Mars Financial Services

Comprehensive Tax Preparation Form

Our Tax Intake Form collects the essential information required to prepare your tax return accurately and efficiently. By completing this form, you provide us with a complete overview of your income, deductions, credits, and personal details. This enables us to maximize your refund, minimize filing errors, and ensure full compliance with IRS and state tax requirements.

Please complete all sections thoroughly. Required fields are marked with an asterisk (*).

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Taxpayer Information

Please provide your personal information

9 digits only, no dashes

10-digit US phone number

Filing Status

Select your filing status for the tax year

Note: If married, both spouses must agree on the filing status.

Dependents

Add information for each dependent (if any)

Income Documents

Check all that apply and provide supporting documents

Deductions and Credits

Provide documents for any deductions or credits you are claiming

Tax Preparer Due Diligence

Please answer the following questions to ensure accuracy

Personal Identification

Have you provided the correct names, Social Security Numbers (SSNs), and dates of birth for all individuals listed on the return?

Income Verification

Do you have all necessary documents to substantiate your income?

Dependent Information

Are all your dependents eligible for the credits claimed?

Filing Status

Have you selected the correct filing status?

Deductions

If claiming itemized deductions, have you provided all necessary documentation?

Other Tax Situations

Do you have any foreign bank accounts or assets?

Taxpayer's Responsibilities

Are you aware that you are responsible for the accuracy of the information on your tax return?

Review Confirmation

Have you reviewed the return and confirmed that all information is accurate and complete?

Signatures

Sign and date the form

Taxpayer's Signature

By signing below, I confirm that the information provided is true, complete, and accurate.