Client Intake Form
ALL4ONE TAX SERVICE
Filing Status
How are you filing this year?
*
Single
Head of Household
Married Filing Separate
Married Filing Joint
Qualifying Widower
Primary Taxpayer Information
Full Name
*
Date of Birth
*
-
Month
-
Day
Year
Date
Identity Theft IP PIN
Primary Phone
*
Email Address
*
Address
*
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Occupation
SSN (Soc. Sec. No.)
*
Upload Copy of Soc. Sec. Card
*
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Driver's License /Identification No.
*
Upload Copy of Driver's License/Identification
*
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Are you a full-time student?
*
Yes
No
Are you disabled?
*
Yes
No
Are you legally blind?
*
Yes
No
Spouse Information
Full Name
Date of Birth
-
Month
-
Day
Year
Date
Identity theft IP PIN
Primary Phone
Email Address
Address
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Occupation
SSN (Soc. Sec. No.)
Upload Copy of Soc. Sec. Card
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Max file size: 6 MB | Allowed file types: pdf,jpeg,png,jpg,gif | Min number of file(s): 1
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Driver's License /Identification No.
Driver's License /Identification
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Is your spouse a full-time student?
Yes
No
Is your spouse disabled?
Yes
No
Is your spouse legally blind?
Yes
No
Is your spouse your dependent?
Yes
No
Dependents
Please enter dependent(s) information
Full Name
SSN
Date of Birth
Relationship
1
2
3
4
5
6
Are any of your dependents disabled?
Yes
No
If you answered yes who?
Upload Copy of Dependent(s) Soc. Sec. Card
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Did you and your dependent(s) have Health Insurance this year?
Yes
No
If yes, was it through the Market Place?
Yes
No
Upload Any Health Documents
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Tax Related Information
How would you like your returns filed?
*
E-Filed
USPS Mail
If you receive a refund, how would you like your refund disbursed?
Check
Direct Deposit
Prepaid Card
Direct Deposit Information?
Account Refund Is Routed To?
Checking
Savings
Upload Bank Documents
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Did you receive a federal tax refund last year?
*
Yes
No
Are you or your dependent(s) a victim of identity theft?
*
Yes
No
If yes, enter identity theft pin
Are you, your spouse, or any of your dependents able to legally work in the US?
*
Yes
No
Have ever been denied EIC (earned income credit)?
*
Yes
No
Did you, your spouse, or any of your children have healthcare insurance through the Marketplace?
*
Yes
No
Upload All Documents (1095A, 1095B or 1095C)
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Employment Status
*
Employed
Unemployed
Self-Employed
Disabled
Upload All Income Documents (W2,1099NEC,1099K,1099SSA,1099G, Receipts & Logs)
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Are you contributing to 401k or other pre-tax account?
*
Yes
No
If yes, did you take out your 401k?
Yes
No
Upload Any Income 401k Documents (1099R)
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Do you or any of your dependents have tuition expense(s)?
*
Yes
No
Upload (1098T) or Any Tuition Expense Documents
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Has any student loan payments been made this year?
*
Yes
No
Do you have child care expense(s)?
*
Yes
No
Upload Any Child Care Expense Documents
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Type a question
Window(s)
Furnace
Door(s)
Other
Are you currently renting?
*
Yes
No
If so, what is the rent amount monthly?
LANDLORD'S INFORMATION
Address
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Do you own your home?
*
Yes
No
Do you have mortgage interest?
*
Yes
No
Upload Mortgage Interest Documents (Form 1098)
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Do you have documents that prove you paid your property taxes?
*
Yes
No
Upload Any Property Tax Form Taxable Value
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Do you have a gas bill in your name?
*
Yes
No
If yes, how much did you pay for the year?
Who is your gas provider?
Have you sold any stock(s) or crypto currency?
*
Yes
No
Upload Investment Documents (1099B,1099S, 1099DIV, 1099INT, FORM8949 etc.)
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Supporting Additional Information/Notes
Self-Employment/Business Worksheet
How is your BUSINESS registered?
Sole Proprietor
Limited Liability Company
S Corporation
Corporation
Partnership
If applicable, what is the (EIN) employer identification number?
Do you have a business license and/or business plan?
Yes
No
Does your business have a bank account?
Yes
No
Does your business have employees, and disburse payroll?
Yes
No
Do you keep your own records, or have an accountant prepare your bookkeeping?
