Royalty Accounting Firm - 2025 Tax Interview Guide

Tax Filing Year*

Select Your Preparer

Date Form Being Completed

Do You Have A Promo or Discount Code

(Optional) Please provide the name of the person who referred you or provide the place where you saw our business

How will you provide documents

E-mail Documents

Upload To This Form

Upload To My Client Portal

Primary Taxpayer Primary Email*

Primary Taxpayer First Name*

Primary Taxpayer Middle Name

Primary Taxpayer Last Name*

Taxpayer's SSN -The IRS requires your Social Security Number for e-filing

Primary Taxpayer's Date Of Birth

Primary Taxpayer's Occupation

Taxpayer's Phone Number

Tax Filing Status

Primary Taxpayer - Please Check Any That Apply

Taxpayer can be claimed as a dependent on someone else's return

Taxpayer was over age 18 and a full-time student at an eligible educational institution

Taxpayer is blind

Taxpayer is deceased

Taxpayer has received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year

Taxpayer prefers to receive written communications from the IRS in a language other than English

Taxpayer prefers to receive written communications from the IRS in an accessible format

Will You Be Filing This Return With A Spouse?

Spouse First and Last Name

Spouse Occupation

Spouse Date of Birth

Spouse Social Security Number

Spouse's Email

Primary Spouse - Please Check Any That Apply

Spouse can be claimed as a dependent on someone else's return

Spouse was over age 18 and a full-time student at an eligible educational institution

Spouse is blind

Spouse is deceased

Spouse has received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year

Spouse prefers to receive written communications from the IRS in a language other than English

Spouse prefers to receive written communications from the IRS in an accessible format

Address Line 1

City

ZIP / Postal Code

State / Province

What County do you stay in

I am also claiming a deceased Spouse, Child or Relative

Do you Rent or Own at your current address

Upload Form 1098, Mortgage Interest Statement

Does Tax Payer, Spouse or Any Dependents get an IP (Identity Protection) Pin letter from the IRS every year

Please upload a Copy of IP Pin Notice/ Letter from the IRS here

Please provide the PIN number and Person Associated with PIN Number

Did you or anyone listed on this return work in different states this tax season

Please provide the taxpayer name and state they worked in

Have you or anyone listed on this return ever been audited by the IRS

Please provide the Taxpayer Name , Audit Name and the results of the IRS Audit

Upload a copy deceased child/relative death certificate

Upload Copy Of Previous Year Tax Return Including Schedule C If They Filed Self Employment

How Many Dependents Will You Be Claiming

Dependent #1 (Please provide the following information 1. Dependents First and Last Name 2. Full Social Security Number 3. Date of Birth 4. Relationship to Taxpayer 5. How many months did the dependent stay with taxpayer during Tax Year

Dependent #1 - Please upload proof of identity for dependent

Dependent #2 (Please provide the following information 1. Dependents First and Last Name 2. Full Social Security Number 3. Date of Birth 4. Relationship to Taxpayer 5. How many months did the dependent stay with taxpayer during Tax Year

Dependent #2 - Please upload proof of identity for dependent

Dependent #3 (Please provide the following information 1. Dependents First and Last Name 2. Full Social Security Number 3. Date of Birth 4. Relationship to Taxpayer 5. How many months did the dependent stay with taxpayer during Tax Year

Dependent #3 - Please upload proof of identity for dependent

Dependent #4 (Please provide the following information 1. Dependents First and Last Name 2. Full Social Security Number 3. Date of Birth 4. Relationship to Taxpayer 5. How many months did the dependent stay with taxpayer during Tax Year

Dependent #4 - Please upload proof of identity for dependent

Do you have Student Loans in Forbearance or Deferment

Are You Currently Paying Student Loans

Form 1098-E - Student loan interest

Form 1098-T - Tuition and related expenses

Did you pay child and dependent care costs

Please Provide: name of care provider, address and employer identification number of the provider

Did you make cash charitable contributions

Upload Copies of any giving statements that you received from the non-profit organizations

Did you make solar, wind, geothermal or fuel cell energy efficiency improvements to your primary residence

Upload copy of the receipt and a description of the improvements

Did you purchase an energy-efficient or other new vehicle

Did you acquire, use, dispose of, or hold any type of virtual currency/cryptocurrency (such as bitcoin)

Provide ALL details and records related to ANY transactions

Do you have a business

What type of Business do you have

How long have you been in business

Business Address

Please Provide Your Business EIN Number

Do you have a Profit and Expense Record for your Business (If you do not have one - that is OK- You will receive a portal login- Login to your client portal and complete the Profit and Expense Record)

