February 25, 2016

Tax Appointment Forms


To comply with IRS requirements, the forms listed below must be completed (updated) each year that we prepare your taxes.  You can save time by choosing the scenerio below that best describes your situation, print off those selected forms and bring them to your appointment or include them with your tax documents to drop off.

  1. If you have an appointment with a preparer and choose to pay out of pocket for our services – complete pages 1, 2, 3, 4, and 5.   If you have income from self employment, rental property or farming, please also complete page 6.
  2. If you have would like to apply for an Advance Refund (a $400 or $750 advance on your refund) – complete pages 1-9. (complete page 10 only if you chose the remainder of your refund on a visa card) (complete page 6 only if you have self employment, rental property or farming income.)
  3. If you have an appointment and choose to have our preparation fees taken out of your anticipated tax refund – complete pages 1 through 8 (complete page 10 only if you choose the visa card option) (complete page 6 only if you have self employment, rental property or farming income).
  4. If you are dropping off, mailing, e-mailing or faxing your tax documents to us for preparation of your income tax return – complete the Drop-off Questionnaire as well as the pages for either option 1)  2) or 3) above.

Page 1 – 2016 General Questionnaire – A checklist to help make sure you aren’t missing anything and helps you gather all of your needed documents.

Page 2 – 2016 – Qualified Health Insurance Coverage Questionnaire ACA (Obamacare) checklist.   Information from this checklist is required for your 2016 tax return.

Page 3 – 2016 Engagement Letter – Officially hires us to prepare your tax return, and lists responsibilities of both client and preparer.

Page 4 – 2016 Email Release – Allows us to communicate with you through e-mail.

Page 5 – 2016 Consent to Use of Tax Return Information – Gives us permission to use your tax return information to answer your tax questions or for future year projections, and to see if you qualify for an bank products you may be requesting.

Page 6 – 2016 Self Employed, Farm & Rental Questionnaire – Questionnaire for those who have self employed, rental or farming income or unreimbursed employee business expenses.

Page 7 – 2016 Consent to Disclosure of Tax Return Info – Gives us permission to share (disclose), at your request, your tax return information with the bank in order to have our fees withheld from your refund.

Page 8 – 2016 Refund Disbursement Method – If you choose to have our fees withheld, you must choose which method you would like to receive your refund (prepaid Visa, direct deposit or paper check picked up in our office).

Page 9 – 2016 Refund Advance Worksheet – Required if you choose to apply for a $500, $800 or $1200 Advance on your Refund.  You must notify us of this choice BEFORE we begin preparing your taxes.  You cannot choose this option after your return is completed.

Page 10 – 2016 EPS Visa Prepaid Card Request Form – Required if you choose the prepaid Visa card method of receiving your refund.

2016 Drop-Off Questionnaire– Complete for drop off, mail, email and faxed returns without an appointment.  Contact information is required and this form gives us your current demographic information.