Yes
No
Do you make payments of more than $600 or more to others that are not employees such as independent contractors?
Yes
No
BUSINESS INCOME & EXPENSES
AMOUNT HERE
Advertising Expenses
Commission & Fee Expenses
Contract Labor
Insurance
Employee Benefits
Pension/Profit-Sharing Plan
Repairs & Maintenance
Business Travel
Taxes & Licenses
Legal Professional Service(s)
Supplies
Office Expense(s)
Utilities
Equipment Rental(s)
Mortgage Interest
Depletion
Business Meal Expense(s)
Other Interest
TOTAL EXPENSES
BUSINESS EQUIPMENT PURCHASED
INFORMATION HERE
Type of Equipment
Date Equipment Was Purchased
Cost of Equipment
CAR/TRUCK EXPENSE(S)
Business Mileage (Before July 1st)
Business Mileage (After June 30th)
Commuting Miles
Personal Miles
VEHICLE #1
VEHICLE #2
VEHICLE #3
VEHICLE MAKE/MODEL
Make
Model
VEHICLE #1
VEHICLE #2
VEHICLE #3
Is your home used as part of your business?
Yes
No
If yes, enter home office information
INFORMATION HERE
House Square Feet
Office Square Feet
Real Estate Taxes
Homeowners Insurance
Rent
Utilities
Rental Property Information
Do you own rental property?
*
Yes
No
RENTAL PROPERTY #1
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Property #1 Expenses
AMOUNT HERE
Advertising
Cleaning/Maintenance
Repairs
Property Taxes
Utilities
Legal/Professional Fees
Insurance
Other Expenses
Please list other expenses for PROPERTY #1
RENTAL PROPERTY #2
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Property #2 Expenses
AMOUNT HERE
Advertising
Cleaning/Maintenance
Repairs
Property Taxes
Utilities
Legal/Professional Fees
Insurance
Other Expenses
Please list other expenses for PROPERTY #2
RENTAL PROPERTY #3
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Property #3 Expenses
AMOUNT HERE
Advertising
Cleaning/Maintenance
Repairs
Property Taxes
Utilities
Legal/Professional Fees
Insurance
Other Expenses
Please list other expenses for PROPERTY #3
Acknowledgment & Signature
I confirm that all information I entered here is accurate and true.
I allow my personal professional LLC dba All4One Tax Service to capture my sensitive data like personal id, government id, social security number (SSN), and other information.
The undersigned person has authorize my personal professional LLC dba All4One Tax Service or any authorize representative of MPP to prepare their federal and/or state tax returns.
MPP claims no responsibility for the tax returns. Other than preparing the C in return. The accuracy of the return will be directly related to the information that you the taxpayer provides MPP or any authorized representative of MPP. The information received by MPP will be used in compliance with the rules and regulations of the Internal Revenue Service.
Taxpayers agree to digitally, sign any documents pertaining to tax preparation, or any form that may be included in the tax return.
Two forms of ID, such as Social Security card, or a form a picture ID should be present to preparer during service.
You must provide our office with appropriate income and or deduction documents, such as W-2s 1099,1098T or 1098E child care, information, proof of college attendance or continuing education, mortgage, interest, etc.In order for tax returns to be properly, prepare an eval with the IRS.
If an electronically or paper file tax return results in a refund MPP makes no claims or guarantees regarding the time of expected delivery on dates, and or responsibilities are limited to the preparation of the return for electronic transmission after electronic transmission. Any delay caused by the IRS bank and or any other government agency, etc. involved is not the responsibility of MPP.
By signing this disclosure to prepare tax return you have a greed to fully compensate and authorize MPP to prepare your tax return.
The taxpayer is/are fully responsible for any unpaid balance. Any outstanding balance must be paid in full at the time of service rendered the taxpayer will be responsible for any and all fees and expenses, including collection, fees, attorney fees, damages, court costs, and interest that may occur in MPP collection of unpaid debt.
MPP claims no responsibility for the tax returns. Other than preparing the C in return. The accuracy of the return will be directly related to the information that you the taxpayer provides MPP or any authorized representative of MPP. The information received by MPP will be used in compliance with the rules and regulations of the Internal Revenue Service.
I have read the terms and conditions and privacy policy of All4One Tax Service.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Date Signed
*
-
Month
-
Day
Year
Date
Taxpayer Signature
*
Date Signed
-
Month
-
Day
Year
Date
Spouse Signature
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