JES Accounting Partners accounting firm
Thank you for taking time to complete the Client Tax Questionnaire. This questionnaire may take you up to 20 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form.
IMPORTANT: AFTER THE COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM, IT MUST BE CLICKED THE "SUBMIT" div AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO THE OFFICE. IT SHOULD BE NOTED THAT AFTER CLICKING THE SUBMIT div, THE CONFIRMATION EMAIL WILL BE SENT.
Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid state issued photo identification card during your engagement.
Are you a new or existing client?* Please SelectNewExisting
Do you have a copy of your prior year tax return?*
YesNo
Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?*
Taxpayer Name*
Taxpayer Last Name*
Taxpayer Date of Birth*
Taxpayer Occupation*
Phone Number*
Please enter a valid phone number
Email*
example@example.com
Address*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Can another taxpayer claim you as a dependent on their tax return?*
Will you be filing a tax return with your spouse?*
Did the taxpayer work in 2021?*
Taxpayer Photo*
Taxpayer Income Documents
Next Step
Spouse Name
Spouse Date of Birth
Spouse Occupation
Spouse Phone Number
Spouse Email
Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?
Can another taxpayer claim you as a dependent on their tax return?
Did the spouse work in 2021?
Spouse Photo Identification
Spouse Income Documents
Back
Next
Do you have any dependents you will claim on your 2021 tax return?*
Have you ever been disallowed for EITC/AOTC/CTC/ACTC?*
How many dependents will you claim on your 2021 tax return?*
1 dependent2 dependent3 dependent4 or more dependent
Was dependent (1) claimed on your tax return last year?*
Can anyone else claim dependent (1) on their 2021 tax return?*
Dependent (1) Name *
First Name:
Last Name:
Dependent (1) Date of Birth *
How many months did dependent (1) live in your household in 2021? *
Relationship * Please SelectSonDaughterNieceNephewParentGrandparentGrandchildFoster Child (placed by agency)AuntUncleSisterBrotherStepchildStepbrotherStepsisterHalf brotherHalf sister
Is dependent (1) your biological child? *
Was dependent (2) claimed on your tax return last year?*
Can anyone else claim dependent (2) on their 2021 tax return?*
Dependent (2) Name *
Dependent (2) Date of Birth *
How many months did dependent (2) live in your household in 2021? *
Is dependent (2) your biological child? *
Was Dependent (3) claimed on your tax return last year?*
Can anyone else claim Dependent (3) on their 2021 tax return?*
Dependent (3) Name *
Dependent (3) Date of Birth *
How many months did Dependent (3) live in your household in 2021? *
Is Dependent (3) your biological child? *
If you have four or more dependents or qualifying children, please list their name(s), date of birth, and relationship to the taxpayer. *
Did you pay any child care expenses for any dependents listed above?*
Upload Child Care Receipts
Did you, your spouse, or any dependents attend college in 2021?*
Name of person that attended college in 2023
Did the student attend college at least half time?
Upload Form 1098-T from College
Additional Person?
Name of person that attended college in 2021
Did you, your spouse or dependents receive health insurance through the Marketplace in 2021 and receive Form 1095-A?*
Upload Form 1095-A Health Insurance Marketplace Statement*
Did you or your spouse receive unemployment benefits in 2021?*
Upload Form 1099-G received for Unemployment Benefits*
Do you rent or own your current residence?*
RentOwn
Did you make any home improvements in 2021?*
If you own your home, have you received form 1098 from your mortgage lender?*
Upload Form 1098 from mortgage lender
Did you or your spouse make payments on your student loans in 2021?*
Upload Form 1098-E Student Loan Interest Statement
Did you or your spouse pay any medical or dental expenses in 2021? (This does not include insurance premiums)*
Do you or your spouse own a rental property?*
Did you or your spouse have any gambling winnings in 2021?*
Upload Form W-2G from gambling winnings
Did you or your spouse receive social security benefits in 2023?*
Did you make any charitable contributions in 2023?*
Did you purchase a vehicle in 2023?*
Did you or your spouse withdraw money from your 401k in 2023?*
Did you receive any earnings from interest or dividends in 2023?*
Upload Forms 1099-DIV and 1099-INT for dividends and interest earned
Are you self-employed?*
Do you or your spouse owe debt to any Government Agency; such as IRS, Student Loans, Child Support etc?*
Which Government Agency do you owe?*
Do you plan to purchase a home within the next one or two years?
