Greater Returns – Greater Vision Financial Solutions

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407-GREATER (407-473-2837)

Tax Preparation Client Intake Form
Tax Year*
Tax Preparer Name
Referral code
Do you want to request a loan?

Bank Information
Bank Name
Bank Account Type
Routing Number
Account Number

Dependents
Enter your dependents here

Name SSN Date of Birth Relationship Months Lived with you

1

2

3

4

5

6

Tax Related Questions

Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?

Employment Status

EmployedUnemployedSelf-employed
What is your source of income?

WagesSelf-employmentPartnershipDividendsRetirement planSocial SecurityInterest (CDs, Savings accounts, etc)Rental/Income properties
If you answered yes to the previous question, please enter the total amount received below.

Stimulus Total

Amount Received
Are you contributing to 401k or other pre-tax accounts?

YesNo
Is this your first time opening a pre-tax account?

YesNo
Please select the return you are requesting.

State returnSchoolLocalRITACountry returns
Do you, your spouse or dependents have tuition expenses (Form 1098T)?

YesNo
If you answered yes to the previous question, please enter the amount received below.

Total tuition Payments

Amount Received
Do you have any expenses for child care?

YesNo
If you answered yes to the previous question, please enter the amount received below.

Total child care Payments

Amount Received
Did you receive any Advance Child Tax Credit payments?

YesNo
If you answered yes to the previous question, please enter the amount received below.

Total Advance Child Tax Credit Payments

Amount Received
Are you currently renting?

YesNo
What is the monthly rental amount?
How long have you been renting this property?
# of months
Do you have your own home?

YesNo
Do you have energy star-rated improvements to your home?

WindowsDoorsFurnaceOther
Do you have documents that show you paid property taxes?

YesNo
Did you sell any stock?

YesNo
Did you take money from your 401K?

YesNo
Did you pay vehicle tax?

YesNo
Do you have mortgage interest?

YesNo
Do you have real estate tax?

YesNo
Did you receive a federal tax last year? If you mark "Yes" please provide you Adjusted Gross Income.

YesNo
Please provide an AGI amount
Are you a victim of identity theft?

YesNo
Please provide IRS PIN

	Stimulus Total
Amount Received

	Total tuition Payments
Amount Received

	Total child care Payments
Amount Received

	Total Advance Child Tax Credit Payments
Amount Received

Expenses
Please fill-up the information within the current year only.

General Expenses

	Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses
Charity

Total Expenses
Additional comments

Acknowledgment & Signature
- I confirmed that all information I entered here is accurate and true.
- I allow Greater Vision Financial Solutions to capture my sensitive data like personal ID, government ID, social security number (SSN), and other information.
- I have read the terms and conditions and privacy policy of Greater Vision Financial Solutions.
- By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Date Signed*

MonthDayYear
Date
Taxpayer Signature*

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Date Signed

MonthDayYear
Date
Spouse Signature

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Should be Empty:

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	Yes/No	Employer	Spouse Ins	Exchange/ Marketplace	Direct with Insurer	Medicare	Medicaid
Taxpayer
Spouse
Dependent 1
Dependent 2
Dependent 3
Dependent 4
Dependent 5

	Name	SSN	Date of Birth	Relationship	Months Lived with you
1
2
3
4
5
6

Schedule a Free Consultation

Tax Preparation Client Intake Form

Book Your Appointment with a Tax Professional

Tax Preparation Services

Why Wait? Download the Mobile App To Start Your Filing Now

Professional Tax Preparation Mobile App

Business Hours