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, 2024?

SingleHead of Household (with Child)Married Filing SeparatelyMarried Filing JointlyQualifying WidowerDisabled or Over Age 65

Small Business Income
Did you operate a business during the tax year?

YesNo
Business Income - If yes, provide the total amount of revenue from your business
Business Expenses - If yes, provide your total expenses from your business
Expenses not related to your home.
What type of business did you operate?
Ex: Virtual Assistant
Did you use your home for your business?

YesNo
If yes, what is the total square footage of your home:
What is the square footage of your work space in your home?

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.

	Monthly Amount
Monthly Rent
Water/Sewer/Garbage
Electricity
Gas
Cable/Internet
Cell Phone/Telephone
Renters Insurance
Car Lease Payment (Lease Only)
Car Insurance
Mileage (Total Business Miles Driven)
Direct Business Supplies & Expenses (Total Amount - Estimate)

General Expenses: List amounts for the applicable tax year

	Amount
Medical Expenses (for the Household)
Dental Expenses (for the Household)
Insurance Premiums Paid (Not to Employer)
Prescription Drugs and Medications
Donations: Cash Contributions (including Tithes)
Donations: Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues

Past Year Return
If available - Please upload your most recently filed tax return (any year)

This information will help us better understand your tax situation in advance.
Cancelof
Additional comments
Provide any additional information you feel would help improve your tax estimate.

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.
I acknowledge that I have read the above statement and understand that my refund will be processed using a Tax Refund Servicer.

Yes
Direct Deposit: Provide the name of your Bank
Ex: Wells Fargo
Direct Deposit: Provide the ACCOUNT NUMBER for your refund deposit
Ex: 11132364151
Direct Deposit: Provide the 9-digit ROUTING NUMBER for your refund deposit
Ex: 111000999
What type of account is this?

CheckingSavingsRetirement
Should be Empty:

Tax Preparation Intake Form