• Client Intake Form

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  • Mayberry Professional Group
    3379 Peachtree Rd, NE
    Atlanta, GA 30326
    info@mayberryprofessionalgroup.com
    www.mayberryprofessionalgroup.com
    (800) 571-0065

  • Tax Year Filing

  • Personal Information

  • Format: (000) 000-0000.
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  • Format: (000) 000-0000.
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  • Dependent Information

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  • Filing Status

  • Filing Status*
  • Income

  • Do you have a W2?*
  • Are you a contractor? (1099 or self-employed?)*
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  • Did you receive unemployment?*
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  • Did you receive any retirement, dividend, or gambling income?*
  • Did you receive social security income?*
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  • Business Information

  • Do you own a business or a pay side hustle?*
  • Do you have a EIN?
  • Do you have business income?
  • Do you have business expenses?
  • Post High School Education

  • Did you, your spouse, or any of your dependents attend school?*
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  • Insurance

  • Did you receive insurance from the HealthPlace market?*
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  • Tax Liability

  • Do you owe a governmental tax liability such as student loans, IRS, state, city, county, child support, food stamps, unemployment, USDA, or the SBA?*
  • Have you ever received a letter from the IRS about claiming ineligible credits for things such as fuel, household employees, unemployment, Covid 19, or reporting the IRS owes you money from a previous year?*
  • Tax Advance

  • Do you want to apply for a tax advance, that has to be repaid?*
  • Advances are up to $7000, are you ok with this?*
  • How do you want your advanced and refund disbursed ?*
  • Banking Information

  • Referrals

  • Choose Your Professional

  • Consent To File

  • Schedule Your Appointment

  • Appointment*
  • Should be Empty: