GLOBAL TAX SERVICE LLC - Tax Client Intake Form
Greeting Global Tax Service Client. Please fill this form out and let us know if you have any questions.
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  • if you do not have an IPPIN type 0 in the box.
  • Select one.
  • If your earned income credit (EIC), child tax credit (CTC)/additional child tax credit (ACTC)/credit for other dependents (ODC), or American opportunity tax credit (AOTC) was disallowed by IRS, you must complete and file the Form 8862.
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  • This address is the address that you will receive correspondence from the IRS, payment, and updates to. PO Boxes are not allowed.
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  • SPOUSE INFORMATION

    If this section does not apply, please proceed to next section.
  • If not applicable place NA in both boxes and continue to next section.
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  • HEALTH INSURANCE INFORMATION

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  • Select one.
  • DEPENDENT AND EDUCATION EXPENSES

  • Select one.
  • Put n/a if there is no student
  • Select one.
  • Put n/a if there is no student
  • Select one.

  • Please provide statement from child care facility. The statement must have the facility/provider name, child's name, EIN or Social Security number for the provider, Address, phone number to the facility and the amount paid for the year.
  • HOMEOWNER (SKIP IF YOU RENT)

  • Select NA if you did not purchase a new home and proceed to Renters questions.
  • Type 0 if this does not apply to you
  • RENTERS

  • Type 0 if it does not apply.
  • Type 0 if it does not apply.
  • Type N/A if it does not apply.
  • Type N/A if it does not apply.
  • SELF EMPLOYMENT

    If you are unemployed answer the following questions. If you are not select N/A or fill out N/A.
  • Income is any money earned while providing a service or selling goods to consumers. Proof would include invoices, log books, 1099 MISC, and receipts.
  • Proof od expenses would include money spent to operate your business. These would include receipts, bank statements, invoices, 1099Ks
  • Proof of mileage would include a mileage log, gas receipts, or other method you selected to keep track of mileage
  • Please note that bookkeeping services are an additional cost and is not included in your tax preparation fee.
  • BANKING INFORMATION FOR REFUND OR BALANCE DUE (OPTIONAL)

  • Taxpayer's name must be on the bank account in order for it to be deposited.
  • DEPENDENT INFORMATION

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  • General Engagement Letter For Tax Return Preparation

    This is to inform you, the tax payer, of the services we will provide you, and the responsibilities you have for preparation of your tax return.
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  • Submit your document

    You may upload your documents to this form or you may email your documents to info@globaltaxservice4u.com.

    If you are emailing please put your NAME and TAX DOCUMENTS in the subject line.
  • Example: Driver's License, State ID, Passport, Military ID
  • Upload a copy of all persons being filed on the tax return social security card here