Client Intake/Request A Quote
Taxpayer Information
Address
Mobile/Home Phone/Email
*Please take a clear picture of it on a dark background. Please do not hold the ID, place it flat on a table or book.*
Spouse Information
Questionnaire
*Answering these questions will toggle specific forms for your tax situation to keep you from answering irrelevant information and to save time and give you a more accurate quote*
Income
Deductions & Credits
Refund Selection
Dependent Information
Dependent #2
Dependent #3
Refund Selection
Due Diligence Questionnaire
If you will be claiming an Earned Income Credit, Child Tax Credit, Additional Child Tax Credit, HOH, and/ or an American Opportunity Credit on your 2023 tax return, you must complete this questionnaire.
The United States Congress have, as a reaction to the substantial tax fraud resulting from their original error of choosing to distribute federal social welfare program benefits via the tax return, placed new excessive inappropriate "due diligence" requirement on paid tax return preparers whose client are claiming certain tax credits. This added to the excessive and inappropriate requirements previously implemented by the Internal Revenue Service, the IRS has forced tax preparers to question and verify that their clients qualify to receive certain credits i.e. EIC, CTC, ACTC, and now HOH.