Personal Information

ALL-AMERICAN TAX PROS CONTACT INFO: MON-FRIDAY 9AM-7PM SAT: 9AM-12PM 1-888-727-2873 EMAIL: SUPPORT@ALLAMERICANTAXPROS.COM PLEASE ALLOW UP TO 72 HOURS FOR A RESPONSE VIA EMAIL. THANK YOU! I UNDERSTAND THAT ALL-AMERICAN TAX PROS DOES NOT OFFER FREE ESTIMATES. IF YOU ARE SUBMITTING THIS FORM IT IS TO FILE YOUR RETURN OR FOR A QUOTE ($50) TAX QUOTE LINK. PAYMENT IS DUE PRIOR TO SUBMITTING PAYMENT FOR QUOTE. YOU ARE REQUIRED TO HAVE YOUR W2 OR 1099. *
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DO YOU RECEIVE GOVERNMENT ASSISTANCE (FOOD STAMPS, SSI, TANF, HOUSING ASSISTANCE, etc.)? *
CHECK ALL THAT APPLY: *

INCOME INFORMATION

IF YOU OR YOUR DEPENDENT ATTENDED COLLEGE, HOW DID YOU PAY? *
DO YOU OWN AND OPERATE A SMALL BUSINESS/HOME BASED BUSINESS? *
DO YOU HAVE A BUSINESS LICENSE? *
DO YOU HAVE A BUSINESS BANK ACCOUNT? *
DID YOU RECEIVE A 1099? *
WOULD YOU LIKE TO ELECT TO USE YOUR 2019 EARNED INCOME TO FIGURE THE EIC OF 2021 EARNED INCOME BECAUSE IT IS MORE THAN YOUR 2021 EARNED INCOME? *

REFUND OPTIONS

WOULD YOU LIKE TO APPLY FOR THE EASY ADVANCE? UP TO $9500 *
HOW WOULD YOU LIKE YOUR REFUND TO BE DEPOSITED WHEN READY? (IF YOU DID NOT OPT IN TO THE ADVANCE LOAN) *
WOULD YOU LIKE TO ADD 3 MONTH OF CREDIT REPAIR TO YOUR FEES AND GET STARTED TODAY? *

DEPENDENT INFORMATION

DID YOU PAY ANY CHILDCARE IN 2021? *







DUE DILIGENCE QUESTIONNAIRE

1. I/WE CERTIFY THAT THE CHILD(REN) FOR WHOM THE TAX CREDIT(S) WILL BE REQUESTED CAN BE CLAIMED AS MY/OUR DEPENDENT(S), AS PER THE INFORMATION PROVIDED AT THE END OF THIS QUESTIONNAIRE. *
2. THE CHILD(REN) FOR WHOM THE TAX CREDIT(S) WILL BE REQUESTED LIVED WITH ME/US FOR THE YEAR, EXCEPT FOR TEMPORARY ABSENCES. *
3. I AM THE CUSTODIAL PARENT OF THE CHILD(REN) FOR WHOM THE TAX CREDIT(S) WILL BE REQUESTED, AND I RELEASED THE DEPENDENCY DEDUCTION TO MY FORMER SPOUSE FOR 2021 BY SIGNING FORM 8332 (RELEASE/REVOCATION OF CLAIM TO EXEMPTION FOR CHILD BY CUSTODIAL PARENT). *
4. I AM NOT THE CUSTODIAL PARENT OF THE CHILD(REN) BUT I HAVE BEEN GIVEN A SIGNED FORM 8332 BY MY FORMER SPOUSE, THE CUSTODIAL PARENT, ALLOWING ME THE CLAIM TO CHILD(REN) AS THE DEPENDENT(S) ON MY 2021 TAX RETURNS YOU MUST GIVE ME THE FORM 8332. *
5. I/WE, OR MY CHILD(REN), HAVE DOCUMENTATION TO SUBSTANTIATE THE CREDIT(S) BEING CLAIMED, SUCH AS FORM 1098-T, BILLS, STATEMENTS, AND RECEIPTS FOR COLLEGE TUITION, FEES, AND BOOK AND MATERIAL COSTS (RESPONSIBLE FOR KEEPING THIS DOCUMENTATION AND PROVIDING IT TO THE IRS IF YOU ARE AUDITED OR QUESTIONS). *
6. WAS A CHILD TAX CREDIT, ADDITIONAL CHILD TAX CREDIT, OR AMERICAN OPPORTUNITY CREDIT CLAIMED TO YOU DISALLOWED OR REDUCED BY THE IRS ON A PAST TAX RETURN? *
7. I CLAIM I AM UNMARRIED OR SEPARATED, SUPPORT A QUALIFYING PERSON AS YOUR DEPENDENT, AND PAY MORE THAN HALF THE COST OF MAINTAINING YOUR HOUSEHOLD. *

