FILING STATUS
How are you filing this year?
(Required) PRIMARY TAXPAYER INFORMATION
(This information is required)
Are you a full-time student?
Yes No
Are you totally and permanently disabled?
Yes No
Are you legally blind?
Yes No
Are you a dependent of another taxpayer?
Yes No SPOUSE INFORMATION
(This information is required only if you are filing "Married JOINT/SEPARATE . If it doesn't apply to you just click N/A")
Are you a full-time student?
Yes No N/A
Are you totally and permanently disabled?
Yes No N/A
Are you legally blind?
Yes No N/A
Are you a dependent of another taxpayer?
Yes No N/A DEPENDENTS INFORMATION
(This information is required only if you have "DEPENDENTS . If it doesn't apply to you just click N/A") NAME
SSN (only last 4 digits)
DATE OF BIRTH
RELATIONSHIP
Are any of your dependents disabled?
Yes No N/A
Did you/your dependent(s) have health insurance this year?
Yes No N/A
If yes to dependent health insurance, was it through the Market Place?
Yes No N/A TAX RELATED QUESTIONS
(This information is required)
How would you like your returns filed?
E-filed USPS Mail
If you receive a refund, how would you like your refund disbursed?
Check Direct Deposit Prepaid Card
Did you receive a federal tax refund last year?
Yes No
Are you/your dependent(s) a victim of identity theft?
Yes No
If yes, enter identity theft pin:
Are you, your spouse, or any of your dependents able to legally work in the US?
Yes No
Have you ever been denied EIC (earned income credit)?
Yes No
Employment Status
Employed Unemployed Self-Employed Disabled Retired
Are you contributing to 401k or other pre-tax account?
Yes No
If yes, did you take out your 401k?
Yes No N/A
Do you/your dependents have tuition expense(s)?
Yes No
Has any student loan payments been made?
Yes No N/A
If yes, how much?
Do you have child care expense(s)?
Yes No
Do you have energy star rated improvements to your home?
Yes No
Are you currently renting?
Yes No
If yes, what is the rent amount monthly?
LANDLORD'S INFORMATION
(If you are renting, please provide your LANDLORDS' details)
Do you own your home?
Yes No
Do you have mortgage interest?
Yes No
Do you have documents that prove you paid your property taxes?
Yes No N/A
Do you have a gas bill in your name?
Yes No
If yes, how much did you pay for the year?
Who is your gas provider?
Have you sold any stocks/crypto currency?
Yes No
Additional Information?
SELF-EMPLOYMENT/BUSINESS OWNER INFORMATION
(This information is required only if applicable. If it doesn't apply to you just click N/A")
How is your BUSINESS registered?
Sole Proprietor Limited Liability Corporation S Corporation Partnership Corporation N/A
Do you have a business license/business plan?
Yes No N/A
Does your business have a bank account?
Yes No N/A
Does your business have employees and disburse payroll?
Yes No N/A
Do you keep your own records or have an accountant prepare your bookkeeping?
Yes No N/A
Do you make payments of more than $600 or more to non-employees
(e.g. independent contractors) ?
Yes No N/A BUSINESS INCOME & EXPENSES
BUSINESS EQUIPMENT PURCHASED
CAR/TRUCK EXPENSE(S)
Vehicle #1
Vehicle #2
Vehicle #3
VEHICLE YEAR/MAKE/MODEL
Is your home used as part of your business?
Yes No RENTAL PROPERTY INFORMATION
(This information is required only if applicable") Do you own rental property?
Yes No ACKNOWLEDGEMENT
I confirm that all information I entered here is accurate and true.
I allow my personal professional LLC dba NEW U CONCEPTS to capture my sensitive data like personal id, government id, social security number (SSN), and other information.
The undersigned person has authorize my personal professional LLC dba NEW U CONCEPTS or any authorize representative of MPP to prepare their federal and/or state tax returns.
MPP claims no responsibility for the tax returns. Other than preparing the C in return. The accuracy of the return will be directly related to the information that you the taxpayer provides MPP or any authorized representative of MPP. The information received by MPP will be used in compliance with the rules and regulations of the Internal Revenue Service.
Taxpayers agree to digitally, sign any documents pertaining to tax preparation, or any form that may be included in the tax return.
Two forms of ID, such as Social Security card, or a form a picture ID should be present to preparer during service.
You must provide our office with appropriate income and or deduction documents, such as W-2s 1099,1098T or 1098E child care, information, proof of college attendance or continuing education, mortgage, interest, etc.In order for tax returns to be properly, prepare an eval with the IRS.
If an electronically or paper file tax return results in a refund MPP makes no claims or guarantees regarding the time of expected delivery on dates, and or responsibilities are limited to the preparation of the return for electronic transmission after electronic transmission. Any delay caused by the IRS bank and or any other government agency, etc. involved is not the responsibility of MPP.
By signing this disclosure to prepare tax return you have a greed to fully compensate and authorize MPP to prepare your tax return.
The taxpayer is/are fully responsible for any unpaid balance. Any outstanding balance must be paid in full at the time of service rendered the taxpayer will be responsible for any and all fees and expenses, including collection, fees, attorney fees, damages, court costs, and interest that may occur in MPP collection of unpaid debt.
MPP claims no responsibility for the tax returns. Other than preparing the C in return. The accuracy of the return will be directly related to the information that you the taxpayer provides MPP or any authorized representative of MPP. The information received by MPP will be used in compliance with the rules and regulations of the Internal Revenue Service.
I have read the
terms and conditions and
privacy policy of NEW U CONCEPTS.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
SIGNATURE & DATE
(Signatures & Date are required *only sign where applicable* ) 