Personal Tax Interview

SHALOM

Let’s Get Started!

1Getting Started

2Personal Information

3Family Information

4Income Information

Layout

The purpose of this personal tax interview is to help us provide you with the best service possible in the most efficient way. All information is required in order to engage our firm for any tax related services. The verification of identity information is required in order to meet receive any tax related services.

Privacy Policy: The nature of our work requires us to collect certain nonpublic information. We collect financial and personal information from applications, worksheets, reporting statements, and other forms, as well as interviews and conversations with our clients and affiliates. We may also review banking and credit card information about our clients in the performance of receipt of payment. Under our policy, all information we obtain about you will be provided by you or obtained with your permission. Our firm has procedures and policies in place to protect your confidential information. We restrict access to your confidential information to those within our firm who need to know in order to provide you with services. We will not disclose your personal information to a third party without your permission, except where required by law. We maintain physical, electronic, and procedural safeguards in compliance with federal regulations that protect your personal information from unauthorized access.

NOTE: We will process tax returns actions in the order in which we receive them based on the priority of clients who have submitted all their required documents to us for processing and who have paid a deposit.

START VIRTUAL MEETING

Start by gathering all your tax documents then use the 1040 Checklist to check off each documents you are uploading to us.

Tax Organizers & Worksheets

1040 Documents Checklist

Layout

Tax Organizers & Identity Documents

Individual Tax Organizer Organizer
Sole Proprietor Tax Organizer
Rental Property Owner Tax Organizer
Sole Proprietor and Rental Tax Organizer
Driver’s License for Taxpayer
Driver’s License for Spouse
Social Security Card of all dependents
Birth Certificate of all dependents
Proof of Residency of all dependents
Copies of last 2 years tax returns (all schedules)

Income Documents

Forms W2s- Wage and Tax Statement
Forms 1099 INT- Interest Income
Forms 1099-DIV- Dividends and Distributions
Forms 1099-R-Distribution from Pensions,
Annuities, Retirement, Profit-Sharing Plans, IRA
1099-G- State Tax Refund
1099-G- Unemployment Income
Forms K-1 (Business Income) From Partnership
Forms K-1 (Business Income) From S-Corp
Forms W2-G- Gambling
1099C- Cancellation of Debt
SSA-1099 or RRB-1099- Social Security Income
Forms 1099-B Broker and Barter Exchange
Forms 1099-S Sales of Real Estate, Land, etc
1099-Misc (Rent Income)
1099-NEC (Non Employee Compensation)
Form 1099-B for Crypto Currency Traders

Deduction & Other Documents

Forms 1098- Mortgage Interest
Forms 1098-T Tuition Statement
Forms 1098 E- Student Loan Interest
Forms 1095-A Healthcare Insurance Statement
Dependent Care Expense Statement
Charitable Contribution Statement
Completed Itemized Deduction Worksheet (optional: if the client is itemizing)
If claiming EIC, AOC, CTC, ACTC, a Due Diligence Verification Worksheet
Meals and entertainment detailed records log
Mileage Deduction: A detailed log of every trip show, date, time location, purpose, client name. starting and ending mileage
Depreciation Schedules
HUD 1- Real Estate Closing Documents
Business Profit and Loss Statement and or payroll documents (if applicable)

Documents Upload *

Click or drag files to this area to upload. You can upload up to 50 files.

Save and Resume Later

Taxpayer's Name *

First

Last

Taxpayer's Email *

Taxpayer's Cell Phone *

Can we send you text messages at this number? *

Address *

Address Line 1

City

State

Zip Code

Which county do you live in? *

Taxpayer's Occupation *

Taxpayer's Date of Birth *

Taxpayer's SSN *

Taxpayer's Driver's License # *

Which state your License was Issued in? (i.e. Virginia) *

License Issues Date *

License Expiration Date *

Save and Resume Later

Are you married and filing jointly? *

Do you and your spouse have the same primary resident address? *

Spouse Name *

First

Last

Spouse Email *

Spouse Cell Phone *

Can we send text messages to this number? *

Spouse Occupation *

Spouse Date of Birth *

Spouse SSN *

Spouse Driver's License # *

Which state Spouse's License was Issued (i.e. Virginia) *

Spouse License Issue Date *

Spouse License Expiration Date *

How many dependent do you have living with you? *

List ALL dependent living with your for 6 or more months. *

List Name, Date or Birth, SSN, and their Relationship to you..

Save and Resume Later

Source of Income (Check all the apply) *

W2- Wage Income
1099 Misc- Self Employed Income
Business Income
Rental Property Income
Social Security Income
Retirement Income
Other Income
No Income

Other Income Source: (List) *

Gross Income *

$0- $9,700
$9,701- $39,475
$39,476- $84,200
$84,201- $160,725
$160,726- $204,100
$204,100- $510,300
$510,301 and over

I Acknowledge and Agree *

By signing below, I acknowledge that I have read, understand, and accept my obligations and responsibilities. I certify that my answers are true and complete to the best of my knowledge, I have provided all income and deductible expense information, and If I receive additional information after my tax professional begins working on my return, I will contact the firm immediately to ensure my completed tax returns contain all relevant information.I affirm that all expenses or other deduction amounts are accurate and that I have all required supporting written records, and understand my tax professional may ask to review my documentation. I know that if I am required, I must be able to provide written records of all items included on my return if audited by either the IRS or state tax authority. I understand, that my tax prepararation services does not included IRS Audit Representation services and if my tax return is audited and required the assistance of Shalom Consulting Group , IRS Representation engagement will requires a separate engagement.I understand, I must review the return carefully before signing to make sure the information is correct and will hold Shalom Consulting Group, and my tax professional harmless if an error is detected later due to not carefully reviewing the tax return before signing.I understand and agree, that fees must be paid before my tax return is delivered to me or filed. If I terminate my services before completion, I agree to pay a fee for work completed. I also, understand a retainer is required for preparation of late returns. I understand, I will get a copy of my tax return, and I am required to keep a copy and any related tax documents for my records. I understand and agree to pay a $50 fee if I need to request a copy in the future.

•

Layout

Taxpayer's Full Name *

Taxpayer's Signature *

Spouse's Full Name *

Spouse's Signature *

Save and Resume Later

Your form entry has been saved and a unique link has been created which you can access to resume this form.

Enter your email address to receive the link via email. Alternatively, you can copy and save the link below.

Please note, this link should not be shared and will expire in 30 days, afterwards your form entry will be deleted.

Copy Link

Email *

Personal Tax Interview

SHALOM