ATTESTATION AND DISCLAIMER

ALL-AMERICAN TAX PROS, LLC IS NOT RESPONSIBLE IF THE TAXPAYER PROVIDES US WITH INCORRECT INFORMATION (i.e., SOCIAL SECURITY NUMBERS FOR SELF, SPOUSE, OR DEPENDENTS, FIRST AND/OR LAST NAME(S), AND BIRTH DATES). THIS MAY DELAY YOUR REFUND. ALL-AMERICAN TAX PROS IS NOT RESPONSIBLE FOR ANY IRS AUDITS. ALL INFORMATION OBTAINED FROM THE TAXPAYER AND/OR SPOUSE MUST BE PRESENTABLE IF THE IRS AUDITS YOUR TAX RETURN. ALL-AMERICAN TAX PROS IS NOT RESPONSIBLE FOR ANY INCORRECT TAX FIGURES PROVIDED BY THE TAXPAYER AND/OR SPOUSE. IF YOUR TAX FIGURES CHANGE YOU WILL NEED TO DO AN AMENDMENT. AMENDMENT PRICES VARY. IF YOU HAVE ANY FEDERAL OR GOVERNMENT DEBTS (i.e., SCHOOL LOANS, CHILD SUPPORT, DPP, DFCS, etc....) THERE IS A CHANCE THAT YOUR REFUND WILL BE APPLIED TOWARDS YOUR DEBT. YOU CAN CALL THE OFFSET DEPARTMENT AT 1-800-304-3107 OR 1-800-829-7650 TO SEE IF YOUR REFUND WILL BE PARTIALLY OR FULLY TAKEN. IF YOUR REFUND IS FULLY TAKEN OU ARE RESPONSIBLE FOR PAYING THE PREPARATION FEES. ALL-AMERICAN TAX PROS PROVIDES THE TAXPAYER WITH ONE COMPLIMENTARY COPY OF YOUR TAX RETURN. SHOULD YOU NEED ANY ADDITIONAL COPIES, THERE IS A $15 FEE PER COPY (FEDERAL AND STATE INCLUDED). ALL-AMERICAN TAX PROS IS NOT RESPONSIBLE FOR ANY DISCUSSIONS OR CHANGES THE IRS OR BANK MAY MAKE ON DISBURSEMENT DATES, FILING STATUS OR ANY OTHER REQUIRED INFORMATION FROM THE IRS. ALL-AMERICAN TAX PROS IS NOT RESPONSIBLE FOR ANY IRS GLITCH PROBLEMS THAT MAY CAUSE A DELAY IN YOUR TAX REFUND. WE DO NOT REIMBURSE ANY BANK FEES IN THE EVENT OF THIS OCCURENCE. *
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CONSENT TO USE

