New Clients Intake Form

New Clients Tax Services Intake Form / Nuevos Clientes Formulario de Solicitud de Servicios de Preparación de Impuestos

Thank you for taking time to complete your 2025 Client Questionnaire. For new clients, this information is critical to ensure we accurately file your tax return. Gracias por tomarse el tiempo de completar este cuestionario. Esta información es importante para asegurar la precisión de su declaración de impuestos.

Name

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About You

Your Name(Required)

First Middle Last

Date of Birth(Required)

MM slash DD slash YYYY

Social Security Number / ITIN(Required)

Si no tiene SSN o ITIN, escriba 999-99-9999. If you don’t have SSN or ITIN write down 999-99-9999.

Occupation/ Ocupacion(Required)

Phone(Required)

Email(Required)

Spouse's Name (If filing jointly)

First Middle Last

Date of /birth

MM slash DD slash YYYY

Social Security Number / ITIN

Occupation/ Ocupacion

Phone

Your Address(Required)

Street Address Address Line 2 City State ZIP Code

Dependents Information

Dependents Information: Please add names, DOB, SSN of the individuals you claim as your dependents. Por favor agrega los nombres, cumpleanos y numeros de seguro social de las personas que reclama como tus dependientes.

Name

Date of Birth

MM slash DD slash YYYY

Social Security Number / ITIN

Relationship / Relacion

Months Lived in Home / Meses Vivido en Casa

Student Full Time/Estudiante de Tiempo Completo

Si asistió a la escuela por lo menos un periodo por tiempo completo conteste SI. If attended school for at least one period full time answer YES

Name

Date of Birth

MM slash DD slash YYYY

Social Security Number / ITIN

Relationship / Relacion

Months Lived in Home / Meses Vivido en Casa

Student Full Time/Estudiante de Tiempo Completo

Si asistió a la escuela por lo menos un periodo por tiempo completo conteste SI. If attended school for at least one period full time answer YES

Name

Date of Birth

MM slash DD slash YYYY

Social Security Number / ITIN

Relationship / Relacion

Months Lived in Home / Meses Vivido en Casa

Student Full Time/Estudiante de Tiempo Completo

Si asistió a la escuela por lo menos un periodo por tiempo completo conteste SI. If attended school for at least one period full time answer YES

Name

Date of Birth

MM slash DD slash YYYY

Social Security Number / ITIN

Relationship / Relacion

Months Lived in Home / Meses Vivido en Casa

Student Full Time/Estudiante de Tiempo Completo

Si asistió a la escuela por lo menos un periodo por tiempo completo conteste SI. If attended school for at least one period full time answer YES

Name

Date of Birth

MM slash DD slash YYYY

Social Security Number / ITIN

Relationship / Relacion

Months Lived in Home / Meses Vivido en Casa

Student Full Time/Estudiante de Tiempo Completo

Si asistió a la escuela por lo menos un periodo por tiempo completo conteste SI. If attended school for at least one period full time answer YES

Filing Status

Si está casado legalmente y vive con su conyuge, su filing status es Married Filing Joint. If you’re legally married and live with your spouse your filing status is Married Filing Joint.

Filing Status(Required)

Single

Head of Household

Married Filing Joint

Married Filing Separate

Widow / Widower

Filed a Tax Return Last Year(Required)

Yes

Don’t know

Cuidado de Dependents /Dependent Care Expenses

Si pagó a alguien o una guardería por cuidar a sus dependents, por favor agregue la información solicitada. Si es más de una persona puede agregarlo al final de esta forma. If you paid to more than one provider, please add the list at the bottom of the form.

Paid Child Care Expenses?(Required)

Yes

Dependent Name (Paid Child Care for)

Child Care Provider Name

EIN / SSN

Child Care Provider Address

Phone Number

Amount Paid

TIPS AND OVERTIME/ PROPINAS Y TIEMPO EXTRA

Si recibió propinas y/o tiempo extra y puede comprobar el pago por favor escriba el monto que recibió o escriba 0 (cero) si no recibió estos pagos. If you received payments for Tips and/or Overtime, please enter the amounts or enter 0 (zero) if you didn’t receive any of these payments.

TIPS TAXPAYER / PROPINAS CONTRIBUYENTE(Required)

Escriba el monto de propinas recibido por el contribuyente o “0” si no recibió. Enter the Tips received by the taxpayer or “0” if you did not receive.

TIPS SPOUSE / PROPINAS ESPOSO(A)(Required)

Escriba el monto de propinas recibido por su esposo (a) o “0” si no recibió. Enter the Tips received by your spouse or “0” if you did not receive.

OVERTIME TAXPAYER TIME & A HALF 1.5/ TIEMPO EXTRA CONTRIBUYENTE TIEMPO Y MEDIO(Required)

Escriba el monto de tiempo extra pagado a tiempo y medio recibido por el contribuyente o “0” si no recibió. Enter the overtime received by the taxpayer paid at time & a half or “0” if you did not receive any.

OVERTIME TAXPAYER DOUBLE TIME / HORAS EXTRAS DOBLE TIEMPO(Required)

Escriba el monto de tiempo extra pagado a doble tiempo recibido por el contribuyente o “0” si no recibió. Enter the overtime received by the taxpayer paid at double time or “0” if you did not receive any.

OVERTIME SPOUSE / OVERTIME ESPOSO(A)(Required)

Escriba el monto de tiempo extra pagado a tiempo y medio recibido por su conyuge o “0” si no recibió. Enter the overtime received by your spouse paid at time & a half or “0” if you did not receive any.

