Max Tax TY24 Intake Form

Maximum Tax Relief: 2024 Online Tax Organizer

Get ready for tax season with ease! This online form helps gather info for your tax return. Complete it in one session (30 minutes) and submit it with your docs.

Confidentiality: All info is strictly confidential under AICPA rules.

Important:

Underreporting income or overstating deductions can lead to penalties.

Submit all information returns reflecting amounts reported to the IRS (marked "IMPORTANT TAX DOCUMENTS ENCLOSED").

Documents (not all apply):

IRS IPIN (identity theft)
W-2, 1099s (income)
1095 (health insurance)
1098-T (education)
K-1s (partnerships)
Brokerage statements
1098 (mortgage interest)
8886 (transactions)
Closing Disclosures (real estate)
Tax elections/revocations
Other info (self-employed docs, mileage logs, etc.)

Let's get you the deductions and credits you deserve!
How did you hear about us or who referred you?*

GoogleFacebookLocal AdFriend/FamilyOther
Do you have any unfiled tax returns?*

YesNo
Please select the following tax year(s) you would like to file*

20242023202220212020
Are you filing an eligible spouse on your tax return? (Married Filing Jointly)*

YesNo
Did your marital status change during the year?*

YesNo
What is your filing status?*
First Name*
Middle Name
Last Name*
Suffix
Jr, Sr, II, III
Social Security Number*
Date of Birth*

MonthDayYear
Date
Physical Address ( The IRS May Send You A Letter)*

Street Address

Street Address Line 2

CityState

Zip Code
If you updated your address with the IRS in 2024, enter former address

Street Address

Street Address Line 2

CityState

Zip Code
Phone Number*

Area CodePhone Number
Email*
example@example.com
Select the type of ID Card*
Enter your identification card number*
Enter your identification card issue date (MM/DD/YYYY)*
Enter your identification card expiration date (MM/DD/YYYY)*
MM/DD/YYYY
Date Government Issued ID/Driver's License Was Issued
MM/DD/YYYY
Photo of Social Sec. Card or Birth Certificate

Choose File
Identification Cancelof
Photo of Non-Expired Government Issued ID

Choose File
Identification Cancelof
Do you owe any delinquent with any Federal Debt? **If you suspect that you have an offset call (800)304-3107 to confirm*

Child SupportAlimonyStudent LoansFederal TaxState TaxNone of the above
Name of debt owed to and amount?
Occupation*
Did you receive the third Economic Impact Payment (Stimulus Payment) in 2021?*

YesNo
If so, enter third Stimulus Payment amount you received?
Were you ever disallowed the E.I.T.C (Earned Income Tax Credit) prior to this year?*

YesNo
Have you ever received an IRS letter?*

YesNo
What year and CP Number (top right of notice)?
Did you receive a federal tax refund last year?*

YesNo
How much?
Did you receive, sell, exchange, or otherwise dispose of any virtual currency (cryptocurrency) at any time in 2024?*

YesNo
Are you on government assistance, or receive social security benefits?*

YesNo
Do you have a Identity Protection Pin issued by the IRS?*

YesNo
Identity Protection Pin Number?
Are you legally blind?*

YesNo
Are you a full-time student?*

YesNo
Are you totally and permanently disabled?*

YesNo
Can someone else claim you as a dependent?*

YesNo
Spouse's Full Name (if unmarried enter N/A)

First NameMiddle NameLast NameSuffix
Spouse's Social Security Number
Spouse's Occupation
Spouse's Date of Birth

MonthDayYear
Date
Spouse's Phone Number

Area CodePhone Number
Spouse's Email
example@example.com
Spouse's Address

Street Address

Street Address Line 2

CityState

Zip Code
Select Spouse's type of ID Card
Enter Spouse's identification card number
State Spouse's Driver's License Was Issued
Enter Spouse's identification card issue date (MM/DD/YYYY)
MM/DD/YYYY
Enter Spouse's identification card expiration date (MM/DD/YYYY)
MM/DD/YYYY
Spouse's Photo of Driver's License

Choose File
Identification Cancelof
Payment/Refund

(Get your federal tax refund up to 5 days early. Add. $25 fee applies)
Choose your preferred refund method. *GreenDot Pre-Paid Debit Card option is free.
**Get your Federal Tax Refund up to 5 days early when you choose GreenDot Pre-Paid Debit Card. Additional $25 fee applies to 5 days early selection.

