Ivy Financial Consultants Tax Preparation Intake Form

Tax Year 2023

PLEASE READ THE FOLLOWING BEFORE SUBMITTING YOUR INFORMATION.

Thank you for taking the time to complete your 2023 tax intake form. This information is critical to ensure your tax return is filed accurately. Existing and new clients, please ensure your information is entered correctly so we can ensure our records are 100% correct.

This intake form may take 25-30 minutes to complete. Please be sure to gather all of your documents prior to completing this form.

Please be sure to hit submit to ensure the form is sent to us. If you close the browser before doing so, the information will be deleted and need to be re-entered.

Save & Return

Click the login button to create an account to return to saved work. If you do not have all your documents, you can begin uploading and continue at a later time before you submit form.

TAX FILING APPLICATION

Please enter the name of the Tax Preparer who will be processing your return. *

If you were referred, please enter the name.

Enter Promo Code

Enter the Tax Year(s) for which you are filing your taxes. Select all that apply. *

2023

2022

2021

2020

Date * +

Taxpayer Full Name *

Date of Birth * +

Social Security Number ( Please enter dashes ) *

Street Address *

Apt #

Address Line 2

City *

State *

Zip Code *

Email Address *

Taxpayer Phone Number *

Alt Phone Number

Preferred way to contact *

Phone

Email

Any

Filing Status *

Do you have dependents? *

Select the number of Dependents. *

1st Dependent Name *

Social Security Number *

Date of Birth * +

Do you want to add another dependent? *

2nd Dependent Name *

Social Security Number *

Date of Birth * +

Add another dependent? *

3rd Dependent Name *

Social Security Number *

Date of Birth * +

Did you provide over 50% of the dependent living expense? *

Did you pay for child care? *

How much did you pay for child care? *

Enter the name of daycare or person who child care was paid to *

Enter EIN or person social for child care provider *

Was a dependent a full time college student? *

Please enter the name (s) for dependents that is a full time college student *

Did you take money out of your 401K? If yes please provide your statement? *

Yes

No

Will you be filing a joint return with your spouse *

Spouse Full Name ( If Applicable)

Spouse Date of Birth (If Applicable) +

Spouse Social Security Number (If Applicable)

Spouse Phone Number

Spouse Email

Did you or (Spouse)attend any post-secondary educational facility to gain a skill or degree in 2022? *

Do you or (spouse) owe a government agency such as student loans, child support, IRS, ect? *

If you selected yes, select all which apply

Did your spouse take money out of 401K? If yes please provide your statement. *

Yes

No

Recovery Rebate (Stimulus) Please be sure to enter the correct amount

Did you receive an Economic Impact Payment (Stimulus) in 2021 or 2022? *

If you answered yes, please enter year and the amount

Did you receive Notice 1444-C regarding the amount of your Economic Impact Payment from the IRS? *

Health Insurance and Unemployment

Did you receive health insurance through the marketplace (Obama Care)? Please select all that apply *

Did you or (Spouse) receive unemployment payments within the last 4 years? Please select all that apply *

Schedule C & Business Tax Filing

Are you filing business taxes? *

Business Owner Name *

Business Name *

Business Description *

Business Address *

City *

State *

Zip Code *

EIN Number if you do not have an EIN enter your social *

Income received from business *

Is your business a home office? *

Please enter the sq ft you use for your home office *

Enter the year for which you are filing for your business taxes *

2023

2022

2021

2020

Did you pay contractors? *

Yes

No

Did you 1099 your contractors? *

Yes

No

Please enter the names of the contractors you paid and the amounts that was paid out *

Did you have any advertising expenses? Select all that apply? *

Please enter the amounts for each advertising expense you selected *

Do you have any travel expenses? *

Please enter your travel expense amount *

Do you have vehicle expenses? *

If you selected yes.Select all that apply? *

Please enter the amounts for each vehicle expense you selected *

Please enter the Year, Make and Model of your vehicle. *

Enter the date in service *

Enter your total recorded mileage *

Did you have any office expenses? Select all that apply? *

Please enter the amount for each office expense you selected *

Did you have any supply expenses? Select all that apply? *

Purchased tools to conduct business	Office supplies ( products, pens, paper, flash drives, etc)
Other	None

Please enter the amount for supply expense you selected. *

Did you have any utilities expenses? Select all that apply? *

Please enter the amount for each utility expense you selected *

Did you have any membership fee expenses? Select all that apply? *

Please enter the amount for each fee expense you selected. *

Real Estate Tax Filing

Did you have Rental Income and Expenses? *

Does your Property has an LLC? *

Please enter the Name of Company LLC *

Indicate the type of property *

Enter location of property *

City *

State *

Zip Code *

Date placed in service * +

Did you receive income from rental property? *

Enter total amount of rents received *

Enter the amount of days property was rented *

Any personal use? *

Enter the amount of personal days used *

Did you have any expenses? *

Please select all that apply? *

Enter advertising fees *

Cleaning and maintenance fees *

Commissions fees *

Insurance fees *

Legal and professional fees *

Management fees *

Mortgage interest paid to banks *

Other interest *

Repairs *

Supplies *

Taxes *

Utilities *

Travel *

If this is your first year with our firm, please provide a depreciation schedule property placed in service.

Date property was purchased * +

Purchase Cost of Property *

Date property was placed in service * +

Has property been sold or taken out of service? *

Date sold or taken out of service * +

Selling Price *

Please submit all neccessary documents below:

Valid Drivers License or ID
A Social Security or tax ID number for everyone included on your tax return
Form W-2 Wage and Tax Statement
1098-T ( for students)
1099 G (for unemployment)
Form 1095-A: Health insurance coverage forms – If you are enrolled through the Marketplace for healthcare
W-2G (for gambling winnings)
1099 SSA- (for social security income)
EIN # (for child care provider if payments were made)
1099 INT (for homeowners taxes and interest paid)
1099-NEC
K-1 Forms (for partnerships, paypal payments, merchant services, etc.)
1099 DIV (for capital gains, stocks or any types of investments)
Depreciation Schedule (for real estate)
If you have been a victim of identity theft please upload your PIN from the IRS.

Please check the boxes as you upload to ensure you have uploaded all documents *

Please upload all required documentation. *

Please read carefully and sign below.

By signing this form, you agree to the following:

I acknowledge that to the best of my knowledge, the information provided to IVY FINANCIAL CONSULTANTS LLC in this client intake form is true and accurate and includes all information necessary for the preparation of my income tax returns for which I have adequate records. I certify that I would like my taxes prepared using the information I have provided on this form to my tax preparer.

Furthermore, I acknowledge by signing this form that if I and/or my spouse owes a federal debt such as child support, student loans, IRS, etc that I/we are still responsible for the tax preparation and filing fees due to IVY FINANCIAL CONSULTANTS LLC. I understand that if I decide to have my tax preparation fees taken from my refund and my taxes are intercepted for whatever reason, I am still responsible for my tax preparation fees. By signing, I am agreeing to pay the preparation fee regardless of if my refund is received or not. I understand that if the tax preparation fees are not paid to IVY FINANCIAL CONSULTANTS LLC within 90 days of my scheduled refund date, the fee will be debited from my bank account or my account will be sent to collections and I will no longer be able to do business with IVY FINANCIAL CONSULTANTS LLC.

Taxpayer Signature *

clear

Spouse Signature

Thank you for submitting your tax return documents to Ivy Financial Consultants. Your diligence in ensuring the accuracy and completeness of your submission is greatly appreciated.

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