FIRST HOPE FINANCIAL

Select Your Tax Professional *

Select Your Referral Agent

Are You a NEW or Loyal Returnig Client? *

New

Loyal Returning (Thank You For Your Support!)

Did you file a 2023 Tax Return? *

Yes

Do you have a copy of your 2023 Tax Return? *

Yes

Please Upload Your 2023 Tax Return here: (New Clients Only)

Do you need to file for any previous years?

Yes

If So Please Select Which Years That Need To Be Filed.

2023

2022

2021

Upload Previous Year(s) Documents here:

TAXPAYER INFORMATION

Upload Government ID here: *

Social Security Number *

Upload Your Social Security Card here:

Were You Issued a Identity Protection Pin (IP PIN) For 2024?

Yes

If Yes, Please Enter here:

Can Another Taxpayer Claim You As a Dependent On Their Tax Return?

Yes

Was Your Home In The US For More Than Half Of The Year 2024?

Yes

Taxpayer Occupation/Job Title

Work Status In 2024 *

Upload Spouse Government ID here:

Spouse Social Security Number

Upload Social Security Card here:

Spouse Occupation/Job Title

DEPENDENT INFORMATION

Do You Have Dependents That You're Eligible To Claim? *

Yes

Child 1

First Name
Last Name
Date of Birth
SSN

Child 2

First Name
Last Name
Date of Birth
SSN

Child 3

First Name
Last Name
Date of Birth
SSN

Child 4

First Name
Last Name
Date of Birth
SSN
Relationship

Child 5

First Name
Last Name
Date of Birth
SSN
Relationship

Upload Dependents SS Card here:

Upload Dependents Birth Certificate here:

Upload Dependents 6 Month Medicaid Record

Did You Have Daycare Expenses in 2024?

Yes

If Yes, Upload Daycare Expenses Form here:

Were You and/or Spouse Employed in 2024 (W2 Forms)? *

Yes

Were You and/or Spouse Independent Contractors in 2024 (1099K; 1099NEC; 1099MISC)?

Yes

Upload Business Expenses here:

Business Receipts; Bank Statements; Log Books; Mileage Records; etc

Were You and/or Spouse Self Employed in 2024?

Yes

Upload Proof of Self Employment here:

Corporate Documents; Business License; Business Card; etc

Upload Proof of Self Employment Expenses here:

Receipts; Bank Statements; Log Books; Mileage Records; etc

Did You and/or Spouse Travel For Business Purposes in 2024, Either For Your Employer or as Self-Employed? e.g. Attended Conventions; Airline, Train or Bus Tickets; Ride Share; Lodging; Dry Cleaners; Meals; Tips; etc

Yes

Upload Proof of Travel here:

Was a Vehicle Used For Any Work Activity in 2024?

Yes

Milage Expenses Car 1

Make
Model
Miles

Milage Expenses Car 2

Make
Model
Miles

Did You and/or Spouse Spend Any Money on Dry Cleaning and/or Protective Clothing (Winter Jackets, Gloves, even Sunglasses) or Specific Clothing (Sport Shoes, Chef Pants etc) For Work Purposes?

Yes

If Yes, List Items and Their Cost

Did You and/or Spouse Study During The Year That Was Directly Related To Your Job?

Yes

If Yes , Provide Details Like Course Name; Location; Days Traveled; Cost; etc

List Other Business Expenses You and/or Spouse Incurred For The Year 2024. We Will Discuss Them With You Later. e.g. Gas & Power at home; Internet Cost; Union Fees; Subscriptions; Office & Computer Cost; Software Cost; iPads; Computers; Cell Phones; Professional Development; etc

Did You and/or Spouse Receive Any Government Payments (SSI) (SSD) or Pensions in 2024?

Yes

Upload SSA1099; 1099R here:

Cost of Completing Your Taxes Last Year?

List Any Extraordinary Expenditures Like Medical, Charity, Tithing, Gambling, etc

Upload Misc Expenditure Receipts here:

EDUCATION INFORMATION

Did You, Dependents or Spouse Attend College in 2024?

Yes

Upload 1098T Statements here:

Upload All Records of School Expense here:

CREDIT REPAIR SERVICES

👉CREDIT BLAST👈

50% DISCOUNT (WAS $700 NOW $350)

YES

👉CREDIT BOOST👈

CONSULTATION REQUIRED

YES

🌟RECEIVE UP TO $100 CASH OR PRIZES EACH REFERRAL🌟

Referrals

List Referrals Above (Conditions Apply)

"Your Information is Secure with Us"

At First Hope Financial, we prioritize the safety and privacy of your personal and financial data. All information shared with our agents is protected using advanced encryption technology and is never sold or shared with third parties accept the IRS. Trust us to keep your data secure while providing the exceptional service you deserve.

By completing and submitting this tax intake form, you attest that all information provided is true, accurate, and complete to the best of your knowledge. Any inaccuracies or omissions may affect the preparation and filing of your tax return.

If you need clarification or assistance, please let us know before submission.

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