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Client Intake Forms
Client Intake Forms
SHINWOOK YI CPA
2022-12-11T08:49:02-05:00
Client Intake form
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Step
1
of 2
Layout
Name of Employee
Intake Date / Time
Date
Time
Due Date
Office Location
VAHQ-Annandale
VACE-Centreville
MDEC-Ellicott City
VARI-Richmond
Online
Contact info (의뢰인-연락처 정보)
Email
*
Phone
*
Service Type
Personal
Business
Service (Personal)
Income Tax (Individual)
Foreign Account (FBAR)
Amended Return
Real Estate Tax Relief
Tax Appeal
ITIN Application
Fatca-OVDP
Retirement
Insurance
Financial Aid
Other (Fed related)
Other (State Related)
Other (County related)
Other Svc - Personal
Other Service
Service (Business)
Income Tax (Biz)
Income Tax (Non-Profit)
Foreign Account (FBAR)
S-Corp Election
Non-Profit Application
Amended Return
Business Setup
Business Reinstate
Business License
Monthly Service ( Payroll & Book)
Monthly Svc (Payroll only)
Monthly Svc (Book only)
1099-NEC
Tax Appeal
Retirement
Insurance
Other Svc - Business
Other Service (Business)
Did we provide any service before? if yes, please check the below.
No. Never
Tax Prep. Service
Other Service
Service(s) provided before.
Tax Filing Status
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Widowed with Q Child
Immigration Status
Citizen
Permanent Resident
Resident Alien
Non-Resident Alien
Other Status
Other Status or Change Status Detail
Individual Tax Return Type
1040
1040 as a dependent
1040 NR
Tax Year Individual ( 보고하실 세금 연도-개인 세금보고)
*
2022 (2023 Tax Season)
2021 (2022 tax season)
2020
2019
2018
2017
Other Years(기타 연도)
Individual-Please select any event happened during the last year. (개인 및 가족-이전 년도와 달라진 사항이 있으면 선택해 주세요.)
Not Applicable ( 해당 사항 없음)
Address Change (Home)
Sold a Primary Home
Purchase a Real Estate(s)
Widowed
Add a Dependent
Divorced
Remove a Dependent(s)
Retired
Unemployed
Started a Higher Education
Become a Resident Alien
Beomce a Non Resident Alien
Become a Permanent Resident/Citizen
Revoke Citizen or Permanent Resident
Other Change
Reporting State(s)-(Resident or Working)
*
Virginia(버지니아)
Maryland(메릴랜드)
District of Columbia(워싱턴 DC)
New York (뉴욕)
New jersey (뉴저지)
California (캘리포니아)
Ohio (오하이오)
North Carolina (노쓰 캐롤라이나)
Georgia (조지아)
Texas (텍사스)
Nevada(네바다)
Hawaii (하와이)
Other States (기타 지역)
South Korea (대한민국)
Foreign Country(해외국가)
Other State(s)
Document(s) Provided-Basic Info
Driver License(s)
Tax Organizer
Prior Tax Return Copies
Dependent(s) Info
Social Security Card(s)
Passport(s)
Other Supporting Docs.
Other Personal Docs
Number of Dependents
Selected Value:
0
Name 1
*
First
Last
Layout
Date of Birth
Social Number/ITIN
Relationship with Taxpayer
Name (2)
*
First
Last
Layout (copy)
Date of Birth (2)
Social Number/ITIN (2)
Relationship with Taxpayer (2)
Name (3)
*
First
Last
Layout (copy) (copy)
Date of Birth (3)
Social Number/ITIN (3)
Relationship with Taxpayer (3)
Name (4)
*
First
Last
Layout (copy) (copy) (copy)
Date of Birth (4)
Social Number/ITIN (4)
Relationship with Taxpayer (4)
Name (5)
*
First
Last
Layout (copy) (copy) (copy) (copy)
Date of Birth (5)
Social Number/ITIN (5)
Relationship with Taxpayer (5)
Document(s) Provided (Income)
W2(s)
1099 NEC(s)
1099 Misc(s)
1099-R
1099-SSB(s)
Interest & Dividend(s)
Rental Income/Expense
Alimony Received
Real Estate Sales
Stock Investments (1099-B)
Crypto Currencies
Gambling Income (W2Gs)
Foreign Income related
Other Income Supporting Docs.
