Prospered Taxes Enterprise LLC - Client Intake Form

I’m Karen H. Bowman, your trusted Virtual Tax Professional. Thank you for choosing Prospered Taxes Enterprise LLC, where I am committed to Planting Seeds of Prosperity, One Tax Return at a Time. I look forward to working with you and providing a smooth, accurate, and stress-free tax filing experience.
PLEASE READ CAREFULLY BEFORE PROCEEDING
Important Intake Notice – Per Tax Year

This intake form is for the 2025 tax year being filed and is intended only for clients who plan to file their tax return with Prospered Taxes Enterprise LLC; if you do not intend to file with me for this tax year, please do not complete this form. By submitting this intake, you authorize document review, discussion of your return or potential refund, evaluation of advance options (if applicable), and preparation of documents for signature. A $25.00 non-refundable document review fee applies per tax year, which includes review of uploaded documents, determination of service scope, and identification of missing items; this fee applies whether or not you proceed, and if you move forward with tax preparation, it will be credited toward your tax preparation fee.
Do you have any unfiled tax returns from previous years?
Important Notice for Prior-Year Tax Filings (2020–2024)
If you need to file a tax return for tax years 2020, 2021, 2022, 2023, or 2024, please stop here and email (support@prosperedtaxes.com). Once your request is received, the appropriate client intake form for that tax year will be sent to you within 72 business hours.

.
Virtual Tax Professional

Please select below.
Taxpayer Information

Please answer all questions.
Filing Status
Head of Household Verification: You must be unmarried or considered unmarried and provide over half the financial support for your household and a qualifying person. Submit records of household bills, mortgage payments, lease agreement, property taxes, and essential expenses in your name that show your home address.

Cancelof
Taxpayer's Name

First NameMiddle NameLast NameSuffix
Taxpayer's Occupation
Submission Guidelines: You must submit a client intake form for each year that you want to file, along with documentation.
Please select the year that you would like to file. Type a question
Do you have a copy of your 2024 tax return? (Please upload)
Upload Prior Year Tax Return or IRS Transcript:

Cancelof
Date of Birth

MonthDayYear
Taxpayer's Social Security Number
Upload Taxpayer's Social Security Card:

Cancelof
Taxpayer's Unexpired Driver's License Number
Upload Taxpayer's Unexpired Driver's License:

Cancelof
Home Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Home Phone
Please enter a valid phone number.Format: (000) 000-0000.
Cell Phone
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Taxpayer's Spouse Information (if applicable)

First NameMiddle NameLast NameSuffix
Taxpayer's Spouse Occupation
Date of Birth

MonthDayYear
Taxpayer's Spouse Social Security Number
Upload Taxpayer's Spouse Social Security Card

Cancelof
Taxpayer's Spouse Unexpired Driver's License
Upload Taxpayer's Spouse Unexpired Driver's License:

Cancelof
Is the Taxpayer legally blind?
Is your Spouse legally blind?
Is the Taxpayer disabled?
Is your Spouse disabled ?
Family and Dependent Information

Please answer all questions.
1. As of December 31, 2025, your martial status was:
If married but filing separately: Did you live with your spouse during any part of the last six months of 2025?

2. Please answer the questions below regarding who lived in your home and whom you supported over the past 12 months. (If not applicable, write "N/A" on line 1 of each section.)

Rows	Dependents First and last name (Do not enter your name or Spouse's name below)	Date of Birth	Social Security Number	Number of months lived in your home	Relationship to you (i.e. son, daughter, mother, sister)
1
2
3
4
5
6

Did you pay child care expenses (Daycare or an individual to babysit your child(ren)?
If yes, how much were your childcare expenses from January 1, 2025, to December 31, 2025?
Please provide the name of the Daycare/Individual
Social Security or EIN Number
Address of the Daycare/Individual

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Please upload any supporting documents, such as your dependent(s) Social Security card(s), birth certificate(s), adoption papers, school records, daycare records, or similar documentation.

Cancelof
Can anyone else claim you, your spouse, or dependents on their tax return?
Have you, your spouse, or dependents received an Identity Protection PIN (IP PIN) from the IRS in the past?
Please enter the name and IP PIN for each person.
Did you, your spouse, and your dependents have health insurance within 12 months last year? (Please upload proof of 1095 or 1095-A if applicable)
Did the taxpayer experience any impact from a natural disaster in the year 2025?
Did you reside in the federally declared disaster zone, and were you or your spouse displaced from your primary residence during the disaster's incident period?
Was your home damaged, and repairs were not covered by FEMA or insurance?
Please upload any documentation with a denial or proof of the claim paid by FEMA or insurance.

