8 MILE

Client Interview Form

Full Name *

Address *

Street Address

City *

State *

Country *

Postal Code *

Phone *

3. Tax Preparer *

4. DO YOU HAVE AN ID.ME ACCOUNT? *

5. HAVE YOU RECEIVED ANY LETTERS FROM THE IRS OR STATE OF MICHIGAN? *

6. Do you receive state assistance? Yes No If yes, write down the type of assistance and the amount you receive each month. Example: Cash assistance, Food assistance or housing assistance? How much do you pay? *

7. List ALL sources of income (including SSI benefits, W-2's, self-employment, Unemployment Income or others) and how are you supporting yourself and your dependent(s). *

8. Indicate the total number of people living in your household: *

9. HAVE YOU RECEIVED NOTIFICATION FROM THE IRS THAT ANY CREDITS HAS BEEN DISALLOWED? *

10. Did you or any dependents attend any educational institution that may qualify for the American Opportunity Credit or the Lifetime Learning Credit? *

11. Did you pay for student loans and did you receive form 1098 E (Student Loan Interest paid) *

12. Do you have any garnishments such as IRS debt, child support, student loans, medical bills. MIWAM state that you owe for overpayment? *

13a. Do you own or rent? *

Own

Rent

13b. If you rent, what do you pay per month? If you own, how much did you pay for property taxes? *

14. ⁠Are you currently receiving Section 8 housing assistance? *

15. Did you have any gambling winnings or win money from the lottery, including platforms like FanDuel, BetMGM, or similar? *

16. Did you withdraw funds early from your retirement accounts? *

17. Do you have an IRS Identity Protection (IP) PIN? *

18. Did you have health insurance through the Health Insurance Marketplace and/or are you expecting to receive a Form 1095-A for this tax year? *

19. Is ALL the information you provided accurate and complete to the best of your knowledge? *

20. Do you understand that you are responsible for providing truthful and correct documentation? *

21. Did you earn any overtime or tips? *

22. If yes, how much?

By submitting this form, you expressly consent to receive phone calls, text messages (SMS), emails, and marketing communications from Motor City Tax Pros regarding tax preparation services, tax courses, promotions, appointment reminders, and other related services. You understand that phone calls may be automated, pre-recorded, or delivered using artificial intelligence (AI) voice technology. Message frequency may vary. Message and data rates may apply. Your consent is not a condition of purchasing any goods or services. You may opt out of text messages at any time by replying STOP, or reply HELP for assistance. You may also request to stop receiving phone calls or emails by contacting Motor City Tax Pros directly.

Signature *

Clear