Welcome Back

Tax Season Ends

Before you Start

Please be sure you have the following documents:

Valid License or State IDs SS Cards
All W2s and/or 1099sPrevious year tax return if you did not use us the prior year.
Dependent(s) Information (Name, DOB, SSN)
All business invoices of wages received or paid out.
Paid expenses, receipts Mileage Logs, Work Logs, etc.
Form 1098-T if applicable (Tuition Expense)
Form 1095-A if applicable (Marketplace)
Form 1099-R (401K Withdrawal)
Any forms received for (Gambling, SS/Disability, Etc.

Taxpayer Full Name *

Taxpayer Date Of Birth *

Taxpayer SSN *

Taxpayer Occupation *

Taxpayer Email *

Phone *

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from IGAHU TAX PREP SERVICES. Message frequency varies. Message & data rates may apply. Text HELP to (469) 224-7393 for assistance.

Street Address *

City

State

County *

Postal code

Did you file a tax return last year? *

Yes, I filed with IGAHU

Yes, I filed with someone else

No, I have not filed at all

Person who referred you to our company? *

Upload last year's return

Please upload the photo ID for Taxpayer and Spouse *

Do you have an IP PIN? (Please provide)

Do you have a Spouse? *

Yes

Does your Spouse or dependents have an IP PIN? (Please provide)

Spouse SSN

Spouse Name

Spouse Email

Spouse Occupation

Spouse Date of Birth

Does your Spouse have an IP PIN? (Please provide)

Do you have any dependents? *

Yes

Dependent #1 Name

Relationship to the dependent

Dependent #1 SSN#

Dependent #1 Date of Birth

Number of months Dependent 1 lived with you during the tax year?

Is Dependent 1 a dependent for another taxpayer?

What is the IP PIN for Dependent 1?

Do Dependent 1 have medical Insurance?

How much income does Dependent 1 have?

Dependent #2 Name

Dependent #2 Date of Birth

Relationship to Dependent 2

Dependent #2 SSN

Number of months Dependent 2 lived with you during the tax year?

Is Dependent 2 a dependent for another taxpayer?

What is the IP PIN for Dependent 2?

Do Dependent 2 have medical insurance?

How much income does Dependent 2 have?

Dependent #3 Name

Dependent #3 SSN

Relationship to Dependent 3

Dependent #3 Date of Birth

Number of months Dependent 3 lived with you during the tax year?

Is Dependent 3 a dependent for another taxpayer?

What is the IP PIN for Dependent 3?

Do Dependent 3 have medical insurance?

How much income does Dependent 3 have?

If you have additional dependents, please list them here. Please provide their Name, Date of Birth, Social Security Numbers and Relationship.

Upload SS Card for (you, your spouse and any dependents) *

Please explain why the other parent (s) or legally eligible person is not claiming this/these dependent(s)? ((Explain how it is determined that you have the sole right to claim this/these dependents. Also, why no one else is eligible to file this/these dependent(s).)) If no dependent, please type N/A *

You need to prove you’re entitled to claim the dependent. By providing at least one of the following:

Secure copies of birth certificates, proof of identity and documents that show your dependent lived with you at the same address for more than half of the calendar year. Recordation such as school, medical, daycare, or social service records on official letterhead from a school, medical provider, social service agency, or place of worship that shows names, common address and dates.

• A statement of account from a child support agency. • A statement from any government agency verifying the amount and type of benefits you and/or your dependent received for the year.• Rental agreements or a statement showing the fair rental value of your residence (proof of lodging cost). • Utility and repair bills (proof of household expenses) with canceled checks or receipts. • Daycare, school, medical records, or bills (proof of child's support) with canceled checks or receipts. • Clothing bills (proof of child's support) with canceled checks or receipts.

Are you or your spouse legally blind?

Yes

If you are, please explain

Are you, your spouse or any dependents totally and permanently disabled? *

Yes

If yes, who and please explain

Were you or your spouse a nonresident alien at any part of the tax year? *

Yes

If yes, Explain your non-resident status

Are you a dependent of another taxpayer? *

Yes

If yes, please explain

This only applies to taxpayers that are expecting a tax refund for the filing year. How would you like any refunds you might be entitled to be sent?

