Tax Intake Tax Year *Please select an option20252024 Tax Preparation – Information Form Please provide your information below. All required fields must be completedYour informationFirst Name *Middle NameLast Name *Date of Birth *Phone *Email Address *Street Address *Apartment, suite, etcCity *State/Province *ZIP / Postal Code *SSN /ITIN *SSNITINSSN /ITIN *Numbers only (no dashes)EIN/SSN {number-2}Show/HideEIN/SSNAre you currently serving or have you served in the U.S. Armed Forces? (Active Duty, Reserve, National Guard, Veteran) *YesNoAre you a Student? *YesNoDo you have a disability? *YesNoFiling StatusMarital Status *SingleMarriedMarried Filing SeparatelyHead of HouseholdQualifying Widow(er)Spouse informationFirst Name *Middle NameLast Name *Date of Birth *SSN /ITIN *SSNITINSSN /ITIN *Numbers only (no dashes)EIN/SSN {number-3}Show/HideEIN/SSNHas served in the U.S. Armed Forces (Active Duty, Reserve, National Guard, Veteran) *YesNoIs a Student? *YesNoHas a disability? *YesNoDependents information Do you have any dependents to claim on your tax return? *YesNoDependents InformationFirst Name *Middle NameLast Name *Date of Birth *SSN /ITIN *SSNITINSSN /ITIN *Numbers only (no dashes)EIN/SSN {number-4}Show/HideEIN/SSNRelationship to taxpayer *Is a U.S. citizen or legal resident? *YesNoMonths Lived With You *Months Lived in U.S. *Has a disability? *YesNoIs a student? *YesNoDid your dependent pay more than half of their living expenses? *YesNo State of Residency & Multi-State InformationYour ResidencyDid you live in the U.S. all year? *YesNoDid you live or work in any other U.S. State during the tax year? *YesNoWhich other state(s) did you live in? *Did you make money in any other U.S. State during the tax year? *YesNoWhich other state(s) did you make money in? *Residency SpouseDid your spouse live in the U.S. all year? *YesNoDid your spouse live or work in any other U.S. State during the tax year? *YesNoWhich other state(s) did you live in? *Did your spouse make money in any other U.S. State during the tax year? *YesNoWhich other state(s) did you make money in?Income Information – Check all that applyYour IncomeIncome Information *Check all that apply.W-2 Income1099 IncomeBusiness Income (Schedule K-1 – Partnership or S Corporation)Disability BenefitsDividend IncomeForeign IncomeInterest IncomePension / Retirement IncomeRental IncomeSocial Security BenefitsUnemployment CompensationOther IncomeOther Income Description *Other Income Amount *USDDid your spouse or any dependents have income during the tax year? *YesNoSopuse/Dependents IncomeIncome Information *Check all that applyW-2 Income1099 IncomeOther IncomeOther Income Description *Other Income AmountUSDName and relationship to taxpayer **Need help? Use this space to share any questions or notes, or to request a call, text message (SMS), WhatsApp, or email. If you would like to be contacted, please include your preferred contact method, phone number or email, and the best time to reach you (e.g., “Please call, SMS or WhatsApp me at 555-123-4567 after 3 PM”).Deductions and CreditsDeductions & Credits *Check all that applyChildcare ExpensesEducation ExpensesMedical ExpensesMortgage InterestCharitable Donations*Need help? Use this space to share any questions or notes, or to request a call, text message (SMS), WhatsApp, or email. If you would like to be contacted, please include your preferred contact method, phone number or email, and the best time to reach you (e.g., “Please call, SMS or WhatsApp me at 555-123-4567 after 3 PM”). Agree and Confirm By submitting this form, you acknowledge and agree that all information provided is accurate, complete, and truthful to the best of your knowledge. You understand and agree that you are solely responsible for the accuracy of the information submitted, including any errors, omissions, or inaccuracies. You further acknowledge that Marbaq LLC does not independently verify the information provided and shall not be held liable for any legal, financial, tax, or administrative consequences arising from incorrect, incomplete, or misleading information. Please review all details carefully before submission. Any discrepancies may result in delays, penalties, or other consequences for which Marbaq LLC assumes no responsibility. You also confirm that you have read and agree to our privacy policy and terms and conditions.I agree and confirm *🕒 Estimated document delivery: 2–3 business days. Order Summary Item Quantity Unit Price Total Tax Preparation 1 $150.00 $150.00 Discount – $30.00 $30.00 *Estimated Total: $120.00 * No payment is required at this stage. Payment will be required once your documents are ready. What happens next: After submitting this form, you will receive a confirmation email with next steps and access to our secure client portal. In the portal, you will be able to upload your documents, review your information, and make your payment once your documents are ready. No payment is required at this stage; once we have processed everything, you will receive an invoice with payment instructions. *In rare circumstances, adjustments to the price may be necessary and will be communicated before processing, invoicing, or payment.🔒 Your submission is secure and encrypted Submit FormPlease do not fill in this field.
