New Client Forms

Download, fill out and attach our client information forms below so we can prepare for your appointment.

  Aracelis Tax Services

Client Profile Sheet 

New Client ______________________ ___________or Returning Client____________________________

HOW DID YOU HEAR ABOUT US? 

Instagram_____ Facebook_____ Street Sign/Flyer_____   You Tube____ 

Referral Name________________ Other: _____________________

HOW MUCH WAS YOUR REFUND LAST YEAR? (RETURNING CLIENTS DO NOT ANSWER) ______________________________________

WAS YOUR REFUND DELAYED LAST YEAR OR NEVER RECEVIVED? _____Yes ____No

TAXPAYER NAME (FIRST, LAST):______________________________________________________________

SOCIAL SECURITY NUMBER: __________________________DATE OF BIRTH: _______________________

OCCUPATION: __________________________EMAIL ADDRESS: ____________________________________

CONTACT NUMBER: _________________________ ALT: ___________________________________________

ARE YOU BLIND? ___Y ___N    ARE YOU ACTIVE DUTY MILITARY? ___Y ___N

SPOUSE NAME (FIRST, LAST):______________________________________________________________

SOCIAL SECURITY NUMBER: __________________________DATE OF BIRTH: _______________________

OCCUPATION: __________________________EMAIL ADDRESS: ____________________________________

CONTACT NUMBER: _________________________ ALT: ___________________________________________

ARE YOU BLIND? ___Y ___N    ARE YOU ACTIVE DUTY MILITARY? ___Y ___N

ADDRESS: ___________________________________________________________________________________

CITY: ______________________STATE: _________________ ZIP: _________________ APT#______________

FILING STATUS: _____SINGLE ____ HEAD OF HOUSEHOLD ____ MARRIED/JOINT

_____MARRIED/SEPARATE ____WIDOWER

DEPENDENT INFORMATION (QUALIFYING CHILD/RELATIVE)

NAME (FIRST, LAST) SOCIAL SECURITY NUMBER DATE OF BIRTH RELATIONSHIP DID THEY LIVE WITH YOU ALL 12 MONTHS OF THE YEAR? Y/N

NAME(FIRST, LAST)

SOCIAL SECURITY NUMBER

DATE OF BIRTH

RELATIONSHIP DID THEY LIVE WITH YOU ALL 12 MONTHS OF THE YEAR? Y/N

IS ANYONE ELSE ELIGLE TO CLAIM YOU DEPENDENTS? ____YES ____NO

DO YOU HAVE HEALTH INSURANCE?   ____YES ____NO

DO YOUR DEPENDENTS HAVE HEALTH INSURANCE? ____YES ___NO

DID YOU PURCHASE INSURANCE THROUGH HEALTHCARE.GOV?  ____YES ___NO

DID YOU PAY FOR CHILDCARE?      ____YES ___NO

DO YOU OR ANY OF YOUR DEPENDENTS ATTEND COLLEGE?   ____YES ___NO

DO YOU OWN A HOME?   ____YES ___NO

DO YOU PLAN ON PURCHASING A HOME WITHIN THE NEXT 2 YEARS? ____YES ___NO

DID YOU RECEIVE UNEMPLOYMENT?     ____YES ___NO

DID YOU RECEIVE SOCIAL SECUITY INCOME?   ____YES ___NO

DID YOU MAKE STUDENT LOAN PAYMENTS? ____YES ___NO

DO YOU OWE ANY BACK TAXES?   ____YES ___NO

ARE YOU SELF EMPLOYED OR HAVE A SMALL BUSINESS?  ____YES ___NO

DO YOU WANT TO APPLY FOR A TAX REFUND ADVANCE?  _____YES ___NO

CONSENT TO SUBSCRIBE TO EMAILS ____YES ____ NO

CONSENT TO SUBSCRIBE TO TEXT MESSAGES     ____YES ___NO

WE WILL PREPARE YOUR INDIVIDUAL FEDERAL TAX RETURN FROM THE INFORMATION YOU HAVE PROVIDED VIA TAX PREPERATION, WE WILL NOT AUDIT OR VERIFY THE  INFORMATION YOU HAVE PROVIDED FOR US. YOU, THE TAX PAYER, ARE  ULTIMALTY RESPONSIBLE  FOR THE PREPERATION AND FILING OF YOUR FEDERAL TAX RETURN. THE TAXPAYER NAMED ON THE ABOVE DOCUMENT, HAVE PROVIDED TO RIGHT WAY TAX AND FINANCIAL SERVICES, THE ATTACHED AND REQUIRED TAX INFORMATION TO THE BEST OF HIS/HER KNOWLEDGE, THIS INFORMATION IS ACCURATE, FACTUAL, AND COMPLETE. THE TAXPAYERS ARE ULTIMALTY RESPONSIBLE FOR THE PREPERATION AND FILING OF YOUR FEDERAL TAX RETURN.

Taxpayer Signature: _________________________________Date: ______________________

Spouse Signature: __________________________________ Date: ______________________

HOW WOULD YOU LIKE TO RECEIVE YOUR TAX REFUND?

DIRECT DEPOSIT _______ (If selected please complete bank information listed below)

PREPAID CARD    _______ 

 CHECK        _______

Would you like your Tax Preparation fee deducted from your Tax Refund?

______ Yes (I am aware additional fees will apply for this service)

______ No (I will pay my tax preparation fee up front, prior to my return being filed- no additional fees will be applied)

DO NOT FORGET TO COMPLETE THIS SECTION IF YOU SELECTED DIRECT DEPOSIT

  Checking            Savings

Name on Acct ____________________

Bank Name ____________________

Account Number ____________________

Bank Routing # ____________________

CHECKS MAY BE PICKED UP AT

Aracelis Tax Service 

(INSIDE THE RESTAURANT DELISIAS Y MAS GENESIS)

13214 West Little York Dr 

Houston Tx 77041

713-856-9127

YOU MUST PRESENT A VALID NON-EXPIRED PHOTO ID UPON PICK UP

YOU WILL BE EMAILED AND CALLED WHEN YOUR TAX REFUND IS READY FOR PICK UP.

GET PAID FOR REFERRALS $2O GIFT CARDS