Complete this simple online form, submit your documents and we'll do the rest!

Instructions:
  • Complete the simple Client Information Sheet below.
  • Upload your tax documents.
  • Complete a Child Questionnaire (only if you are claiming a child)
  • You may save your progress and return to this sheet later by clicking "Save Progress".
  • Pay close attention to the confirmation page once you complete the form. It contains instructions on how to upload your documents and complete a child questionnaire, if required.
PLEASE NOTE: If you are submitting addtional documents AFTER you have initially sent your documents DO NOT complete an additional Client Information Sheet. Instead, simply scroll to the bottom of this page and click the "Upload Documents" link at the bottom of the page.
 
 
Client Information Sheet
Client Status *
Marital Status on 12/31: *
Did your address change since you last filed? *
If you were married but living apart last year, did you live apart after June 30? *

Health Insurance

Did you, your spouse or any dependent have health insurance through the Healthcare Marketplace (healthcare.gov) last year (commonly referred to as Obamacare)? *

Please note: If yes, you must have your 1095-A form from the marketplace (even if you had Obamacare for just one day last year). If the return is filed without it, your refund could be delayed 6-8 months.

Refund & Prep Fees

If you are receiving a refund, how would you like to receive it? (Choose only one) *
Is your direct deposit information the same as last year? *
Tax Preparation Fees must be paid before we transmit the return to the IRS. If you would like your tax preparation fees withheld from your refund? *

Dependents

Are you claiming any dependents? *
Are you still claiming the same dependent’s your claimed last year? *

Other Information

How much did you receive in stimulus payments?

Please note: You DO NOT have to pay this back but it must be reported correctly on the tax return in order to reconcile it with the IRS to make sure you got your entire amount. And, to claim any amount you were supposed to get but did not receive, for whatever reason.

Did you receive unemployment last year? *

Please note: Unemployment is taxable and must be reported on your tax return. You must get your 1099-G from the Department of Labor and include it on your tax return.

Head of House Information

Single taxpayer no kids. Hit next to continue.
Married Filing Seperate taxpayer no kids. Hit next to continue.
Did you live apart from your spouse after 6/30? *
Did you make over $15,080 last year? *
Do you have (or can you get) documentation such as a lease agreement, utility bill, mortgage or property tax statement, etc. to prove you are head of house? *
Did you receive an assistance from family or government benefits (food stamps, TANF, etc.) to assist with your household bills? *
Did anyone else live in the home besides you and those you are claiming on this tax return? *
Did anyone else live assist you with paying your household bills? *

Tax Preparation Service Agreement and Engagement Letter

Thank you for considering us for your tax preparation services.

This letter is to inform you, the tax preparation client(s), of the services your tax professional will provide you and the responsibilities you have for preparation of your tax return.

Tax Return Preparation

Your tax professional is an independent tax professional. Tax professionals working from this office operate on his/her own price schedule and keeps his/her own records.

Your tax professional will prepare your federal and state tax returns based on information you (and your spouse, if filing jointly) provide. Services for preparation of your return do not include auditing or verification of information provided by you (and your spouse, if filing jointly).

This engagement does not include any audit or examination of your books or records. In the event your return is audited, you (and your spouse, if filing jointly) will be responsible for verifying the items reported. Audit assistance is available (for an additional fee) through a third-party service.

The tax return preparation fee does not include bookkeeping.

Fees charged for tax return preparation do not include audit representation or preparing materials to respond to correspondence from taxing authorities.

Preparation fees do cover limited assistance.

The engagement to prepare your tax return(s) terminates upon delivery of your completed return(s). Please store your supporting documents and copies of your tax returns in a secure place.

Our office is typically open mid-January to the end of April, Monday – Saturday with some Sundays during “peak time.” After tax season, we are available via appointment only on a very limited basis.

Client (Taxpayer) Responsibilities

You (and your spouse, if filing jointly) agree to provide us all income and deductible expense information. If you receive additional information after we begin working on your return, you (or your spouse) will contact us immediately to ensure your completed tax returns contain all relevant information. If your tax return has already been completed and printed but not filed, you (or your spouse, if filing jointly) agree to pay an additional $25-50 to make the necessary changes.

If we have to amend your return, for whatever reason, you (and your spouse, if filing jointly) understand that our fee for an amended return starts at $150 and must be paid in advance.

By signing your tax return, you (and your spouse, if filing jointly) affirm that you (and your spouse, if filing jointly) have reviewed all expenses and other deduction amounts on all schedules (including the itemized deductions on Schedule A, if applicable) and they are accurate and you (and your spouse, if filing jointly) have all required supporting written records.

You (and your spouse, if filing jointly) must be able to provide written records of all items included on your return if audited by either the IRS or state tax authority. We can only provide guidance concerning what evidence is acceptable.

By signing your tax return, you (and your spouse, if filing jointly) are attesting that the completed return is true, correct, and complete to the best of your knowledge and beliefs and you (and your spouse, if filing jointly) have reviewed the return carefully before signing to make sure the information is correct.

Fees must be paid before your tax return is filed. If you (and your spouse, if filing jointly) terminate this engagement before completion, you (and your spouse, if filing jointly) agree to pay a fee for work completed.

If you (and your spouse, if filing jointly) choose to have your tax preparation fees withheld from your tax refund and, for whatever reason, your refund is intercepted, you (and your spouse, if filing jointly) are still responsible for paying the tax preparation fee we charged. Please contact the office as soon as possible to set up payment arrangements.

Signatures. By signing below, I acknowledge and agree that I have read, understand, and agree to the items outlined in this agreement.

1. If this is a joint tax return, a signature by at least one party signifies agreement by both parties.
2. Keep a copy of your tax return and any related tax documents. We charge a $5 fee to reprint a copy. *
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