For all your Accounting, Bookkeeping, and Taxes Needs!!

DNC Accounting Solutions 2025 Taxpayer Organizer

CLIENT INTAKE

WELCOME!

All fields marked with * are required and must be filled.

Please complete this form in its ENTIRETY and click SUBMIT when finished.

Upload all documents to this form, PLEASE wait until you have ALL of your documents before submitting this form.

NOTE: If you are claiming any dependents, be sure to upload their SS CARDS, BIRTH CERTIFICATES, and all items that show their address is the same as yours. (e.g. school records, medical records, doctor bills, medicaid statement, and social services records).

Taxpayer Information:

Taxpayer Full Name *

Taxpayer Birth Date *

Taxpayer Social Security Number *

Home Address *

City

State

Country

Postal code

Martial Status as of December 31st *

Taxpayer Occupation

Taxpayer Email Address *

Taxpayer Phone Number *

How did you hear about us? *

Provide the name of the person/business who referred you

Which Tax Year(s) Are You Filing? *

Spouse Full Name

Spouse Birth Date

Spouse Social Security Number

Spouse Email Address

Spouse Phone Number

Spouse's Occupation

How would you like to receive your tax refund, if appliable? *

If Direct Deposit, or loaded on a reloadable card, which type of account would you like your refund deposited into? *

Name of Bank

Routing Number

Bank Account Number

Can someone else claim you as a dependent on their current year tax return? *

Are you aware if the person will claim you?

Provide the name and relationship of the person who can claim you

Please upload the following for the TAXPAYER: UNEXPIRED Photo ID/Pass Port, Social Security Card, Entire Divorce Decree, Separation agreement, if applicable

Please upload the following for your SPOUSE: UNEXPIRED Photo ID/Passport and Social Security Card

Did you and your spouse live apart during the year?

Was your spouse in the home for the last 6 months of the current tax year?

Did you provide more than half of the financial support of your household such as paid over half of the expenses in the household (food, utilities, etc.) to maintain your residence for the entire year? *

Did anyone else live in the home and provided financial support to the household or during the current tax year?*

What's the name of the person and how much did they provided?

Please provide (rent/mortgage payment receipts, grocery receipts, utilities payment receipts, etc.) to show payments made during the year

Did taxpayer or spouse receive unemployment benefits during the current tax year?

Please upload the following for the TAXPAYER and SPOUSE: W-2 Form, 1099-NEC, 1099-MISC, 1099-INT, Schedule K-1, and, 1099-G

Do you owe the IRS, Child Support, or in default with student loans or any other government or state agencies? *

Please provide the name of the agency(s) you owe

Did you purchase, trade, or sell digital assets, such as convertible virtual currency and crytocurrency, stable coins, and non-fungible tokens (NFTs) *

Did you use digital assets to pay for property, goods, or services? *

Did you receive digital assets as a payment for goods, or services? *

If you answered yes to any of the above questions relating to digital assets, did you receive Form 8949 or Form 1099B from your block chain?

Please upload Form 8949 or Form 1099B

Dependent(s)

Are you (taxpayer) claiming any dependent? *

Dependent Information

Dependent Name *

Dependent's Birthday *

Dependent's SSN *

Number of months the dependent lived in your home during the current tax year *

Relationship to Taxpayer(s) *

Did you claim this dependent last tax year? *

Yes

Dependent Name

Dependent's Birthday

Dependent's SSN

Number of months the dependent lived in your home during the current tax year

Relationship to Taxpayer(s)

Did you claim this dependent last tax year

Yes

Dependent's Name

Dependent's Birthday

Dependent's SSN

Number of months the dependent lived in your home during the current tax year

Relationship to Taxpayer(s)

Did you claim this dependent last tax year?

Yes

Dependent's Name

Dependent's Birthday

Dependent's SSN

Number of months the dependent lived in your home during the current tax year

Relationship to Taxpayer(s)

Did you claim this dependent last tax year?

Yes

Attached a separate sheet for additional dependents.......

Does the taxpayer have full or shared custody of their dependent(s)? *

If Shared custody, what is the name of the other person custody is shared with?

Through what court/agency where you granted custody?

Please upload current custody paperwork or court records

Were your dependent(s) married during the current tax year? *

Are your dependent(s) filing a return with their spouse?

Were any of your dependents adopted during the current tax year?

If so, please provide the name of the dependent(s).

Did you pay any adoption expenses for any dependents listed above? *

Enter the amount of adoption expenses

Please provide adoption or child placement documents and proof of expenses paid (cancelled check, bank statements, credit card statements).

