After Hours Tax Service, LLCTAX YEAR 2022

Your Full Name*

Social Security Number*

Your SSN should only be 9 digits

Birth Date*

Date

Occupation in 2023*

Spouse's Full Name

Social Security Number

Birth Date

Date

Occupation in 2023

Address*

Mailing Address

Street Address Line 2

CityState

Zip

Address*

Physical Address (If different, or if Mailing Address is a P.O. Box)

Street Address Line 2

CityState

Zip

Your Cell Phone*

Spouse's Cell Phone

Other Phone

Email Address*

example@example.com

Marital Status at the end of 2023*

SingleMarriedHead of Household

By answering "Yes," you are confirming that if requested by the IRS, you can provide documentation that verifies your spouse did not live with you during the last 6 months of the year, such as a lease agreement, utility bills, a letter from a clergy member, or a letter from social services.*

YesNo

Upkeep expenses include rent, utilities, food eaten in the home, mortgage interest, real estate taxes, and insurance on the home. If you use payments you received under any public assistance program to pay for part of the cost of keeping up your home, you cannot count them as money you paid. However, you must include them in the total cost of keeping up your home to figure if you paid over half the cost. By answering "Yes," you are confirming that if requested by the IRS, you can provide documentation that verifies you paid for over half the cost of keeping up your home, such as rent receipts, utility bills, grocery receipts, and other household bills.*

YesNo

Can you be claimed as a dependent on someone else's tax return?*

YesNo

First Name

Last Name

Birth Date Date

SSN Number

Relationship to You

# of Months lived with you

First Name

Last Name

Birth Date Date

SSN Type a label

Relationship to You Type a label

# of Months lived with you Type a label

First Name

Last Name

Birth Date Date

SSN Type a label

Relationship to You Type a label

# of Months lived with you Type a label

First Name

Last Name

Birth Date Date

SSN Type a label

Relationship to You Type a label

# of Months lived with you Type a label

If requested by the IRS, what documentation can you provide that shows evidence of the relationship between you and each of your dependents listed above (birth certificates, marriage certificates, court documents, letters from authorized placement agencies, etc.)?

If requested by the IRS, what documentation can you provide that shows evidence that each of your dependents lived with you for the number of months stated above during 2023 (school, medical, childcare provider, social service records, etc.)?

File Upload--W2s, 1099s, 1098s, all tax documents

If you are claiming a dependent child on your tax return, in order for us to meet certain requirements set forth by the IRS, you are required to accurately and thoroughly answer all questions listed below. If applicable, be sure to provide a detailed explanation for each child you are claiming. Your tax preparer will review each question that pertains to your situation during the preparation of your tax return.

Are you claiming a child who was between 19 and 23 years of age at the end of 2023 and a full-time student for any part of five calendar months during 2023? If yes, please list the educational institution and the months attended by the child as a full-time student.

YesNo

Are you claiming a child who is permanently and totally disabled? If requested by the IRS, can you provide documentation that verifies the child is permanently and totally disabled, such as a note from a doctor, healthcare provider, or social service program?

YesNo

Are you claiming a child who is under age 13? If yes, please explain who provided child care while you worked?

YesNo

Are you claiming a child who lived with any other adult relative for more than half the year during 2023? If yes, please list each adult relative who lived in the same home as the child for more than half the year, their relationship to the child, and their income for 2023.

YesNo

Are you claiming a child who is not your own son or daughter? If yes, please explain why the parents of the child are not claiming the child.

YesNo

TAX PREPARATION NOTES

Live or work in any other states? If yes, please explain.

Received any of the following? Please Upload documents or form, if received

Made payments for any of the following?

Send all documents received listed above. W2s, 1099s, 1098s, Social Security 1099 SSA, 1095A, Childcare Document, Interest statement picture of your ID and dependents' social security cards are required.

File Upload: Picture of your ID and dependents' social security cards*

Make cash donations (including those made by check, credit card, or debit card) to charity? If yes, enter the total amount of cash contributions made to IRS qualified charitable organizations during 2023.

Cash Donation Amount

$

Receipts of donations

We will prepare your Federal and State income tax returns you request using information you provide. We may ask for clarification of some items, but we will not audit or otherwise verify the information you give to us.

It is your responsibility to provide all the information required for the preparation of complete and accurate tax returns. You should retain all documents, cancelled checks, and other data that support your reported income and deductions. These may be necessary to prove the accuracy and completeness of the returns to a taxing authority. You have the final responsibility for your income tax returns, and therefore, you should review them carefully before you sign them.

We are responsible for taking the information given to us by you and ensuring your tax returns are accurate to the best of our knowledge. We are also responsible for the timely electronic filing of your tax returns.

During our tax interview with you, we may provide you with an estimated refund date. We do not however have any influence over the IRS or State issuing your refunds. These taxing authorities do not guarantee a specific date that a tax refund will be issued.

Your tax returns may be selected for audit by a taxing authority. In the event of a tax examination, we can arrange to assist you with any correspondence or communication that is initiated by the IRS or State.

It is our policy to provide you with a copy of your tax returns. However, we do not keep any of your original records, so you should retain these records in secure storage. If a duplicate copy is needed, you will be charged additional.

If we make an error or mistake on your tax return, and it is discovered after the return has been filed, we will take care of it. However, if it is your error or mistake, where an amended return has to be done, you will be responsible for the fees.

All information I have given is true and correct to the best of my knowledge. I also agree to and accept the Terms of Processing my Tax Returns.

Your Signature*

Spouse's Signature

Date*

Date

CLIENT INFORMATION SHEET

YOUR INFORMATION

After Hours Tax Service, LLC TAX YEAR 2023

SPOUSE'S INFORMATION

ADDRESS & CONTACT INFORMATION

FILING STATUS

DEPENDENTS

REQUIRED INFORMATION FOR DEPENDENT CHILDREN

DURING 2023, DID YOU OR YOUR SPOUSE:

TERMS AND CONDITIONS FOR AFTER HOURS TAX SERVICE, LLC PROCESSING YOUR TAX RETURNS