Tax Services Tax Planning Tax Seminar Tax Preparation FAQs
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It's Tax Time Pay Off!
Call Now: (713) 532-2844
 
FOR OFFICE USE ONLY
Preparer:   Assigned to:
Intake Date:   Completed Date:
Note: Names must be spelled exactly as they appear on your Social Security Card.
 
PRIMARY TAX PAYER
First Name:   Last Name:
S. S. N.   Occupation:
D. O. B.   Deceased Date:
Home Ph. #   Work Ph. #
E-Mail:    
  Legally Blind: Yes No
  Disabled: Yes No
 
 
SPOUSE
First Name:   Last Name:
S. S. N.   Occupation:
D. O. B.   Deceased Date:
Home Ph. #   Work Ph. #
E-Mail:    
  Legally Blind: Yes No
  Disabled: Yes No
 
 
ADDRESS
Address:   Apt #:
City:   State:
Zip Code:   Documents:
 
FILING STATUS
Single (must be unmarried on last day of tax year)
Head of Household (must be unmarried or considered unmarried on last day of tax year and maintained a home for someone over 1/2 year)
Married Filing Jointly (must be married on last day of tax year)
Home Loan (Purchase, Refinance, Cash-out, Construction)
 
CHILDREN & OTHER DEPENDENTS
First Name Last Name SSN Relationship Months In D.O.B Student
Yes No
Yes No
Yes No
Yes No
We also provideInsurance and Mortgage services. If interested please check the appropiate box:
Auto Insurance
Homeowners Insurance
Other Insurance ( Life, Health, Business, ect.)
Home Loan (Purchase, Refinance, Cash-out, Construction)
 
WAGE & SALARY INCOME (enclude copies of W-2s)
Employers Name Total Wage Fed. Tax State Tax Local Tax Soc Sec Medicare
 
OTHER INCOME Name of Payer:
Amount:
GENERAL INFORMATION
Yes No Have you ever filed a U.S. Tax Return in the past?
Yes No Do you have any interest earned?
Yes No Do you own any stock?
Yes No Do you own your own business? Or are self employeed.
Yes No Did you recieve alimony?
Yes No Did you recieve unemployment compensation?
Yes No Did you recieve social security income?
Yes No Did you have a casualty or theft loss? (Generally, the loss must exceed 10% of you income)?
Yes No Did you recieve a distribution from a pension plan, profit sharing plan,tax-shelterd annuity, deferred compensation plan, IRA or Keogh? If so provide Form 1099-R.
Yes No Do you own Life Insurance?
Yes No Do you own a home?
Yes No Do you have any rental properties or revenue?
Yes No Did you earn royalties?
Yes No Are you a member of a Partnership, LLC or Joint Venture?
Yes No Did you (or your spouse) receive alimony?
Yes No Did you receive revenue from a trust or estate?
Yes No Did you win any monies from gambling?
Yes No Did you receive any scholarships, grants or employer assistance for education?
 
GENERAL INFORMATION (DEDUCTIONS)
Yes No Did you pay home mortgage interest?
Yes No Did you make contributions to an IRA, ESA or SEP?
Yes No Did you do any improvements to your home?
Yes No Did you pay interest on student loans?
Yes No Do you have an adopted child dependent?
Yes No Did you make any donations to charities?
Yes No Any transportation or mileage for charitable work?
Yes No Did you or your spouse pay any alimony?
Yes No Did you have any unreimbursed employee expenses?
Yes No Did you have any investment expenses?
Yes No Do you have a safety deposit box?
Yes No Did you pay any professional fees (tax preparation, legal, accounting services)?
Yes No Did you pay any dues or subscriptions for any associations or unions?
Yes No Did you pay any travel expenses?
Yes No Did you pay any lodging, meals or auto rentals?
Yes No Do you move because of job change?
Yes No Did you or your dependants pay college tuition?
Yes No Did you incur any adoption expenses this year?
Yes No Did you use your car for business purposes?
Yes No Did you pay child care expenses?
 
Upon Completion; we will provide you with a copy of the Tax Return. Please select the appropiate format:
Printed copy
On a CD
Both ($10 extra)
 
SIGNATURE & CONFIRMATION OF INFORMATION
Print Name:   Signature:
D. L. #:   Exp Date:
Date:      
 
 
Tel: (713) 532-2844
Toll Free: 1-800-239-8202
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