Clone of Filthy Rich Refunds 2026 Tax Preparation Intake Form

IRS Account & Theft Identity Verification
To ensure a fast and accurate tax filing process without the hassle of having to verify your Idenity every year. We've added an extra step in our process to help you avoid any possible hold ups in reguards to receiving your refund in a timely manner of 7 to 14day. This step help the Internal Revenue Service idenity you and process for funds within the 14 to 21day timeframe. If you need help with this step one of our tax specialist will be happy to assist you.

You can vist IRS.GOV for more information or follow the link provided below.

https://sa.www4.irs.gov/secureaccess/ui/?TYPE=33554433&REALMOID=06-0006b18e-628e-1187-a229-7c2b0ad00000&GUID=&SMAUTHREASON=0&METHOD=GET&SMAGENTNAME=-SM-u0ktItgVFneUJDzkQ7tjvLYXyclDooCJJ7%2bjXGjg3YC5id2x9riHE98hoVgd1BBv&TARGET=-SM-https%3a%2f%2fsa%2ewww4%2eirs%2egov%2fola%2f
Have you ever been required to go through identity verification by the IRS?
Do you have an IRS Account?
Would you like assistance creating your IRS Account?
Are you required to file with a Theft Identity PIN for 2024 Tax Filing Season
Theft ID PIN

Charitable Donations
Did you gift money or items to any organization?
Organization
Amount Paid

Itemized Vs Standard Deduction
If your itemizes deductions do not exceed the following it is better to choose the standard deduction.

Single; Married Filing Separately $15,7500
Married Filing Jointly & Surviving Spouses $31,500
Head of Household $23,625
Which deduction would you like to choose?

Household Employee
If you work for someone at their home and he or she controls not only what work is done but also controls your work schedule and hours alotted to work.

Some examples household workers are: Caretaker/Caregiver , Housekeeper/Maids, Sitters, Groundskeeper, Private Nurse, Drivers,Yard Workers,Etc.

Note*

If any person you worked for paid $2,800.00 or more the entire calendar year. The Household employer must provide you with (a)W2 or (b)1099. If you worked for multiple people and they paid you less than $2,800.00 or less please provide us with the total amounts paid from all employers for the full calendar year. Please also list the employers name and contact information for verification or employment history ledger from your work records.
Total Amount Collectively Received In 2026?
Are you a household worker?
Ledger of Payment from Employer for Employment Verification

Please List Employers Information
Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Job Performed
Amount Received
Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Job Performed
Amount Received
How did you keep up with your income? (for example: did you keep a ledger, records book)
If you use any type of records, can you provide copies for your records or provide these records if additional information is requested by your tax professional or the IRS?
Uploads Records (any records ledgers receipts)

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Household Employer
If you employed a staff to do work in or around your home and you paid over $2800.00 you are required to provide each employee with a form W2. These wages must be reported to the IRS.

If you employed your kids or parent in some cases the wages are not subject to medicare and social security taxes.

If you took out federal withholding from paid wages you must also report and file with the IRS.
Are you an household employer
EIN NUMBER
Amount of wages subject to medicare and social security taxes?
Did you pay sick leave wages
If so how much?
Did you pay family leave wages
If so how much?

Business Profit/Loss
Self-Employment: A self-employed worker usually provides his or her own tools and offers services to the general public in an independent business.

You are not an independent business if you perform services that can be controlled by an employer (what will be done and how it will be done). This applies even if you are given freedom of action. What matters is that the employer has the legal right to control the details of how the services are performed.
Are you self-employed?
If you use a series of events please provide us with the events you used to accurately reconstruct your records Ex.Bills you paid each month , average people you worked for each month and average pay you received from your work.
If yes, what documentation do you have such as 1099, business license, corporation papers, bank statements, summary of expenses and/or income?
Upload Business Documents

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Business Name
EIN NUMBER
Description of Business?
Accounting Method

Other
Business Address (Leave blank if same as your address from home)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Date business was established

MonthDayYear
2 digit month, 2 digit day, 4 digit year
Total Gross Income
Total Expenses
Total Net Income
Expenses
Advertising
Cost Of Goods Sold
Supplies
Contract Labor
Fees
Legal and Professional Services
License
Wages (less employment credit)
Insurance
Rent or lease of property.
Commissions
Taxes
License
Courses
Travel
Car Expenses
Mileage
Meals
Entertainment
Utilites
Operation Systems

Child & Dependent Care Expenses
Do you have childcare expenses?
Child Care Provider EIN/SSN
Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Total Amount Paid To Provider
Name Of Dependent Care Was Provided For

First NameLast Name
Amount Paid
Name Of Dependent Care Was Provided For

First NameLast Name
Amount Paid
Name Of Dependent Care Was Provided For

First NameLast Name
Amount Paid
Upload 1099 from child care provider

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Qualified Education Expenses
Did you or depenndent attend college as a full or part time student?
Upload 1098 T

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School Name
School ID EIN
Tuition Amount
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Taxpayer Signature

Taxpayer Signature
Spouse Signature
Estimates & Skip Service

Due to the high volume of clients we serve, Angel Smith does not provide tax estimates. Our priority is to ensure that each client’s tax return is prepared accurately and thoroughly to maximize your refund.

If you require expedited service, you may choose to pay the Skip-the-Line Fee, which grants you access to a VIP priority queue. However, this does not guarantee an immediate turnaround, as we still dedicate the necessary time to complete each return properly.

For those seeking an estimate only, there is a $300 Estimate Fee. Please note that generating an accurate estimate requires the same detailed process as completing a full return. Because of this, we do not offer quick estimates.

By signing our intake form, you acknowledge and agree that Tax Plug will prepare and file your tax return on your behalf. We are committed to completing your tax filing as efficiently as possible while ensuring accuracy and compliance with tax regulations.

If you prefer to have your return completed sooner, you may choose to have your file forwarded to one of my highly trained tax partners who may be available sooner. Simply select the “First Available” option, and we will ensure your file is reassigned accordingly.

Please note that processing times may vary due to the high volume of clients. We appreciate your patience and trust in our services.
Taxpayer Signature
Spouse Signature

"SKIP-THE-LINE" WITH ANGEL SMITH

"Skip-The-Line"

Should you prefer to expedite your tax preparation with Angel personally, our "skip-the-line" service is available to clients of Angel Nicole for a fee of $50. If you decide to opt-in, this will ensure "same-day" processing for your file.

$100.00

Total

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

Should be Empty:

Tax Preparation Intake Form

Taxpayer(s) Personal Information

IRS Account & Theft Identity Verification

Qualifying Dependent

Refund Advances & Transfer

Taxpayer(s) Income & Deductions

Other Income Source

Charitable Donations

Itemized Vs Standard Deduction

Household Employee

Ledger of Payment from Employer for Employment Verification

Household Employer

Business Profit/Loss

Expenses

Child & Dependent Care Expenses

Qualified Education Expenses

"SKIP-THE-LINE" WITH ANGEL SMITH