February 25, 2016

Tax Appointment Forms


Our forms are now  FILLABLE for your convenience!

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.

**  All clients must complete pages 1-5, and page 6, if applicable AND include a copy of a driver’s license or state photo ID for self (and spouse, if married).

**  If you choose to have our preparation fees taken out of your anticipated tax refund – complete additional pages 7-9.

**  If you would like to apply for an Advance Refund of $500, $100, or $1500, OR an Additional UP+ loan of $1,000 –  complete additional page 10.

**  If you are dropping off, mailing, e-mailing or faxing your tax documents to us for preparation of your income tax return – complete the additional Drop-Off Questionnaire.

Page 1 – 2017 General Questionnaire – A checklist to help make sure you aren’t missing anything and helps you gather all of your needed documents.

Page 2 – 2017 Qualified Health Insurance Coverage Questionnaire ACA (Obamacare) checklist.   Information from this checklist is required for your 2016 tax return.

Page 3 – 2017 Engagement Letter – Officially hires us to prepare your tax return, and lists responsibilities of both client and preparer.

Page 4 – 2017 Email Release – Allows us to communicate with you through e-mail.

Page 5 – 2017 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 – 2017 Self Employed, Farm & Rental Questionnaire – Questionnaire for those who have self employed, rental or farming income and/or reimbursed employee business expenses.

Page 7 – 2017 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 – 2017 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 – 2017 EPS Prepaid Card Request Form – You cannot choose this option after your return is completed. Required if you choose the prepaid Visa card method of receiving your refund.

Page 10 – 2017 Refund Advance & UP Plus Loan Worksheet – .Required if you choose to apply for a $500, $1,000 or $1500 Advance on your Refund.  Also complete this form if you choose to apply for the UP Plus Loan. You must notify us of this choice BEFORE we begin preparing your taxes.  You cannot choose this option after your return is completed.

2017 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.