MS Tax Prep

MS Tax Prep

Client Tax Document Submission* One form per client*
What to Expect from Us:

Welcome to MS Tax Prep where you can expect clear communication, transparency, and timely, accurate financial solutions.

Our team is committed to ensuring your financial success, whether you're an individual, contractor or a small to medium size business owner.

What We Expect from You:

To make our limited partnership seamless, we ask for your organized and timely submission of necessary documents. Once your refund estimate is provided, don't just ghost us and stop responding. Simply reply nevermind or I'm not ready. We understand you may be searching for the most in your refund.

Process Overview:

INTAKE | CONSULTATION | PROCESSING | REVIEW & SIGN | SUBMIT APP FEE OF $25 | E-FILE SUBMISSION.

*You are currently at the INTAKE step in the process*

MS Tax Prep Preparation Pricing Scale:

Tax Preparation Fees Starting Price is $359-459 with an upfront application fee of $25 required. Payable via Cashapp, Cash or PayPal.

All Amended tax returns or prior year (non filed) returns are $199 payable upfront.

*We do not charge any additional costs due to complexity. However if or additional products/services rendered, including but not limited to: dependents, itemizing, self-employment, investments, excessive w2's, reconstruction assistance, rush or delay, amendments, extenstions, bank processing fees, etc.

Thank you for choosing Us to complete and submit your tax return to the IRS for processing. Your refund is anticipated to be completed in 21 days based upon IRS processing time.
Personal Information

Identification, Social Security Cards, Birth, Marriage
Primary Taxpayer First and Last Name*

First NameLast Name
Address(current mailing address) *

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email (for digital document delivery) *
example@example.com
Phone Number(current phone number for text and calls)*
Primary Taxpayer SSN*
Enter with or without dashes -
Primary Taxpayer Date of Birth*

MonthDayYear
Date
Primary Taxpayer identification card (upload valid driver's license or identification card)*

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Spouse or Secondary Taxpayer First and Last Name

First NameLast Name
Spouse /Additional Taxpayer SSN
Enter with or without dashes -
Secondary Taxpayer Date of Birth

MonthDayYear
Date
Spouse identification card (upload valid driver's license or identification card)

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Dependent Information

Eligible dependent Information only
Dependent #1 First and Last name

First NameLast Name
Dependent #1 Full SSN Number
Date of Birth

MonthDayYear
Date
Please select dependent sex

Female/Girl/SheMale/Boy/He
Dependent #2 First and Last name

First NameLast Name
Dependent #2 Full SSN Number
Date of Birth

MonthDayYear
Date
Please select dependent sex

Female/Girl/SheMale/Boy/He
Dependent #3 First and Last name

First NameLast Name
Dependent #3 Full SSN Number
Date of Birth

MonthDayYear
Date
Please select dependent sex

Female/Girl/SheMale/Boy/He
Dependent #4 First and Last name

First NameLast Name
Dependent #4 Full SSN Number
Date of Birth

MonthDayYear
Date
Please select dependent sex

Female/Girl/SheMale/Boy/He
Taxpayer Income Information

Digital files in PDF, JPEG, PNG allowed only. Must be legible to read and extract data.
Please upload each individual Earned and Unearned Income Doc's (Employer W2 or Contractor 1099 forms)

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Unemployment Compensation (1099-G)

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Did you or any of your dependents receive Social Security or disability income? If so please upload the Social Security benefit statement (Form SSA-1099)

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Interest and Dividend Income documents (1099-INT and/or 1099-DIV)

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Stocks/Investments or Dividends (1099-B)

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Retirement Information

Digital files in PDF, JPEG, PNG allowed only. Must be legible to read and extract data.
Did you receive any eligible payments/distributions from a retirement plan 401K, IRA 1099-R) please upload these documents here.

