2024 CLIENT INTAKE FORM

2025 CLIENT INTAKE FORM

PLEASE FILL OUT ALL INFORMATION APPLICABLE TO BEGIN THE TAX FILING PROCESS. ONLY COMPLETE FORM TO FILE YOUR 2024 TAX RETURN.
Please Select Your Tax Preparer*
Who Referred You?*
Is This Your First Time Filing Taxes?*
Taxpayer Name*

First NameMiddle Name or Initial Last Name
Social Security Number*
Date of Birth*

MonthDayYear
Occupation*
Filing Status*
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Are you totally and permanently disabled?*

YesNo
Are you legally blind?*

YesNo
Spouse Name

First NameMiddle Name or Initial Last Name
Suffix
Social Security Number
Date of Birth

MonthDayYear
Occupation
Filing Status
Email
example@example.com
Phone Number
Please enter a valid phone number.
Are you totally and permanently disabled?

YesNo
Are you legally blind?

YesNo
Address*

NO P O BOX / PHYSICAL ADDRESS ONLY

Street Address Line 2

CityState / Province

Postal / Zip Code
HEAD OF HOUSEHOLD FILERS MUST PRESENT ONE OF THE FOLLOWING TO FILE THIS STATUS: Choose one of the 3 options that you will submit to be approved to file (HOH) Head of Household.*

LeaseUtility BillMortgage Statement
Dependent 1

First NameMiddle NameLast Name
Suffix
Social Security Number
Date of Birth

MonthDayYear
Relationship
Lived with me (the taxpayer) for a duration of 12 months in 2024 or at least 6 months.

YesNo
Dependent 2

First NameMiddle NameLast Name
Suffix
Social Security Number
Date of Birth

MonthDayYear
Relationship
Lived with me (the taxpayer) for a duration of 12 months in 2024 or at least 6 months.

YesNo
Dependent 3

First NameMiddle NameLast Name
Suffix
Social Security Number
Date of Birth

MonthDayYear
Relationship
Lived with me (the taxpayer) for a duration of 12 months in 2024 or at least 6 months.

YesNo
Dependent 4

First NameMiddle NameLast Name
Suffix
Social Security Number
Date of Birth

MonthDayYear
Relationship
Lived with me (the taxpayer) for a duration of 12 months in 2024 or at least 6 months.

YesNo
IF YOU ARE CLAIMING A DEPENDENT, PLEASE ANSWER THE QUESTIONS BELOW THAT PERTAINS TO YOUR DEPENDENT RELATIONSHIP. PER THE IRS REQUEST, WE MUST PROVE THAT NOBODY ELSE IS ELIGIBLE TO CLAIM YOUR DEPENDENT BY YOURSELF.
If claiming Son/Daughter, where is the other parent of the dependent/dependents? Is the other parent providing any financial support?
If claiming Niece, Nephew, Aunt, or Uncle, how are you related to the dependent? Where are the parents to the dependent/dependents?
If claiming brother or sister, how are you related to the dependent? Why are the parents not claiming the dependent/dependents?
Did you pay someone to watch your child/children?*

YESNO
Do you own your home or rent?*

OwnRent
Do you have energy star rated improvements to your home?*

WindowsDoorsFurnaceOtherNone
Do you intend to purchase a new home in the upcoming year?*

YesNo
Are you receiving any housing assistance or support?*

YesNo
Do you receive SNAP/TANF BENEFITS?*

YESNO
Are you, spouse and or dependent(s) permantely disable or blind?*

YesNo
Did you, spouse and or dependent(s) collect Social Security or Retirement income?*

YESNO
Did you, spouse and/or dependent(s) receive unemployment?*

YESNO
Did you receive, sell, exchange, or otherwise dispose of any digital assests (e.g., cryptocurrency) during the tax year? (1099DA)*

YesNo
If yes, please provide details of any digital assest transactions, including dates, amounts, and the platform used.

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Did you sell any stock?*

YesNo
Did you withdraw any money from your 401k?*

YesNoN/A
Are you and or your spouse a BUSINESS OWNER, SELF EMPLOYED or have unreported income?*

YESNO

List Business Expenses

	Amount (USD)	Expense Name
Advertising
Travel
Rent/Lease
Meals
Supplies
Taxes
Licenses
Office Supplies
Labor
Equipment
Utilities
Commission
Insurance
Legal Fees
Repairs
Phone
Gas
Uniforms
Other

Terms and Conditions

I confirm that the expenses mentioned above are accurate and have been submitted by the taxpayer. I take full responsibility for each entry on this form and do not hold BB LUXURY TAX or its preparers accountable for any audits that may result from the entries provided.
Self-Employment Expense Log, Summary of Income, Business License, Bank Statements, Receipts, etc,

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Did you purchase Health Insurance through healthcare.gov Marketplace (Obama Care) ?*

YESNO
If YES, Did you receive a 1095-A Form from the Marketplace?*

YESNO
Were you previously issued an Identity Protection Pin (IP PIN) by the IRS?*