Yes, 5 days early using GreenDot Pre-Paid Debit CardNo
Select the method that you prefer to receive your refund*

GreenDot Pre-Paid Card (Most Clients Preferred Method)Direct DepositPaper Check
Select the method that you prefer to receive your refund*

GreenDot Pre-Paid Card (Most Clients Preferred Method)Direct DepositPaper Check
Bank Name
Bank Account Number
Confirm Bank Account Number
Bank Routing Number
Confirm Bank Routing Number
Account Type

CheckingSavings
Are you interested in applying for a Fast Cash Advance? (Up to $7000)*

YesNo
Is this year your first year filing your taxes with Maximum Tax Relief?*

YesNo
Did you have Marketplace Health Insurance (Obamacare-ACA) this year? (Should receive Form 1095-A)*

YesNo
If no, would you like to apply for Marketplace Health Insurance? Full coverage plans starting at $0/ monthly premiums. Receive a Premium Tax Credit with coverage.*

YesNoI need Medicare/I need to review my Medicare Coverage
Did you make college tuition payments and received a 1098-T Form last year? **

YesNo
Did you incur any educational expenses out of pocket in 2024?*

YesNo
How much?
Student's Name

First NameLast Name
Student's School Name and School Address
School Name
Student's School Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Did you receive unemployment compensation (1099-G) last year?*

YesNo
Could you or your spouse if filing jointly, be considered, “Qualifying Child” on another person’s income tax return during the current tax year?*

YesNo
Do you have any children/dependents to file?*

YesNo
Dependents Information

Should only be listed if you take care of the dependent over half of the year
Image of Dependent's S.S.Card or Birth Certificate

Choose Files
Upload ALL here Cancelof
1. Dependent's Full Name:

PrefixFirst NameMiddle NameLast NameSuffix
Dependent's Date Of Birth

MonthDayYear
Date
Dependent's Social Security Number
Is child the taxpayer’s son, daughter or adopted child OR a child of the taxpayer’s son , daughter or adopted child OR the taxpayer’s stepchild OR the taxpayer’s eligible foster child?

YesNo
Did the child live with you in the United States for over half the year, or the full year if the child is an eligible foster child?

YesNo
Was the child, at the end of the year: Under the age of 19 OR Under the age of 24 and a full time student OR Any age and permanently and totally disabled?

YesNo
Could any other person check “Yes” on the above three questions for the child?

YesNo
Do you want to enter another dependent?

YesNo, all dependents are entered
2. Dependent's Full Name:

PrefixFirst NameMiddle NameLast NameSuffix
Dependent's Date Of Birth

MonthDayYear
Date
Dependent's Social Security Number
Is child the taxpayer’s son, daughter or adopted child OR a child of the taxpayer’s son , daughter or adopted child OR the taxpayer’s stepchild OR the taxpayer’s eligible foster child?

YesNo
Did the child live with you in the United States for over half the year, or the full year if the child is an eligible foster child?

YesNo
Was the child, at the end of the year: Under the age of 19 OR Under the age of 24 and a full time student OR Any age and permanently and totally disabled?

YesNo
Could any other person check “Yes” on the above three questions for the child?

YesNo
Do you want to enter another dependent?

YesNo, all dependents are entered
3. Dependent Information

GenderFirst NameMiddle NameLast NameSuffix
Date Of Birth

MonthDayYear
Date
Social Security Number
Is child the taxpayer’s son, daughter or adopted child OR a child of the taxpayer’s son , daughter or adopted child OR the taxpayer’s stepchild OR the taxpayer’s eligible foster child?

YesNo
Did the child live with you in the United States for over half the year, or the full year if the child is an eligible foster child?

YesNo
Was the child, at the end of the year: Under the age of 19 OR Under the age of 24 and a full time student OR Any age and permanently and totally disabled?

YesNo
Could any other person check “Yes” on the above three questions for the child?

YesNo
Do you want to enter another dependent?

YesNo, all dependents are entered
4. Dependent Information

GenderFirst NameMiddle NameLast NameSuffix
Date Of Birth

MonthDayYear
Date
Social Security Number
Is child the taxpayer’s son, daughter or adopted child OR a child of the taxpayer’s son , daughter or adopted child OR the taxpayer’s stepchild OR the taxpayer’s eligible foster child?

YesNo
Did the child live with you in the United States for over half the year, or the full year if the child is an eligible foster child?

YesNo
Was the child, at the end of the year: Under the age of 19 OR Under the age of 24 and a full time student OR Any age and permanently and totally disabled?

YesNo
Could any other person check “Yes” on the above three questions for the child?

YesNo
Regarding Qualifying Children for Earned Income Credit

According to the information you provided in regards to the dependent(s), the dependent(s) is/are your biological child, grandchild, niece, or nephew, etc.

I discussed with you a qualifying child cannot be used by more than one person per tax period. One person is one of the parent(s) if married filing jointly.

If filing Head of Household, you attest that you can provide a lease or utility bill in your name at your current address.