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Health Information
Did you or your eligible dependents have health insurance benefits reported from the Healthcare.gov Marketplace? If so Please upload ALL pages of (Form 1095-A)

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Health Savings Account (HSA) or other Medical Savings Account (Form 1099-SA & Form 5498-SA)

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Unreimbursed Medical Expenses for each individual

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Housing Information

Digital files in PDF, JPEG, PNG allowed only. Must be legible to read and extract data
Form 1098 – Mortgage Interest and Property Tax Statement

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Rental Property Income (Income and Expenses)

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Energy Efficient / Home Improvements made. This includes solar powered panels

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CHILD AND DEPENDENT CARE

Digital files in PDF, JPEG, PNG allowed only. Must be legible to read and extract data
Did you pay daycare or child care expenses during the last year while employed or enrolled in school? This includes day and summer camp, ACES, Daycare, Childcare, Home daycare services. Please upload your Proof of Child Care or email to the tax preparer. Annual Child Care Statement

Upload for each dependent
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EDUCATION

Digital files in PDF, JPEG, PNG allowed only. Must be legible to read and extract data
Any primary and secondary college tuition, fees or book expenses that were required to obtain to attend college, university or vocational school (1098- T and Expenses)

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Did you receive any additional scholarships or grants for higher education? If so please upload here.

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ITEMIZED DEDUCTIONS

Handwritten or Digital files accepted. Digital files in PDF, JPEG, PNG allowed only. Must be legible to read and extract data.
Upload your itemized deductions and totals. Handwritten or Digital PDF/PNG files accepted. Digital files in PDF, JPEG, PNG allowed only. Must be legible to read and extract data.

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BUSINESS (Non Profit) INFORMATION

1099-NEC, 1099-MISC or own a small business
Business Documentation. Digital files in PDF, JPEG, PNG allowed only. Must be legible to read and extract data

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MISCELLANEOUS

Digital files in PDF, JPEG, PNG allowed only. Must be legible to read and extract data
Use this space to upload any Additional Supporting Documentation not listed above. Your digital consent serves as your agreement for MS Tax Prep to receive, review and utilize these documents and information for the sole purpose of individual tax preparation services.

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Disclaimer:

I/We/Us as professional tax preparers are not compensated by the IRS or the government for doing their job for them but must pass the costs of this required additional work on to our taxpayer clients.

You acknowledge that you will be claiming an Earned Income Credit, Child Tax Credit, Additional Child Tax Credit, HOH, and/or an American Opportunity Credit on your 2025 tax return. Because of this you must complete, sign, and return this questionnaire. I will keep an original signed copy of this questionnaire with my file copy of your 2025 tax return and will include a photocopy of the completed questionnaire for general reference for up to one year.
I/we certify that the child(ren) for whom the tax credit(s) will be requested on my 2025 tax return can be claimed as my/our dependent(s), as per the information provided at the end of this questionnaire.

YESNON/A
I/we certify that the child(ren) for whom the tax credit(s) will be requested on my 2025 tax return lived with me/us in my/our household except for minimal absences.

YESNON/A
I/we certify that I/we, or my eligible children have supporting documentation for the credits being claimed such as forms 1098T, bills and expenses,self employment expenses, childcare documents, statements and receipts. You acknowledge that you are responsible for keeping these documents in the event you are audited by the IRS agencies.

YESNON/A
Are you currently or have you ever been disallowed by the IRS for claiming any of the following Refundable Credits? Child Tax Credit, Earned income credit, American Opportunity Education credit, Additional Child Tax credit?

YESNON/A
Are you currently filing for a business or non profit organization? Please note If you are filing a business or non profit organization please upload a copy of your last year or latest filed return. This includes Schedule C, C-Corp, S-Corp and K-1, 990 filing forms

YESNON/A
Charitable contributions total $$ (Receipts or acknowledgements from charity, cancelled check or other proof)
Have you been assigned an(IP PIN #)IDENTITY PROTECTION PIN?
If So Please provide the exact number below.
Enter the exact IP Pin number for your IRS account.
Please enter your exact prior year(recently filed) AGI, adjusted gross income amount from your latest or last tax return. *Previous clients, enter -0- because we have your AGI on file from your previous tax return. *Can be found on page 1 of your tax return or online within your IRS tax account*
How would you like to receive your tax refund?*