YESNO
Do You Have An ID.ME Account?*

YESNOI THINK SO
If Not, Visit IRS.GOV/ID.ME An Create An Account.*
Input Username and Password
What Is Your Mother Maiden Name? *
ID Verify Verification Purposes
What Is Your Father Last Name?*
ID Verify Verification Purposes
City And State Where They Were Born In*
ID Verify Verification Purposes
Were you disallowed the E.I.T.C. the previous year?*

YESNO
Did you, spouse and/or dependent (19-24 years old) attend school for at least 6 months?*

YESNO
Did you make college tuition payments and receive a 1098-T Form Last Year?*

YESNO
Do you have any other income other than your W-2(s)?*

YESNO

General Expenses

	Amount (USD)
Medical Expenses
Dental Expenses
Insurance Premiums paid
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Union Dues
Investment Expenses
Unreimbursed Business Expenses

Do you owe any delinquent:*

Child SupportAlimonyStudent LoansBack TaxesState TaxesNone of the Above
Did You File 2023-2024 Taxes?*

YESNO
DID YOU SUCCESSFULLY RECEIVE YOUR 2024 TAX REFUND?*

YESNO
How would you like to receive your refund?*

Refund Transfer Direct DepositRefund Transfer Debit CardRefund Transfer Paper Check
File Upload*

UPLOAD VALID PICTURE IDENTIFICATION
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File Upload

UPLOAD A SELFIE OF YOURSELF
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File Upload*

UPLOAD TAXPAYER SOCIAL SECURITY CARD
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File Upload

UPLOAD DEPENDENT SOCIAL SECURITY CARD
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File Upload

UPLOAD DEPENDENT SOCIAL SECURITY CARD
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File Upload

UPLOAD DEPENDENT SOCIAL SECURITY CARD
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File Upload

UPLOAD DEPENDENT SOCIAL SECURITY CARD
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File Upload

UPLOAD DEPENDENT BIRTH CERTIFICATE
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File Upload

UPLOAD DEPENDENT BIRTH CERTIFICATE
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File Upload*

UPLOAD 2024 W2 FORM
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File Upload

UPLOAD 2024 W2 FORM
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File Upload*

UPLOAD ADDITIONAL TAX DOCUMENTS i.e. Recent Utility Bill, Current Lease, Mortgage
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File Upload

UPLOAD ADDITIONAL TAX DOCUMENTS i.e. Property Tax Statements, Education Expenses Receipts, Medical Expenses Receipts, Charitable Donation Receipts, Investment Statements, Business Expense Receipts, Childcare Provider Information, Health Insurance Statements, Alimony Payments Documentation, Job-related Expenses Receipts.
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File Upload

UPLOAD ADDITIONAL TAX DOCUMENTS i.e. IP PIN
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File Upload

2023 TAX RETURN
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Banking Information *

	Name of Bank	Routing Number	Account Number	Checking/Savings
ENTER BANK DATA

I, (Taxpayer), affirm that the information provided is accurate to the best of my knowledge. I authorize BB LUXURY TAX to prepare my taxes based on the provided information. I acknowledge financial responsibility for any outstanding balance due to inaccurate information. In case of a balance due, I agree to pay the tax preparation fee upfront. Even if an entity claims the entire refund, I remain obligated to pay the tax preparation fee. If an amendment is required without fault of the tax preparer, a $300 upfront fee is applicable. BB LUXURY TAX is not liable for false information or missing 2024 income documents. I understand that the emailed tax return is viewable post-submission, and additional copies incur a $40.00 fee. All fees, including bank and service fees, are outlined in the return and are non-refundable. No exceptions apply. By signing, I grant permission for BB LUXURY TAX to transmit my 2024 tax return. For federal refund tracking, use www.irs.gov, and for state refund tracking, use your state Department of Revenue site. Do not combine federal and state amounts. Allow 8 weeks post-submission before contacting the IRS. For direct assistance, email support@bbluxurytax.com or contact the IRS at 800-829-1040. IF YOU AGREE TO ALL STATED ABOVE, SIGN BELOW.*

I agree to the terms and conditions outlined above, and this is my signature below. Please be aware that by signing below and giving us your income tax information, you expressly agree to the terms of this engagement letter.
Signature*

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Please understand that you are signing agreeing that your electronic signature will be transferred to your tax documents.
Spouse's Signature

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Please understand that you are signing agreeing that your electronic signature will be transferred to your tax documents.
WHEN CAN I EXPECT MY REFUND?

If you claim the earned income tax credit (EITC) or the additional child tax credit (ACTC) on your tax return, by law the IRS can't issue your refund before mid- February - even the portion not associated with EITC or ACTC

DISCLOSURE: I understand the eligibility requirements for claiming the Earned Income Tax Credit (EITC) and confirm that the information I have provided complies with IRS guidelines. I acknowledge that providing false information may be considered perjury, and as the taxpayer, I could face penalties for misrepresenting the EITC rules.
Taxpayer Printed Name*
Date*

MonthDayYear
Date
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2025 CLIENT INTAKE FORM

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