Intake Tax Client Intake FormThank you for taking time to complete the Client Intake Form. This questionnaire may take you up to 5 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form. You may also upload your documents in our mobile app. you will be sent an email after completion to register. This is another way you can stay up to date with your return status.IMPORTANT: AFTER THE COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM, YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO THE OFFICE. IT SHOULD BE NOTED THAT AFTER CLICKING THE SUBMIT BUTTON, THE CONFIRMATION WILL BE DISPLAYED. Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid unexpired state issued photo identification card during your engagement.Are you a new or existing client? *Pick OneNew ClientExisting ClientPlease select your desired Tax Preparer *Select OneDecoriaDevonaCherieNikeariaTrellisWere you previously issued an Identity Protection PIN (IP PIN) by the IRS? *YesNoDo you have a copy of your prior year tax return? *YesNoTaxpayer Name *Taxpayer Date of Birth *Taxpayer Social Security Number *Taxpayer Occupation *Phone *Email Address *Street Address *Apartment, suite, etcCityState/ProvinceZIP / Postal CodeCan another taxpayer claim you as a dependent on their tax return? *YesNoWill you be filing a tax return with a spouse? *YesNoDid the taxpayer work in 2024? *YesNoTaxpayer Photo ID *Choose FileNo file chosenDelete uploaded fileex: License or State IdTaxpayer Social Security CardChoose FileNo file chosenDelete uploaded fileTaxpayer Income Documents *Choose FileNo file chosenDelete uploaded fileSpouse InformationSpouse NameSpouse Date of BirthSpouse OccupationTaxpayer Social Security NumberWere you previously issued an Identity Protection PIN (IP PIN) by the IRS?YesNoCan another taxpayer claim you as a dependent on their tax return?YesNoDid the Spouse work in 2024?YesNoSpouse Photo IDChoose FileNo file chosenDelete uploaded fileex: License or State IdSpouse Social Security CardChoose FileNo file chosenDelete uploaded fileSpouse Income DocumentsChoose FileNo file chosenDelete uploaded fileDependent InformationDo you have any dependents you will claim on your 2024 tax return? *YesNoHave you ever been disallowed for EITC/AOTC/CTC? ACTC? *YesNoHow many dependents will you claim on your 2024 tax return?1 dependent2 dependents3 dependents4 or more dependentsDependent 1Was dependent (1) claimed on your tax return last year?YesNoCan anyone else claim dependent (1) on their 2024 tax return?YesNoDependent (1) Name as it appears on social security cardDependent (1) Name as it appears on social security cardDependent (1) social security numberDependent (1) Date of BirthHow many months did dependent (1) live in your household in 2024?RelationshipDaughterSonNieceNephewParentGrandparentGrandchildFoster Chile (placed by agency)AuntUncleSisterBrotherStepchildStepbrotherStepsisterHalf BrotherHalf SisterIs dependent (1) your biological child?YesNoDependent (1) social security cardChoose FileNo file chosenDelete uploaded fileDependent 2Was dependent (2) claimed on your tax return last year?YesNoCan anyone else claim dependent (2) on their 2024 tax return?YesNoDependent (2) Name as it appears on social security cardDependent (2) social security numberDependent (2) Date of BirthHow many months did dependent (2) live in your household in 2024?RelationshipDaughterSonNieceNephewParentGrandparentGrandchildFoster Chile (placed by agency)AuntUncleSisterBrotherStepchildStepbrotherStepsisterHalf BrotherHalf SisterIs dependent (2) your biological child?YesNoDependent (2) social security cardChoose FileNo file chosenDelete uploaded fileDependent 3Was dependent (3) claimed on your tax return last year?YesNoCan anyone else claim dependent (3) on their 2024 tax return?YesNoDependent (3) Name as it appears on social security cardDependent (3) social security numberDependent (3) Date of BirthHow many months did dependent (3) live in your household in 2024?RelationshipDaughterSonNieceNephewParentGrandparentGrandchildFoster Chile (placed by agency)AuntUncleSisterBrotherStepchildStepbrotherStepsisterHalf BrotherHalf SisterIs dependent (3) your biological child?YesNoDependent (3) social security cardChoose FileNo file chosenDelete uploaded fileDependent 4 or MoreIf you have four or more dependents or qualifying children, please list their name(s) as it appears on their social security card, their social security number, date of birth, relationship, how many months they lived with you, if anyone else could claim them on their tax return, if they're your biological child, and relationship to the taxpayer.Dependent(s) 4 or more social security card(s)Choose FileNo file chosenDelete uploaded fileDependent(s) 4 or more social security card(s)Choose FileNo file chosenDelete uploaded fileDependent(s) 4 or more social security