OVERTIME SPOUSE DOUBLE TIME / HORAS EXTRAS DOBLE TIEMPO(Required)

Escriba el monto de tiempo extra pagado a doble tiempo recibido por su conyuge o “0” si no recibió. Enter the overtime received by your spouse paid at double time or “0” if you did not receive any.

Health Insurance

Si su seguro médico es através del Marketplace, ACA, o conocido como Obamacare, usted recibirá una forma 1095A, sin esta forma el IRS rechazará su declaración. Por favor asegurese de contestar correctamente y proporcional la forma 1095-A si es necesario. If your health insurance is through the Marketplace, ACA, or what is known as Obamacare, you will receive Form 1095-A. Without this form, the IRS will reject your tax return. Please make sure to answer correctly and provide Form 1095-A if required.

Did you have health insurance coverage through the marketplace?(Required)

Yes/ Si

Don’t Know / No lo sé

Form 1095-A

Drop files here or

Max. file size: 512 MB, Max. files: 3.

Please upload form 1095-A. If you, your spouse or any or your dependents had health insurance coverage through the marketplace, you’ll need to provide form 1095-A to be able to file your tax return.

Refund Information / Información para Reembolso

Cómo le gustaría recibir su reembolso? How do you want to receive your refund?

Refund Options / Opciones(Required)

Printed Check / Cheque

Direct Deposit / Depósito Directo

Bank Name

Routing #

Account #

Le gustaría pagar mis honorarios de su reembolso? El banco cobra $64.90 por procesar este pago.Would you like to pay our fees out of your refund? Bank fee $64.90

Yes

Le gustaría saber si califica para un adelanto de hasta $6,000 de su reembolso? Would you like to see if you qualify for Easy Advance for up to $6,000

Yes

Need more information / Necesito más información

Documents Upload

Por favor suba todos los documentos necesarios para preparar su declaración. Please upload all the documents that relate to your tax return preparation.

ID/ DL TAXPAYER / SPOUSE(Required)

Drop files here or

Max. file size: 512 MB.

Tax Forms: W2, 1099NEC, 1099INT, ETC

Drop files here or

Max. file size: 512 MB.

IRS IP PIN LETTER

Drop files here or

Max. file size: 512 MB.

Declaración del año anterior. (Solo Nuevos clientes) Previous Year Tax Return (New Clients Only)

Drop files here or

Max. file size: 512 MB.

Records de sus dependientes como: Cartas del médico, records de la escuela, que muestren el nombre del niño y su dirección. Dependent's School, Medical or other records that show they lived in the household during the tax year.

Drop files here or

Max. file size: 512 MB.

Other

Drop files here or

Max. file size: 512 MB.

Por favor agregue cualquier otro documento necesario que no ha sido listado anteriormente. Please add any other documents you think are needed to file your tax return.

Consent

Consent(Required)

I agree to the privacy policy.

Método preferido para contactarle. Preferred Method of Contact

Your Email Address(Required)

Email Address Confirm Email Address

Your Phone(Required)

Mejor hora para llamarle. Best Time to Call You(Required)

Tiene alguna duda o pregunta? What's on your mind?

Por favor dejenos saber cualquier duda o pregunta que tenga. Please let us know what's on your mind. Have a question for us? Ask away.

Your Comments/Questions

Tax Services Intake Form / Formulario de Solicitud de Servicios de Preparación de Impuestos

Thank you for taking time to complete your 2025 Client Questionnaire. For new clients, this information is critical to ensure we accurately file your tax return. Gracias por tomarse el tiempo de completar este cuestionario. Para nuevos clientes, esta información es importante para asegurar la precisión de su declaración de impuestos.

Comments

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Full Name / Nombre completo(Required)

First Last

Please provide the information of the Representative Authorized for Signatures. Por favor, proporcione la información del representante autorizado para firmar.

Phone / Teléfono(Required)

Email Address / Correo electrónico(Required)

Business Name / Nombre del Negocio

EIN

Type of LLC / Tipo de LLC / S-Corp

Single-Member

Multi-Member

State where LLC is registered / Estado donde está registrada la LLC

State / Province / Region

LLC Members Information / Información de los miembros de la LLC

Full name / Nombre completo #1(Required)

First Last

Address

Street Address City State / Province / Region ZIP / Postal Code Country

Social Security Number(Required)

Full name / Nombre completo #2

First Last

Address

Street Address City State / Province / Region ZIP / Postal Code Country

Social Security Number

Full name / Nombre completo #3

First Last

Address

Street Address City State / Province / Region ZIP / Postal Code Country

Social Security Number

Tax year to file / Año fiscal a declarar

2023

2024

2025

Is this your first time filing taxes for this LLC? / ¿Es la primera vez que declaras taxes para esta LLC?

Yes

Does the LLC have employees? / ¿La LLC tiene empleados?

Yes

How many employees does the LLC have? / ¿Cuántos empleados?

Please enter a number from 0 to 1000.

Do you run payroll? / ¿Maneja payroll?

Yes

Documents / Documentos

Authorized Signer. Persona Autorizada para firmar ID/DL

Max. file size: 512 MB.

Profit & Loss / Estado de Perdidas y Ganancias

Max. file size: 512 MB.

Prior Year Tax Return / Declaración del Año Anterior

Max. file size: 512 MB.

Bank Reconciliations / Reconciliaciones Bancarias

Max. file size: 512 MB.

Articles of Incorporation & Operating Agreement

Max. file size: 512 MB.

I authorize the use of my information for tax preparation purposes /¿Autorizo el uso de mi información para fines de preparación de impuestos?

Yes, I consent / Si, yo autorizo

I confirm that the information provided is accurate. / Confirmo que la información proporcionada es correcta

Si / Yes