Tax Preparation Client Intake Form Logo

  • WELCOME! WELCOME! WELCOME!

  • Tax Preparation Client Intake Form

  • PLEASE READ CAREFULLY!!! I CANNOT USE YOUR LAST CHECK STUB OF THE CURRENT TAX YEAR TO FILE YOUR TAX RETURNS

  • Mysaiah Business Management

    Office: 888-217-7651 - Fax: 888-216-4419 Email: mysaiahinc@gmail.com

  • BUSINESS/PERSONAL TAX RETURN FILING

  • General Information

  • PLEASE NOTE THE FOLLOWING:

    * MYSAIAH INC DO NOT TAKE PAYMENTS OUT OF YOUR RETURN. 

    * MYSAIAH INC DO NOT DO CASH ADVANCES.

    * MYSAIAH INC DO NOT HAVE THE CAPACITY TO       WAIT UNTIL YOU RECEIVE YOUR RETURN TO GET PAID.

    * THE DEPOSIT IS DUE PRIOR TO STARTING YOUR RETURN.

    * FULL PAYMENT IS DO BEFORE YOUR RETURN IS SUBMITTED

    (UNLESS OTHER ARRANGEMENTS HAVE BEEN MADE)

    PLEASE BE MINDFUL OF THESE NOTES!  I LOOK FORWARD TO WORKING WITH YOU!

     

     

  • Tax Prep Information

  • Tax Payer Information

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    • (Click) Spouse Information if filing Jointly 

    • Spouse Information

      If filing a joint return
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    • Click to add Dependent Information Only 

    • Dependent Information

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    • Heath Care Market Place Insurance (only) 

    • Health Care

      This information is if you received Health Care from the Health Care Market Place. You should have received a 1095A in the mail or you can go on their website and download it. Healthcare.gov
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    • Click to add Home/personal information  

    • Home/Personal Related Questions

    • Please fill-out the information within the current year only.

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    • Click to add your Annual Business Expenses 

    • Business Owners Only

      Annual Business Expense

    • Business Owners Vehicle Information

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    • For each category listed below, enter the number of miles that you drove this vehicle during this current tax year?

       

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    • FARMERS & LANDSCAPERS 

    • VEHICLE INFORMATION

      FARMING AND OR LANDSCAPING ONLY
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    • If you have any purchases of equipment for your business that that cost more than $200 please list them here. (trailers, mowers, tractors, lawn equipment, farming equiptment, ETC)

    • If you have any other miscellaneous business expenses, enter them here.

    • Click for Acknowledgment - Signature - Send 

    • Acknowledgment - Signature - Send

      You will be able to send once this section is complete

    • I confirmed that all information I entered here is accurate and true. I allow Yolanda McGhee of Day Lv Logistics LLC to capture my sensitive data like personal id, government id, social security number (SSN), and other information. I have read the terms and conditions and privacy policy of DAY LV Logistics LLC. By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

      I also acknowledge that I am responsible for paying Day LV Logistics LLC for tax services renendered.  I also acknowledge that all fees were discussed and I agree with all of the terms and conditions dicussed as the tax payer and Day LV Logistics LLC as the tax preparer. 

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    • PLEASE  remember to email all of your tax required documents W2's, 1099, Mortgage tax documents, Bank tax documents, 1095A (Health Care Market Place) etc. to mysaiahinc@gmail.com

      In the message of your email, please include your name and business name.  All email addresses does not match the names of everyone.  Sometimes its hard to recognize a client by their email address name, or business name.  Thank you for your understanding.

    • Client Consent to Third-Party Disclosure of
      Tax Return Information Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties (TurboTax) 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 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 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.

      Your consent is valid for one year unless you indicate otherwise by checking the box below.
      Taxpayer further consents to the release of tax return information for all future year tax returns until
      Taxpayer directs Mysaiah Inc. otherwise.

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    • PLEASE REMEMBER TO EMAIL ALL TAX DOCUMENTS W2'S, 1099'S and state ID to: mysaiahinc@gmail.com

      Thank you!

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    • Thank you!!!

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