The client Data Sheet Welcome to Humble Venture Tax Services. Please complete this client data sheet to provide us with the information to best serve you. If you have any questions please email info@humbleventuretaxservices.com We look forward to serving you!After you fill out this form, an agent will reach out within 0-24 hrs! You are not filing your taxes until we reach out! This is used to collect data to get you the most accurate tax return! Thank You!Tax year your filing for :(Required) 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Do you want to apply for A $7,000 cash advance? Yes I want the max up to $7,000 Yes I want an advance but only between $250 - $1,000 No I dont want an advance The cash advances are based off the banks decision for whatever option you choose to pick! But great news! We have A 90% Approval rate! Your Name(Required) First Middle Last Date of birth(Required) MM slash DD slash YYYY Tax Payers Social Security Number(Required)Confirm Social Security Number(Required)Your Email Address(Required) Email Address Confirm Email Address Phone Number(Required)Home Address(Required) Street Address Address Line 2 City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code OccupationHow would you like your refund? Direct Deposit Prepaid Card Printed check Routing NumberBank Account NumberIPPIN (IDENTITY PROTECTION PIN)This will be A 6 digit pin provided by the IRS if you dont have this just skip.Filing Status Single Head Of HouseHold Married filing Separately Married filing Jointly If married filing jointly or Married filing separatelyPut your spouse name, birthday, social security number, and occupation here. How many W2s do you have?012345 or moreDid you receive unemployment? Yes No If the answer is yes please make sure you upload your 1099 from unemployment in the document uploader at the bottom!Do you own a business or were self employed? Yes No If the answer is yes please make sure you upload your Profit & Loss Statement in the document uploader at the bottom!Do you own or rent your home? I pay rent I pay a mortgage Living with someone else I own my home Did you pay over half the expenses of maintaining your residence for the entire year? Yes No Did you support a child or family member for more than 6 months out of the year? Yes No Did you receive market place insurance? Yes No Did you move from your house last year? Yes No What month did you move?What was the address?Do you owe any outstanding debts, such as child support, IRS debts, or judgements against your name? Yes No Please provide more detailsHow many dependents are you claiming?(Required) None One Two Three Four Five or more Dependent #1 Full NameDependent # 1 Date of Birth MM slash DD slash YYYY Dependent # 1 Social Security NumberWhat is the relationship to dependent # 1 (son, daughter, nephew, niece)?Dependent #2 Full NameDependent # 2 Date of Birth MM slash DD slash YYYY What is the relationship to dependent # 2 (son, daughter, niece, nephew)?Dependent # 2 Social Security NumberDependent #3 Full NameDependent # 3 Date of Birth MM slash DD slash YYYY What is the relationship to dependent # 3 (son, daughter, niece, nephew)?Dependent # 3 Social Security NumberDependent #4 Full NameDependent # 4 Date of Birth MM slash DD slash YYYY What is the relationship to dependent # 4 (son, daughter, niece, nephew)?Dependent # 4 Social Security NumberDependent #5 Full NameDependent # 5 Date of Birth MM slash DD slash YYYY What is the relationship to dependent # 5 (son, daughter, niece, nephew)?Dependent # 5 Social Security NumberIf any dependent is not biologically related please explain whyDid you attend college? Yes No Do you have a Form 1098T (Tuition Statement) From your schooling? Yes No How many total income documents are you expecting for the whole year?Please check and confirm all numbers including social security numbers, bank account information are correct before submitting. Please check and confirm all names are spelled correctly and all information is correct.Driver's License/ID Drop files here or Select files Accepted file types: jpg, gif, png, pdf, jpeg, doc, docx, Max. file size: 20 MB. Social Security Cards Drop files here or Select files Accepted file types: jpg, gif, png, pdf, jpeg, doc, docx, Max. file size: 20 MB, Max. files: 7. Dependents SS CardAccepted file types: jpg, gif, png, pdf, jpeg, doc, docx, Max. file size: 20 MB. W2 Drop files here or Select files Accepted file types: jpg, gif, png, pdf, jpeg, doc, docx, Max. file size: 20 MB, Max. files: 7. 