295 Madison Avenue, 12th Floor,

New York, NY 10017

(800) 303-6012

Client Intake Form - Tax Year 2025

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.

Are You A New or Returning Client? *

Where you referred to MG Coaching? *

Referred By *

Please let us know who to thank!

Section 1: Tax Payer Information

First Name *

Last Name *

Date of birth *

Occupation *

Phone *

Email *

Address

Street Address

City

State

Country

Postal Code

Did you live at this address all year in 2025? *

Yes

No

If no, list prior address and dates: *

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

No

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

Yes

No

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

No

Have you been issued an IRS Identity Protection PIN? *

Yes

No

If yes, provide 6-digit PIN: *

Section 3: Spouse Information (if filing jointly)

Spouse First Name *

Spouse Last Name *

Spouse Date of Birth *

Spouse Occupation *

Spouse Phone *

Spouse Email *

Did you and your spouse live apart for the last six months of 2025? *

Yes

No

By answering "Yes" you are confirming that if requested by the IRS, you can provide documentation that verifies your spouse did not live with you during the last 6 months of the year such as lease agreement, utility bills, or letter from social services.

Has your spouse been issued an IRS Identity Protection Pin? *

Yes

No

If yes, provide 6-digit PIN: *

Section 4: Filing History

Did you file a 2024 tax return? *

Yes

No

Did you receive your refund? *

Yes

No

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

Yes

No

If yes, provide year and details: *

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

Yes

No

** 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

No

Will you file more than one state return? *

Yes

No

If yes, list states: *

Section 5: Employment & Income

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

Yes

No

If yes, how many jobs did you have in 2025? *

Did you receive any overtime pay during the tax year?

Yes

No

Were you paid tips at any job during the tax year?

Yes

No

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

Yes

No

Did you receive any of the following? (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

No

What degree were you/they seeking? *

How many years of schooling have been completed prior to December 31, 2025? *

Did the student work while enrolled? *

Yes

No

Does the student have any felony drug convictions? *

Yes

No

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

Are you claiming any dependents? *

Yes

No

How many dependents are you claiming? *

1

2

3

4 or more

Dependent Full Name *

Dependent Date of Birth *

Dependent Relationship to Taxpayer *

If audited, can you provide evidence of your relationship to the dependent? *

Yes

No

Was this dependent claimed on your tax return last year? *

Yes

No

Did the dependent live with you for more than HALF the year in 2025? *

Yes

No

If audited, can you provide evidence of residency for the dependent? *

Yes

No

Did the dependent provide MORE THAN HALF of their OWN support during the tax year? *

Yes

No

Is this dependent your biological child? *

Yes

No

If no, please explain why the parents of the child are not claiming the child? *

Do you have a signed IRS Form 8832? *

Yes

No

N/A

IRS Form 8332, the "Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent," is used by a custodial parent to release their right to claim a child as a dependent to the noncustodial parent, or to revoke a previous release. The noncustodial parent must attach the completed form to their tax return to claim the child for tax benefits, including the child tax credit.

Is the dependent disabled? *

Yes

No

Dependent (2) Full Name *

Dependent (2) Date of Birth *

Dependent (2) Relationship to Taxpayer *

If audited, can you provide evidence of your relationship to the dependent (2)? *

Yes

No

Was this dependent (2) claimed on your tax return last year? *

Yes

No

Did the dependent (2) live with you for more than HALF the year in 2025? *

Yes

No

If audited, can you provide evidence of residency for the dependent (2)? *

Yes

No

Did the dependent provide MORE THAN HALF of their OWN support during the tax year (2)? *

Yes

No

Is this dependent (2) your biological child? *

Yes

No

If no, please explain why the parents of the child are not claiming the child (2)? *

Do you have a signed IRS Form 8832? (2) *

Yes

No

N/A

IRS Form 8332, the "Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent," is used by a custodial parent to release their right to claim a child as a dependent to the noncustodial parent, or to revoke a previous release. The noncustodial parent must attach the completed form to their tax return to claim the child for tax benefits, including the child tax credit.

Is the dependent (2) disabled? *

Yes

No

Dependent (3) Full Name *

Dependent (3) Date of Birth *

Dependent (3) Relationship to Taxpayer *

If audited, can you provide evidence of your relationship to the dependent (3)? *

Yes

No

Was this dependent (3) claimed on your tax return last year? *

Yes

No

Did the dependent (3) live with you for more than HALF the year in 2025? *

Yes

No

Did the dependent provide MORE THAN HALF of their OWN support during the tax year (3)? *

Yes

No

If audited, can you provide evidence of residency for the dependent (3)? *

Yes

No

Is this dependent (3) your biological child? *

Yes

No

If no, please explain why the parents of the child are not claiming the child (3)? *

Do you have a signed IRS Form 8832? (3) *

Yes

No

N/A

IRS Form 8332, the "Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent," is used by a custodial parent to release their right to claim a child as a dependent to the noncustodial parent, or to revoke a previous release. The noncustodial parent must attach the completed form to their tax return to claim the child for tax benefits, including the child tax credit.

Is the dependent (3) disabled? *

Yes

No

Dependent (4) Full Name *

Dependent (4) Date of Birth *

Dependent's (4) Relationship to Taxpayer *

If audited, can you provide evidence of your relationship to the dependent (4)? *

Yes

No

Was this dependent (4) claimed on your tax return last year? *

Yes

No

Did the dependent (4) live with you for more than HALF the year in 2025? *

Yes

No

Did the dependent provide MORE THAN HALF of their OWN support during the tax year (4)? *

Yes

No

If audited, can you provide evidence of residency for the dependent (4)? *

Yes

No

Is this dependent (4) your biological child? *

Yes

No

If no, please explain why the parents of the child are not claiming the child (4)? *

Do you have a signed IRS Form 8832? (4) *

Yes

No

N/A

IRS Form 8332, the "Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent," is used by a custodial parent to release their right to claim a child as a dependent to the noncustodial parent, or to revoke a previous release. The noncustodial parent must attach the completed form to their tax return to claim the child for tax benefits, including the child tax credit.

Is the dependent (4) disabled? *

Yes

No

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

No

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
All tax forms (W-2, 1099, etc.)
Proof of expenses
Supporting documents

Please upload a valid photo ID for yourself and spouse (if filing jointly). Other required documents can be uploaded at a later time through our designated secure portal.

UPLOAD DRIVER LICENSE OR STATE ID

Section 10: Authorization & Acknowledgment

By signing below, I certify that the information provided is true, complete, and accurate to the best of my knowledge. 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.

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 Signature *

Clear

*Spouse Signature (if filling jointly) *

Clear

*Date

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