Can you be claim as another dependent on another tax return?
Did you file your 2023 Tax Return ?
Have you ever had EARNED INCOME CREDIT DISALLOWED by the IRS?
Was your tax return offset last year?
Did you receive your expected refund ?
Is your address the same as primary?
Spouse are you required to file taxes using an Identity Protection PIN (IPPIN)?
Spouse did you file your 2023 Tax Return ?
Spouse, Have you ever had EARNED INCOME CREDIT DISALLOWED by the IRS?
Spouse, Was your tax return offset last year?
Spouse, Did you receive your expected refund ?
Do you have more than 5 dependent that is not listed
Do you have joint custody of the above listed DEPENDENT(S)?
If you have joint custody do you have a signed IRS Form 8332?
Are the dependents your claiming your biological child
Did anyone else help you support your dependents during the year?
Will you claim the CHILDCARE DEDUCTION for this tax year?
Did your dependent attend college?
Did you pay Mortgage Interest for your home in 2024?
Have you purchased any rental income property?
Cash Contributions (If over $500 )
Non- Cash Contributions (If over $500 ) :
Miscellaneous Expenses, Unreimbursed Business Expense
Are you, your spouse, or any dependent listed on your tax return disabled?
Has this dependent been declared disabled by a physician?
If yes, can you provide documentation?
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,
Were you employed during 2024?
Were you self-employed during 2024?
Did you receive unemployment compensation during 2024?
Did you, spouse, OR dependent attend college?
Did you, spouse, OR dependent have additional educational expenses

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.

Check appropriate box for federal tax classification
Is your business registered with the Secretary of State?
Accounting Method
Did you make any payment in 2024 that would require you to file form 1099
If yes, did you or will you be filing all required 1099 forms?
Was your business disposed during the year?
Do you have a Profit and Loss Statement for your business?

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.

We continue to grow our business through loyal customers like you. Please look in your cellphones and provide us with at least 3 names and phone numbers of people needing assistance in preparing their taxes and getting back the maximum amount of money they are legally entitled as such it is imperative to us that you leave at least 1 referral:

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 Sophisticated Tax Lab LLC 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 Sophisticated Tax Lab LLC and/or associated affiliates hold no responsibility for any misrepresentation or false claims.