Intake Form

TDP TAX PROFESSIONALS

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INTAKE FORM
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TDP TAX INTAKE FORM
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Start your e-file online by completing the form below. Our professionals will begin your filing and contact you to complete the final steps!

need more info? email us: tdptaxpreparersservicesandmore@gmail.com

DO YOU HAVE A PREFERRED TAX PROFESSIONAL? PLEASE TYPE YOUR PREFERRED TAX PROFESSIONAL NAME *

WHAT'S YOUR Name? *

First

Last

What Was Your Previous Filing Status? *

* Indicates required field

WHAT'S YOUR OCCUPATION (JOB) (BUSINESS) *

Preferred method of contact *

Phone Email

Email *

Phone Number *

Address *

Line 1

Line 2

City

State

Zip Code

Country

WHAT'S YOUR Date of Birth & SSN *

Mother's Maiden Last Name *

ENTER NAMES OF DEPENDENTS *

First

Last

[object Object]

Names of Each Dependent *

First

Last

[object Object]

Names of Each Dependent *

First

Last

[object Object]

Names of Each Dependent *

First

Last

[object Object]

Who takes them to the doctor? DO YOU HAVE AUTHORIZATION TO FILE THE DEPENDENTS LISTED ABOVE? MUST ANSWER? *

Who registered the school record? Must Answer? *

Can you be claimed as a dependent by someone else? *

Yes No If yes whom? Enter Name in Box Below

Name *

First

Last

DID YOU OR ANY DEPENDENT RECEIVE THE STIMULUS PAYMENT/EIP3 $1400 PER PERSON * *

How Much Did Receive in Advance Child Tax Credit/CTC. Please send screenshot from IRS CTC PORTAL or Provide IRS LetterUpload File *

Max file size: 20MB

Income Wages, Business Revenue *

Employer(W-2) 1099-Misc/1099-NEC Self-Employment (Hobbies,SideJobs,Etc.) Interest Statement (1099-Int) Social Security/Retirement(SSA Statement) Dividends (1099-Div) Rental Property Stock or Mutual Fund Sale(109-B) Unemployment/1099-G Statement Other income not listed Robinhood,BitCoin,Stocks

Expenses *

Self Employment Unreimburded by your employer Education Rental Property Medical/Dental Care Union Dues Moving Costs

Credit & Deductions *

Donate cash or goods to charity? Pay student loan interest-1098E Statement? Pay child/dependent care expense? Have a mortgage payment (1098)? Make an IRA contribution? Pay property taxes? Make a major taxable purchase? Attended Post Secondary Education Institution/School Tuition Statement/1098T

Health Insurance *

Marketplace/1095A (very important if had) Employer Insurance/1095C Medicare or Medicaid/1095B Other

Please check Boxes if Applies *

Sell or buy a home? Take an IRA or 401(k) distribution? 1099R? Pay/Receive alimony? Suffer catastrophic loss? Have gambling winnings/losses? Did you receive a 1099K Do you receive public assistance? Do you receive rental assistance or Sec 8? Did you receive an SBA or any Business loans due to Covid-19? Do you receive Child Support? Is there a Court Order in Place for Tax Filing Purposes? If you are filing HOH (headofhousehold) provide school record, doctors note and lease if applicable. Please provide a copy of last year's tax return to your Tax Professional.

Additional Info

ARE YOU OR YOUR SPOUSE IN DEBT WITH THE IRS OR ANY OTHER GOVERNMENT AGENCIES? *

Yes No

WOULD YOU LIKE YOUR FEDERAL OR STATE INCOME TAX REFUND DIRECT DEPOSITED?* * *

Yes No

Upload File-Driver License/State Issued ID *

Max file size: 20MB

SS of Taxpayer/Filer no SS please apply at SSA.GOV PLEASE Upload Files-SS CARDS (IF MORE THAN ONE USE ADDITIONAL UPLOAD TABS) *

Max file size: 20MB

Upload File-Birth Certificates of Dependents (IF MORE THAN ONE USE ADDITIONAL UPLOAD TABS) *

Max file size: 20MB

Upload File-Any Tax Documents *

Max file size: 20MB

Upload File-Business Documents such as EIN/Articles of Organization *

Max file size: 20MB

Upload File-Additional Docs such as Lease, Utility Bill *

Max file size: 20MB

Upload File-Bank,Cash App,PayPal Statements *

Max file size: 20MB

Upload File-Charitable Donations, School Documents *

Max file size: 20MB

Upload File-Previous Tax Year 1040 Pages 1&2. If you are a previous client we have a copy. *

Max file size: 20MB

Upload File-Computerized Banking Information *

Max file size: 20MB

Upload File-Any Misc Document, Receipts *

Max file size: 20MB

Upload File *

Max file size: 20MB

Upload File *

Max file size: 20MB

Upload File *

Max file size: 20MB

Upload File *

Max file size: 20MB

Please Review All Answers, Also, any Additional Comments You Need Us To Know? *

By pressing submit, you fully understand and agree to the services being rendered by TDP Tax Preparation Services & More LLC. You also confirm that the information you have provided is true and accurate to the best of your knowledge. TDP Tax does not solicit or give out personal information of anyone.

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CONTACT US AT 1-(833)470-1303
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Our Location

South Florida Location:
3800 Inverrary Blvd
Lauderhill, Florida 33319

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