Cancelof
Income -In 2025, did you (or your spouse) receive:

Please answer all questions.
Wages (W2- Employee) or Salary
Self- Employment Income (such as earnings from contract labor and small business, etc.)
Do you have a 1099 MISC form?
Disability Income?
Unemployment Compensation?
Other income? (gambling, lottery, prizes, awards, jury duty, etc) If so, how much did you receive?
Contributions to IRA, 401K, or other retirement account, including employer retirement account?
During 2025, did you or your spouse have one or both of these to take place?
Upload all proof of income. (Last paycheck stubs are not accepted- W2, 1099, Self-employment/business profit/loss)

Cancelof
Do you own your home? If yes, include the mortgage statement, interest, and taxes documentation.
Have you made or planned to make any energy-efficient upgrades to your home (e.g., windows, doors, solar panels, insulation)? If yes, please provide details of the enhancements (e.g., type of improvement, installation date, cost, etc.)
Please upload any necessary documents related to your home.

Cancelof
Do you receive any form of government assistance or benefits? (Section 8/Housing, TANF, Food Stamps, SSI ,ETC)
Did you pay college tuition for yourself, your spouse, or your dependents during the 2025 tax year?
Did you incur any educational expenses in 2025, such as buying a computer, books, or other related materials?*
Did you pay on any student loans this year?
Upload all documents related to school. (1098-T, and receipts for educational expenses)

Cancelof
Referral

Please let me know how you found out about me.
The full name of the person or organization must be listed to ensure the referral is paid.
Document Review & Payment Agreement

Please answer all questions.
Tax preparation fees
The $25.00 non-refundable document review fee is due at the time of submission of the client intake form. After all documents have been reviewed, your final tax preparation fee will be clearly outlined in your engagement letter. Tax preparation fees must be paid in full before your tax return is processed and submitted. Do you agree?
Refund Delivery Preference
Please provide accurate banking information below. By submitting this information, you confirm that the account belongs to you or that you are fully authorized to use it. You may choose to have your refund(if applicable) deposited into your personal bank account or loaded onto a prepaid debit card issued through the processing bank. A valid delivery method has to be selected.
Bank Name:
Bank Routing Number:
Bank Account Number:
I confirm that the information I have provided to Prospered Taxes Enterprise LLC is accurate and truthful. By submitting this form, I acknowledge that I am entitled to a complimentary 30-minute consultation to review my tax situation and associated fees upon request. Communication will be conducted through email and the secure tax software portal.

By signing this document, I confirm my decision to proceed with the tax preparation client intake process and understand that the consultation will be conducted via video call or phone call within 72 business hours. I authorize Prospered Taxes Enterprise LLC to use my submitted documents exclusively for tax preparation purposes.

I understand that a $25.00 non-refundable document review fee applies whether I choose to file my tax return or not. If I proceed with tax preparation services through Prospered Taxes Enterprise LLC, this fee will be credited toward my total tax preparation fee.
Taxpayer Signature
Date

MonthDayYear
Date
Spouse Signature (N/A if it does not apply)
Date

MonthDayYear
Date
Email
example@example.com

My Products

Non -Refundable Document Review Fee

$25.00 Quantity

Total

Debit or Credit Card
First Name	Last Name
Credit Card Number	Security Code
Expiration Month	Expiration Year

Please verify that you are human
Should be Empty:

PLEASE READ CAREFULLY BEFORE PROCEEDING

Important Intake Notice – Per Tax Year

Important Notice for Prior-Year Tax Filings (2020–2024)

If you need to file a tax return for tax years 2020, 2021, 2022, 2023, or 2024, please stop here and email (support@prosperedtaxes.com). Once your request is received, the appropriate client intake form for that tax year will be sent to you within 72 business hours.

Virtual Tax Professional

Taxpayer Information

Submission Guidelines: You must submit a client intake form for each year that you want to file, along with documentation.

Family and Dependent Information

Income -In 2025, did you (or your spouse) receive:

Referral

Document Review & Payment Agreement

Refund Delivery Preference

My Products