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.

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TAXPAYER INFORMATION

Please enter your information as accurately as possible. Please upload your required documents that are needed to process your tax return.

Do you want to apply for a cash advance up up $6K, No Credit Check, 34.99 APR% You will be notified of approval within 24 hours. (ENDS FEB 2025) *

What tax year are you filing? *

What tax preparation do you need? *

Is this a Amended Return? *

Upload IRS Form Here

Phone *

Name *

Email *

Address

Street Address *

City

State

Country

Postal code

Did Dependent live with you for the full year?

YES

NO

Drivers License/ID Number *

Occupation

Full Social Security Number *

Did you receive any documents from the IRS? If so, please upload below.

YES

NO

Upload IRS documents here.

Have any credits ever been disallowed? *

YES

NO

Date of birth

If you received a PIN (SELF) from the IRS please input here.

If you received a PIN (dependent) from the IRS please input here.

Did you received unemployment? if so, upload statement *

Unemployment Statements

Upload your ID *

Upload you Social Security Card *

Bank name you want funds deposited *

Account number *

Re-enter your account number *

Routing number

Sing Below to acknowledge that your account information is correct

Signature

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Are you a full-time student? *

Yes

No

Are you totally and permanently disabled? *

Yes

No

Please enter spouse information, if applicable.

If you are still legally married please complete

Spouse First Name

Spouse Last Name

Spouse Date Of Birth

Spouse Driver License/State ID #

Photo ID Front

Photo ID Back

Spouse Social Security Number

Social Security

Spouse Occupation

PLEASE ENTER DEPENDENTS IF APPLICABLE

What documents will be provided to provide proof of residency for child dependents? We will need this provided for each dependent

School Report Card

Doctor Letter

Foodstamps, Government assistance, Public Housing, ETC

Lease With Child Name

File Upload

Dependent Child #1 First/ Last

Enter Dependent #1 Social Security Number

Dependent #1 SSC

Dependent #1 Birthdate

Relation to dependent

Can anyone else claim the dependent?

YES

NO

Did dependent live with you for a full year?

YES

NO

Dependent #2 First/Last

Enter Dependent #2 Social Security Number

Upload Dependent #2 SSC

Dependent #2 Birthdate

Relation to Dependent #2

Can anyone else claim dependent?

YES

NO

Did dependent live with you for a full year?

YES

NO

Dependent #3 First/Last Name

Enter Dependent #3 Social Security Number

Upload Dependent #3 SSC

Relation to Dependent #3

Can anyone else claim the dependent?

YES

NO

Due Dilligence for Head of Household (HOH) & Earned Income Tax Credit (ETC) Intake Form

What document will be provided for proof of Head of Household?

Please Uplod documents that you have selected to Verify HOH

Please answer, only if applicable. If your income level is at or below $13,000.00, & you have 2 or more children, how are you able to maintain the household. For example, I receive government benefits, as such as, section 8, or I am on housing, or other. Please indicate below

If your address is different than the one thats on your government ID or driver's license, please indicate the reason why below.

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

Are all of the children being claimed related to the taxpayer by birth or bloodline? If no, please identify which child is not related to you.

Please indicate why are you claiming this child that is not related to you. What are the circumstances that you have supported this child for at least 6 months of 2024. Please outline the support you have provided to the child.

Please only answer, if applicable. If your last name is different than your dependents last names, that you are filing, what is the reason why. Please indicate the reason below.

Please upload document showing child lived with you for over half of the 2024 year. Examples include: utility bill, rental agreement, report card, medical bill or immunization records **the address must match the address on your return**

Additional documents, if needed

If you are the father of the child & are claiming the child. Please indicate the reason why the child is living with you and not the mother. Please outline the support you have provided to the child.

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

Upload W2'S

Additional Documents

Date *

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

Yes

No

Are you currently renting?

Yes

No

Schedule C/1099/1099K

Enter the name of your business

Enter the nature of your business

Enter Business address

Business-Business Expenses

Expenses (Proof will be required)

Enter the following expenses total amount

Advertising
Contract Labor
Insurance Premium ( Do not include Health Insurance)
Legal & Professional Fees
Mortgage
Office Expenses Fees
Rent/Lease Vehical, Equipment & Etc Fees
Repairs & Maintenance Fees
Supplies Fees
Travel Expenses
Meals & Entertainment Expenses
Utility Fees
Wages Expenses
Cell Phone
Uniform Fees
Business Miles Driven
Other Deductions

Total Expenses

Intake Schedule C Form Due Dillegence

Please List Business Income in detail.

Please list business expenses in detail.

Please upload documents, if necessary.

Don't Forget to upload legal documentation!!!

Upload your documents (Driver license, Photo ID, Social Security Card, W2 and or 1099)

Upload documents here

EIN Required

Please Upload Documents related to your business

ACKNOWLEDGMENT & SIGNATURE

I confirmed that all information I entered here is accurate and true.
I allow Down Right Awesome Wealth to capture my sensitive data like personal id, government id, social security number (SSN), and other information.
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.

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.

Contact US

EMAIL: Downrightawesomewealth@gmail.com, PHONE: 1.844.956.1066 WEBSITE: DOWNRIGHTAUSOMEWEALTH PRICING: $487 PERSONAL $587 BUSINESS AND ANYTHING OVER 10K $1300 AMENDED RETURNS $347 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.