Welcome! I look forward to assisting you with your Taxes!
PLEASE ALLOW UP TO 24 HOURS FOR A RESPONSE. PLEASE BE ADVISED, IF YOU ARE SUBMITTING DOCS FOR A QUOTE, YOU MUST STILL HAVE ALL DOCS AND DEPENDENTS INFO FOR MOST ACCURATE QUOTES. OUR QUOTES ARE FREE. THANK YOU! PROFESSIONAL TAX AGENT!
PERSONAL INFORMATION
Today's Date
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Month
-
Day
Year
Date
Name of your preferred Professional Tax Preparer?
Name of your preferred Professional Tax Preparer?
Timeka White
Donna Evans
Other
Name of person who referred you? (This is required to pay out referral fees accordingly)
Do you want to file or receive a quote?
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File
Quote
Amendment
Name
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First Name
Last Name
Filing Status
Single
Married Filing Jointly
Married Filing Separately - Please list spouses full name, dob and full social
Qualifying Widow(er) with dependent child
Head of Household
Date of Birth
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Month
-
Day
Year
Date
SSN
*
Phone Number
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Please enter a valid phone number.
Email
*
example@example.com
Employment Status
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Employed
Self Employed
Unemployed
Retired
Are you a full-time college student?
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Yes
No
Occupation
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Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Check all that apply
Totally or Permanently Disabled
Legally Blind
65 or Older
NA
Other
Are you Active Military, Reservist, or Natural Guardsmen?
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Yes
No
If yes, do you have any moving expenses for 2023?
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Yes
No
If yes, enter the total amount paid for moving expenses.
SPOUSES INFORMATION
Name
First Name
Last Name
Spouses Email
example@example.com
SSN
Occupation
Phone Number
Please enter a valid phone number.
INCOME INFORMATION
Do you own and operate a small business/home based business?
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Yes
No
If yes, please enter your EIN?
Did you receive a 1099?
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Yes
No
REFUND OPTIONS
Would you like to apply for the Tax Advance? Up to $6,000
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Yes
No
How would you like your refund to be deposited when ready? (If you did not opt in to advance loan)
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Check
Direct Deposit
Pre-Paid Debit Card
Are there any other issues or concern regarding this year or previous year tax returns? If yes, please explain.
TAX RELATED QUESTIONS
Are you subject to backup withholding or owe any past due or unpaid taxes?
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Yes
No
N/A
Are you contributing to a 401K or other pre-tax account?
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Yes
No
N/A
Is this your first time opening a pre-tax account?
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Yes
No
N/A
IRA Contribution Amount
Are you an Educator?
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Yes
No
N/A
If you are an educator, please list your total educator expenses for 2023
Did you receive Unemployment benefits in 2023? (If yes you will asked to upload your 1099-G below).
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Yes
No
N/A
Do you have a state return you need to file as well?
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Yes
No
If you need to file a state return, please list the state(s).
Do you have any expenses for childcare in 2023?
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Yes
No
Name of Provider Name
Child Care Provider EIN/SSN
Total amount childcare paid in 2023
Do any of your dependents have tuition expenses?
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Yes
No
N/A
If yes, how was the tuition paid?
Financial Aid
Scholarship
Student Loans
Personal Finances
Are you currently renting?
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Yes
No
What is the monthly rental amount?
How long have you been rented this property?
# of months
Do you own your home?
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Yes
No
Did you make any qualified energy efficient home improvements?
Yes
No
N/A
Did you completed any other renovations to the home? EX: New Roof, New Windows, Etc.
Yes
No
N/A
DEPENDENT INFORMATION
Enter your dependents here
DOCUMENT UPLOAD
W2 or Income Verification Documents/1099
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Choose a file
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of
Dependents Birth certification & Social Security Cards
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Choose a file
Cancel
of
Upload your ID and Social Security Card
Browse Files
Drag and drop files here
Choose a file
Cancel
of
College/Tuition or Daycare Receipts * if filing for college credits a 1098T must be included
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Drag and drop files here
Choose a file
Cancel
of
Upload all supporting documents for your business (IF APPLICABLE) (DBA, receipts,log sheet, flyers, business cards or price list)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Upload form 1098 if you are claiming mortgage interest. (HOME OWNERS ONLY)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Upload form 1099-G if you received Unemployment Benefits
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Upload Previous 1040 if this is an Amendment
Browse Files
Drag and drop files here
Choose a file
Cancel
of
DUE DILIGENCE QUESTIONNARE
The United States Congress have, as a reaction to the substantial tax fraud resulting from their original error of choosing to distribute federal social welfare program benefits via the tax return, placed new excessive inappropriate “due diligence” requirements on paid tax return preparers whose clients are claiming certain tax credits. This added to the excessive and inappropriate requirements previously implemented by the Internal Revenue Service, the IRS has forced tax preparers to, in many cases, become Social Workers and verify that their clients qualify to receive certain credits i.e. EIC, CTC, ACTC and now HOH. We preparers are not compensated by the IRS or the government for doing their job for them but must pass the costs of this required additional work on to our taxpayer clients. You will be claiming an Earned Income Credit, Child Tax Credit, Additional Child Tax Credit, HOH, and/or an American Opportunity Credit on your 2023 tax return. Because of this you must complete, sign, and return this questionnaire to me. I will keep the original signed copy of this questionnaire with my file copy of your 2023 tax return and will include a photocopy of the completed questionnaire in the package I send you with the finished returns.
1. I/we certify that the child(ren) for whom the tax credit(s) will be requested can be claimed as my/our dependent(s), as per the information provided at the end of this questionnaire.