Other Supporting Docs (Income)
Document(s) Provided - Deduction Items
Charitable Gift(s)
1098 (Mortgage Intereest Pmt)
Local Tax Payment(s)
Medical Expense(s)
Health Insurance Premium Pmt(s)
Gambling Loss(s)
Casualty Loss or Theft
Other Supporting Docs (Itemized Items)
Other Document(s)
IRS - Traditional/Roth Contribution(s)
HSA Contribution
HSA Distribution
1098T
Child Care - After school
Real Estate (Hud-1)
Foreign Bank Account(s)
Government Letter/Bill(Fed)
Government Letter/Bill(State)
Power of Attorney
Other Documents (Etc)
Other Document(s)-Etc
Service Detail(s)
BUSINESS
Number of Businesses to be prepared
Selected Value:
1
Name of Business
Number of Owners (Members)
Selected Value:
1
Business-Please select any event happened during the last year. (사업체-이전 년도와 달라진 사항이 있으면 선택해 주세요.)
Not Applicable ( 해당 사항 없음)
Start a Business (사업체 시작)
Physical Address (사업체 주소)
Business Close (사업체 폐업)
Business Sold (사업체 매도)
Purchase a business
Chang Ownership
Purchse real Estate (Business)
Investment(s)
Purchasesd Fixed Assets
Other Change
Business Legal Type (사업체 형태)
*
Sole Proprietor
Contractor or Freelancer
S-Corporation
Limited Liability Company
Partnership
C-Corporation
Non-Profit
Other (기타)
Other Business Type (기타 법인 형태)
*
Tax Year Business ( 보고하실 세금 연도- 사업체 세금보고) (copy)
*
2022 (2023 Tax Season)
2021 (2022 tax season)
2020
2019
2018
2017
Other Years(기타 연도)
Reporting State(s)-Office Physically Located
*
Virginia(버지니아)
Maryland(메릴랜드)
District of Columbia(워싱턴 DC)
New York (뉴욕)
New jersey (뉴저지)
California (캘리포니아)
Ohio (오하이오)
North Carolina (노쓰 캐롤라이나)
Georgia (조지아)
Texas (텍사스)
Nevada(네바다)
Hawaii (하와이)
Other States (기타 지역)
South Korea (대한민국)
Foreign Country(해외국가)
Other State/Country Info
Income Earned State(s) (수익이 있었던 주)
*
Online Sales
Virginia(버지니아)
Maryland(메릴랜드)
District of Columbia(워싱턴 DC)
New York (뉴욕)
New jersey (뉴저지)
California (캘리포니아)
Ohio (오하이오)
North Carolina (노쓰 캐롤라이나)
Georgia (조지아)
Texas (텍사스)
Nevada(네바다)
Hawaii (하와이)
Other States (기타 지역)
South Korea (대한민국)
Foreign Country(해외국가)
Other State/Country Info
Business Tax type
Sch. C
1120-C Corp
1120S-S Corp
S-Corp Election (Form 2553 needed)
1065-Partnership
990-Non Profit
Other Tax Type
Other Tax Type Detail
Documents Provided
Prior Tax Returns
Business Summary
Financial Statement(s)
Rental Income/Expenses
Bank Statement(s)
Card Statement(s)
Sales summary
Invoices
Receipts
Government Bills
W2 & W3
Payroll Tax Returns( 941 & 940)
State Returns
County Docs
Vehicle Expenses/Mileage
State Annual Report
Business LIcense
Business Property list
Business Property Return
Depreciation Schedule
Loan Statement
Lease Statement
Contract(s)
Owner List
Operating Agreement
Bylaw
Other Documents
Other Documents and Service Details
Layout
Business Start Date
S Corp Election Date
Business Close Date (사업 폐업일)
Business Sold Date (사업 매도일)
Business Physical Address (미국 사업장 주소)
Address Line 1
Address Line 2
City
--- Select state ---
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Foreign Address
Business Description (사업 업종)
*
TAX INFORMATION ( 세금보고간략 상세)
Representative Name - 대표자 성함
*
First
Last
Social Security Number (ITIN)
*
Position ( 직위)
Address (주소)
Address Line 1
Address Line 2
City
--- Select state ---
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
More Information
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