CLIENT INTAKE FORM

LAST DAY TO E-FILE OCTOBER 15, 2017


  * YOU MUST BE UP TO DATE ON TAX RETURN FILINGS IN ORDER TO RECIEVE AN OBAMACARE PLAN OR RENEW YOUR EXISTING PLAN


  * If YOU WERE ENROLLED IN A HEALTH INSURANCE PLAN THROUH THE MARKETPLACE (OBAMACARE) YOU WILL RECIEVE A 1095-A THAT MUST BE FILED WITH YOUR TAX RETURN OR THE IRS  WILL NOT PROCESS YOUR RETURN.


DOCUMENTS NEEDED TO FILE A TAX RETURN


EMPLOYED TAX PAYERS-- W-2/1099'S


SELF-EMPLOYED/BUSINESS OWNER --1099/PROFIT LOSS STAETEMENT/COPY OF BUSINESS OR PROFESSIONAL LICENSE/SOS REGISTRATION/TAX ID #


STUDENT---COPY OF 1098 SCHOOL FORM AND ANY RECEIPTS FOR SCHOOL RELATED PURCHASES


HOMEOWNER- 1098 FORM FROM MORTGAGE COMPANY


CHILD DEPENDENT CARE CREDIT--PROVIDER DOCUMENTATION STATING CHILD CARE FEES & DATES ENROLLED/MUST INCLUDE PROVIDER TAX ID #


TAX PREP FEES

Individual W-2 No Dependents Annual Income Under $20,000 -$59


Individual W-2 No Dependents Annual Income over $20,000- $99


Individual W-2 Dependents -

$199


Business Return -

Starting at $399


More than 2  W-2's - $5 per additional W-2


Filing Additional Deductions and Credits - $59 to $99


Audit Assistance Starting at $99

Amendments Starting at $99