If you are a single parent, do you know where's the other parent of your child/dependents? *

What is the name of the other parent?

Did your dependent(s) live in the other parent home at any time during this tax year? If so, how many months?

If this is not your biological dependent(s), why is the dependent(s) living with you and not their biological parents?

What are the name of the biological parents and where are they?

Have any of your dependent(s) been declared disabled by a physician?

What is the nature of the disability?

Who cares for the disabled dependent(s) while the taxpayer worked during the tax year?

Did the disabled dependent(s) receive disability benefits from Social Security?

Are you listed as the Social Security Representative Payee for this dependent?

If you are not listed as the Social Security representative Payee, who is?

Please upload documentation (doctor's letter, letter and form SSA-1099 from Social Security Administrative

Please upload the following for each DEPENDENT(s) listed: Social Security Card, Birth Certificate, School, medical, or social service records (Medicaid, SNAP, etc.) *

Did you receive any type of supplemental, non-taxable income such as child support, public assistance(housing) (SNAP, TANF, WIC, MEDICAID OR MEDICARE), social security, etc.? *

Please upload proof of supplemental income?

Can anyone else claim your dependent(s) on their current year taxes? *

Did you have any Day Care/After Care Expenses for any dependent(s) listed? *

Please provide day care/after care provider statement

To be Completed by All Taxpayers

Have you ever been disallowed the Earned Income Tax Credit (EITC), American Opportunity Tax Credit (AOTC), Child Tax Credit (CTC), or Additional Child Tax Credit (ACTC) Other Dependent Credit (ODC)? *

What credit and year were you disallowed any of these credits?

Did you live in the United States all 12 months of the tax year? *

How many months did you live in the United States?

Where did you live?

Did you, your spouse or dependent/s receive health insurance through the Market Place/Healthcare.gov (as known as Obama Care) *

Please upload Form 1095-A (should have received from the Market Place)

College

Did you, your spouse, or any of your dependent(s),listed, attend college during the tax year? *

Students Information

Student Name

Name of College

Did student receive Form 1098T?

Total amount of expenses paid by Taxpayer

Does the student have an account summary from attended college?

Attached a separate sheet for additional students.........

Degree seeking?

Did the student pay for tuition, books, materials or supplies out-of-pocket?

Please upload Form 1098-T,Bursar Statement of Account History , receipts, cancelled checks, bank/credit card statements for expenses paid

Did this student work while atending school?

If the student received a W-2 and/or 1099 NEC or 1099 MISC and it has not been uploaded, please upload a copy of W-2 and/or 1099s

How many tax years have you claimed the AOTC (America Opportunity Tax Credit) ? If applicable

Do the student have any Drug Related Felonies?

Did you pay any Student Loan interest during the tax year? *

Please upload Form 1098-E

Were you self employed, independent contractor or a gig worker during the tax year? If YES, please complete STEP #3 on VIRTUAL TAX PREPARATION platform (www.dncacctingsolutions.com/virtual-tax-prep)*

Did you pay any educator expenses during the tax year? This question applies to educators working in public or private school teaching grades K through 12? *

Please provide proof of educator expenses (receipts, bank statements, etc)

Are you an active duty military member with qualifying moving expenses to enter for the tax year? *

Please upload proof of moving expenses (receipts, bank/credit card statement)

Were you reimbursed for moving expenses*

Please provide proof of reimbursement of moving expenses (receipts, cancelled checks, bank/credit statement)

Did you or your spouse make gifts of over $19,000 to an individual or contribute to a prepaid tuition plan?

Did you make gifts to a trust?

Please provide the amount

Did you make any estimated payments to the IRS in the tax year? *

Please upload receipt showing the amount of payments

Did you receive payments from a pension, retirement, or profit-sharing plan? *

Did you take a retirement account distribution related to the Federal Disaster? *

Please upload Form 1099-R

Did you receive a total distribution from an IRA or other qualified plan that was partially or totally rolled over into another IRA or qualified plan within 60 days of the distribution? *

Please upload Form 1099-R

Did you convert all or part of a Traditional IRA into a Roth IRA? *

Please upload paperwork showing the conversion

Itemized Deductions

Did you own a home or property at any time during the tax year? *

Did you pay mortgage interest?

Did you pay real estate taxes during the tax year?

