Tax Client Intake Form

Please allow up to 24 hours for a response via email. Please be advised, if you are submitting documents for a quote, you MUST still have all of your documents and dependents information in order, to ensure that you get a more accurate quote (our quotes are free)!

Who is the tax preparer you spoke with? *

Sophia

Nicole

What is your filing status? *

First Name *

Last Name *

Spouse First Name (Only If Applicable)

Spouse Last Name

What's Your Social Security Number? (Enter 999-99-9999) If you are receiving a quote only*

What's Your Spouse Social Security Number? (Enter 999-99-9999) If you are receiving a quote only*

If you selected "Married Filing Separately" Please list Spouses Full Name, DOB and Full Social (this is required by IRS"

What's your DOB? * +

Street Address *

Address Line 2

City *

State *

Zip Code *

Phone Number *

Email Address *

Spouse Email Address

Name of person that referred you?

Check all that apply *

Do you have an Identity Protection Pin for Either your self or your kids? If so, please list the Pin for each person below: *

Income Information

Occupation *

If you or your dependent attended college, how did you pay? *

Do you own and operate a small business/home based business? *

Yes

No

What is the name of your business? *

Business Entity Type (LLC/Non-Profit..etc) *

What is your EIN? (If you are not a business owner, add your social instead) *

Do you operate out of your home or do you have an outside rented space? Also, what is the address? *

Did you receive a 1099? * *

Yes

No

Refund Options

How would you like your refund to be deposited when ready? *

Check

Direct Deposit

Direct Deposit Information (Account, Routing & Name of the Bank) *

DEPENDENTS INFORMATION

Number Of Dependents? *

Please provide full name, date of birth, social security number, and your relation to each dependent. *

Did you pay any childcare in 2023? * *

Yes

No

Please provide name of provider, address, phone number, tax id number and amount of fees paid.

DOCUMENT UPLOAD

W2 or Income Verification Documents/1099

Dependents Birth certificate & Social Security Cards

Upload your ID and Social Security Card

College/Tuition or Daycare Receipts *If filing for college credits a 1098T must be included

Upload form 1098 if you are claiming mortgage interest. (Homeowners Only

Upload all supporting documents for your business (IF APPLICABLE). (DBA, receipts, log sheet, flyers, business cards or price list)

Upload form 1099-G if you received Unemployment Benefits

Upload Previous 1040 if this is an Amendment

Upload Previous 1095A Form

DUE DILIGENCE QUESTIONNAIRE

The United States Congress have, as a reaction to the substantial tax fraud resulting from their original error of choosing to distribute federal social welfare program benefits via the tax return, placed new excessive inappropriate “due diligence” requirements on paid tax return preparers whose clients are claiming certain tax credits. This added to the excessive and inappropriate requirements previously implemented by the Internal Revenue Service, the IRS has forced tax preparers to, in many cases, become Social Workers and verify that their clients qualify to receive certain credits i.e. EIC, CTC, ACTC and now HOH.

We preparers are not compensated by the IRS or the government for doing their job for them but must pass the costs of this required additional work on to our taxpayer clients.

You will be claiming an Earned Income Credit, Child Tax Credit, Additional Child Tax Credit, HOH, and/or an American Opportunity Credit on your 2023 tax return. Because of this you must complete, sign, and return this questionnaire to me. I will keep the original signed copy of this questionnaire with my file copy of your 2023 tax return and will include a photocopy of the completed questionnaire in the package I send you with the finished returns.

1. I/we certify that the child(ren) for whom the tax credit(s) will be requested can be claimed as my/our dependent(s), as per the information provided at the end of this questionnaire. *

Yes

No

N/A

2. The child(ren) for whom the tax credit(s) will be requested lived with me/us for the year, except for temporary absences. *

Yes

No

N/A

3. I am the custodial parent of the child(ren) for whom the tax credit(s) will be requested, and I released the dependency deduction to my former spouse for 2023 by signing Form 8332 (Release/Revocation of Claim to Exemption for Child by Custodial Parent). * *

Yes

No

N/A

4. I am not the custodial parent of the child(ren) but I have been given a signed Form 8332 by my former spouse, the custodial parent, allowing me to claim the child(ren) as the dependent(s) on my 2023 tax returns (you must give me the Form 8332) *

Yes

No

N/A

5. I/we, or my child(ren), have documentation to substantiate the credit(s) being claimed, such as Form 1098-T, bills, statements, and receipts for college tuition, fees, and book and material costs (you are responsible for keeping this documentation and providing it to the IRS if you are audited or questioned) *

Yes

No

N/A

6. Was a Child Tax Credit, Additional Child Tax Credit, or American Opportunity Credit claimed by you disallowed or reduced by the IRS on a past tax return? *

Yes

No

N/A

7. I claim I am unmarried or separated, support a qualifying person as your dependent, and pay more than half the cost of maintaining your household. * *

Yes

No

N/A

8. Do you have any federal or government debts (i.e. school loans, child support, unemployment, DPP, DFCS, etc? *

Yes

No

If so, approximately how much? If so, approximately how much?

9. Do you want to File or receive a free Quote? * *

File

Quote

ATTESTATION AND DISCLAIMER

SNJ TAX SERVICE is not responsible if the taxpayer provides us with incorrect information (i.e. social security numbers for self, spouse, or dependents, last names, birth dates). This may delay your refund. SNJ TAX SERVICE is not responsible for any IRS audits. All information obtained from the taxpayer and/or spouse must be presentable if the IRS audits your tax return. SNJ TAX SERVICE is not responsible for any incorrect tax figures provided by the taxpayer and/or spouse. If your tax figures change you will need to do an Amendment. Prices Vary. If you have any federal or government debts (i.e. school loans, child support, DPP, DFCS, etc….) there is a chance that your refund will be applied towards your debt. You can call the offset department at 1-800-304-3107 or 1-800-829-7650 to see if your refund will be partially or fully taken. If your refund is fully taken you are responsible for paying the preparation fees. SNJ TAX SERVICE provides the taxpayer with ONE complimentary copy of their tax return. Should you need any additional copies, there is a $15 fee per copy (federal and state included). SNJ TAX SERVICE is not responsible for any discussions or changes the IRS or bank may make on disbursement dates, filing status or any other required information from the IRS. SNJ TAX SERVICE is not responsible for any IRS glitch problems or IRS problems that may cause a delay in your tax refund. We DO NOT reimburse any bank fees in the event of this occurrence.

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