MSB Foundations

Get Started By Filling Out The Client Intake

Client Data Tax Intake

Fill out the taxes intake form below to submit your tax information to us. If you have any questions prior to completing this form, do not hesitate to contact me by email or by filling out the contact form. Thank you and have a great day!

How did you hear about us or who referred you?

First Name *

Last Name *

Suffix

Address *

City *

State *

Postal code *

County

Date of birth *

Tax ID/ SSN# *

Occupation *

Drivers License #

State Drivers License was issued

Date Drivers License was issued

Drivers License expiration date

Drivers License

What is your filing status?

Are you filing an eligible spouse on your tax return?

Yes

Spouse Name

Spouse Full Address

Spouse Email

Spouse Phone #

Spouse Occupation

Spouse Date of Birth

Spouse Social Security #

Spouse Drivers License #

Spouses State Driver's License Was Issued

Spouse Driver's License Expiration Date

Spouse - Photo of Drivers License

Spouse Date Driver's License Was Issued

Dependents

Should only be listed if you take care of the dependent over half of the year

Upload ALL hereImage of Dependent's S.S.Card

Dependent #2

First Name
Middle Name
Last Name
Suffix
Gender
Date of Birth
Social Security #

Dependent #1

First Name
Middle Name
Last Name
Suffix
Gender
Date of Birth
Social Security Number

Dependent #3

First Name
Middle Name
Last Name
Suffix
Gender
Date of Birth
Social Security #

Dependent #4

First Name
Middle Name
Last Name
Suffix
Gender
Date of Birth
Social Security #

Dependent #5

First Name
Middle Name
Last Name
Suffix
Gender
Date of Birth
Social Security #

Dependent #6

First Name
Middle Name
Last Name
Suffix
Gender
Date of Birth
Social Security #

Do you have Dependent Daycare Expenses?

Yes

Child and Dependent Daycare Expenses

If the provider is a person, enter the care provider's SSN

Child(s) Name

Dependent 1
Dependent 2
Dependent 3
Dependent 4

Amount Paid

Daycare Provider #1

Name of Daycare
Name of Person
Tax ID #(EIN)/ SSN
Address
City
State
Zip Code

Provider Phone #

Do you want to enter another child care provider? *

Yes

Upload photos of your W-2, 1099 and ALL documents you have received for filing.

Attach an image of all documents that can be used to assist your tax preparer with the preparation of your tax return.

Tax Documents 1099, W-2, etc

Enter any additional information or comments that you would like the include for your tax preparer

If you did not file your tax return with us last year, we recommend that you upload a copy of your previous year's tax return or documents for us to review.

Do you owe from previous years? *

Yes

Please select the additional following years you are trying to file.

2022

2021

2020

2019 & below

Do you have a business that you would like to be included on your return? *

Yes

Taxpayer Signature

Clear

By filling out this form and applying your signature, you are giving {{location.name}} consent to disclose and transmit information entered above on your behalf. By signing above you confirm that the information entered is true and accurate. If you have any questions do not hesitate to call/text {{location.phone}}, or email {{location.email}}

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

FAQS

How much do your tax preparation services cost?

Our pricing is tailored to your specific tax needs. We offer transparent and competitive pricing, with no hidden fees. The cost depends on factors such as the complexity of your return, the types of income and deductions involved, and whether you're an individual or a business. To get an accurate estimate, we encourage you to reach out for a personalized quote.

Can I file my taxes online with your service, or do I need to visit an office?

You can absolutely file your taxes online with us! We provide a user-friendly online platform that guides you through the entire tax preparation process. It's designed to be intuitive and accessible, and you can do it from the comfort of your home. Of course, if you prefer in-person assistance, we also have physical offices where you can meet with our experts.

What happens if I get audited by the IRS?

If you're audited by the IRS, don't worry; we've got your back. Our services include IRS audit support. Our team of tax professionals will assist you in understanding the audit process, preparing the necessary documentation, and representing your interests to the IRS. While audits can be stressful, our goal is to make the experience as smooth and manageable as possible, ensuring the best possible outcome for you.