NuEra & Partners Tax Form

  • NuEra & Partners Client Intake

    Please complete, sign and submit.  This is required for new and returning clients.

  • Complete in 3 Simple Steps!!!


    Step 1: PLEASE read through the intake form before starting the tax preparation process.

    Step 2: Complete the entire form. This will require you to capture pictures of all necessary tax and personal documents required for filing. Our process is completely virtual and can be done anytime, anywhere for your convenience.

    Step 3: SIGN the return. All clients will receive notice by email via the Secure Client Portal when the return is complete for you to view and sign. Please view EACH AND EVERY page and NEVER hesitate to ask questions before signing. After filing, we will notify you once it has been accepted or rejected by the IRS. If it has been rejected, we will contact you directly via phone/text/email with the next steps.

  • 2024 Filing Fees
     

    • Option 1 $175 Single filers with no kids, no credits, basic deductions one W-2. The state return is included.
    • Option 2
      • $400 Single/HOH with dependents has W-2 only. The state return is included.
      • $575:MFJ with dependents has W-2 only. The state return is included.
    • Option 3
      • $650: Self-Employed/Business Owners Single/HOH: Self-employed, W-2 and 1099, all credits and deductions included. The state return is included as well. 
      • $900 MFJ

    (Up to 2 w2's included each additional return is $50)

  • Filing Status*
    • Taxpayer Information 
    • Primary Date of Birth*
       - -
    • Format: (000) 000-0000.
    • Are you a full-time student?*
    • Are you totally and permanently disabled?*
    • Are you legally blind?*
    • Is this individual dependent of other?*
    • Would you like to apply for the tax advance?*
    • Do you have a valid Identity Protection Personal Identification Number (IP Pin). Its a six digit pin provided by IRS and required to file the taxes.*
    • Spouse Information 
    • Spouse Date of Birth
       - -
    • Format: (000) 000-0000.
    • Are you totally and permanently disabled?
    • Are you legally blind?
    • Is this individual dependent of other?
    • Dependents Information 
    • Rows
    • Tax Related Questions 
    • Employment Status During 2023 (Please Check All That Applies)*
    • Are you contributing to 401k or other pre-tax account?*
    • Does your dependents have tuition expenses?*
    • Are you currently renting?
    • Do you have any expenses for child care?*
    • Do you have documents that shows you paid for property taxes?
    • Did you sold any stock? 1099-B
    • Did you take money from your 401K?
    • Did you pay for vehicle tax/personal property?
    • Do you have mortgage interest? 1098 Form
    • Do you own your home?
    • Do you have real estate tax?
    • Did you receive a federal refund last year?
    • Are you a victim of identity theft?
    • Do you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?*
    • Expenses- Non Business Owner 

    • Please fill-out the information within the current 2023 Tax year only.

      Make sure you have proper Receipts and Records.

    • Rows
    • Self Employed Business  
    • Rows
    • Direct Deposit Information 
    • Additional Services 
    • Services are limited to certain preparers and they will speak with you in detail regarding pricing*
    • Upload All Tax Docs and Identification 
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    • Acknowledgments & Signature 

    • Client Nonpayment/Offset Agreement 

      I agree that if my refund is offset by the IRS, student loans, child support, or any other offset or payment is directly sent to me I am still obligated to pay NuEra Enterprise all filing fees.

      By signing this agreement you acknowledge that if the debts are not settled within 30 days of the filing date legal action will be sought to resolve the debt.

      Please be advised there is a $100 fee for clients who decide to no longer process their returns with NuEra Enterprise, LLC after work has been rendered!  

       


      Closing Agreement

      I hereby give NuEra Enterprise (and any of its partners) permission to prepare all forms related to my return.  To apply for any RAC (refund anticipation check) and RAL (refund anticipation loan) and sign all necessary forms regarding filing my taxes electronically.  I take full responsibility for the accuracy of the provided forms and understand NuEra Enterprise and/or any associated affiliates hold no responsibility for any misrepresentation or false claims.

       

    • Primary Date Signed*
       - -
    • Spouse Date Signed
       - -
    •  
    • Should be Empty: