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SCHEDULE A CONSULTATION

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2021 Individual Tax Intake Form

Name
Are You an Existing Client?
Has Any of the Following Changed?
Address

Notice about dependents

* We will need the name, dob, social for each dependent. We will reach out to you and gather this information separately.

How would you like to receive the copy of your return?
Would You Like Your Tax Return Direct Deposited?
Deposit to Account On File?
DID YOU BUY ANY LARGE ITEM IN 2021 (ex: boat, car)
DID YOU SELL, PURCHASE, OR REFINANCE A HOME IN 2021?
Drop files here or
Accepted file types: pdf, Max. file size: 32 MB.
    DID YOU MAKE ANY ENERGY IMPROVEMENTS TO YOUR MAIN HOME?
    Drop files here or
    Accepted file types: pdf, Max. file size: 32 MB.
      DO YOU PAY FOR ANY LONG TERM CARE INSURANCE?
      DID YOU PAY FOR HEALTH INSURANCE (NOT THROUGH AN EMPLOYER)?
      DO YOU HAVE ANY FOREIGN BANK ACCOUNTS?
      DID YOU HAVE ANY DIGITAL CURRENCY TRANSACTIONS?
      Max. file size: 32 MB.
      DO YOU HAVE RECEIPTS FOR CHARITABLE CONTRIBUTIONS?
      DID YOU MAKE A QUALIFIED CHARITABLE DISTRIBUTION FROM YOUR IRA? (MUST BE 72+ TO USE)
      Max. file size: 32 MB.
      DID YOU PAY INTEREST ON A STUDENT LOAN?
      Max. file size: 32 MB.
      ARE ANY MEMBERS OF YOUR FAMILY IN COLLEGE?
      Max. file size: 32 MB.
      DID YOU CONTRIBUTE TO A 529 SAVINGS PLAN?
      Did You receive the 3rd Economic Impact Payment (approx. March 2021) of $1,400 per person?
      Did you receive any advanced child tax credit payments in 2021
      Max. file size: 32 MB.
      DID YOU MISS WORK DUE TO COVID-19 SYMPTOMS, ILLNESS, OR QUARANTINE??
      DID YOU MISS WORK TO CARE FOR A FAMILY MEMBER WITH COVID-19??
      DURING 2021, DID YOU WORK WITHIN THE CITY LIMITS OF KANSAS CITY, MISSOURI AND WERE REQUIRED TO BEGIN WORKING FROM HOME IN THE MIDDLE OF THE YEAR?
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      Name(Required)
      Appointment Type(Required)
      We'll describe how we work with individuals and business owners, what type of information we need to file taxes, and how we bill for our work.
      During tax season we only schedule meetings when we have been engaged to file taxes on your behalf. You will meet with a CPA to walk through your unique circumstances. There is no charge for this meeting because we bill as a fee for service after we file your taxes. This means that you have us available for questions through the year, generally at no additional cost.
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