUESTED documents. Please wait until you have ALL of your documents before submitting this form.
- If you do not have a requested document- PLEASE upload blank form.
RETURNS WILL BE PROCESSED WITHIN 24 HOURS

Any questions or Issues- please call or text (225) 239-2399

www.WalkersTaxService.com

admin@walkerstaxservice.com
Are you a new client?*

YESNO
TAXPAYER'S NAME (as it appears on your Social Security Card)*

First NameLast Name
TAXPAYER ADDRESS*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
TAXPAYER DATE OF BIRTH*

MonthDayYear
TAXPAYER SOCIAL SECURITY NUMBER*
TAXPAYER PHONE NUMBER*
Please enter a valid phone number.
TAXPAYER EMAIL ADDRESS*
example@example.com
TAXPAYER'S OCCUPATION*
WHICH TAX YEAR(S) ARE YOU FILING? (If you are filing multiple years you must complete a separate form for each year.)*
WHAT IS YOUR FILING STATUS AS OF DECEMBER 31st?*
DO YOU OWE THE IRS, CHILD SUPPORT, OR IN DEFAULT WITH STUDENT LOANS?*
DO YOU OWE STATE TAXES?*
PLEASE TAKE A PICTURE OF YOUR UNEXPIRED DRIVER'S LICENSE OR STATE IDENTIFICATION*
PLEASE TAKE A PICTURE OF YOUR SOCIAL SECURITY CARD*
PLEASE TAKE A PICTURE OF YOUR IP PIN (provided by the IRS) (if applicable)
Are you filing married?*

YesNo
Spouse Full Name

First NameLast Name
Spouse Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
SPOUSE EMAIL
example@example.com
SPOUSE PHONE NUMBER
Please enter a valid phone number.
SPOUSE SOCIAL SECURITY CARD
DO YOU HAVE ANY CHILDREN OR DEPENDENTS*

YESNO
Dependent 1 First and Last Name and Date of Birth
DEPENDENT 1 SOCIAL SECURITY CARD
Dependent 2 First and Last Name and Date of Birth
DEPENDENT 2 SOCIAL SECURITY CARD
Dependent 3 First and Last Name and Date of Birth
DEPENDENT 3 SOCIAL SECURITY CARD
Dependent 4 First and Last Name and Date of Birth
DEPENDENT 3 SOCIAL SECURITY CARD
DEPENDENT4 SOCIAL SECURITY CARD
DID YOU AND YOUR DEPENDENTS HAVE HEALTH INSURANCE COVERAGE FOR ALL 12 MONTHS OF THE TAX YEAR FOR WHICH WE ARE PREPARING TAC RETURNS FOR*
HEALTH CARE FORMS (1095-A, 1095-B, 1095-C) If you received insurance thru the Marketplace, please upload your 1095-A.
If you received health insurance thru the Marketplace and fail to let us know and give us your 1095-A, your tax return will be rejected from the IRS. You will have to contact the Marketplace to get your 1095-A or log into your online portal at www.healthcare.gov (I am not talking about Medicare and Medicaid insurance)*

I understand and I agree
REFUND AND ADVANCE DEPOSIT INFORMATION
HOW WOULD YOU LIKE YOUR REFUND?*
THANK YOU.
HOW MUCH WOULD YOU LIKE TO APPLY FOR?*
THANK YOU.
Do you agree that if you are approved for the cash refund advance that it is a loan and it will be repaid back to Refund Advantage once the IRS approves and send your tax refund to our banking partner, Refund Advantage. Please note: if you have applied for a Refund Advance loan through another tax office or online tax software company and your tax return is rejected because you have filed your taxes already: you are still required to pay our tax preparation fees, you are still required to repay our banking partner; Refund Advantage the advance loan if they approve you and you receive the loan. Failure to pay Walker's Tax & Financial Services their tax preparation fees will result in theft of services and you will be sued in the court of law for monetary damages and/or charges will be brought against you for theft of services.*

I agree
Please Sign Your First and Last Name*

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DIRECT DEPOSIT INFORMATION
EDUCATION INFORMATION
Did you or your dependent attend college?*

YesNo
TAKE A PICTURE OF YOUR 1098-T.
INCOME INFORMATION
Taxpayer/Spouse W-2/1099 NEC
Taxpayer/Spouse 1099 Unemployment
Upload other MISC Documents
Upload other MISC Documents
Did you file a Business Tax Return Last Tax Season (Schedule C or Corporation Return)*

YesNo
SELF-EMPLOYMENT / SUB CONTRACTOR QUESTIONS
WHICH IS YOUR BUSINESS ENTITY?
What is the name of your business? (If applicable)
What is your EIN
Put 0 if you don't have an EIN
Do you pay employees (1099 Contractors or W2s)

YesNo
Please upload your income and expense report(s). If you do not have one, I will email you a income and expense sheet.

If you upload a bunch of receipts for me to calculate and if I have to calculate your income and expenses, I will charge you $99 for each hour I spend figuring your income and expenses. This fee will be in addition to your self-employed tax prep fees.
Cancelof
I AGREE WITH THE STATEMENT ABOVE.*

I AGREE
Any additional information you would like to provide for your business?
SURVEY QUESTIONS
Do you want audit protection added to your tax return? (All self-employed taxpayers must add audit protection to their tax return.)*

YesNo
I acknowlege by signing this form if I and/or my spouse owes a federal/governement debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to Walker's Tax & Financial Services LLC 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 Waker's Tax & Financial Services LLC will take legal action to collect the unpaid tax preparation fees.

I am giving Walker's Tax & Financial Services permission to prepare all forms related to my tax return; to apply for and secure RAC's and RAL's on my behalf; and sign all necessary forms and file my taxes electronically. I take full responsibility for the accuracy of this form and understand that Walker's Tax & Financial Services and/or associated affiliates hold no responsibility for any misrepresentation or false claims.
CONSENT TO USE TAX RETURN INFORMATION
I GIVE CONSENT TO WALKER'S TAX & FINANCIAL SERVICES TO PREPARE MY TAXES BASED UPON THE INFORMATION I PROVIDED AND SUBMIT MY TAX RETURN TO THE IRS AND/OR STATE ON MY BEHALF.

I CONSENT AND AGREE.
CONSENT FOR PAYMENT
We here at Walker's Tax and Financial Services LLC 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 saying that, 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, cashier's check, money order, credit card, or directly from your refund*.

If you choose to have the tax preparation fees taken from your refund and for whatever reason your taxes are intercepted, YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES! Please contact us immediately at our office for payment or payment arrangements. By signing your return you are agreeing to pay the preparation fees regardless if your refund was received or not. After 14 days from the date the refund was scheduled to arrive if no payment or payment arrangement is made, we will be forced to put your account into collections and/or file a judgement in the court of law. We hope we never have to go this route, so please keep open communication with us so we can work with you!
I agree to the above statement*

I agree
TAXPAYER SIGNATURE*

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Signature
SPOUSE SIGNATURE

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Today's Date*

MonthDayYear
Date
Should be Empty:

TAX PREPARATION INTAKE FORM

REFUND AND ADVANCE DEPOSIT INFORMATION

EDUCATION INFORMATION

INCOME INFORMATION

SELF-EMPLOYMENT / SUB CONTRACTOR QUESTIONS

SURVEY QUESTIONS

CONSENT TO USE TAX RETURN INFORMATION

CONSENT FOR PAYMENT