MG Coaching

Virtual Tax Preparation Form

Client Intake

Thank you for choosing MG Coaching for your virtual tax preparation needs. To ensure full IRS due diligence compliance (Form 8867) and accurate preparation of your tax return, please complete all sections thoroughly.

For our returning Clients, while we may have some this information from past engagements, we kindly request you provide your information again so we can make sure our records are 100% accurate and up to date.

What Tax Year are you filing? *

Are You A New or Returning Client? *

Section 1: Tax Payer Information

First Name *

Last Name *

Date of birth *

Occupation *

Phone *

Email *

Address

Street Address

Country

State

City

Postal Code

Did you live at this address all tax year ? *

Yes

Do you rent or own your house? *

Rent

Own

Section 2: Filing Status

Please choose a filing status you think you qualify for or would like to file as. *Just because you checked to file under a certain filling status, it does not mean that will be your filing status, as you might not qualify for it. Even if you have been filing this way previously. Your filing status is determined by what you qualify for. (Having dependents does NOT automatically qualify you as HOH).

Were you unmarried or considered unmarried as of December 31 of the tax year? *

Yes

Did you pay more than half the cost of maintaining your home during the tax year (ex: rent/mortgage, utilities, and groceries)? *

Yes

By answering "Yes" you are confirming that if requested by the IRS, you can provide documentation that verifies you paid for over half the cost of keeping up your home, such as rent, mortgage interest, utilities, property taxes, insurance, food consumed in the home. If you use payments you received under a public assistance program to pay part of the cost of keeping up your home, you CANNOT count them as money you paid.

Can you be claimed as a dependent on someone else's return? *

Yes

Have you been issued an IRS Identity Protection PIN? *

Yes

Section 3: Spouse Information (if filing jointly)

Section 4: Filing History

Did you file your tax return last year? *

Yes

Has the IRS ever disallowed your Earn Income Credit, Child Tax Credit, or AOTC? *

Yes

Was your previous tax refund offset (taken) for debts owed? (Ex. Student loans, owing IRS or the State, Child Support, etc. *

Yes

** If you are NOT sure or if you owe a federal or State debt, please call the automated offset line at 1-800-304-3107

In the last year, did you receive any letters from the IRS or State Agency? *

Yes

Health Insurance Marketplace: Did anyone on this tax return have health insurance through the Affordable Care Act (Obamacare/HealthCare.gov/State Marketplace)?

Yes

If yes, you must provide your Form 1095-A (Health Insurance Marketplace Statement) to accurately file your return and reconcile any premium tax credits.

Will you file more than one state return? *

Yes

Section 5: Employment & Income

Did you or your spouse work as an employee (W-2)? *

Yes

Did you or your spouse receive any overtime pay during the tax year? *

Yes

Were you or your spouse paid tips at any job during the tax year? *

Yes

Did you or your spouse drive for Uber, Lyft, DoorDash, Instacart, or any gig-worker platform? *

Yes

Did you or your spouse receive any of the following? (Check all that apply) *

Do you or your spouse receive any of the following non-taxable income or government assistance? (Check all that apply) *

Section 6: Education Credits (AOTC/LLC)

Did you, your spouse, or any of your dependents attend an accredited college or trade school, was enrolled at least part-time, and received a 1098-T? *

Yes

Section 7: Dependent Information

A Qualifying Dependent must be blood related and/or be one of the following:

Son or Daughter
Brother or Sister
Grandchild
Niece or Nephew
Stepchild
Half Brother or Half Sister
Stepbrother or Stepsister
Adopted Child
Foster Child
Child placed with you for adoption
Parent

Are you claiming any dependents? *

Yes

Section 8: Child Dependent Care (Form 2441)

Did you pay for childcare, after-school, or summer camp for any child(ren) 12 and under so you can work? *

Yes

Section 9: Required Documentation

Required documents needed to accurately prepare your tax return:

Unexpired Government-issued Photo ID (Taxpayer & Spouse)
Birth Certificates (for all dependents)
Social Security Cards (for all dependents)
Prior year tax return (For New Clients)
All tax forms (W-2, 1099, etc.)
Proof of expenses
Supporting documents

Required documents can be uploaded at a later time through our designated secure portal.

Upload a valid Driver License or State ID for yourself and spouse (if filing jointly).

Section 10: Authorization & Acknowledgment

By typing my name and entering the last 4 digits of my Social Security Number, this will serve as my electronic signature.

