2024 BEM CLIENT INTAKE
QUESTIONNAIRE
 
Thank you for taking the time to complete our intake package.  For our new clients, this information is critical to ensure an accurate filing of your tax returns.  For our existing clients, while we may have some of this information from past engagements, we kindly request you provide it again so we can make sure our records are 100% accurate and up to date.
 
IMPORTANT:  UPON COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO OUR OFFICE.  CLOSING YOUR BROWSER BEFORE CLICKING THE "SUBMIT" BUTTON WILL DELETE ALL INFO WITHOUT SENDING TO US.  IT SHOULD BE NOTED THAT UPON CLICKING THE SUBMIT BUTTON YOU WILL GET A CONFIRMATION EMAIL THAT WE RECEIVED YOUR INFO.
 
Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid state issued photo identification card during your engagement.
***The page is highly secure. We use industry-leading technology Secured Socket Layer (SSL) to keep your information safe. All sensitive information are securely transmitted and can not be compromised.
 
                Office:  23 Maywood ln
                              Bristol, CT 06010
                Phone: 203-494-5654
                Office/Fax: 203-494-5654
                E-Mail: bemfsllc@gmail.com                                                                 
               Website: bemfs.tax
               
                                               
 
 
This questionnaire has been divided into sections and may take you up to 30 minutes to complete. Organize all your tax documents and save yourself the hassle of having to come to our location to get your taxes done.

YOU MUST FILL OUT EACH QUESTION WITH A *

***YOU MUST HIT SUBMIT AND GET THE COMPLETED MESSAGE OR THE FORM WILL NOT GO THROUGH!!***

Interviewees

🛑 STOP WHAT YOU ARE DOING IMMEDIATELY!!!! YOU ARE IN THE WRONG INTAKE AND YOUR SUBMISSION WILL BE DELETED!!! 🛑
 
Please go find the Returning Clients Intake
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How will you provide documents?

Referrals:

Previous Tax Years and Returns

Did you file a tax return last year? (2023 tax season) *
Do you have any previous returns we need to look at? *
In the last year have you received any letters from the IRS or State Agency? *



Taxpayer Information:

WARNING:  FOR TAX PURPOSES "TAXPAYER" IS THE PERSON WHO IS OR WAS LISTED FIRST ON THE PRIOR YEAR'S FILING.  FOR CONTINUITY PURPOSES IF YOU ARE MARRIED PLEASE ENSURE THAT YOU FILL IN THE BIOGRAPHICAL INFORMATION FOR TAXPAYER AND SPOUSE AS IT WAS LISTED ON THE PRIOR YEARS RETURNS AND NOT BASED ON WHO IS COMPLETING THIS FORM.  DO NOT REVERSE TAXPAYER AND SPOUSE AS IT APPEARED ON THE PRIOR YEAR'S FILING  THIS CAN AND LIKELY WILL CAUSE ISSUES WITH YOUR TAX FILING.
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Taxpayer's Identification

Are you Active in the Military? *
Did you change your name since the last time you filed taxes?
Do you get an IP Pin from the IRS every year? (A pin to protect from Identity theft) *

Can you be claimed as a dependent on someone else's tax return? *
Do you have any debt that could potentially offset your taxes if you are due a refund? (Ex. Student loans, owing IRS or the State from previous years, child support, etc.) *
**If you are NOT sure, if you owe a federal or state debt please call the automated offset line at 
1-800-304-3107 (THIS WILL NOT TELL YOU ABOUT ANY DEBTS OWED TO THE IRS) 
 
 
Press 7 to Continue
Press 1 for English
Press 1 to see if your Federal will be offset
Press 1 to check your social security number
Enter your social security number
Enter your social security number again
 
or 
Press 2 to check your business EIN number
Enter your EIN number
Enter your EIN number again
 

Taxpayer's Contact Info

Mailing Address

Do you need us to use a foreign address on your tax returns this year? *
Did you move from the address you used on your last tax return? *
Did you move to a different state any time Between Jan 1, 2024- Dec 31, 2024? *

Filing Status

Please choose a filing status you think you qualify for, or would like to file as.

***Just because you check to file under a certain filing status, does not mean that will be your filing status, as you might not qualify for it. Even if you have been filing this way previously. Your filing status is determined by what you qualify for. (Having dependents does NOT mean you have to file as HOH) *
Are you married? *
Did you get married in 2024? *
Did you get divorced or separate in 2024? *
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Are you filing with your spouse this year? *
Do you need to file an Injured Spouse Form, because one of you have a debt that is not the others responsibly? (Like student loans or child support) *
If married, but wanting to file as HOH, what months during 2024 did you and your spouse live together?
Did you pay for over half the cost of keeping up your home during 2024?
**Please read the ? for a full description incase of an audit * 🛈
Does anyone else besides those on this return that live with you? *
Do you rent or own your house? *
Do you (and your spouse if applicable) pay more than 50% of the mortgage? *
Do you (and your spouse if applicable) pay more than 50% of the rent? *
Is the lease in your name? *
Do you pay more than 50% of the utilities? *
Are the utilities in your name? *
 
Are you on Section 8, HUD housing, or receive any other help paying the rent (If OTHER please provide information in the box below? *
 
If audited by the IRS or a State Agency what documents can you provide proving you are HOH? **ALL DOCUMENTS MUST BE FROM 2024 AND SHOW AT LEAST 6 MONTHS.  Please read the ? for a full description on how to determine HOH * 🛈


Spouse's Information

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Spouse's Identification

Is your Spouse Active in the Military? *
Does your Spouse get an IP Pin from the IRS every year? (A pin to protect from Identity theft) *

Can your spouse be claimed as a dependent on someone else's tax return? *
Do they have any debt that could potentially offset your taxes if you are due a refund? (Ex. Student loans, owing IRS or the State from previous years, child support, etc.) *

Spouse's Contact Information

     ***PLEASE CLICK CONTINUE!!