Direct Deposit

Check

Prepaid Card

If you are expecting a refund, Please enter your Direct Deposit information below. (Name of the bank, account number and routing number)

How would you like to pay your preparer fees?

Withdrawn from my refund

Cash

Cash App/Zelle

Do you or your spouse owe any federal, state, property, child support, garnishments or any other tax liabilities that could cause you to not receive your refund? (To find out if you owe call the IRS at 800-304-3107) *

Yes

Sign to acknowledge the following: My refund will not be submitted until my preparer fee is paid (For those that did not select withdraw from refund). If I selected Withdrawn from refund, I understand that my preparer's fee will be deducted from my refund amount.

Clear

Do you, your spouse or your dependents have tuition expenses or other Educational Expenses?

Yes

Please upload your 1098-T form

Is there a qualified full-time student?

Yes

Please upload any school interest tax forms.

Name and Address of the Educational institution (if known, also provide the EIN number.)

Was the student enrolled at least half-time?

Yes

Did the student complete the first 4 years of post-secondary education before 2022?

Yes

Has the student claimed the American Opportunity Credit for a total of 4 years?

Yes

Was the student convicted, before the end of 2022, of a felony for possession or distribution of a controlled substance?

Yes

Did you have unreimbursed work/ business related miles driven during this tax year?

Yes

Do you have a work vehicle?

Yes

When was your business vehicle purchased?

How much did you pay for your vehicle?

What DATE was your business vehicle placed into use for business?

What is your total work/Business related miles driven during this tax year?

How many commuting miles did you drive during this tax year?

How many personal miles did you drive during this tax year?

Please upload documents to support all milage being claimed. (logs, oil change receipts, etc.)

Please upload documents to support milage being claimed. (logs, oil change receipts, etc.)

Do you (or your spouse) have another vehicle available for personal use?.

Yes

Did you, your spouse or your dependents have health insurance any time in the last 12 months last year?

Yes

Was this insurance through the Healthcare Marketplace/ Obamacare?*

Yes

Please upload your 1095-A, 1095-B, 1095-C forms or any other provided healthcare forms that you might have received.

Please upload all supporting documentation. (W2, 1099 and any other related documents for each individual on this return who received income or tax related documentation) *

Please upload all supporting documentation. (W2, 1099 and any other related documents for each individual on this return who received income or tax related documentation)

Are you contributing to 401k or other pre-tax account? *

Yes

If yes, is this your first time opening a pre-tax account?

Yes

Did you take money from your 401k or other pre-tax account?

Yes

Please upload and 1099-R Forms here

Did you sell any stock?

Yes

Please upload any 1099-B forms here.

Do you have energy star rated improvements to your home?

Windows

Doors

Furnace

Please upload documents to support improvements (Receipts)

Please upload documents to support improvments (Receipts)

Are you currently renting?

Yes

What is the monthly rental amount?

How long have you been rented this property?

Do you work from home? *

Yes

What is the total SQFT of your home?

How many SQFT of your home is used for business?

Was your or your spouse’s main home (and the taxpayer's spouse if filing jointly) in the United States for more than half the year? (Military personnel on extended active duty outside the U.S .are living in the U.S. during that duty

Yes

Do you own your primary home?

Yes

Please upload documentation to support this expense. Such as the form 1098 provided to you by your mortgage company if you have a mortgage

Please upload any documentation you have documents that shows you paid your real estate taxes?

Did you pay any other loan interest or property taxes? Explain.

Do you own any other real estate properties?

Yes

Please upload all verification documentation and expenses for all properties.

Did you receive a federal tax refund last year? *

Yes

Are you a victim of identity theft? *

Yes

Do you owe any tax liabilities or child support obligations? If you are not sure, you can call the tax refund offset number 800-304-3107. if the answer is yes, you will be required to pay your filing fees up front. *

Do you or your spouse owe any prior year’s taxes to any state or to the IRS? *

Did you, your spose or any dependent work in a country other than the US? If so, please explain *

Were there any credits that were disallowed on your prior tax year? If so Please Explain* *

Do you have any Self-Employed Income for the tax year that you are filing for? How much?

Are you in a profession that either partially or does not reimburse you for business expenses?

Yes

Upload supporting documentation for all unreimbursed expenses.

Please provide the name(s), EIN/TIN and a brief description for all your businesses.