FEDERAL LAW REQUIRES THIS CONSENT FORM BE PROVIDED TO YOU ("YOU" REFERS TO EACH TAXPAYER, IF MORE THAN ONE). UNLESS AUTHORIZED BY LAW, WE CANNOT USE YOUR TAX RETURN INFORMATION FOR PURPOSES OTHER THAN THE PREPARATION AND FILING OF YOUR TAX RETURN WITHOUT YOUR CONSENT. YOU ARE NOT REQUIRED TO COMPLETE THIS FORM TO ENGAGE OUR TAX RETURN PREPARATION SERVICES. IF WE OBTAIN YOUR SIGNATURE ON THIS FORM BY CONDITIONING OUR TAX RETURN PREPARATION SERVICES ON YOUR CONSENT, YOUR CONSENT WILL NOT BE VALID. 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 FROM THE DATE OF SIGNATURE. FOR YOUR CONVENIENCE, WE HAVE ENTERED INTO AN ARRANGEMENT WITH CERTAIN COMPANIES TO OFFER AN ELECTRONIC REFUND DISBURSEMENT SERVICE AND/OR LOAN PRODUCT. TO DETERMINE WHETHER THESE OFFERINGS MAY BE OF INTEREST TO YOU, WE WILL NEED TO USE YOUR TAX RETURN INFORMATION. IF YOU WOULD LIKE US TO USE YOUR TAX RETURN INFORMATION TO DETERMINE WHETHER THESE OFFERINGS ARE RELEVANT TO YOU WHILE WE ARE PREPARING YOUR RETURN, PLEASE SIGN AND DATE THIS CONSENT TO THE USE OF YOUR TAX RETURN INFORMATION. BY SIGNING BELOW, YOU AUTHORIZE US TO USE THE INFORMATION YOU PROVIDE TO US DURING THE PREPARATION OF YOUR 2021 TAX RETURN TO DETERMINE WHETHER TO OFFER YOU AN OPPORTUNITY TO APPLY FOR THE ELECTRONIC REFUND DISBURSEMENT SERVICE AND/OR LOAN PRODUCT. *
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Consent to Disclosure Of Tax Return Information Federal law requires this consent form be provided to you (“you” refers to each taxpayer, if more than one). Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure 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 to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation 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 from the date of signature. You have indicated that you are interested in utilizing the Electronic Refund Disbursement Service and/or Loan product from Refund Advantage or Santa Barbara Trust. To provide you with the opportunity to apply for and/ or receive the Electronic Refund Disbursement Service and/or Loan product, we must disclose all of your 2021 tax return information to Refund Advantage. You may request a more limited disclosure of tax return information, but you will not be eligible to submit an application for the Electronic Refund Disbursement Service and/or Loan product. If you would like us to disclose your 2021 tax return information to Refund Advantage for this purpose, please sign and date your consent to the disclosure of your tax return information. By signing below, you authorize us to disclose to the designated bank all of your 2021 tax return information so that it can evaluate and process your application for the Electronic Refund Disbursement Service and/or Loan product. You understand that if you are not willing to authorize us to share your tax information with our designated banks, you will not be able to obtain the Electronic Refund Disbursement Service and/or Loan product, but you can still choose to have your tax return prepared and filed by us for a fee. 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 General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by email at complaints@tigta.treas.gov. *
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THE INFORMATION CONTAINED IN THIS OFFICE OR ON THIS WEBSITE IS OF A GENERAL NATURE. IT SHOULD NOT BE CONSTRUED AS LEGAL ADVISE NOR SHOULD IT BE ACTED UPON IN YOUR SPECIFIC SITUATION WITHOUT FURTHER DETAILS AND/OR PROFESSIONAL ASSISTANCE. ANY USE OF INFORMATION CONTAINED IN THIS OFFICE OR ON OUR WEBSITE IS DONE SO AT THE RISK OF THE USER, AND ALL-AMERICAN TAX PROS IS NOT RESPONSIBLE FOR THE RESULT OR OUTCOME OF ITS USE. ALL-AMERICAN TAX PROS DOES NOT GUARANTEE AND IS NOT LIABLE FOR THE TRUTHFULNESS, ACCURACY, EFFECTIVENESS, OR ANY RESULTING EFFECTS OF THE USE OF ANY INFORMATION CONTAINED IN THIS OFFICE OR ONE THE WEBSITE. IT IS ADVISED AND IT IS THE RESPONSIBILITY OF THE VISITOR OF THIS OFFICE OR WEB SITE TO SEEK PROPER INSTRUCTION AND/OR SEEK PROFESSIONAL ASSISTANCE IN ALL MATTERS REGARDING TAXES AND THE IRS. ALL-AMERICAN TAX PROS IS THUS HELD HARMLESS, RELEASED OF, AND USERS OF INFORMATION CONTAINED IN THIS OFFICE OR ON THIS WEBSITE ASSUME FULL RESPONSIBILITY FOR, ANY VIOLATION OF TAX LAWS AND/OR IRS PROCEDURE, AND ANY OTHER LEGAL LIABILITY RESULTING FROM USE OF ANY INFORMATION CONTAINED IN THIS OFFICE OR ON THIS WEBSITE. I ATTEST THAT ALL INFORMATION CONTAINED IN THIS INCOME TAX RETURN WAS OBTAINED FROM THE TAXPAYER OR SPOUSE AND IS TRUE AND CORRECT TO THE BEST OF HIS/HER KNOWLEDGE. *
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