Client Intake Form
Please fill out the form below to estimate your refund. We will contact you within 24-72 business hours with your personalized tax quote. Please be sure to answer and upload any additional documents/information related to your file to the best of your ability. You can also email documents to: Kenya@DavisLuxurySolutions.com
PERSONAL INFORMATION
First Name
*
Last Name
*
Phone
*
Name of Phone Carrier
*
Email
*
Type of client
*
Please Select
Returning Client
New Client
Filing taxes for year
*
Please Select
2020
2021
2022
Are you a victim of identity theft
*
Please Select
Yes
No
Do you require a IP PIN (Identity Protection Personal Identification Number) to file your tax return? If so, please provide it.
*
Current Mailing Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Can you be claimed as a dependent, on another person taxes?
*
Please Select
Yes
No
Unsure
Filing Status
*
Please Select
Not Sure
Single
Head of Household
Married Filing Jointly
Married Filing Separately
Widower
If you are claiming head of household, what document will you be providing for verification?
*
Please Select
N/A
utility bill & other household bills
rental agreement
rent receipts
mortgage interest statements
property tax payments
Please indicate if you have a Drivers License or State ID
*
Please Select
Drivers License
State ID
Other/Passport
Enter Drivers License or State ID Number
*
Enter Social Security Number
*
Enter Date of Birth
*
Check all that applies
*
Self Employed
College Student
Totally or Permantently Disabled
Employed (W2)
Unemployed
Active Military, Reserved or National Guard
Did you or any other family member on this tax return have marketplace health insurance anytime in 2022? (If so, 1095-A Form needed)
*
Please Select
Yes
No
i.e. Affordable Healthcare Act (Obamacare), Healthcare.gov etc
Upload form 1095-A your return will be rejected without it (i.e. Healthcare insurance through Marketplace Affordable healthcare act (obamacare, healthcare.gov)
Browse Files
Drag and drop files here
Choose a file
Please upload 1095-A your return will be rejected without it.
Cancel
of
Select your Tax Preparer
Please Select
Kenya Davis
License, State ID, or Passport
*
Browse Files
Drag and drop files here
Choose a file
Please upload Driver's License, State Issued ID, or Passport here for identity verification.
Cancel
of
Social Security Card
*
Browse Files
Drag and drop files here
Choose a file
Please upload your Social Security Cards for you and all dependents on your return here for identity verification.
Cancel
of
SPOUSE INFORMATION
Please enter spouse information *if applicable*
Please enter spouse name.
First Name
Last Name
Spouse Social Security Number
Spouse Date of Birth
Please enter spouse drivers license or state ID number
Please indicate if spouse has a driver's license or state ID.
Please Select
Drivers License
State ID
Please enter the issuing state of spouse drivers license/ ID number
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
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
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virgin Islands (US)
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces (the) Americas
Armed Forces Europe
Armed Forces Pacific
Army Post Office (U.S. Army and U.S. Air Force)
Fleet Post Office (U.S. Navy and U.S. Marine Corps)
Please enter spouse occupation
Social Security Card
Browse Files
Drag and drop files here
Choose a file
Please upload your Social Security Cards for you and all dependents on your return here for identity verification.
Cancel
of
DEPENDENT INFORMATION
How many person(s) being claimed as dependents on your return.
*
Please Select
0
1
2
3
4
5+
Did one of your dependents pass away in 2022?
*
Please Select
Yes
No
Include even if passed away and no SSN available
Dependent #1 - Name / DOB / Social Security
*
Relation to dependent(s)
*
Please Select
Son
Daughter
Niece
Nephew
GrandChild
FosterChild
No Dependent
Dependent #2 - Name / DOB / Social Security
Relation to dependent(s)
Please Select
Son
Daughter
Niece
Nephew
GrandChild
FosterChild
Dependent #3 - Name / DOB / Social Security
Relation to dependent(s)
Please Select
Son
Daughter
Niece
Nephew
GrandChild
FosterChild
Dependent #4 - Name / DOB / Social Security
Relation to dependent(s)
Please Select
Son
Daughter
Niece
Nephew
GrandChild
FosterChild
Dependent #5 - Name / DOB / Social Security
Relation to dependent(s)
Please Select
Son
Daughter
Niece
Nephew
GrandChild
FosterChild
Proof of HOH (attach utility bill)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Proof of dependents residency (attach medical statement, school record or lease agreement)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Proof of dependents relationship (attach birth certificate or placement statement)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Dependent(s) Social Security Card
Browse Files
Drag and drop files here
Choose a file
Upload your tax forms here (including W-2,1099s, education credit, retirement, health care forms, etc)
Cancel
of
INCOME INFORMATION
Occupation
*
Did you also receive W-2 income from an employer?
*
Please Select
Yes
No
How many W2s are you filing?
If worked for an employer upload W-2
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Did you receive unemployment benefits in 2022 (1099-G)?
*
Please Select
Yes
No
Please upload 1099-G in the Upload Documents Section.
