Smith Strong Services Tax Estimate Intake Form

  • Tax Preparation Intake Form

    Please provide as much information as possible for an accurate preparation
  • Which Filing Status best applies to your situation as of December 31st, 2025?
    • Taxpayer Information 
    • Format: (000) 000-0000.
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    • Are you a full-time student?
    • Are you totally and permanently disabled?
    • Are you legally blind?
    • Can someone claim you as a dependent?
    • Were you considered legally married as of December 31st, 2024?
    • Did you provide care for any dependents (age 0 - 17) in 2024?
    • Is your spouse a full-time student?
    • Is your spouse permanently disabled?
    • Is your spouse legally blind?
    • Can someone claim your spouse as a dependent?
    • Dependents 
    • Rows
    • Do you have any expenses for child care?
    • Tax Related Questions 
    • Which Tax Years have you submitted your filings for?
    • What was the result of your tax return last year (2024)?
    • Employment Status
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    • Will you or your dependents have tuition expenses?
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    • Did you have healthcare coverage during the tax year?
    • If yes, please specify your healthcare coverage
    • Do you OWN or RENT your own home?
    • Do you have documents that show you paid for interest & property taxes?
    • Small Business Income 
    • Did you operate a business during the tax year?
    • Did you use your home for your business?
    • Rows

    • Please provide expenses related to the tax year you are filing. These expenses (not covered by your employer or others) may help reduce your taxable income if they qualify. 

    • Rows
    • Do you have documentation to substantiate these expenses?
    • Past Year Return 
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    • Tax Refund Deposit Information & Fees 

    • Smith Strong Services uses refund transfer servicers (ex, Refund Advantage or Santa Barbara Tax Group) to process our clients' refunds and deduct fees directly from available funds. 

      Our fees for tax preparation start at $250 for W2 income only and increase from there based on the amount of preparation work required. 

      Your fees will be quoted to you before your taxes are filed. 

      Your fees can then be deducted from your refund, if a refund is available.

      If your refund is insufficient to cover your fees, you will receive a payment link to take care of your preparation fees in advance, or payment options can be discussed.

       

      Non-Payment: If you have a balance owed to the IRS and your refund is claimed by the IRS to cover this past balance, your fees will remain unpaid. You will be asked to pay your fees within 30 days of being notified. If no payment is received, collection efforts will begin.

    • What type of account is this?
    • Should be Empty: