Country
If you have joint custody do you have a signed IRS Form 8332?
Will you claim the CHILDCARE DEDUCTION for this tax year?
Have you purchased any rental income property?
Cash Contributions (If over $500)
Miscellaneous Expenses, Unreimbursed Business Expense
Has this dependent been declared disabled by a physician?
Are you or your spouse listed as the Social Security Representative Payee for this dependent?
Is this the dependent(s) expected to recover in the next year?
Will you claim the DEPENDENT CARE DEDUCTION for the disabled dependent
Did you pay out of pocket for any uncovered Medical Expenses for the disabled dependent
At any time during 2024, did you or your spouse: (a) receive (as a reward, award, or payment for property or services); or (b) sell, exchange, gift, or otherwise dispose of a digital asset (of a financial interest in a digital asset)?

Self Employed Definition: An Individual who operates a business or profession as a sole proprietor, partner in a business relationship, independent contractor, or consultant. He/she must report self-employment income on Schedule C or Form 1040.

Is your business registered with the Secretary of State?
Accounting Method

Affidavit for No Receipts OR Profit and Loss Statement

I declare that the above information is true and accurate to the best of my knowledge.

CLIENT NON PAYMENT/OFFSET CLAUSE, we strive to assist all of our clients in their tax needs, however we understand that situations arise. If your refund is offset by the IRS, student loans, child support or your check is mailed, you are still obligated to pay our company the fees associated with filing your tax return. By signing this agreement you acknowledge that if payment is not made in full with in 30 days legal actions will be sought to resolve payment. I am giving Locked In Tax Services and/or associated affiliates permission to prepare all forms related to my tax return and I have signed all necessary forms to file my income tax return electronically. I take full responsibility for the accuracy of this client intake form and understand that Locked In Tax Services and/or associated affiliates hold no responsibility for any misrepresentation or false claims.