Unemployment Compensation Total
Please upload 1099-G in the Upload Documents Section. N/A If not applicable
If received unemployment benefits in 2022? (upload your 1099-G or screenshot your online summary)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Did you owe student loans, child support, taxes or other entities that might offset your refund
*
Please Select
Yes
No
BUSINESS (SCHEDULE C) *Only answer if it applies to you*
Includes 1099
Are You Self-Employed? Do you have a side hustle?
*
Please Select
Yes
No
Business Name
*
What is the nature of your business ex. babysitting, barber, nail tech, hair stylist, cook, cut grass, seamstress, etc.
*
N/A if non applicable
Do you have a business license?
*
Please Select
Yes
No
Business Entity Type
Please Select
LLC
Sole Proprietor
Non-Profit
Partnership
What is your EIN Number? (Use your social if you are a sole proprietor)
What month and year did your business start?
How much did you make in 2022 (gross sales) from your business? Self-Employed / side hustle Income total
*
Did you file Self Employment last year? If yes, upload last years Schedule C below
Please Select
Yes
No
May qualify for additional credit/deductions
Did you earn more money in 2019 (before the pandemic?). If yes, you will need your 2019 tax return to qualify for a bigger refund
Please Select
Yes
No
If you filed your tax return with a tax preparer, give the tax preparer a call. Ask them to send you a copy of your 2019 tax return with all the worksheets. Another option is to request a tax transcript from the IRS.
Upload Schedule C here or email docs to info@davisluxurysolutons.com
Browse Files
Drag and drop files here
Choose a file
Cancel
of
EXPENSES
Enter your business or side hustle expenses under each category.
Did you work from home? Do you have a home office?
*
Please Select
Yes
No
This can be written off as an expense
If you worked from home, how much is your rent/mortgage, utilities, phone bill, internet per month?
This can be written off as an expense
Do you do any type of advertising? If yes, How much
Did you buy any office or work supplies?
Repairs & Maintenance Fees
Meals & Entertainment Fees
Miscellaneous Expenses
If requested, are you be able to provide us with documentation of your expenses?
*
Please Select
Yes, I keep all of my receipts.
No, I need bookkeeping assistance.
For your protection, everything needs to be in writing or on a spreadsheet just in case you are audited.If you are filing self-employed everything you made from Jan - Dec should be on one side and your deductions on the other side
UPLOAD ADDITIONAL DOCUMENTS
STOP! Do you need to upload any additional docs? (i.e.) your dependents Social Security Cards, W-2, 1099s, education credit, health care forms, retirement etc? If, yes enter addtl documents below.
*
Please Select
Yes
No
You can also email your docs to kenya@davisluxurysolutions.com
Tax Document Upload
Browse Files
Drag and drop files here
Choose a file
Upload your tax forms here (including W-2,1099s, education credit, retirement, health care forms, etc)
Cancel
of
Tax Document Upload
Browse Files
Drag and drop files here
Choose a file
Upload your tax forms here (including W-2,1099s, education credit, retirement, health care forms, etc)
Cancel
of
Tax Document Upload
Browse Files
Drag and drop files here
Choose a file
Upload your tax forms here (including W-2,1099s, education credit, retirement, health care forms, etc)
Cancel
of
Tax Document Upload
Browse Files
Drag and drop files here
Choose a file
Upload your tax forms here (including W-2,1099s, education credit, retirement, health care forms, etc)
Cancel
of
Tax Document Upload
Browse Files
Drag and drop files here
Choose a file
Upload your tax forms here (including W-2,1099s, education credit, retirement, health care forms, etc)
Cancel
of
Tax Document Upload
Browse Files
Drag and drop files here
Choose a file
Upload your tax forms here (including W-2,1099s, education credit, retirement, health care forms, etc)
Cancel
of
Tax Document Upload
Browse Files
Drag and drop files here
Choose a file
Upload your tax forms here (including W-2,1099s, education credit, retirement, health care forms, etc)
Cancel
of
DEDUCTIONS & CREDITS
Head of Household (HOH) & Earned Income Tax Credit (EITC) Intake Form
Did you receive CTC payments? If yes, enter letter or screenshot below
*
Please Select
Yes
No
Upload screenshot of your CTC payment below
If received CTC payments upload letter or screenshot
Browse Files
Drag and drop files here
Choose a file
Upload your tax forms here (including W-2,1099s, education credit, retirement, health care forms, etc)
Cancel
of
Have you or your child(ren) missed school or work due to COVID?
Please Select
Yes
No
This is an additional credit If you were affected by COVID in anyway.
If so, how many days do you believe were missed?
Which of the following applies
I paid daycare or a nanny to care for my children (13 yrs or younger) while I worked or looked for work.
