Dvine Tax Service Client Intake Form -Dvine Tax Service

Dvine Tax Service Client Intake Form

The client intake form is a crucial part of our process at Dvine Tax Service. It allows us to gather the necessary information to provide you with personalized and accurate tax services. Please take a few moments to complete this form, providing us with the following details:

Taxpayers Information

Taxpayer Name

Taxpayer SSN#

Taxpayer Date of Birth

Taxpayer Occupation

Phone Number

Taxpayer Address

Spouse Information

Spouse Name

Spouse SSN#

Spouse Date of Birth

Spouse Occupation

Can a parent (or somebody else) claim you as a dependent on their tax return?

Yes

Do you want to contribute $3 to the Presidential Election Campaign Fund?

Yes

Is this person legally blind?

Yes

Has this person passed away before the filing of this tax return?

Yes

Head of household filers must present one of the following to file this status. Please pick one of the the 3 options below that you will submit to be approved to file head of household.

Lease

Utility Bill

Mortgage Statement

Dependent(s)

If you have more than one dependent, kindly ensure that you fill out all the relevant dependent fields below. Accuracy is crucial in preparing your tax returns, and providing complete information about each dependent ensures that you take advantage of all eligible deductions and credits.

Dependent 1

Social Security Number

Date of Birth

Relationship

Did the dependent live with you in the United States for all of 2024?

Yes

Is the dependent disabled?

Yes

Did the dependent provide more than half of their own living expenses?

Yes

Was the dependent a student for at least 5 months during 2024?

Yes

Do you have an agreement with the dependents other parent saying who can claim them?

Yes

Is the dependent other parent claiming them on their tax return due to a custody agreement, such as a divorce decree, Form 8332, or other written agreement?

Yes

Dependent 2

Social Security Number

Date of Birth

Relationship

Dependent 3

Social Security Number

Date of Birth

Relationship

Dependent 4

Social Security Number

Date of Birth

Relationship

Identity Protection PIN

Did you or any dependents have an Identity Protection PIN?

Yes

If answer yes to the above question. please list the name and Identity Protection PIN for all that apply:

Income Questions

Did you collect social security or retirement income?

Yes

Did you receive, sell, exchange, or otherwise dispose of any cryptocurrency during 2024?

Yes

Did you have Marketplace health insurance (Form 1095-A)?

Yes

If yes, Please Upload File 1095-A form

Were you ever disallowed the E.I.T.C prior to this year?

Yes

Did you receive unemployment compensation (1099-G) regular or PUA last year?

Yes

If yes, did you receive regular unemployment or PUA?

Yes

Did you make college tuition payments and received a 1098-T Form last year?

Yes

Do you have any other income than your w-2(s)?

Yes

Referral Question:

Were you referred to Dvine Tax Service by a friend or family member? If yes, please provide their name:

Yes

If answer "Yes," to the above question please provide the name of the person who referred you: _

How would you like to receive your refund?

Would you like to apply for a Refund Advance Loan?

Yes

Bank Information

Institution Name

Account holder name

Routing Number

Account Number

Type of account

Checking

Saving

When submitting your tax information through our client intake form on the website, Dvine Tax Service provides a secure section for document uploads. Please follow the instructions below and provide the following documents:

Personal Information:

Upload a copy of your valid identification, such as a driver's license or passport. This helps us confirm your identity and ensure accurate record-keeping.

Income Documents:

Provide your W-2 forms from all employers. These forms outline your wages, salary, and taxes withheld for the tax year.
If you received income as a freelancer or independent contractor, upload any 1099-MISC or 1099-NEC forms you received.

Investment and Interest Statements:

Include statements related to your investments, such as brokerage statements, 1099-B forms for stock sales, and annual statements for mutual funds.
Provide documents showing any interest earned from bank accounts, certificates of deposit (CDs), or dividends received from stocks or mutual funds.

Mortgage and Property Documents:

If you own a home or other properties, upload mortgage interest statements (Form 1098), property tax statements, and records of any property-related expenses.

Deductions and Expenses:

Include relevant documentation for deductions, such as receipts for charitable contributions, medical expenses, or business expenses.
If you have self-employment income, provide records of your business expenses, including receipts and invoices.

Health Insurance Information:

Upload any relevant forms indicating your health insurance coverage, such as Form 1095-A if you had coverage through the marketplace or any other applicable forms.

Prior Year Tax Return:

If you are a returning client, it can be helpful to upload your prior year's tax return to ensure consistency and accuracy in preparing your current year's taxes.

To upload these documents, follow the instructions provided within the client intake form. Look for a designated section or button labeled "Document Upload" or similar.

Click on the section/button, select the appropriate files from your computer, and upload them securely. If you encounter any difficulties, please contact our customer support for assistance.

Uploading these necessary documents through the secure section of our client intake form enables us to have all the information required to prepare your taxes accurately and efficiently. We prioritize the security and confidentiality of your documents, ensuring they are handled with utmost care.

Upload taxpayer driver licenses or state Id here

Upload Taxpayer Social Security Card here

Upload Spouse driver licenses or state Id here

Upload Spouse Social Security Card here

Upload head of household proof here

Upload Dependent(s) Social Security card here

Upload Dependent(s) Social Security card here (additional space)

Upload Files: Income Documents

Upload File: Investment and Interest Statements:

Disclaimer: We take your privacy seriously and will ensure that all information provided to us is kept secure and confidential. We follow all relevant laws and regulations regarding the collection and storage of financial information. By submitting this form, you acknowledge that Dvine Tax Service is not responsible for any unauthorized access or use of your information, whether through hacking or other means beyond our control.

Acknowledgment & Signature

I understand that all information I entered here is accurate and true.
I allow Dvine Tax Service to capture my sensitive data like my personal id, government id, social security number(SSN), and other information.
I have read the terms and conditions and privacy policy of Dvine Tax Service.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

Terms and Conditions:

Dvine Tax Service is an online tax preparation service for individuals. By using this service, you agree to the terms and conditions outlined here.
Dvine Tax Service is not responsible for any errors or omissions in your tax return. It is your responsibility to review and verify the accuracy of your tax information.
By using this service, you acknowledge that Dvine Tax Service is not providing legal or financial advice and is not responsible for any legal or financial consequences resulting from your use of this service.
Dvine Tax Service is not responsible for any errors or delays in the processing of the tax return due to inaccurate or incomplete information provided by the taxpayer.
Dvine Tax Service is not responsible for any penalties or interest assessed by the IRS or state tax agencies.
Dvine Tax Service reserves the right to refuse service to anyone at any time.
You agree to pay the fees associated with the service selected by you.

Privacy Policy:

Dvine Tax Service collects personal information such as name, address, Social Security number, and income information in order to prepare your tax return.
Dvine Tax Service uses your personal information solely for the purpose of preparing your tax return.
Dvine Tax Service does not sell or share your personal information with any third parties unless required by law.
Dvine Tax Service takes reasonable measures to protect your personal information from unauthorized access or disclosure.
By using this service, you acknowledge and agree to the terms of this privacy policy.

Today's Date

Taxpayer Signature

Spouse Signature