Tax Preparation Intake Form
Provided by GB Solutions Contact Email: gbtax.marketingsolutions@gmail.com Contact Number: 504-531-4204
Preparation Year Requested (More then one year must be requested & confirmed with GB Solutions)
Please Select
2021
2022
2023
2024
2025
Filing Status
Single
Head of Householsd
Married Filling Jointly
Married Filling Separately
Widow(er)
Number of Dependents
Refund Advantage Loans
Refund Advantage Advance No Finance up $1,000 With Finance Charge up to $8,000 36% APR
PLEASE REVIEW CAREFULLY FOR ALL UPLOAD REQUIREMENTS (All self-employed must submit additional information)
All tax payers must upload the following: *All forms of income *State ID or form of identification *Ip PIN *Social security card(self & dependents) *Proof of health insurance (if applicable) *Confirmation if the address that is being used for this years tax return is the same as the last *Bank account information in which the return is being sent to (ex. bank name, routing, & account number) MARRIED (FILING SEPARATELY): Separation Decree MARRIED CERTIFICATE: Marriage Certificate/ all supporting documents with spouse's name-DOB-Contact information, & 2 forms of ID HEAD OF HOUSEHOLD: Utility, Lease Agreement NOTE: Claimants must have birth certificate, medical/school records, & a Claim Authorization Letter
Documents
W2 1099 G (unemployment) 1099 NEC (door-dash, uber, Lyft all gigworkers) 1099 K (cash app , apple pay any thirdparty transactions) 1099 MISC Self Employed 1098T ( student )
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Date of Birth
Full Name
*
First Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
E-mail
example@example.com
Taxpayer IP PIN
example@example.com
ANY ADDITIONAL INFORMATION NEEEDED
BEFORE SUBMITTING, PLEASE CONSIDER THE FOLLOWING NEXT STEPS
After reviewing all the submitted information in the specified order, the quoting process will begin. Once the quote is approved, an additional form will be sent for signature, and the tax forms will be submitted for review before moving into "in progress" status.
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