February 25, 2016

Tax Client Information Forms

 

UPDATE:  COVID 19  Stay At Home Order

Because we are considered an Essential Business, we are OPEN for business.  However, our lobby is CLOSED.

 

WHAT’S GOING ON:  

Due to the Jackson County STAY AT HOME ORDER in effect from March 24 until April 24, we are conducting business a little differently than normal.  It is our desire to continue to serve your tax needs and help you get your refunds as quickly as possible during this difficult time in our history.  

WHAT WE ARE DOING:

We are accepting your tax documents via email, fax, mail or dropping off into our secure drop box (to the left of our front door).  With today’s technology, we can receive, prepare and deliver your tax information and returns electronically.  Don’t worry, we can still go over your returns, ask and answer questions and take payments over the phone. 

WHAT YOU NEED TO DO:

Everyone should fill out the forms in Section 1 below.  Read Sections 2 & 3, and if they apply to you, fill those forms out as well.  You can fill them out through Adobe, and email them to us OR print, fill out, scan (or take pictures) and then email them to us.  You may also leave your tax information, along with the completed forms below in our secure drop box.   

We will have clipboards ready for you at the front door, for those who are unable to complete the forms electronically, otherwise complete Section 1.  If applicable, complete Sections 2 & 3.

Email:  norma@normastax.com

Fax:  816-229-3280

Address:  619 NW R.D. Mize Road, Blue Springs, MO 64014

Thank you for your cooperation, loyalty and trust. 

***Residency verification is required for each child.  If you claim a dependent (other than yourself or spouse), you must provide proof that they lived with you.  Examples include:  Health insurance forms 1095-A, 1095-B or 1095-C, medical records, prescriptions, school records, or bank statements.

 

SECTION 1 – ALL CLIENTS MUST COMPLETE THIS SECTION 

2019 Drop-Off Questionnaire  –  Complete for drop off, mail, email and faxed returns WITHOUT an appointment.  Contact information is required as this form gives us your current demographic information.

Page 1 – 2019 General Questionnaire – A checklist to help make sure you aren’t missing anything and helps you gather all of your needed documents.

Page 2 – 2019 Email Release – Allows us to communicate with you through e-mail, and also to receive proof that your tax return has been accepted by the IRS.

Page 3 – 2019 Engagement Letter – Officially hires us to prepare your tax return, and lists responsibilities of both client and tax preparer.

 

SECTION 2 – ONLY COMPLETE PAGES B1 AND B2 IF YOU ARE SELF-EMPLOYED, OWN RENTAL PROPERTY, A FARM or a FARM RENTAL.

Page B1 – 2019 Self Employment, Rental, Farm, Partnership and/or Corporate Income Questionnaire – Questionnaire for those who have self employed, rental, farming, partnership or corporate income.

Page B2 – 2019 Business Engagement Letter – Engagement letter officially hiring us to prepare your business tax return, and lists responsibilities of both client and tax preparer.

 

SECTION 3 – ONLY COMPLETE PAGES 4-8 IF YOU WOULD LIKE THE TAX PREPARATION FEES WITHHELD FROM YOUR REFUND!

Page 4 – 2019 Consent to Use – Gives us permission to use your tax return information to answer your tax questions or for future year projections.  This form is required for any bank products you may request.

Page 5 – 2019 Consent to Disclose – 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 6 – 2019 Option Refund Disbursements – If you choose to have our fees withheld, you must choose which method you would like to receive your refund.  The options are:  Prepaid Visa card, Direct Deposit into a checking or savings account, or a paper check to be picked up in our office.

Page 7 – 2019 Refund Advance/Loan Options – If you would like an Advance on your Refund of up to $6000, you must complete this request form BEFORE we begin preparing your tax return.

Page 8 – 2019 Prepaid Visa Request Form – If you chose the Prepaid Visa card on page 6, you must complete this form for verification purposes.