Smartaxx, LLC Attestation Client Form

Thank you for choosing Smartaxx! We have over 26 years of experience and we are excited to offer you great customer service.

*Please review the form in it's entirety before filling it out so that you are aware of the documents we are asking for. This will save you time. Thank you.

Client Status

Client Information

First Name

Middle Initial

Last Name

Suffix

Date of birth

Social Security Number *

Email *

Phone *

Secondary Phone Number *

Filing Status *

Do you have a spouse?

Address

Street Address

City

State

Country

Postal Code

Occupation *

Employment Status *

Need to add dependents? *

Who would you like to prepare your return? *

TAX INFORMATION

Please Note: If you pulled from or had distribution from your 401k or retirement, please include the 1099R form.

Which year(s) do you want to file taxes for? *

Did you attend college last year? *

Did you pull out of retirement? *

Did you receive unemployment? *

Do you owe any debt that could possibly affect your refund? If so, please explain. *

The IRS implemented ID.Me in 2022. This is to protect all taxpayers identity. Do you have an ID.Me account with the IRS? If no, after submitting this form, please visit IRS.gov to set up your ID.Me account. Upon completion, please send us your Identification Protection (IP) PIN to add to your return. *

Do you own a business? *

Can you provide any documentation to substantiate your business?

Please provide Income & Expense records (totals):

Please include any Accounting records, Paid invoices/receipts, Computer Records, Car/truck expenses, Logbooks, Ledgers, Business bank accounts, Other

Please attach your License or ID

File types: PDF, PNG, GIF, DOCX/DOC, JPG/JPEF, XLS/CSV

Social Security Card

Social Security Cards for Dependents

W2 Info, Check stub, or 1099 Contractor

Mortage Info

Student 1098t

Utility Bill

Childcare Documents

Receipts, Tag Info, Medical Info, Etc.

Birth Certificate for Dependents

Please attach important unemployment payout off your portal or mailed to you

Please attach a selfie of yourself

Financial Institution

Name of Bank

Type of Account *

Account Number

Routing Number

Please give us 2 people you would recommend to Smartaxx, to earn $25 each when they file. Please provide contact information.

First & Last Name | Phone Number | Email Address

ACKNOWLEDGEMENT

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. If you consent to the use of your tax return information, Federal law may not protect your tax return information from further use or distribution. You are not required to complete this form. If we obtain your signature on this form by conditioning our services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year.
Duration of consent: Calendar year 2022 through Calendar year 2025
Pursuant to I (we), ______________________ authorize to use any and all tax return information, forms, schedules, documents and attachments for the purpose of offering a tax audit assistance, support and representation service, provided by Audit Maintenance Pro, L.L.C. If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector.

Client Signature *

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Smartaxx, LLC Attestation Client Form

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