Taxpayer Information

Which preparer do you want to connect with? *

First Name *

Last Name *

Email *

Phone *

Street Address *

City *

State *

Postal Code *

Date Of Birth

Social Security Number *

What is your ocupation? *

Upload a photo of your Social Security Card *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Upload a picture of your Driver's License *

PNG, PDF, JPEG or JPG

Sources of Income

Did you have any work where you were paid in cash, such as a nail technician, barber, landscaper, or similar type of service? *

Please upload all of the tax documents containing your sources of income *

JPEG, JPG, PDF, XLSX, XLS, CSV, DOCX, DOC or PNG ( max 99 Files )

Filing Status

To qualify for Head of Household (HOH) status when filing your taxes, you must meet several requirements:

Be Divorced
Be unmarried or considered unmarried.
1. If you are still married, you may still qualify as "considered unmarried" if you lived apart from your spouse for the last six months of the year.
Have a qualifying dependent living with you for more than half the year.
Pay more than half the cost of maintaining your home. These costs may include:
1. Lease in your name
2. Rent Receipts
3. Utility bill in your name for year your filing (electricity, water, gas)
4. Mortgage Statements
5. Divorce Decree

This means that you are financially responsible for the majority of the household expenses for both yourself and your qualifying person.

For Head of Household, Please upload the above mentioned documents (Lease in your name, utility bill etc.) *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Spouse Information

Spouse First Name *

Spouse Last Name *

Spouse Phone Number *

Spouse Email *

Spouse Date of Birth *

Spouse Social Security Number *

Did your spouse have income? *

Spouse Occupation *

Uplaod a photo of your Social Security Card *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Upload a photo of your Drivers License *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Spouse Sources of Income

Do you or your spouse have any of the following tax obligations or past debts? If yes, please select all that apply. *

Please indicate the amount *

Did you have any work where you were paid in cash, such as a nail technician, barber, landscaper, or similar type of service? *

Please upload all of the tax documents containing your spouse's sources of income *

JPEG, JPG, PDF, XLSX, XLS, CSV, DOCX, DOC or PNG ( max 50 Files )

Dependent Information

Are you claiming dependents, if yes, how many? *

Dependent Name *

Dependent Date of Birth *

Dependent's social security number *

What is your relationship to your dependent? *

How many months has the Dependent lived in your home? *

Is this Dependent a College Student? *

Yes

Is this Dependent Disabled? *

Yes

Upload your dependent's social security card *

PDF, PNG, JPEG or JPG

Upload your dependents birth certificate *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Dependent #2 Name *

Dependent #2 Date of Birth *

Dependent #2 social security number *

What is your relationship to dependent #2 *

How many months has the Dependent lived in your home? *

Is this Dependent a College Student? *

Yes

Is this Dependent Disabled? *

Yes

Dependent #3 Name *

Dependent #3 Date of Birth *

Dependent #3 Social securty number *

What is your relationship to dependent #3 *

How many months has the Dependent lived in your home? *

Is this Dependent a College Student? *

Yes

Is this Dependent Disabled? *

Yes

Dependent #4 Name *

Dependent #4 Date of Birth *

Dependent #4 Social securty number *

What is your relationship to dependent #4 *

How many months has the Dependent lived in your home? *

Is this Dependent a College Student? *

Yes

Is this Dependent Disabled? *

Yes

Upload the social security cards for all dependents *

PDF, PNG, JPEG or JPG

Upload the birth certificates for all your dependents *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Child Care

Did you pay for Child Care to work? *

Select the type of provider below *

Daycare Provider

Individual

Please provide the name, address, phone number, and Social Security Number of the individual who provided care for your dependent. *

Please upload proof of payments *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Upload the end of the year statment from the Daycare *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Self Employment/Contractor Income

What is your Business Structure? *

What does your Business do? *

Does your business have an EIN? *

Upload a photo of your EIN Letter from the IRS *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Did you keep records of your receipts? *

Total Gross Business Income for the year?

Please enter the total amount you spent for each business expense category during the year. *

Advertising
Commissions and Fees
Contract Labor (1099’s Issued, if app)
Insurance (other than health)
Insurance (other than health)
Professional Fees
Office Expenses
Equipment Rentals
Repairs and Maintenance
Supplies (not included above)
Travel (do not include meals)
Meals and Entertainment
Utilities
Rent or Lease of Equipment
Uniform
Tools

Upload your proof of Income and Expenses for your business. This may include gross receipts, business expenses, paid bills, invoices, receipts, bank statements, or any other relevant records *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 99 Files )

I hereby certify that all information provided on the business tax forms submitted to Divine Consulting Associates is accurate, complete, and truthful to the best of my knowledge. I understand that it is my sole responsibility to ensure the correctness of all information provided and to supply any required documentation to support my selections made on the forms. I acknowledge that Divine Consulting Associates is relying on the information I have provided and will not independently verify or audit its accuracy. I hereby release Divine Consulting Associates, its employees, and agents from any liability or responsibility for any errors, omissions, or inaccuracies resulting from the information I have provided, including any claims of negligence. I understand that if I provide false or misleading information, I may be subject to penalties, fines, or other punishments by the IRS or other relevant authorities. It is my responsibility to ensure that all information is truthful and accurate, and I am aware of the potential legal consequences of submitting false information. Additionally, I understand that I am required to retain and provide proof or documentation to substantiate my selections. Failure to do so may result in delays, adjustments, or penalties related to my business’s tax filings. By signing below, I confirm that I fully understand and accept the above terms and acknowledge that I am solely responsible for the accuracy and completeness of the information provided.

Investments

Did you sell any crypto/virtual currency? *

Did you sell any stocks or investments/pull money out of a mutual fund? (Form 1099-B) *

Did you (or your spouse) contribute to an IRA (Select all that apply) *

Employer Sponsored

Roth (Outside of employer)

Traditional (Outside of employer)

None of the above

Deductions

Upload the tax documents associated with deductions *

PNG, PDF, DOCX, DOC, JPEG, JPG, XLSX, XLS or CSV ( max 99 Files )

Other Less Common Events

Did any member of the household receive an Identity Protection PIN from the IRS? *

Yes

Please provide a copy of the Identity Protection PIN letter received from the IRS *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Healthcare Coverage

Did you have health insurance last year? *

Yes

Did you purchase it through the marketplace? *

Yes

IRS will reject an e-filed income tax return if you or a member of your household were covered by a health insurance plan via the Health Insurance Marketplace Exchange (i.e. Affordable Care Act aka Obamacare) and you do not provide Form 1095-A.

If you fail to provide this form your return will be considered incomplete and cannot be e-filed.

If you're not sure, please visit their Website Here.

Please provide a copy of Form 1095-A *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Direct Deposit Information

In the event you're due a refund, do you prefer direct deposit? (recommended) *

Please list the financial institution (bank name) *

Routing Number *

Bank Account Number *

Upload your Direct Deposit Form *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Confirm Your Submission

is Complete

Whew! We appreciate the time you took to complete the intake form.

Once you hit the submit button below your information will be sent over to our team for review.

If we require any additional information we will contact you.