By signing, I confirm that all information entered on this form is true and correct. I understand that incomplete or inaccurate information may delay filing or result in IRS correspondence such as changes to your tax liability, penalties, or disallowance of certain credits.

By completing this form, I consent to MG Coaching using the information submitted to prepare my income tax return.

I understand that MG Coaching must follow IRS due diligence requirements by asking the appropriate questions to verify your eligibility for any tax credits claimed, and may request additional documents if needed.

Taxpayer Full Name *

Last 4 SSN *

Spouse Full Name

Spouse Last 4 SSN

*Date

Engagement Letter

Thank you for choosing MG Coaching to assist you with your tax preparation needs. This letter confirms the terms of engagement between MG Coaching ("Preparer") and you ("Client") for the preparation and filing of your federal, state, and local income tax returns. This engagement letter will also outline the scope of our services, your responsibilities, our responsibilities, and the terms of our engagement.

Scope of Engagement

MG Coaching will prepare your tax returns based on information provided by you. This engagement letter does not include any services not expressly stated in this letter unless agreed upon in writing.

We will not audit or verify the data you submit, but we may request clarification or documentation to comply with the IRS due diligence requirements.

MG Coaching will provide:

Preparation of your individual federal income tax return (Form 1040 and applicable schedules).
Preparation of state and local tax returns, where required.
Electronic filing of all eligible tax returns.
A review of your tax documents to identify potential deductions and credits you may qualify for.
Reasonable email and support regarding your current-year tax return.

This engagement does not include:

Financial planning, bookkeeping, or accounting services.
IRS or State audit representation (available under a separate agreement).
Amended returns, prior-year returns, or business returns unless requested and invoiced separately.
Tax strategy, year-end planning, or projections (available as an add-on service).

Client Responsibilities

You agree to:

Provide complete, accurate, and timely information required for the preparation of your tax return.
Submit documents through the designated secure portal.
Review the completed tax return before signing and filing.
Maintain copies of documents, receipts, and records that support your tax information.
Disclose all income sources, including digital assets, gig income, rental income, business income, and foreign activities.
Notify us of any changes that may affect your return.

Our Responsibilities

MG Coaching agrees to:

Prepare your return accurately and in compliance with the IRS regulations.
Maintain confidentiality of your information.
Inform you of potential tax-saving opportunities where applicable.
File your return electronically once approved by you.

Fees & Payment Method

There is no charge for an initial telephone consultation to go over our process and your current tax situation.

There is no charge for a follow up phone call to review your tax returns and go over fees and final pricing.
Pricing for tax preparation services is based on the complexity of your tax return, forms required, and total time spent to complete the return.
It is important to understand that every tax return is different. The forms necessary to complete your return may vary from year to year as your situation changes. For that reason, final pricing is always subject to a client's current situation and the complexity of their return.
We prefer to receive ALL tax documents before starting work on the tax return to minimize the possibility of omitting a document and to eliminate our time spent getting in and out of the return during preparation.
Basic 1040: Starts at $275
Schedule C (self-employed): Starts at $500
Schedule E (Rental Properties): starts at $500
Form 1065, 1120 & 1120-s (Business Returns): starts at $800 and up.
Payment is required before filing unless another form of payment is selected.
Additional fees apply for amended returns, audit support, business schedule, investments, multi-state returns, and tax planning services.

You can choose one of the following payment option for your tax preparation fee:

Pay Upfront: Payment for the tax preparation fees is paid in full at the time of service via credit card, debit card, etc.
Refund Transfer: Payment for the tax preparation fees is deducted from my tax refund, and additional bank fees may apply for this service.
Refund Advance Loan: Payment for the tax preparation fee is deducted from my loan proceeds if approved.

Privacy & Confidentiality

All client information is kept confidential and used solely for tax preparation purposes unless disclosure is required by law or authorized by you. MG Coaching complies with federal and state data protection requirements.

IRS and State Notices

If you receive any tax notices after your return has been filed:

Forward them to MG Coaching within 48-72 hours.
MG Coaching will explain the notice at no additional cost.
Responses or representation services require a separate engagement.

Acceptance of Terms

By signing this engagement letter, you accept and acknowledge that:

You have read and understand the terms of this agreement.
You agree to provide accurate information and documentation.
You agree to the fee and conditions set forth above.