Favored Financial Solutions Intake Form
Thank you for your interest in tax preparation with Fav Financial!!

DOCUMENTS NEEDED FOR SINGLE FILER:
•Drivers License
•Social Security Card
•W2
• ANY HEALTH INSURANCE ( this is important if you want your taxes submitted
•Amount of stimulus recieved in March

DOCUMENTS NEEDED FOR SOMEONE WITH KIDS
•Drivers License
•Socials ( for you and the kids)
• W2 (if any)
• Child care information
HEALTHCARE INFORMATION ( Medicaid included )
• Amount of stimulus recieved in March
• amount of child tax credit recieved (if any)

DOCUMENTS NEEDED FOR SELF EMPLOYED
• Dl
• Social (for yourself and dependents if any)
HEALTHCARE INFORMATION
• BUSINESS INFORMATION ( proof of expenses and income)
• Amount of stimulus recieved in march
• amount of child tax credit recieved ( if any)

Please follow the link and input all your information when you have completed the questions below.

https://taxestogo.com/App/Download/99276
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First name *
Last name *
Email address *
Phone number *
Were you referred to us by anyone? If so, please list their name and phone number. *
Did you receive the 3rd stimulus payment in March 2021? If yes, how much total? ($1400 per person in household) *
*If you have dependents* Did you receive any child tax credit (CTC) payments? How much? (provided monthly Aug-Dec 2021) *
*If you have dependents* What were your daycare or childcare expenses? Enter "0" if you didn't have any (includes money paid to a personal friend/relative) *
Did you (or a dependent) attend college in 2021 and was enrolled at least half time? Please have 1098 T tax form. *
Did you have health insurance coverage? Form 1095A, 1095B, or 1095C *
Did you create an IRS IP (identity protection) pin? If yes, please enter below. *
Did you have any other income outside of work? *small business or side hustle* If yes, please enter the type of business below. *
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