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Individual Taxpayer Questionnaire

Complete this intake and upload your documents so we can understand your situation before your Tax Evaluation.

New York–based mscincgroup@gmail.com (917) 791-0613

Before you begin

What to expect

  • Your information is reviewed by our team before your call.
  • We never move forward with filings or actions without speaking with you first.
  • Work begins only after proper documentation is in place and onboarding is complete.
  • You stay informed and in control throughout the process.

Please ensure uploads are clear and complete. If anything is missing or hard to read, we’ll reach out from (917) 791-0613 or mscincgroup@gmail.com.

We’ll contact you at the email you provide to schedule your Tax Evaluation.

Filing status
Basic information
Dependent(s)

Other dependents or people who lived with you. Start with two rows; add more as needed.

Dependent 1

Dependent 2

Income

Select all forms of income that apply for the tax year.

Deductions & adjustments

Please provide all documentation that supports the items you select.

Adjustments

Itemized deductions

Assistance received

Education

Provide Form 1098-T and supporting documents when applicable.

Business / Schedule C

Complete if you have self-employment or business income. Leave blank if not applicable.

Type of formation

Schedule C expenses

Select expenses that apply and provide supporting documentation.

Vehicle / mileage

You cannot claim both actual expenses and standard mileage for the same vehicle. Actual car/truck expenses (if used) are handled separately in depreciation.

Documents checklist

Attach clear scans below (up to 25 MB total). Files are stored securely and linked in our notification email. Larger packs can go to mscincgroup@gmail.com.

Please provide the following for the tax year (adapt to your situation):

  • All Forms W-2, 1099-INT, 1099-DIV, 1099-B, 1099-R, Schedules K-1, and other income statements (all copies from the payer).
  • Form 1095-A, 1095-B, or 1095-C (health coverage statements), as applicable.
  • If you are a new client, copies of last year’s tax returns.
  • This completed questionnaire (submitting this form).
  • Closing statement if you bought or sold real estate.
  • Mileage figures for any automobile expenses claimed.
  • Detail of estimated tax payments made, if any.
  • Income and deductions categorized for business or rental activities.
  • Itemized deduction details (medical, taxes, interest, charitable, miscellaneous).
  • Acknowledgement letters from charitable organizations for contributions made during the tax year.
Acknowledgments

Schedule C / EITC due diligence statement

Dear Taxpayer,

To comply with IRS EITC due diligence requirements, as a paid preparer we are required to make adequate inquiries to be satisfied that you are carrying on a business and that the income and expenses reported on the tax return are substantially correct and complete. If records are incomplete or missing, we may need to help reconstruct records. Reconstruction demonstrates due diligence and helps you learn proper recordkeeping. The goal is to use available documentation to develop a sound, reasonable estimate of business income and expenses to support Schedule C.

Even without formal books, partial records can support reconstruction. Knowledgeable preparers can guide you in using those records. Reconstruction can also support the return in an audit. Court cases support reasonable estimates to determine correct tax liability. If we are not satisfied with the accuracy of reconstructed records, we have the right to refuse to prepare the return.

By signing the acknowledgment, you affirm that we have communicated our professional responsibility to prepare accurate returns. You, the taxpayer, remain ultimately responsible for figures computed through record reconstruction, and you are informed of possible repercussions of filing a false EITC claim—with or without our assistance. As preparers we must exercise due diligence and apply reasonableness, as we may be subject to penalties and additional consequences.

Tax return preparation & taxpayer responsibilities

Tax return preparation. We will prepare your tax return based on information you provide. If your return is audited, you are responsible for verifying the items reported. Review the return carefully before signing. Unless otherwise stated, preparation does not include auditing, review, or other verification or assurance.

Your responsibilities:

  • Provide all income and deductible expense information. If you receive additional information after we begin, contact us immediately so your returns contain all relevant information.
  • Affirm that expense and deduction amounts are accurate and that you have required supporting written records. We may ask to review documentation.
  • Be able to provide written records of all items on your return if audited by the IRS or a state tax authority. We can guide you on acceptable evidence.
  • Review the return carefully before signing to confirm the information is correct.
  • Fees must be paid before your tax return is delivered or filed. If you terminate before completion, you agree to pay for work completed. A retainer may be required for late returns.
  • Keep a copy of your tax return and related tax documents. A fee may apply if you request a copy later.

By signing below, you acknowledge that you have read, understand, and accept these obligations. For a joint return, both taxpayers must sign.

Authorization to file and submit Optional

MS Consulting Group may prepare tax returns from the information you provide. Filing/submitting with the IRS or states on your behalf happens only with your approval after we review the return with you.

Optional. Leave unchecked if you only want preparation help for now. We will not file without your go-ahead.

Signatures

We’ll contact you at the email you provide to schedule your Tax Evaluation.

Uploaded documents are stored and linked in the email we receive (25 MB total per submission).

Questions? mscincgroup@gmail.com · (917) 791-0613