INTAKE FORM (New clients only)

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Email *

Taxpayer 1 NAME *

Taxpayer 2 NAME

ADDRESS *

Phone Number *

Email Address *

What county do you live in? *

Local School District *

Occupation for taxpayer 1

Occupation for taxpayer 2

DO YOU HAVE A BUSINESS? *

Yes If yes: Complete Business Intake Form

Do you have an Home Office? *

Yes If yes: Office in Home Questionnaire

Do you have rental property? *

Yes If yes: complete Rental Intake sheet?

Do you have any foreign accounts? *

Yes

Do you have virtual currency? *

Yes

Did you receive stimulus payments? If yes Amount 1st Stimulus, 2nd stimulus.

Charitable contributions, (there's a special credit to allow up to $300 in charitable contributions for those who do not itemize).

If you are a small business owner, you are eligible for a credit if you were affected by COVID. How many days were you not able to work because you had COVID? How many days were you not able to work because you had to take care of someone in your household with COVID?

DO YOU QUALIFY FOR EARNED INCOME CREDIT? *

Yes If yes: Complete EITC Questionnaire

Dependent 1 (Name, Date of Birth, Relationship)

Dependent 2 (Name, Date of Birth, Relationship)

Dependent 3 (Name, Date of Birth, Relationship)

Dependent 4 (Name, Date of Birth, Relationship)

Dependent 5 (Name, Date of Birth, Relationship)

DO ANY OF THESE APPLY? *

Married

Birth or adoption

Gambling winnings/losses

Withdrew funds from a retirement fund

Childcare expenses

Education expenses

Charitable contributions

Own a home

Hobby income/losses

Investments

Rental Property

Ponzi Scheme

Other:

Required

List of Documents needed to prepare tax returns. (Include all that apply) (Upload via google docs link that will be sent via email from Almasi Accounting) *

Identification card(s) (for tax payers only)

Social Security card(s) ( for tax payers & dependents)

Prior year(s) return(s) (OPTIONAL)

W2s / F1099R / F1099MISC/ NEC

Childcare Statement

Charitable Contribution Statement(s)

F1098

F1099G

Blank Check for direct deposit

1099 DIV/INT

Brokerage Statements

N/A

Other:

Required

List of Business Documents needed to prepare tax returns. (Include all that apply) (Upload via google docs link that will be sent via email from Almasi Accounting) *

F1099K

F1099MISC

K1s (from Partnership/Corporation)

W9s or TINs/SSNs for F1099MISC

IRS Notice (If Applicable / IRS Audit)

Bank statements, canceled checks, receipts (for Bookkeeping Services)

Required

A copy of your responses will be emailed to the address you provided.

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