Do you currently have life insurance for you, your spouse and/or dependents?
Are you interested in a FREE life insurance quote?
Would you like your tax refund direct deposited into your bank account? If so, please complete bank information below:
Account Type*CheckingSavings
Would you like to receive a text message when your refund is funded?
Select your cell phone provider*
Please SelectAllTelAT & TSprintSunComT-MobileVerizonMintBoostCricketMetro PCSUS CellularStraight Talk
How did you hear about us?
Please SelectSocial MediaRFF Tax ProfessionalPrior Year ClientReferralGoogleWalk-InOtherBoostCricketMetro PCSUS CellularStraight Talk
Taxpayer Signature*
Spouse Signature*
I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing ABC Solutions to prepare my taxes based on that fact. I understand that I am financially responsible for any outstanding balance due to any false information given. If there is a balance due, you must pay the tax preparation fee upfront. If for any reason you owe an entity and they take the entire refund, you are STILL responsible to pay the tax preparation fee for services rendered. If the tax preparation fees are not paid, I understand ABC Solutions will take legal action to collect the unpaid tax preparation fees.
*For any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $250.00 is required! ABC Solutions will email you a copy of your return once it is in "accepted" status with the IRS and your state. Any copy after the first copy is a fee of $20.00. ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable! Please utilize www.example.com for all federal refund tracking. Please utilze your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal, and state taxes are state when tracking your status (Federal Link Below). Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have any tracking questions. IRS Contact 920-469-2415. For any direct assistance please email ABCSolutions@example.com. Please click this link to check your federal refund status. You will need your filing status, social security number, and the total amount of the refund before fees https://www.federallinkexample.com
Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. However, federal law also prohibits us from revealing any personal or financial information to any third party. Therefore as a matter of fact, we will never reveal your financial or personal information in any way, to anyone, unless you specifically request we do so, and provide in writing to us the specific person or persons to whom you wish that disclose to be made, which is done on a wholly separate consent form from this. For the purposes of this consent form please note we are seeking consent only to satisfy requirements set forth by federal law so we may speak with you on the phone, send you email correspondences of any kind, send you mailings, newsletters, email reminders, holiday and occasional cards and greetings, and reminders of upcoming deadlines, etc. You are not required to complete this form. If we obtain your signature on this form by conditioning our service on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for a period of three years from the date you have signed the consent. The undersigned hereby consents to the use; by ABC Solutions its owner, employees, and staff; of any and all tax return information pertaining to: Direct questions, inquiries or requests you make regarding your tax returns, situation, or issues. Requests you make for copies of your documents, figures, numbers, or information. Upon your direct request in order to connect you with another professional in another field or profession so you may gain further information on a certain topic not available or in the realm of expertise of this firm. Notification of important tax law changes. Notification of changes or information that will impact our engagement, such as a change of firm website address, email address, physical location, or other such contact, biographical or geographical information. Other reasonable business purposes including but not limited to: appointment reminders, holiday mailings, birthday greetings and other informational mailings. The tax information may not be disclosed or used by ABC Solutions its owner, employees, or staff, for any purpose other than that which is permitted by this consent document. If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the ABC Tax Administrations by telephone at 920-469-2415 by email at abcsolutions@example.com.
We here at ABC Solutions value the relationship we have with all of our clients. We are in the business to provide you with the absolute best service you can have. With saying that, we would like to remind you that we are providing you a service NOT a refund. You as a taxpayer have the choice to pay your tax preparation fees by one of the following: cash, money order, or directly from your refund*.
If you choose to have the tax preparation fees taken from your refund and for whatever reason your taxes are intercepted, YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES! Please contact us immediately at our office for payment or payment arrangements. By signing your return you are agreeing to pay the preparation fees regardless if your refund was received or not. After 90 days from the date the refund was scheduled to arrive if no payment or payment arrangement is made, we will be forced to put your account into collections. We hope we never have to go this route, so please keep open communication with us so we can work with you!