Did you pay any employees, contractors or etc. directly or indirectly?

Yes

Did you have any self-employed income paid to you in cash? If so, please explain.

Did you pay any vehicle tax?

Yes

How much did you pay in vehicle taxes?

Did you donate to charity?

Yes

How much, when and to whom did you donate?

Please fill-out the information within the current year only.

Medical Expenses
Dental Expenses
Insurance Premiums Paid (other than health)
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses
Charitable Contributions
Other ( You will need to explain other to your preparer)
HOA Dues
Home Maintenance
Home Repairs
Unreimbursed Business cell phone
Unreimbursed Office Supplies
Unreimbursed Business Internet
Unreimbursed Business Licenses
Unreimbursed Business Related Insurance
Contract Labor
Other Unreimbursed renewals
Unreimbursed business related Mortgage
Unreimbursed business related rent
Home Value
Land Value
Business Clothing Expenses
Vehicle Maintenance

Please provide information about non- monetary Charitable contributions you have made during the tax year you are filing for.

Upload all other tax related documents

General Expenses- Please provide all verification documentation for your expenses.

Hello, all Clients, this contract is provided in the hopes of being transparent about the services that will and will not be offered moving forward each tax year. Please read and be sure to understand all the points mentioned before deciding to use our services for this tax season! Hopefully after clearly understanding what our company can and cannot provide for you; you will choose us for your tax service needs.

Our fees are NOT one set fee!

Although we do our best to be competitive our fees are not set in stone.
We determine your fee based on the amount of complexity of your return.
This means that last year’s price is not necessarily going to be this year’s price!
We can give you a general idea of what we will charge to submit your return prior to submission.
This will only be a guestimate; you will know the exact fees once your signature documents are sent to you.

Before submission to the IRS

BE SURE YOU UNDERSTAND YOUR FEE AND WHAT IS INCLUDED PRIOR TO SIGNING YOUR TAX DOCUMENTS!

The fee being charged includes the following:

One on One review of your yearly expenses.
- Including answering any of your tax questions.
- Input and submission of your tax documents and return to the IRS.
- Providing you with copies of all documents submitted.
Audits
- We will store copies of all supporting documentation provided by you for easy access for up to 3 years in case of an audit.(Email documentation/proof to [email protected])
- Documentation can be sent to you upon request.
- Audit protection is provided by our 3rd party team of lawyers. The audit protection only applies to your federal return, not state.
- This fee is mandatory and deducted from each return. Contact information for the 3rd party will be included with your tax documentation. So please review all of your documents.
- Please ensure that all information provided by you concerning the filing of your taxes is accurate and verifiable. Should you get audited this information would need to be submitted to the 3rd party team by you, for them to assist you with your audit.

What is NOT included!

Please read carefully and ask any questions

Production of documentation
- If you are unclear about this one, we will not produce documentation that you have not provided to us for use on or with your tax return.
- We will be happy to assist you with any questions regarding documentation that can be used to support your tax return.
- We can also assist in providing templates and examples upon request.
We will NOT manufacture any information on your behalf, for the purpose of assisting you with an audit.
- Please make sure the information you submit on Our provided tax questionnaire is truthful and accurate.
- We will not add to your deductions for you.
- You will need to ensure that the information you provide to us in writing is sufficient for your tax preparation.
Amendment of tax return (for any year)
- This is a separate fee and process.
- Fees will vary based on complexity and are to be paid in advance.
Status updates on your tax return
- Once your return is submitted to the IRS it is YOUR responsibility to keep up with the current status by utilizing the “Where’s My Refund” link on IRS.gov.

***We will not check any statuses on your behalf. ***

Acknowledgement & Signature (taxpayer) *

Clear

I confirmed that all information I entered here is accurate and true. I allow IGAHU INC to capture my sensitive data like personal id, government id, social security number (SSN), and other information. I have read the terms and conditions and privacy policy of IGAHU INC. By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return. You also acknowledge that you have provided all tax documents received this year.

Acknowledgement & Signature (Spouse)

Clear

I confirmed that all information I entered here is accurate and true. I allow IGAHU INC to capture my sensitive data like personal id, government id, social security number (SSN), and other information. I have read the terms and conditions and privacy policy of IGAHU INC. By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.You also acknowledge that you have provided all tax documents received this year.