Dhar

First Name *

Middle Name

Last Name *

Phone Number *

Email Address *

Occupation

Date of Birth *

Month *

Day *

Year *

Street Address *

Apartment

City

State/Province

ZIP / Postal Code

Filing StatusSingleHead Of HouseHoldMarried filing SeparatelyMarried filing Jointly

How many W2s do you have?

Did you pay over half the expenses of maintaining your residence for the entire year?YesNo

Did you support a child or family member for more than 6 months out of the year?YesNo

Did you receive market place insurance?YesNo

Did you move from your house last year?YesNo

If any dependent is not biologically related please explain why

Did you attend college?YesNo

How many total income documents are you expecting for the whole year?

No file chosen

1099 Form

No file chosen

Prior Year Tax Return

No file chosen

Proof of residency (deed, lease, utility bill)

No file chosen

Waiting on tax documents? Please inform us here what documents you are waiting for & how many of each document!

Consent *I agree to the privacy policy. The undersigned person(s) has/have authorized the Accountings Zone PROFESSIONALS to prepare their federal and state tax returns. The company claims no responsibility for the tax returns other than preparing the said returns. The accuracy of the returns will be directly related to the information provided by the taxpayers. The information received by the company will be used in accordance with the rules and regulations of the Internal Revenue Service (IRS). I agree to electronically sign any document that may require a signature to complete my tax return. I will have submitted legal forms and documents, which will include my SSN card, identification card, and the following documents: W-2, 1099, 1098, child care information, school information, mortgage information, etc., that should be given to the preparer. We will provide you with a copy of your tax returns and advise you to keep it in a safe place because you will not be able to get another copy once the office closes. You will have to contact the IRS to get any needed copies. Accountings Zone does not determine when your tax return will be remitted: please use www.irs.gov to know when your refund will be released. By signing this Engagement Letter, I have agreed to fully compensate and authorize Accountings Zone to prepare my tax return(s). By checking this box, you agree to a one-time payment for e-file software and banking fee at the time of service rendered. Accountings Zone is hereby permitted to electronically deduct its compensation from my Federal or State return. I am giving Accountings Zone 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 Accountings Zone holds no responsibility for any misrepresentation or false claims. By selecting this option, I acknowledge and consent to Accountings Zone creating an account for me and privately displaying my tax information. I understand that I must call +1 760-686-0609 or email info@accountingszone.com to opt out of this service. Failure to permit Accountings Zone to e-file my tax returns will be considered as permission for them to delete my personal account.

I confirm and agree that all information is correct. *I Agree

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Dhar

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