TAX PREP CLIENT INTAKE FORM
PLEASE NOTE EVERYTHING IS NOT REQUIRED TO BE FILLED OUT PLEASE ONLY FILL OUT THE SECTIONS THAT MEET YOUR INDIVIDUAL NEEDS.
It is crucial to wait until you have received all necessary federal forms before filing your tax return. This includes documents such as W-2s, 1099s, 1098-T, and any other relevant federal forms. WE DO NOT FILE USING YOUR LAST PAYSTUB! This measure is in place to safeguard you against potential tax audits and to prevent any delays in receiving your refund. Please ensure that you enter your information as accurately as possible. To process your 2024 tax return, kindly upload the required documents.
CASH ADVANCES AVAILABLE UP TO $6000.00
TAXPAYER INFORMATION
Please enter your information as accurately as possible. Please upload your required documents that are needed to process your tax return.
Sing Below to acknowledge that your account information is correct
Please enter spouse information, if applicable.
If you are still legally married please complete
PLEASE ENTER DEPENDENTS IF APPLICABLE
Due Dilligence for Head of Household (HOH) & Earned Income Tax Credit (ETC) Intake Form
Earned Income Tax Credit (EITC)
To be a qualifying child for the EITC, your child must be your: Son, daughter, stepchild, adopted child or foster childBrother, sister, half-brother, half-sister, stepsister or stepbrotherGrandchild, niece or nephew
Adopted Child Definition
An adopted child is a child who is lawfully placed with you for legal adoption.
Foster Child Definition
For the EITC, you can only claim a foster child that is placed with you by:A State or local government agencyAn Indian tribal governmentA tax-exempt organization licensed by a state or an Indian tribal government A court order
Upload W2
SOME EMPLOYERS LOCK THERE W2'S SO PLEASE EMAIL IT ME DIRECTLY DOWNRIGHTAWESOMEWEALTH@GMAIL.COM SUBJECT BOX YOUR NAME(W2) IF YOU ARE UNABLE TO UPLOAD
Schedule C/1099/1099K
Business-Business Expenses
Expenses (Proof will be required)
Intake Schedule C Form Due Dillegence
Don't Forget to upload legal documentation!!!
Upload your documents (Driver license, Photo ID, Social Security Card, W2 and or 1099)
ACKNOWLEDGMENT & SIGNATURE
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I have read the terms and conditions and privacy policy of Down Right Awesome Wealth.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
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Contact US
EMAIL: Downrightawesomewealth@gmail.com, PHONE: 1.844.956.1066 WEBSITE: DOWNRIGHTAUSOMEWEALTH PRICING: $500 PERSONAL $600 BUSINESS AND ANYTHING OVER 10K $1499 AMENDED RETURNS $275 ALL PRIOR YEARS PRICES ARE THE SAME ABOVE! AMENDED AND PRIOR YEARS HAS TO BE PAID UPFRONT BEFORE IM ABLE TO FILE. We also offer Notary services, Business and Credit consulting. Payments accepted: Refund advantage, zelle, or cash app.