card(s)Choose FileNo file chosenDelete uploaded fileDependent(s) 4 or more social security card(s)Choose FileNo file chosenDelete uploaded fileDependent(s) 4 or more social security card(s)Choose FileNo file chosenDelete uploaded fileChild Care Expense InformationDid you pay any childcare expenses for any dependents listed above? *YesNoUpload Child Care Receipt(s)Choose FileNo file chosenDelete uploaded fileDid you, your spouse, or any dependents attend college in 2024? *YesNoName of person that attended college in 2024Did the student attend college at least half time?YesNoUpload Form 1098-T from CollegeChoose FileNo file chosenDelete uploaded fileAdditional PersonYesNoName of person that attended college in 2024Did the student attend college at least half time?YesNoUpload Form 1098-T from CollegeChoose FileNo file chosenDelete uploaded fileDid you, your spouse or dependents receive health insurance through the Marketplace in 2024 and receive Form 1095-A? *YesNoUpload Form 1095-A Health Insurance Marketplace StatementChoose FileNo file chosenDelete uploaded fileDid you or your spouse receive unemployment benefits in 2024? *YesNoUpload Form 1099-G received for Unemployment BenefitsChoose FileNo file chosenDelete uploaded fileMortgage and Other InformationDo you rent or own your current residence? *RentOwnOtherDid you make any home improvements in 2024? *YesNoIf you own your home, have you received form 1098 from your mortgage lender?YesNoUpload Form 1098 from mortgage lenderChoose FileNo file chosenDelete uploaded fileDid you or your spouse make payments on your student loans in 2024? *YesNoUpload Form 1098-E Student Loan Interest StatementChoose FileNo file chosenDelete uploaded fileDid you or your spouse pay any medical or dental expenses in 2024? (This does not include insurance premiums) *YesNoDid you make any charitable contributions in 2024? *YesNoDid you or your spouse have any gambling winnings in 2024? *YesNoUpload Form W-2G from gambling winningsChoose FileNo file chosenDelete uploaded fileDid you or your spouse receive social security benefits in 2024? *YesNoDid you make any charitable contributions in 2024? *YesNoDid you purchase a vehicle in 2024? *YesNoDid you or your spouse withdraw money from your 401k in 2024? *YesNoDid you receive any earnings from interest or dividends in 2024? *YesNoUpload Forms 1099-DIV and 1099-INT for dividends and interest earnedChoose FileNo file chosenDelete uploaded fileAre you self-employed? *YesNoDo you or your spouse owe debt to any Government Agency; such as IRS, Student Loans, Child Support etc?YesNoIf so, which Government Agency do you owe?Do you plan to purchase a home within the next one or two years?YesNoDo you currently need help with Credit Building or Repair for you, your spouse and/or dependents?YesNoAre you interested learning how to start a business and establish it's business credit?YesNoWould you like your tax refund direct deposited into your bank account? If so, please complete bank information below: *YesNoBank NameRouting Number:Confirm Routing Number:Confirm Account Number:Account Number:Account TypeWhat type of account is this?CheckingSavingsWould you like to receive a text message when your refund is funded? *YesNoHow would you like to receive your REFUND? *select oneCheckDirect DepositFasterMoney Prepaid Debit Card (We Provide)How did you hear about us? *select oneSocial MediaKing Tax Solutions Tax ProfessionalPrior Year ClientReferralGoogleFlyer/AdOtherWho referred you?Engagement LetterConsent *I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing King Tax Solutions, LLC to prepare my taxes based on that fact. I understand that I am financially responsible for any outstanding balance due to any false information given. If there is a balance due, you must pay the tax preparation fee upfront. If for any reason you owe an entity and they take the entire refund, you are STILL responsible to pay the tax preparation fee for services rendered. If the tax preparation fees are not paid, I understand King Tax Solutions,LLC will take legal action to collect the unpaid tax preparation fees. *For any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $125.00 is required! King Tax Solutions,LLC will email you a copy of your return once it is in "accepted" status with the IRS and your state. Any copy after the first copy is a fee of $15.00. ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable! NO EXCEPTIONS TO THIS!! Please utilize www.irs.gov for all federal refund tracking. (the link is also on our website) Please utilize your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal, and state taxes are state when tracking your status. Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have any tracking questions. For any direct assistance please email King Tax Solutions,LLC at info@kingtaxsolutions.com IRS Contact number is 800-829-1040. Please click this link to check your federal refund status. You will need your filing status, social security number, and the total amount of the refund before fees https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp Taxpayer Signature *Start signing your signature hereYour browser does not support e-Signature field.By signing, you are indicating that you agree with the above engagement letter.Spouse SignatureStart signing your signature hereYour browser does not support e-Signature field.By signing, you are indicating that you agree with the above engagement letter.Consent to Use of Tax Return InformationConsent *I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing King Tax Solutions, LLC to prepare my taxes based on that fact. I understand that I am financially responsible for any outstanding balance due to any false information given. If there is a balance due, you must pay the tax preparation fee upfront. If for any reason you owe an entity and they take the entire refund, you are STILL responsible to pay the tax preparation fee for services rendered. If the tax preparation fees are not paid, I understand King Tax Solutions,LLC will take legal action to collect the unpaid tax preparation fees. *For any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $125.00 is required! King Tax Solutions,LLC will email you a copy of your return once it is in "accepted" status with the IRS and your state. Any copy after the first copy is a fee of $15.00. ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable! NO EXCEPTIONS TO THIS!! Please utilize www.irs.gov for all federal refund tracking. (the link is also on our website) Please utilize your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal, and state taxes are state when tracking your status. Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have any tracking questions. For any direct assistance please email King Tax Solutions,LLC at info@kingtaxsolutions.com IRS Contact number is 800-829-1040. Please click this link to check your federal refund status. You will need your filing status, social security number, and the total amount of the refund before fees https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp Taxpayer Signature *Start signing your signature hereYour browser does not support e-Signature field.By signing, you are indicating that you agree with the above consent to use of tax return information terms and conditions.Spouse SignatureStart signing your signature hereYour browser does not support e-Signature field.By signing, you are indicating that you agree with the above consent to use of tax return information terms and conditions.Payment ConsentConsent *I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing King Tax Solutions, LLC to prepare my taxes based on that fact. I understand that I am financially responsible for any outstanding balance due to any false information given. If there is a balance due, you must pay the tax preparation fee upfront. If for any reason you owe an entity and they take the entire refund, you are STILL responsible to pay the tax preparation fee for services rendered. If the tax preparation fees are not paid, I understand King Tax Solutions,LLC will take legal action to collect the unpaid tax preparation fees. *For any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $125.00 is required! King Tax Solutions,LLC will email you a copy of your return once it is in "accepted" status with the IRS and your state. Any copy after the first copy is a fee of $15.00. ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable! NO EXCEPTIONS TO THIS!! Please utilize www.irs.gov for all federal refund tracking. (the link is also on our website) Please utilize your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal, and state taxes are state when tracking your status. Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have any tracking questions. For any direct assistance please email King Tax Solutions,LLC at info@kingtaxsolutions.com IRS Contact number is 800-829-1040. Please click this link to check your federal refund status. You will need your filing status, social security number, and the total amount of the refund before fees https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp Taxpayer Signature *Start signing your signature hereYour browser does not support e-Signature field.By signing, you are indicating you agree with the above consent for payment terms and conditions.Spouse SignatureStart signing your signature hereYour browser does not support e-Signature field.By signing, you are indicating you agree with the above consent for payment terms and conditions.Date *Please enter in today's dateSubmit Form Please leave this field emptyLet's Keep in Touch..... 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