I attended college/university/community college/career school.. etc and paid eligible expenses that can be proven
I paid charity/tithes/ or given donations to community organizations and/or religious institutions
Paid student loan interest and received a 1098E
I had eligible medical expenses
I had energy and solar power expenses
I sold or purchased a home
I adopted a child or had a baby
I am in the military and had to move
I got separated or divorced paid or received alimony
I purchased / sold cryptocurrency
Did you pay for childcare or pay anyone to watch your child(ren) while you worked, went to school or looked for work in 2022? (This will increase your refund)
*
Please Select
Yes
No
N/A
This is for the childcare credit for children under 13 years old. The max for 1 child is $8k & for 2 or more children, the max is $16k . .(2441) Please provide the person's information below that babysit your children. Name, Social Security Number, Phone number & how much you paid them for the entire year of 2022
Child Care Providers Name (can be an individual or relative)
*
First Name
Last Name
Child Care Providers Address (can reside in the same household)
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Child Care Provider Phone Number
*
Child Care Provider's EIN or Social
*
Tax Document Upload
Browse Files
Drag and drop files here
Choose a file
Upload screenshot of your CTC payment
Cancel
of
Tax Document Upload
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Did you receive 2021 Advance Child Tax Credit, (Letter 6419)?
*
Please Select
Yes
No
Please Upload your Letter in Upload Documents Section
Did you receive Notice 1444-A or 1444-B, for the Economic Impact Payments (commonly referred to as stimulus checks) in 2020?
*
Please Select
Yes
No
Both
Please Upload your notice(s) in Upload Documents Section
If you only received one stimulus (EIP) which one did you receive?
*
Please Select
1444-A
1444-B
Both
Please Upload your notice(s) in Upload Documents Section
Upload 1444 A or 1444 B (EIP) documents here
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Did you receive your third economic impact payment (stimulus check)? *$1400.00 per individual?
Please Select
Yes
No
You may be eligible to claim a Recovery Rebate Credit on your 2021 federal tax return if you didn't get a third Economic Impact Payment or got less than the full amount.
Upload third stimulus payment (EIP) here
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Please answer, only if applicable. If your income level is at or below $13,000.00 & you have 2 or more children, how are you able to maintain the household. For example, you receive government assistance, as such as, section 8, or housing, or other. Please indicate below.
N/A IF NOT APPLICABLE
If your address is different then the one on your government ID or Driver's license, please indicate the reason why below.
*
N/A If not applicable
Are all of the children being claimed related to the taxpayer by birth or bloodline? If no, please identify which child is not related to you.
N/A If not applicable
Please indicate why you are claiming this child that is not related to you. What are the circumstances that you have supported this child for at least 6 months of 2022. Please outline the support you have provided to the child.
Please upload documents in Section showing the child has lived with you for over half of the 2022 year. Examples include: rental agreement with child's name on it, report card with your address on it that you are filing, medical bill or immunization records. (NO BIRTH CERTIFICATES) The address on each document must match the address you are using to file your return with.
Tax Document Upload
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Please answer only if applicable. If your last name is different than your dependents last names, that you are filing, what is the reason why? Please indicate the reason below.
*
N/A If not applicable
If you are the father of the child & are claiming the child. Please indicate the reason why the child is living with you and not the mother. Please outline the support you have provided to the child.
REFUND OPTIONS
Are You Interested in applying for Cash Advance? ENDS 3/17/2023
*
Please Select
Select One
Yes
No
Cash advances are upto $9500. No credit check required. The loan amount is based on your AGI.Money goes straight to your bank account.
How do you want to receive your refund?
*
Please Select
Direct Deposit
Prepaid Card (Go2Bank)
Bank Name
*
Bank Account #
*
Routing Number.
*
Account Type
*
Please Select
Checking
Savings
Would you like to add Credit Repair to your fees and get started today?
*
Please Select
No
Yes: select option below
Option 1: $350 4 rds + No Tradeline
Option 2: $550 4 rds + Primary TL
Option 3: $1050 4 rds + Auth User TL
Option 2 & 3 Includes unlimited tax forms filed
Do you have your LLC? Would you like to add the fees for filing your LLC/EIN and get started today? Reduce your chances of an audit if your self employed.
*
Please Select
Select Your Option:
No
Alabama -$396.41
Arizona -$258.75
California -$382.95
Colorado -$362.25
Connecticut -$372.60
D.C.- $434.70
Delaware -$336.38
Florida -$439.88
Georgia - $336.38
Illinois -$465.75
Indiana -$310.50
Louisiana -$310.50
Maryland -$362.25
Massachusetts -$776,25
Michigan -$363.80
Mississippi -$310.50
Missouri -$315.68
Nebraska -$315.68
Nevada -$672.75
New Jersey -$336.38
New York -$414.00
North Carolina -$336.38
Ohio -$310.50
Oklahoma -$310.50
Pennsylvania -$336.38
Rhode Island $388.13
South Carolina -$336.38
Tennessee -$517.50
Texas -$517.50
Utah -$382.95
Virginia -$310.50
Washington -$434.70
Washington DC -$434.70
Wyoming -$310.50
Wisconsin -$362.25
(fee depends on state)
Would you like to get a fast, free term Life Insurance quote? There's no better time than now to start looking into life insurance coverage options. If you are ready to begin, we'll love to help.
*
Please Select
Yes - I would like a quote
No - I have coverage already
Are you in the market to purchase a home this year? Your tax documents will make all the difference.
*
Please Select
Yes - I want to buy a home
No - Not at this time
First Name
Last Name
Who can we thank for referring you? Receive $25 for each person you refer that files with us.
First & Last name
Save & Continue Later
Estimate Your Refund
Should be Empty: