TAX PREP CLIENT INTAKE FORM

TAXPAYER INFORMATION:

Full Name *

Date of birth

Phone *

Email *

Address *

City *

State *

Postal code *

Driver's License Number

Occupation *

Are you a full-time student?

Yes

No

Are you totally and permanently disabled?

Yes

No

Are you legally blind?

Yes

No

SPOUSAL INFORMATION

Spouse Full Name

Spouse Date Of Birth

Phone Number

Email Address

Address

Street Address
City
State
Postal/Zip Code

Spouse Occupation

Are they a full-time student?

Yes

No

Are they totally and permanently disabled?

Yes

No

Are they legally blind?

Yes

No

Are they your dependent?

Yes

No

DEPENDANTS:

Enter your dependents here

Name #1
Date of Birth
Social Security Number
Name #2
Date of Birth
Social Security Number
Name #3
Date of Birth
Social Security Number

TAX RELATED QUESTIONS:

Employment Status

Are you contributing to 401k or other pre-tax account?

Yes

No

Is this your first time opening a pre-tax account?

Yes

No

Are you currently renting?

Yes

No

What is the monthly rental amount?

GENERAL EXPENSES:

Enter the following expenses total amount

Business Gross Sales of Tax year being filed
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses (Total Business Expenses)
Union Dues
Tax Preparation Fees
Investment Expenses

Total Expenses

Business Name

Business EIN Number

Business Location Details

Business Address
Business State
Business Zip Code

Bank Information

Bank Name

Account Type

Routing Number

Account Number

Document Upload

Upload Drivers License

Upload SS Card

W-2 or 1099 (s) - You can upload multiple forms

Form 1095-A Health Insurance Marketplace Statement

Miscellaneous Documents not mentioned on form you think is important to file with your Taxes

ACKNOWLEDGMENT & SIGNATURE

Certification of Information Accuracy and Consent

I hereby confirm that all the information I have provided is accurate and true to the best of my knowledge.

I consent to Justice League of Credit & Tax Services, LLC (JLOCTS) capturing and securely storing my sensitive data, including but not limited to personal identification, government-issued identification, Social Security Number (SSN), and other relevant information necessary for the provision of services.

I have thoroughly read, understood, and agreed to the terms and conditions and privacy policy of Justice League of Credit & Tax Services, LLC.

I also give my explicit consent to Justice League of Credit & Tax Services, LLC to contact me via phone, text message, email, social media platforms, automated phone dialers, artificial intelligence (AI) systems, or any other communication methods necessary for conducting business or providing services.

By signing below, I acknowledge that I have read and understood both my responsibilities and the responsibilities of Justice League of Credit & Tax Services, LLC in the preparation and submission of my tax return.

Date Signed *

Taxpayer Signature

Clear

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

FAQS

How much do your tax preparation services cost?

Our pricing is tailored to your specific tax needs. We offer transparent and competitive pricing, with no hidden fees. The cost depends on factors such as the complexity of your return, the types of income and deductions involved, and whether you're an individual or a business. To get an accurate estimate, we encourage you to reach out for a personalized quote.

Can I file my taxes online with your service, or do I need to visit an office?

You can absolutely file your taxes online with us! We provide a user-friendly online platform that guides you through the entire tax preparation process. It's designed to be intuitive and accessible, and you can do it from the comfort of your home. Of course, if you prefer in-person assistance, we also have physical offices where you can meet with our experts.

What happens if I get audited by the IRS?

If you're audited by the IRS, don't worry; we've got your back. Our services include IRS audit support. Our team of tax professionals will assist you in understanding the audit process, preparing the necessary documentation, and representing your interests to the IRS. While audits can be stressful, our goal is to make the experience as smooth and manageable as possible, ensuring the best possible outcome for you.