Reference Sheet
INDIVIDUAL & JOINT TAX INTAKE FORM
For Personal Tax Preparation
🔷 PERSONAL INFORMATION
☐ Full legal name(s)
☐ Date(s) of birth
☐ Social Security Number(s)
☐ Current address
☐ Phone number(s)
☐ Email address(es)
☐ Filing status (Single / Married Filing Joint / Married Filing Separate / Head of Household / Qualifying Widow(er)
🔷 IDENTIFICATION DOCUMENTS
☐ Driver’s license or state ID (front & back)
☐ Social Security card(s)
☐ Dependent(s) Social Security card(s)
☐ Dependent(s) birth certificate(s)
🔷 INCOME DOCUMENTS
☐ W‑2 forms (all employers)
☐ 1099‑NEC (non‑employee compensation)
☐ 1099‑MISC (miscellaneous income)
☐ 1099‑INT (interest income)
☐ 1099‑DIV (dividend income)
☐ 1099‑R (retirement distributions)
☐ 1099‑SSA (Social Security benefits)
☐ 1099‑G (unemployment or state refunds)
☐ 1099‑K (payment processors)
☐ Schedule K‑1 (partnerships, S‑corps, estates, trusts)
☐ Rental income documentation
☐ Business income documentation (if self‑employed)
🔷 DEDUCTIONS & CREDITS
☐ Mortgage interest statement (Form 1098)
☐ Property tax statement
☐ Charitable donation receipts
☐ Medical expense summary
☐ Childcare provider statement (including EIN or SSN)
☐ Education expenses (Form 1098‑T)
☐ Student loan interest (Form 1098‑E)
☐ Retirement contributions (IRA, 401(k), etc.)
☐ Health insurance (Form 1095‑A, 1095‑B, or 1095‑C)
☐ Energy‑efficient home improvement receipts
🔷 DEPENDENT INFORMATION
☐ Full name(s)
☐ Date(s) of birth
☐ SSN(s)
☐ Relationship(s)
☐ Months lived with you
☐ Childcare or support documentation
🔷 DIRECT DEPOSIT INFORMATION
☐ Bank name
☐ Routing number
☐ Account number
☐ Account type (Checking / Savings)
🔷 ADDITIONAL ITEMS
☐ Prior‑year tax return
☐ IRS or state notices
☐ Estimated tax payments made
☐ Notes on major life changes (marriage, divorce, new child, home purchase, etc.)
🔷 AUTHORIZATION
☐ I certify that the information provided is accurate and complete.
☐ I authorize Stable Agency Group, Inc. to prepare and file my tax return.
Now that you have all of your docs. Let's Get Started!
STABLE AGENCY GROUP, INC.
RETURNING INDIVIDUAL &
JOINT TAX CHECKLIST
Please upload the following for this tax year
🔶 REQUIRED
☐ Full‑year bank statements
☐ Full‑year credit card statements
☐ Loan statements (if any)
☐ Payroll reports (if applicable)
🔶 INCOME
☐ 1099‑K / 1099‑NEC / 1099‑MISC
☐ W‑2 forms (if applicable)
☐ Sales or earnings reports (gig work, side income, platforms)
☐ Any new income sources
🔶 EXPENSES
☐ Updated expense list (self‑employment or side‑income related)
☐ Receipts for major purchases (related to income‑producing activity)
🔶 ASSETS (IF SELF‑EMPLOYED OR SIDE BUSINESS)
☐ New equipment or vehicle purchases
☐ Asset disposals ☐ Updated mileage log
🔶 IF ANYTHING CHANGED
☐ Address changes
☐ Marital status changes
☐ New dependents or dependents no longer claimed
☐ New job or employer
☐ New income stream or side business
Frequently Asked Questions
What is a simple return? A return is considered simple when it includes: One W-2 No Dependents No Mortgage No Property Deductions No 1099 Income No Business or gig income No investments No Additional Schedules
Do seniors always qualify for the $69 Senior Individual price? Most seniors do- but only if their return is simple. $69 Senior Price Applies when: Age 65 Age 65+ One W-2 or One SSA-1099 No Dependents No additional income forms We Still Honor $69 if the Senior Has: A pension A 1099-R (retirement distribution) $69 Does Not Apply If the Senior Has: 1099-K Business or gig income More than one W-2 Rental Income Investment Income Any additional forms beyond W2, SSA, or 1099-R
What if I'm not sure which package I qualify for? Complete the intake form. We will review your documents and confirm the correct service level before any work is completed.
How much can I receive in $AG Rewards? Referral payouts range from $10 up to $25 per completed referral. Amount depends on the type of completed service
Can I still file my taxes if my return isn't a simple return? Yes you can but keep in mind the more forms you have, the more the return costs
What Qualifies for the $189 Family Tax Prep? The $189 price applies when: Married Filing Jointly Both spouses have W2 income only No Dependents No Mortgage No 1099 income No business or gig income No additional forms required This is considered a simple family return
Do I pay before knowing the final price? No. You approve the service level first. We only proceed once you confirm.
How to become an $AG rewards member? Earn rewards when someone you refer completes a tax preparation service with us.
Why does the price increase when more forms are added? • 1099‑NEC or 1099‑K • 1099‑R (retirement distributions) • 1099‑INT / 1099‑DIV (investments) • 1098‑T (education) • Schedule C (business income) • Schedule E (rental income) • Multiple W‑2s
What Can Delay Your Processing? Missing or Incomplete Documents Incorrect or Unreadable Files Delayed Responses to Follow-Up Questions Changes After Submission Third-Party Delays Inaccurate Information Provided High Volume Periods Unpaid Invoices Incomplete Intake Forms
Do you have a referral rewards program? Yes we have $AG Referral Rewards become an affiliate and get rewarded even if you do not utilize any of Stable Agency Group, Inc. Services