Intake Form

How did you hear about us?

Tax Preparer Name

If someone referred you, please type his or her name here.

Tax Payers Name

First NameLast Name

Taxpayer's Phone Number

Example: xxx-xxx-xxxx

Occupation

Taxpayer's Date of Birth

Example: 01/01/2001

Taxpayer's Email Address

example@example.com

Spouse's Full Name (if applicable)

First Name

Spouse Name

First NameLast Name

Spouse's Date of Birth

Example: 01/01/2001

Spouse's Email Address

Example: example@example.com

Spouse's Phone Number

Example: xxx-xxx-xxxx

Spouse's Job Title

example@example.com

Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Filing Status (check one):

Are you self employed?

How many dependents are you claiming?

If yes, did you live together at any time after June 30, 2022?

Dependent #1

First NameLast Name

Dependent #1 Date of Birth

01/01/2001

What is Dependent #1's Relationship to you (son, daughter, etc.)?

How many months did Dependent #1 live with you in 2025? (If all year, enter 12)

Is the child disabled? If YES, please provide documentation from healthcare provider

Dependent #2

First NameLast Name

Dependent #2 Date of Birth

Example: 01/01/2001

How many months did Dependent #2 live with you in 2025? (If all year, enter 12)

What is Dependent #2's Relationship to you (son, daughter, etc.)?

Is the child disabled? If YES, please provide documentation from healthcare provider

Dependent #3

First NameLast Name

Dependent #3's Date of Birth

ex 01/01/2001

How many months did Dependent #3 live with you in 2025? (If all year, enter 12)

What is Dependent #3's Relationship to you (son, daughter, etc.)?

Is the child disabled? If YES, please provide documentation from healthcare provider

Dependent #4's First Name

First Name

Dependent #4's Last Name

Last Name

Dependent #4's Date of Birth

01/01/2001

What is Dependent #4's Relationship to you (son, daughter, etc.)?

How many months did Dependent #4 live with you in 2025? (If all year, enter 12)

Is the child disabled? If YES, please provide documentation from healthcare provider

Dependent #5's First Name

First Name

Dependent #5's Last Name

Last Name

Dependent #5's Date of Birth

01/01/2001

What is Dependent #5's Relationship to you (son, daughter, etc.)?

How many months did Dependent #5 live with you in 2025? (If all year, enter 12)

Is the child disabled? If YES, please provide documentation from healthcare provider

Are there any dependents in daycare? If yes, please upload the form you received from your daycare provider.

Upload a copy of your daycare form here.

Do you get an IP PIN from IRS each year? If so, upload here.

Did you pay over half the cost of keeping up your home in 2025? Upkeep expenses include rent, utilities, food eaten in the home, mortgage interest, real estate taxes, and insurance on the home. If you use payments you receive under a public assistance program to pay part of the cost of keeping up your home, you cannot count them as money you spent. However, you must include them in the total cost of keeping up your home to figure out if you paid over half the cost. By answering "YES" you are confirming that if requested by the IRS, you can provide documentation that verifies you paid for over half the cost of keeping up your home.

If married, Did you and your spouse live apart for the last 6 mos. of the the year?

Dependent(s) Proof of Residency (letter from school, doctor, social services benefit letter if you get Medicaid, Food Stamps (SNAP), or Cash Assistance from the state. Please upload award letter.)

What is your marital status as of December

Does anyone receive SNAP benefits?

Did your address change since last years return?

Can someone else claim you as a dependent?

How would you like to receive your tax refund?

Name of Bank

Which type of account would you like your refund deposited into?

Other

Routing Number

Bank Account Number

Did you have health insurance during the year?

Did you have health insurance for the entire year?

Who was your insurance coverage through?

Was your insurance through the Affordable Care Act (The Marketplace)?

Did your dependents have health insurance for the entire year?

Was YOUR DEPENDENTS' insurance through your employer?

Who was your Dependents insured with?