Please note: You are stating that you provide over 50% of care and support for the dependent(s), you are the sole provider for the dependent(s), the dependent(s) lives with you for more than half the year, and no one else is eligible to claim the dependent(s).

By signing below, you are stating that the dependent(s) information on your tax return is true, correct, and has been documented by your preparer. You are stating that you are not providing your preparer with any false/fraudulent information.
Child and Dependent Daycare Expenses

If the provider is a person, enter the care provider&amp;#039;s SSN
Did you pay any child or dependent care expenses throughout the year ?*

YesNo
Child Name (Child and Dependent Daycare)

First NameLast Name
Total Amount Paid In Child and Dependent Daycare In 2024
Child and Dependent Daycare Provider Name
Name of Business/Person
Child and Dependent Daycare Tax ID #(EIN) / SSN
(EIN) / SSN
Child and Dependent Daycare Provider Phone Number

Area CodePhone Number
Child and Dependent Daycare Provider Address

Street Address

Street Address Line 2

CityState

Zip Code
Do you want to enter another child care provider?

YesNo
Child Name

First NameLast Name
Total Amount Paid In 2024
Provider Name
Name of Business/Person
Tax ID #(EIN) / SSN
(EIN) / SSN
Provider Phone Number

Area CodePhone Number
Provider Address

Street Address

Street Address Line 2

CityState

Zip Code
Did you do any rideshare jobs such as Uber, Lyft, Door-Dash etc in 2024?*
How many jobs in total did you work in 2024? (Not including Self Employment. Enter in Business Income Section below.*
Did you take money from your 401-K in 2024?*

YesNo
Do you plan to buy a home in the next two years?*

YesNo
Do you own your home?*

YesNo
Are you paying property taxes, or insurance on a home?*

YesNo
Do you have mortgage interest?*

YesNo
Check ALL the Income Items Which Pertain to You.*

Wages or Salary (W2 Income)UnemploymentSelf-Employed Bus. Income (Sch. C)Gig Work (Uber, Doordash, Instacart etc.)Social Security IncomeInterest Income 1099 INTPension/Retirement IncomeRental IncomeFarm IncomeDividend/Sale of StocksAlimony ReceivedLottery or gambling income W2 GTips

General Yearly Expenses

	Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Charity of Religious Contributions
Business Expenses
Tax Preparation Fees
Investment Expenses
Mortgage Points(Closing points)
Significant Loss or Theft
Alimony Paid
Buy or Sell Home
IRA Expense

Upload photos of your W-2,1099,& ALL other documents!

Get your taxes prepped for audit-proof perfection!

To ensure a smooth and thorough tax filing process, please upload the following documents:

Essentials: Unexpired ID: Proof of your identity for everyone filing.
- Social Security Cards: For everyone listed on the return.
Income & Education:
- W-2s: Wage and tax statements from all employers.
- 1099s: Income statements from banks, gig platforms, and other sources.
- 1098-T (College Form): If you or your dependents claimed education credits.
Dependents & Expenses:
- Childcare Statement: Documentation of your childcare expenses.
- Utility Bill/Lease (Head of House): Proof of residency if claiming Head of Household status.
Optional but Helpful:
- Last Year's Tax Return: New clients only, helps us understand your tax history.
- Birth Certificates (Children): Can streamline dependent verification.
Why so thorough?

We believe in preparing every file as if the IRS might request it. This minimizes the risk of audit surprises and ensures you're represented with all the necessary documentation if one occurs.
Upload

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Enter any additional information or comments that you would like the include for your tax preparer
If you did not file your tax return with Maximum Tax Relief last year, we recommend that you upload a copy of your previous year's tax return

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Do you have a business that you would like to be included on your return?*

YesNo
Business Owners Data Sheet

Schedule C
Name of Business (If same as taxpayer, enter ("Self")
Employer ID Number
EIN
What is the legal structure of your business?
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Did you receive a PPP loan?

YesNo
Amount of business taxes paid throughout the year? (enter 0 if none)
$
Business Income

All income receive during the fiscal year
Total Income
$
Business Expenses

Complete to the best of your ability. In each field enter the approximate amount you spent in each category.
Advertising
Social media, Flyers, Business Cards, etc
Contract Labor
An person or company paid to assist you
Insurance
(Other than health)
Interest
Mortgage, Loans, Credit Cards, etc.
Legal & Professional Services
Training, Conferences, Mentors, Lawyers, etc
Office Expenses
Software, postage, email, internet, and any operating expenses
Rent and Lease
Vehicles, Machinery, Equipment, Electronics, Accessories, etc.
Repairs and Maintenance
Supplies
Objects used to operate your business
Taxes and Licenses
Travel, Meals, and Entertainment
Airfare, Uber, Taxi, Lyft, Business Dining, Business Entertainment, and etc.
Utilities
Other Expenses
Is there any other information, questions, or concerns that you want to include to your tax preparer pertaining to your business?
Voice Recorder
Attach any photos or documents that you want us to have on file.

Choose Files

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Do you need Business Formation Services?*

YesNoI do not know, please contact me.
Does your business need Business Consulting Services?*

YesNoI do not know, please contact me.
Would you like qualify for a Free Cell Phone via the Lifeline Program?*

YesNo
Do you have life insurance OUTSIDE of your job?*

YesNo
Do you need help with any housing services (select ALL that apply)

PurchaseSaleRentalRental Section 8 or Low IncomeHomeless/ShelterNone
Do you permit Maximum Tax Relief and its affiliates to email & text your tax documents?*

YesNo
Do you permit Maximum Tax Relief and its affiliates to verify you do not have pending debts?*

YesNo
Maximum Tax Relief and/or its affiliates 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. Maximum Tax Relief and/or its affiliates 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. Maximum Tax Relief and/or its affiliates is not responsible for any incorrect tax figures provided by the taxpayer and/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. Maximum Tax Relief and/or its affiliates 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. Maximum Tax Relief and/or its affiliates are 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 Maximum Tax Relief and/or its affiliates provide 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) 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 the information contained in this office or on our website is done so at the risk of the user, and Maximum Tax Relief and/or its affiliates is not responsible for the result or outcome of its use. Maximum Tax Relief and/or its affiliates, 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 website. It is advised and it is the responsibility of the visitor of this office or website to seek proper instruction and/or seek professional assistance in all matters regarding taxes and the IRS Maximum Tax Relief and/or its affiliates is thus held harmless, release of, and users of the information contained in this office or on this website 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 website 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.

Taxpayers Responsibilities

• You agree to provide us all the income and deductible information. If you receive additional information after we begin working on your return,you will contact us immediately to ensure your completed tax returns contain all relevant information.
• You affirm that all expenses or other deduction amounts are accurate and that you have all required supporting written records. In some cases,we will ask to review your documentation.
• You must be able to provide written records of all items included on your return if audited by either the IRS or state tax authority. We can provide guidance concerning what evidence is acceptable.
• You must review the return carefully before signing to make sure the information is correct.
• You should keep a copy of your tax return and any related tax documents for a minimum of 3 years.
Is there anything that you feel that Maximum Tax Relief should know about your taxes? Type or leave a voice comment below.
Voice Recorder
By signing below, you:

Grant Maximum Tax Relief LLC permission to contact you via SMS text messaging. We'll use SMS updates to keep you informed about your tax preparation progress.

Acknowledge that you have read and understood your obligations and responsibilities as a client. This includes providing accurate and complete information, responding to requests for additional documents, and paying your final tax fee.

Declare under penalty of perjury that all information you provided is true, complete, and accurate. This ensures everyone gets the best possible tax outcome.

Release Maximum Tax Relief LLC from any liability related to the information you provide on your tax returns. We respect your privacy and take data security seriously.

Authorize Maximum Tax Relief LLC to electronically deduct your final tax fee from your IRS refund. This makes payment quick and easy, ensuring you receive your full refund as soon as possible.

Authorize Maximum Tax Relief LLC to electronically file your tax return (and your partner's, if filing jointly) with the IRS. This streamlines the filing process and allows for faster processing.

For joint returns, both taxpayers must sign.
Date*

MonthDayYear
Date
Email*
example@example.com
Taxpayer Type Name*
Type Full Name
Taxpayer E-Signature:*

Clear
By filling out this form, you are giving us permission to prepare your tax return and you are confirming that ALL information entered is accurate. If you have any questions do not hesitate to contact our office at (816)313-2137 or email CustCare@MaxTax.info. By affixing your signature below, you affirm your consent for communication via SMS messages. Standard messaging rates may apply. You can opt out anytime by texting “STOP”.
Date Spouse Sign

MonthDayYear
Date
Spouse Email
example@example.com
Spouse Type Name
Type Full Name
Spouse E-Signature:

Clear
By filling out this form, you are giving us permission to prepare your tax return and you are confirming that ALL information entered is accurate. If you have any questions do not hesitate to contact our office at (816)313-2137 or email CustCare@MaxTax.info. By affixing your signature below, you affirm your consent for communication via SMS messages. Standard messaging rates may apply. You can opt out anytime by texting “STOP”.
Should be Empty:

Payment/Refund

Dependents Information

Child and Dependent Daycare Expenses

Business Owners Data Sheet

Business Income

Business Expenses