Mauney Taxes & more
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Are you a new or existing client of Mauney Taxes & More LLC? *
Existing
NEW
Referred By: *
First Name *
Last Name *
SSN#:
Job Title
Date of Birth: *
Street Address *
Address Line 2
City *
State *
Zip Code *
Phone Number *
Email address *
What is your marital status as of December? *
Spouse First Name
Spouse Last Name
Spouse SSN#:
Job Title
Date of Birth *
Street Address
Address Line 2
City
State
Zip Code
Phone Number
Email Address
How Many Dependents?
Dependent #1 Name
Date of Birth
SSN#
Relationship *
Dependent #2 Name
Date of Birth
SSN#
Relationship *
Dependent #3 Name
Date of Birth
SSN#
Relationship *
Dependent #4 Name
Date of Birth
SSN#
Relationship *
Dependents Social Security Cards:
Did you pay for childcare expenses in 2022? if so list Baby sitter Name, Address and Social Security Number!
Drivers License or State ID:
W2 Forms: *
W2 Forms:
W2 Forms: *
Social Security Cards
Social Security Cards
Do any of the following apply to you?
Paid daycare or a Nanny to care for my child 13 or younger while I worked or looked for work (Must provide EIN/SSN to provide this claim)
Attended a College/ University/ Community College/ Post-Secondary Institution/ Career School and paid eligible expenses (Must have for 1098T)
Paid charity/ tithes/ given donations to community organizations/ religious institutions
Paid over 12,400 in expenses for itemization
Paid Student Loan interest (must have Form 1098E)
Have eligible medical expenses
Had solar power expenses
Sold or purchased a home
I am in the military and had to move
Got separated/ divorced paid or received alimony
Did you receive any of the following
PPP Loan in 2020
PPP Round 2 in 2020/2021
EIDL (SBA) Loan in 2020/2021
EIDL Grant
I attest that I have not received any of the above-mentioned benefits during 2020/2021
Did you receive any Unemployment benefits? *
Yes
No
Upload form 1099G for Unemployment
Are you self employed?
Yes
No
What do you do?
Business Name:
Are you requesting a Cash Advance up to $7,000? APPROVAL IS BASED ON BANK! YOUR PREPARER IS NOT RESPONSIBLE NOR DO THEY DECIDE WHO IS APPROVED OR DENIED! *
YES
NO
UNDECIDED
How would you like to receive your tax refund? *
Check
Direct Deposit
Type of Direct Deposit Account?
Checking Account
Saving Account
Name of Bank
Account Number:
Routing Number:
CLIENT NON PAYMENT/OFFSET CLAUSE: Mauney Taxes and More LLC strive to assist all of our clients in their tax needs, however we understand that situations arise. If your refund is offset by the IRS, student loans, child support or your check is mailed, you *
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