Upload Taxpayer & Dependent(s)Insurance Documents

Have you ever failed an audit or been disallowed for EITC/AOTC/CTC/ACTC or dependents from your tax return?

Have you ever been denied the Earned Income Tax Credit (EITC)?

Did you receive, sell, exchange, or otherwise dispose of digital assets during the year?

Do you (or your spouse) owe any offsets to the IRS, State, Child Support, or any agency?

Does anyone receive Social Security/Disability benefits? If yes, please upload forms below

File Upload

Were you or any of your dependents in college at least half-time for at least one academic period this tax year?

Do you have a 1098-T Form for either you or your dependents?

Has the student ever been convicted of a felony for possession or distribution of a controlled substance?

Has the student completed the first 4 years of postsecondary education (a grad student)?

If you have a 1098-T form, or any receipts paid out of pocket for school, upload it here.

Taxpayer's W-2/ 1099'S - Income

If you have any additional supporting files, upload here.

Dependent(s) Birth Certificate(s) SS Card(s) ID (s)

If filing HOH, please upload a copy of lease, mortgage or a utility bill

Are you interested in AUDIT PROTECTION? 2024 its included for FREE!

ADDITIONAL SERVICES Taxes R Us Elite LLC, we do more than just taxes. Please check below if you would be interested in any of the additional services we provide. We will schedule a time to speak with you at a later time.

Additional Services

Thank you for choosing our firm to prepare your income tax returns for tax year 2025. This shall confirm the services we will provide.

We will prepare your federal and state returns for tax year 2025 based on information you provide. Although our work will not include procedures to discover irregularities or inaccuracies in the tax data you provide, we may ask for clarification of certain information, or additional information, so that we can prepare accurate and complete returns for you.

It is your responsibility to provide all necessary information related to income and deductions for tax year 2025, and to respond to our inquiries in a timely manner so that we are able to accurately complete your returns by the appropriate due dates.

You are responsible for maintaining appropriate records, such as official tax documents you receive, receipts and substantiation for your deductions, and purchase and sales information for assets.

It is your responsibility to review your returns before they are filed to determine that all income has been correctly reported and that you have substantiation for your deductions. Filing your returns by the due dates is your responsibility.

If your returns are later selected for review or audit by taxing authorities, we will be glad to assist or represent you if you desire. Our fees for preparing your returns do not include time that might be necessary to assist you during a taxing authority review.

Our fees for preparation of your returns are based upon our standard billing rates plus out-of-pocket expenses. Our invoices are due and payable upon presentation.

If this letter accurately summarizes your understanding of our agreement relating to the preparation of your tax returns, please sign below in the space indicated and return it to us.

Thank you again for choosing our firm to prepare your 2025 tax return. We appreciate your business.

Sincerely,

Taxes R Us Elite llc

IRC §7216 Consent for Use of Tax Information

I authorize Taxes R Us Elite LLC to use my tax return information for the purpose of preparing my tax return and providing related tax services. I also consent to electronic delivery of my tax documents and communication via secure electronic methods.

Date

Electronic Delivery & Communication Consent

I consent to electronic delivery of my tax documents and communication via secure electronic methods.

TAXPAYER CERTIFICATION (Circular 230 Compliance)

I certify that all information provided is true, correct, and complete to the best of my knowledge. I understand that I am responsible for the accuracy of my tax return.

Privacy Notice: Taxes R Us Elite LLC maintains administrative, technical, and physical safeguards to protect your information as required by federal and state law.

SECURE REMOTE SERVICES DISCLOSURE
Taxes R Us Elite LLC provides virtual tax preparation services using encrypted portals, secure document upload systems, and multi-factor authentication where available. Clients agree not to transmit tax information via unsecured email or text messaging.

To comply with IRS due diligence and identity theft prevention guidelines, clients may be required to submit:

☐ Government-issued photo ID
☐ Selfie or live identity verification
☐ Prior-year tax return (if available)

CLIENT INTAKE FORM

Prepared in compliance with: