Manfredi Tax Service - Tax Prep Intake

Thank you for taking the time to complete our intake package. For our new clients, this information is critical to ensure an accurate filing of your tax returns. For our existing clients, while we may have some of this information from past engagements, we kindly request you provide it again so we can make sure our records are 100% accurate and up to date.

IMPORTANT: UPON COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO OUR OFFICE. CLOSING YOUR BROWSER BEFORE CLICKING THE "SUBMIT" BUTTON WILL DELETE ALL INFO WITHOUT SENDING TO US. IT SHOULD BE NOTED THAT UPON CLICKING THE SUBMIT BUTTON YOU WILL GET A CONFIRMATION EMAIL THAT WE RECEIVED YOUR INFO.

Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid state issued photo identification card during your engagement.

***The page is highly secure. We use industry-leading technology Secured Socket Layer (SSL) to keep your information safe. All sensitive information are securely transmitted and can not be compromised.***

This questionnaire may take you up to 30 minutes to complete.

***YOU MUST HIT SUBMIT AND GET THE COMPLETED MESSAGE OR THE FORM WILL NOT GO THROUGH!!***

Taxpayer can be claimed as a dependent on someone else's return.

Taxpayer was over age 18 and a full-time student at an eligible educational institution.

Taxpayer is deceased.

Taxpayer has received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year.

Taxpayer prefers to receive written communications from the IRS in a language other than English.

Taxpayer prefers to receive written communications from the IRS in an accessible format.

Spouse can be claimed as a dependent on someone else's return.

Spouse was over age 18 and a full-time student at an eligible educational institution.

Spouse has received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year.

Spouse prefers to receive written communications from the IRS in a language other than English.

Spouse prefers to receive written communications from the IRS in an accessible format.

Dependent Information

PLEASE NOTE:

The Earned Income Credit (EIC) increases with the first 3 Children you claim. The maximum number of dependents you can claim for Earned Income Purposes is Three.

You MUST also meet other requirements related to your Adjusted Gross Income (AGI) to qualify for EIC. If you are MARRIED and FILING SEPARATE you CAN'T claim the credit.

Upload Requested Documents

PLEASE NOTE: You can upload multiple documents

Deduct Tax Preparation Fee from your Refund

I have a Tax Obligation and will not be receiving a refund