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Intake questionnaire
"
*
" indicates required fields
First Name:
*
Last Name:
*
DOB:
Address
*
City:
*
State
*
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District of Columbia
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Texas
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Washington
West Virginia
Wisconsin
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Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
ZIP:
*
Home Phone
*
Cell Phone
*
Email Address
*
1. What is your occupation?
*
2. Did you receive any unemployment this year?
Yes
No
3. What is your filing status?
*
4. Have you ever been married?
Yes
No
5. Did you participate in purchasing or selling virtual currency in 2022?
Yes
No
6. Please list friends and family that need to file their tax return to participate in our $50 referral program
*
7. Is it okay if we send you text messages?
Yes
No
a. Who is your cellphone provider?
*
8. Dependents Name(s) DOB(s)
*
a. How many months did they live with you?
*
b. Name of the other parent and address if possible
*
c. Do you and the parent live together
*
d. Can anyone else claim your dependents?
*
e. Are any dependents married and filing a joint return?
*
9. Have you ever been told that credits are reduced or disallowed?
Yes
No
10. Do you need to pay the first-time homebuyer credit?
Yes
No
11. Do you have anyone in your household over the age or 18 that makes $4,150 or more?
Yes
No
12. Does someone provide child care for you while you are working?
Yes
No
a. Names, Relationship, Location
13. Do you receive any public assistance?
Yes
No
14. Did you receive all your stimulus payments?
Yes
No
In addition please provide at least one of the following if you are claiming Head of Household:
*
• Property taxes • Mortgage Interest/1098 • Rent paid/Landlord statement • Utility bill • Social Security Cards/Statement • Grocery receipts • Property Insurance • Home Repair and maintenance receipts • School, Medical, or Daycare records • Child care provider documents • Place of Worship/Employer Statement • Divorce Decree/Separation Agreement
Max. file size: 256 MB.
If you have reached the max you can upload above, use this section to upload additional documents.
• Property taxes • Mortgage Interest/1098 • Rent paid/Landlord statement • Utility bill • Social Security Cards/Statement • Grocery receipts • Property Insurance • Home Repair and maintenance receipts • School, Medical, or Daycare records • Child care provider documents • Place of Worship/Employer Statement • Divorce Decree/Separation Agreement
Max. file size: 256 MB.
Δ
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Get in Touch
Get in Touch
Contact
(984) 223-4969
info@mrbestfinancial.com
Raleigh, North Carolina
Office Hours
Tuesday: 10am - 4pm
Wednesday: 10am - 4pm
Thursday: 10am - 4pm
All other days by appointment only
Menu
About
Services
Cash & Funding Services
Credit Repair
Run Payroll
Sign Up for Payroll
Tax Credits for Business Owners
Media
Contact
Legal Defense Protection