Please upload Form 1098- Mortgage Interest Statement

Did you make any CHARITABLE CONTRIBUTIONS during the tax year? *

Please upload documentation showing the name and amount donated to a qualified 501(3)(c) nonprofit organization (Red Cross, Goodwill/Salvation Army, Boys & Girls Club, etc)

Did you pay TITHES & OFFERINGS to a church during the tax year? *

Please upload letter from Church, showing the name of the Church and the amount

Did you use your vehicle to drive to and from volunteer work during tax year

Please upload documentation showing total mileage (Picture of beginning odometer reading and ending odometer reading),ex. oil change receipts.

Please enter amounts paid for Medical and Dental Expenses during the tax year, if applicable

Amount paid to Doctors/Dentist

Prescriptions

X-rays, lab work, glasses, etc

Nursing help (not for healthy baby or housework)

Medical aids (hearing aids, crutches, wheelchairs, etc.)

Medical mileage driven (in miles)

Please upload documentation showing total medical mileage (picture of beginning & ending odometer reading)

Other medical expenses

Please upload documentation showing amounts paid for doctor/dentist, prescriptions, x-rays, lab work, glasses, medical aids, etc.)

Did you pay vehicle registration fees during the tax year? *

If YES, how much?

Please upload documentation showing the amount you paid for vehicle registration

Did you purchase a hybrid vehicle during the tax year? *

Please upload Purchase Agreement

Did you purchase a new USA made vehicle during the tax year?

Please upload Purchase/Sells Agreement

Did you donate a vehicle during the tax year? If so, did you receive FORM 1098-C from the organization *

Please upload Form 1098-C

Did you live in a federally declared disaster area during the tax year and suffer causalities and losses? *

Casualty/Theft Description

Date of Casualty/Loss

Did you receive any reimbursement from your insurance provider, if YES, please upload document showing the amount received

Did you receive any gambling winnings during the tax year? *

Please upload Form W-2G, if applicabe

Did you have any gambling losses during the tax year? If YES, please input amount *

**PLEASE MAKE SURE YOU HAVE UPLOADED FOLLOWING DOCUMENTS IF APPLICABLE:

UNEXPIRED Photo ID
Social Security Cards (Taxpayer, Spouse, & Dependents)
Birth Certificates (Taxpayer, Spouse, & Dependents)
Entire divorce decree, separation agreement
Current custody order
Adoption or child placement documents
Daycare/After Care Provider Statement
School, medical, daycare, or social service records
Lease agreement
W-2
Form 1098T
Form 1098E
Form 1095-A Marketplace Insurance
Court records (Foster children)
Form 1099-NEC Independent Contractors/Self Employed
Form 1099 INT Interest Income
Form 1099R Retirement/Pension Income
Schedule K-1(Partnership, S Corp)
W-2G Gambling wins
Bank/Credit Card Statements and Receipts, if self employed
Form 1099G Unemployment Compensation

CLIENT NON-PAYMENT/OFFSET CLAUSE

At DNC Accounting Solutions, LLC; we strive to assist all of our clients in their tax needs; however, we understand that situations arise. If your refund is offset by the IRS, student loans, child support or your check is mailed, you are still obligated to pay our company the fees associated with filing your tax return. By signing this agreement, you acknowledge that if payment is not made in full within 30 days legal actions will be sought to resolve payment.

DNC ACCOUNTING SOLUTIONS LLC will rely on all documents provided by the Taxpayer to complete the preparation of Federal and State Tax Return. The Taxpayer certified that all documents uploaded to this portal are accurate and correct to the best of their knowledge.

Disclaimer: I agree by the fraud laws within the State of Georgia that all of the above information is correct and was voluntarily provided by myself and or my spouse. In addition, none of the above information was in any way added or embellished by the Tax Preparer/Employee of DNC ACCONTING SOLUTIONS, LLC. I further agree by signing I release DNC ACCOUNTING SOLUTIONS, LLC and their employees of any liability due to any errors that may have been incorrect or falsified by myself (Taxpayer). I understand that it is my responsibility to provide proof to the IRS and/or any other government agency in the event of an audit or upon request.

Consent and Agreement *

By submitting this intake form, I understand and consent to providing my personal and dependent(s) personal information, including but not limited to our full names, date of birth, social security number(s), banking information. I acknowledge this information is necessary tax returns preparation. I agree to use my(our) personal information for this purpose and confirm all information provide is true, correct, and accurate. By providing my phone number, I agree to receive text messages from DNC Accounting Solutions

Taxpayer Signature *

Clear

Date *

Spouse Signature

Clear

Date