1099 Form Drop files here or Select files Accepted file types: jpg, gif, png, pdf, jpeg, doc, docx, Max. file size: 20 MB, Max. files: 7. House Lease AgreementAccepted file types: jpg, gif, png, pdf, jpeg, doc, docx, Max. file size: 20 MB. Mortgage StatementAccepted file types: jpg, gif, png, pdf, jpeg, doc, docx, Max. file size: 20 MB. Profit and Loss Statements Drop files here or Select files Accepted file types: jpg, gif, png, pdf, jpeg, doc, docx, Max. file size: 20 MB, Max. files: 7. Selfie holding your own Driver LicenseAccepted file types: jpg, gif, png, pdf, jpeg, doc, docx, Max. file size: 20 MB. Upload Other Tax Documents Here Drop files here or Select files Accepted file types: jpg, gif, png, pdf, jpeg, doc, docx, Max. file size: 20 MB. Prior Year Tax Return Drop files here or Select files Max. file size: 256 MB. Upload your child's school & doctor records Drop files here or Select files Max. file size: 256 MB. Proof of residency (deed, lease, utility bill) Drop files here or Select files Max. file size: 256 MB. Waiting on tax documents? Please inform us here what documents you are waiting on & how many of each document!Referal CodeConsent(Required) I agree to the privacy policy. The undersigned person(s) has/have authorized the Humble Venture Tax Services to prepare their federal and state tax returns. The company claims no responsibility for the tax returns other than preparing the said returns. The accuracy of the returns will be directly related to the information provided by the taxpayers. The information received by the company will be used in accordance with the rules and regulation of the Internal Revenue Service (IRS). I agree to electronically sign any document that may require a signature to complete my tax return. I will have submitted legal forms and Documents which will include my SSN card, Identification card, following documents W-2, 1099, 1098, child care information, school information, mortgage information, etc that should be given to the preparer. We will provide you with a copv of your Tax returns and advise you to keep it in a safe place because you will not be able to get another copy once the office closes. You will have to contact the IRS to get any needed copy’s. Humble Venture Tax Services does not determine when your tax return will be remitted: please use www.irs.gov to know when your refund will be released. By signing this Engagement Letter, I have agreed to fully compensate and authorize Humble Venture Tax Services to prepare my tax return(s). By checking this box you agree to a one-time payment for e-file software and banking fee of $272. Humble Venture Tax Services is hereby permitted to electronically deduct its compensation from my return Federal Or State. I am giving Humble Venture Tax Services permission to prepare all forms related to my tax return and I have signed all necessary forms to file my income tax return electronically. I take full responsibility for the accuracy of this client intake form and understand that Humble Venture Tax Services holds no responsibility for any misrepresentation or false claims. By selecting this option, I acknowledge and consent to Humble Venture Tax Services creating an account for me and privately displaying my tax information. I understand that I must call 612-987-0778 or email info@humbleventuretaxservices.com to opt out of this service. Failure to permit Humble Venture Tax Services to e-file my tax returns will be considered as permission for them to delete my personal account.SMS Consent By submitting this form you agree to receive automated recurring marketing messages from Humble Venture Tax Services. Consent is not a condition of purchase. Msg frequency varies. Msg & data rates may apply. Text STOP to unsubscribe.I confirm and agree that all information is correct.(Required) I Agree Monthly Newsletter I would like to be added to the monthly newsletter to receive free giveaways, articles, and information about things to do in Michigan. Signature(Required)Preparation FeesTax PaperworkAccepted file types: pdf, Max. file size: 256 MB. Free Disclosure FormAccepted file types: pdf, Max. file size: 256 MB. Other Documents Drop files here or Select files Accepted file types: pdf, jpg, doc, docx, jpeg, png, heic, Max. file size: 50 MB. Did you submit all your income documents? Yes No How many more tax documents do you need to complete your taxes?Federal RefundState RefundAGI (Annual Gross Income)Amount you receive after fees. (Federal and State added together) Δ