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Yes
No
N/A
2. The child(ren) for whom the tax credit(s) will be requested lived with me/us for the year, except for temporary absences.*
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Yes
No
N/A
3. I am the custodial parent of the child(ren) for whom the tax credit(s) will be requested, and I released the dependency deduction to my former spouse for 2023 by signing Form 8332 (Release/Revocation of Claim to Exemption for Child by Custodial Parent).
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Yes
No
N/A
4. I am not the custodial parent of the child(ren) but I have been given a signed Form 8332 by my former spouse, the custodial parent, allowing me to claim the child(ren) as the dependent(s) on my 2023 tax returns (you must give me the Form 8332)
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Yes
No
N/A
5. I/we, or my child(ren), have documentation to substantiate the credit(s) being claimed, such as Form 1098-T, bills, statements, and receipts for college tuition, fees, and book and material costs (you are responsible for keeping this documentation and providing it to the IRS if you are audited or questioned)
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Yes
No
N/A
6. Was a Child Tax Credit, Additional Child Tax Credit, or American Opportunity Credit claimed by you disallowed or reduced by the IRS on a past tax return?
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Yes
No
N/A
7. I claim I am unmarried or separated, support a qualifying person as your dependent, and pay more than half the cost of maintaining your household
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Yes
No
N/A
ATTESTATION AND DISCLAIMER
GMW FINANCIAL SERVICES is not responsible if the taxpayer provides us with incorrect information (i.e. social security numbers for self, spouse, or dependents, last names, birth dates). This may delay your refund. GMW FINANCIAL SERVICES is not responsible for any IRS audits. All information obtained from the taxpayer and/or spouse must be presentable if the IRS audits your tax return. GMW FINANCIAL SERVICES is not responsible for any incorrect tax figures provided by the taxpayer and/or spouse. If your tax figures change you will need to do an Amendment. Prices Vary. If you have any federal or government debts (i.e. school loans, child support, DPP, DFCS, etc….) there is a chance that your refund will be applied towards your debt. You can call the offset department at 1-800-304-3107 or 1-800-829-7650 to see if your refund will be partially or fully taken. If your refund is fully taken you are responsible for paying the preparation fees. GMW FINANCIAL SERVICES provides the taxpayer with ONE complimentary copy of their tax return. Should you need any additional copies, there is a $25 fee per copy (federal and state included). GMW FINANCIAL SERVICES is not responsible for any discussions or changes the IRS or bank may make on disbursement dates, filing status or any other required information from the IRS. GMW FINANCIAL SERVICES is not responsible for any IRS glitch problems or IRS problems that may cause a delay in your tax refund. We DO NOT reimburse any bank fees in the event of this occurrence.
Signature
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Consent
Consent To Use Federal law requires this consent form be provided to you (“you” refers to each taxpayer, if more than one). Unless authorized by law, we cannot use your tax return information for purposes other than the preparation and filing of your tax return without your consent. You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature. For your convenience, we have entered into an arrangement with certain companies to offer an Electronic Refund Disbursement Service and/or Loan product. To determine whether these offerings may be of interest to you, we will need to use your tax return information. If you would like us to use your tax return information to determine whether these offerings are relevant to you while we are preparing your return, please sign and date this consent to the use of your tax return information. By signing below, you authorize us to use the information you provide to us during the preparation of your 2023 tax return to determine whether to offer you an opportunity to apply for the Electronic Refund Disbursement Service and/or Loan product.
Signature
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Consent Disclaimer
Consent to Disclosure Of Tax Return Information Federal law requires this consent form be provided to you (“you” refers to each taxpayer, if more than one). Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution. You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature. You have indicated that you are interested in utilizing the Electronic Refund Disbursement Service and/or Loan product from Refund Advantage or Santa Barbara Trust. To provide you with the opportunity to apply for and/ or receive the Electronic Refund Disbursement Service and/or Loan product, we must disclose all of your 2021 tax return information to Refund Advantage. You may request a more limited disclosure of tax return information, but you will not be eligible to submit an application for the Electronic Refund Disbursement Service and/or Loan product. If you would like us to disclose your 2021 tax return information to Refund Advantage for this purpose, please sign and date your consent to the disclosure of your tax return information. By signing below, you authorize us to disclose to the designated bank all of your 2021 tax return information so that it can evaluate and process your application for the Electronic Refund Disbursement Service and/or Loan product. You understand that if you are not willing to authorize us to share your tax information with our designated banks, you will not be able to obtain the Electronic Refund Disbursement Service and/or Loan product, but you can still choose to have your tax return prepared and filed by us for a fee. If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by email at complaints@tigta.treas.gov. *
Signature
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The information contained in this office or on this website is of a general nature. It should not be construed as legal advice nor should it be acted upon in your specific situation without further details and/or professional assistance. Any use of information contained in this office or on our web site is done so at the risk of the user, and GMW FINANCIAL SERVICES is not responsible for the result or outcome of its use. GMW FINANCIAL SERVICES does not guarantee and is not liable for the truthfulness, accuracy, effectiveness, or any resulting effects of the use of any information contained in this office or on the web site. It is advised and it is the responsibility of the visitor of this office or web site to seek proper instruction and/or seek professional assistance in all matters regarding taxes and the IRS. GMW FINANCIAL SERVICES is thus held harmless, released of, and users of information contained in this office or on this web site assume full responsibility for, any violation of Tax laws and/or IRS procedure, and any other legal liability resulting from use of any information contained in this office or on this web site. I attest that all information contained in this income tax return was obtained from the taxpayer or spouse and is true and correct to the best of his/her knowledge.
Signature
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