Individual Taxes

Getting Started
Our organizer is designed to save you time during the interview process and to also comply with IRS regulations. Our goal is to give you the best experience possible. Please complete this form when you have all of your documents available for attachment to this form. Please do not send documents containing sensitive information via email. You should use your Client Communications portal if you miss anything while completing this form. You may also fax documents to 240 673 0070. This is an electronic fax number and is the same as our phone number for your convivence. You do not need to call ahead before faxing. Once we receive all of your information, you will receive an invoice and a phone call for an interview.
Privacy Statement
7Links CPAs & Advisors, LLC does not disclose any nonpublic information obtained in the course of business except as required or permitted by law. Permitted disclosures will include providing information to employees and, in limited situations, to Third Party Service Providers or Subcontractors who are assisting in the matter. We will undertake reasonable precautions to safeguard Taxpayer’s information.

Personal Information
We are required to ask for a copy of your unexpired photo identification. This may be attached to the questionnaire with with the rest of your information, faxed, or uploaded into your portal account. Please upload government issued identification.
Name*
First Last
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Email*
Enter Email Confirm Email
Phone*
Date of Birth*
MM slash DD slash YYYY
Social Security Number*
What is your job title?*
Are you a U.S. Citizen?*
- Yes
- No
Photo ID*
Max. file size: 2 GB.
Are you married?*
- Yes
- No
Please select tax year to be prepared required*
Do you need to amend a tax return?*
- Yes
Will you be claiming dependents?*
- Yes
- No

IRS & Legal Matters
Please attach copies of any IRS or state notices that you may have received.
Do you have a balance due with the IRS or a State Taxing Authority?*
- Yes
- No
Have you ever had an IRS audit?*
- Yes
- No
Did you receive any notices from the IRS or state taxing authorities?*
- Yes
- No
IRS Notices*
Max. file size: 2 GB.
Do you need representation for any open IRS matters?*

Refund or Balance Due
For your convenience, if you are entitled to a refund, you have the option of having funds deposited directly into your bank account. Likewise, if you have a balance due, we can set the payments up for automatic draft,
If you are entitled to a refund, would you like direct deposit?*
- Yes
- No
What is your bank's routing number?*
What is your account number?*
If you owe a balance to the IRS, would you like us to set up an automatic payment for you?*
- Yes
- No
Voided Check*
Max. file size: 2 GB.
Payment Options
Are you a new client?*
- Yes
- No
Do you own a business, rental property or work as a 1099 Contractor?*
- Yes
- No
Certification
Your signature certifies that all information supplied on this organizer to the best of your knowledge is true, correct, and complete.
Signature*
Please note you will receive an invoice upon submission of this form. A non-refundable deposit of 50% of your bill is due before preparation begins and the balance is due before delivery of final tax return. You may decide to pay the full invoice amount when you receive it. You will receive a receipt. (This does not apply to individuals that qualify to have their fees deducted from their refund during the first 2 months of the filing season). If additonal information is discovered during the preparation of the return due to undisclosed informatioon, addtional forms may be needed and charges may apply. Please provide all tax forms and requested information.

Getting Started