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ATOM Client Portal Instructions To access your client portal please follow the steps below:1. Visit our website: www.thetaxofficeaz.com Click on the Client Portal link *You can bookmark this page

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How to fill out tax preparation client intake

01

Gather all necessary personal information from the client such as full name, address, social security number, and date of birth.

02

Obtain relevant documents such as W-2 forms, 1099 forms, and any other income statements.

03

Ask the client about any deductions or credits they may be eligible for.

04

Fill out the necessary tax forms based on the information provided by the client.

05

Review the completed tax forms with the client to ensure accuracy and completeness.

06

File the tax return with the IRS on behalf of the client.

Who needs tax preparation client intake?

01

Individuals who need to file their income taxes.

02

Business owners who need to report their business income and expenses.

03

Self-employed individuals who need to report their income and deductions.

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What is tax preparation client intake?

Tax preparation client intake is the process of gathering information from clients in order to properly prepare their tax returns.

Who is required to file tax preparation client intake?

Any individual or business seeking tax preparation services is typically required to file tax preparation client intake.

How to fill out tax preparation client intake?

Tax preparation client intake forms can usually be filled out online or in-person by providing personal and financial information.

What is the purpose of tax preparation client intake?

The purpose of tax preparation client intake is to ensure accurate and thorough tax return preparation by collecting all necessary information from clients.

What information must be reported on tax preparation client intake?

Tax preparation client intake forms typically require personal information, income details, deductions, and other relevant financial information.

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