Direct Deposit (enter bank info below)Check in the MailPrepaid Funding Card ( enter info below)
Direct Deposit Routing and Account Number. Written or Digital files accepted. Digital files in PDF, JPEG, PNG allowed only. Must be legible to read and extract data.*

Full Bank Routing number Full Bank Account number

Student Loan Interest (Form 1098-E)

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Client Disclaimer

MS Tax Prep & Financial Solutions is not responsible if the taxpayer provides us with incorrect information (i.e. social security numbers for self, spouse, or dependents, last names, birth dates). This may delay your refund. MS Tax Prep & Financial Solutions is not responsible for any IRS audits or request for additional information or verification. All information obtained from the taxpayer and/or spouse must be presentable if the IRS audits your tax return. MS Tax Prep & Financial Solutions is not responsible for any incorrect tax figures provided by the taxpayer and/or spouse. If your tax figures change you will need to do an Amendment within the allotted timeframe and additional fees will be charged upfront. Our Prices Vary. If you have any federal or government debts (i.e. school loans, child support, DPP, DFCS, etc….) there is a chance that your refund will be offset and applied towards your debt. You can call the federal offset department at 1-800-304-3107 or 1-800-829-7650 to see if your refund will be partially or fully taken. If your refund is fully taken you are still responsible for paying the required preparation fees. MS Tax Prep & Financial Solutions provides each taxpayer with ONE complimentary copy of their completed tax return. Should you need any additional copies, there is a $15 fee per copy (federal and state included). MS Tax Prep & Financial Solutions is not responsible for any discussions or changes the IRS or bank may make on disbursement dates, filing status or any other required information from the IRS. MS Tax Prep & Financial Solutions is not responsible for any IRS glitch problems or IRS problems that may cause a delay in your tax refund. We DO NOT reimburse any bank fees in the event of this occurrence.* All refunds are processed and submitted directly via the IRS processing system. I/We do not control the timeframe of processing anyone's return. Our accuracy rating has been over 98.99% for the past few years and we aim to operate with quality, efficiency and effectiveness. Your maximum refund is our guarantee. Our tax fees are based on today's fair market rate and value and it's non negotiable and non refundable! You acknowledge and agree that you will submit payment for both the upfront application fee of $20 plus the full tax preparation fee of $349 once your return has been approved and deposit date provided by the IRS! No exceptions. You agree and acknowledge that if you refer anyone to Us for new business I/We will gift to you a referral fee of $25 once they have been approved for their tax return. Please read this disclaimer complete before you submit your information on this secure form! **I/We reserve the right to refuse, turn down or deny acceptance of any tax client at any time.** Copyright ©️ 2023 MS Tax Prep & Financial Solutions dba Klassy Business Consultant LLC.
Signature*
Consent to Use

Federal law requires this consent form be provided to you (“you” refers to each taxpayer, spouse, dependent, if more than one). Unless authorized by law, we cannot use your tax return information for purposes other than the preparation and filing of your tax return without your consent. You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature. For your convenience, we have entered into an arrangement with certain companies to offer an Electronic Refund Disbursement Service and/or Loan product. To determine whether these offerings may be of interest to you, we will need to use your tax return information. If you would like us to use your tax return information to determine whether these offerings are relevant to you while we are preparing your return, please sign and date this consent to the use of your tax return information. By signing below, you authorize us to use the information you provide to us during the preparation of your 2024 tax return to be submitted electronically to the IRS, Internal Revenue Service. Copyright ©️ 2022 MS Tax & Financial Solutions dba Klassy Business Consultant LLC.
Signature*
Date Submitted and Acknowledged.*

MonthDayYear
Date
Should be Empty:

Personal Information

Dependent Information

Taxpayer Income Information

Retirement Information

Health Information

Housing Information

CHILD AND DEPENDENT CARE

EDUCATION

ITEMIZED DEDUCTIONS

BUSINESS (Non Profit) INFORMATION

MISCELLANEOUS