Please Upload your Profit and Expense Record

Did you have to pay out of pocket for any insurance through the Market Place

Did you have health insurance coverage for all 12 months of the tax year for which we are preparing tax returns (please note that coverage for just one day of a month is considered coverage for the entire month)

Please check each month where you had at least one day of health insurance

January

February

March

April

May

June

July

August

September

October

November

December

I did not have insurance for any month of the year

What type of Tax Documents are you providing - You will be uploading these documents in the next section

Marketplace Insurance (Forms 1095-A)

Did you receive wages (Forms W-2)

Did you receive interest or dividend income (Forms 1099-INT or 1099-DIV)

Did you rollover retirement funds or receive a retirement distribution (Forms 1099)

Did you receive social security benefits (Forms SSA-1099)

Did you receive unemployment benefits (Forms 1099-G)

Did you sell stocks, bonds, cryptocurrency/digital assets (such as bitcoin), or other investment property? (Forms 1099-B)

Did you buy or sell real estate (Closing disclosure, formerly known as the HUD-1, and/or Forms 1099-S)

Did you have any debts cancelled or forgiven (Forms 1099-C)

Did you receive a distribution from an Education Savings Account or a Qualified Tuition Program (Forms 1099-Q)

Did you receive any distributions from a Health Savings Account (HSA) (Forms 1099-SA)

Did you have any foreign income, pay any foreign taxes not reflected on a provided Form 1099 or file any foreign information reporting or tax forms

Did you receive any disability income

Did you pay mortgage interest (Forms 1098)

Did you pay interest on a home equity line of credit (Forms 1098)

Upload ID/DL (for anyone over 18 years old on this filing) , Social Security Card (for all listed on this filing) , (PREVIOUS CLIENTS ONLY UPLOAD DOCUMENTS THAT HAVE CHANGED)

Upload ALL Tax Documents

Upload 1098T, Receipts or School Schedule

IF CLAIMING HOH please upload a copy of utility bill

Will you want any of the following Bank Products (Choose All That Apply ) ** Please note all bank products must go through an approval process and will require a written authorization Form 7216 Bank Consent to Disclosure of Tax Return Information

No Bank Products

Tax Refund Advances

Deduction of Tax Preparation from your Refund

7216 Bank Consent to Disclosure of Tax Return Information

Review & Sign - Form 7216

7216 Bank Consent to Disclosure of Tax Return Information

Requesting Bank Products that include but are not limited to: Rapid Refunds, Withdrawing Tax Preparation fees from tax returns and other banking products require consumer consent of information disclosure

Federal law requires this consent form be provided to you ("you" refers to each taxpayer, if more than one). Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. You are not required to complete this form. Our need to disclose your tax return information to another a 3rd party - Refund Advantage affects the tax return representation service(s) that we provide to you and its (their) cost, we may decline to provide you with the tax return preparation service or change the terms (including the cost) of the tax return preparation services that we provide to you. 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.

In order to process your return, we must disclose all of your tax return information to Refund Advantage. For your convenience, we have entered into agreements with a bank to provide qualifying taxpayers with the opportunity to apply for a (bank product) Refund Transfer (RT), or Electronic Refund Check or Electronic Refund Deposit. To determine whether these products may be available to you, we will need to use your tax return information by analyzing it and calculating the amount of your anticipated refund.

By signing below, you (including each of you if there is more than one taxpayer) authorize us to disclose to Refund Advantage all of your tax return information.

How would you like your refund to be deposited when ready

Bank Institution

Is this account:

Address To Mail Check

Account Number

Routing Number

Please Upload a Voided Check or Letter from Bank

Prepaid Card - Account Number

Prepaid Card- Routing Number

Please Provide Any Additional Notes for your Tax Preparer you would like to share

Consent To Use Of Tax Return Information

Review & Sign - Consent To Use Of Tax Return Information

Consent To Use Of Tax Return Information

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. However, federal law also prohibits us from revealing any personal or financial information to any third party. Therefore as a matter of fact, we will never reveal your financial or personal information in any way, to anyone, unless you specifically request we do so, and provide in writing to us the specific person or persons to whom you wish that disclose to be made, which is done on a wholly separate consent form from this. For the purposes of this consent form please note we are seeking consent only to satisfy requirements set forth by federal law so we may speak with you on the phone, send you email correspondences of any kind, send you mailings, newsletters, email reminders, holiday and occasional cards and greetings, and reminders of upcoming deadlines, etc.

You are not required to complete this form. If we obtain your signature on this form by conditioning our service 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 a period of three years from the date you have signed the consent.

The undersigned hereby consents to the use; by Royalty , its owner, employees, and staff; of any and all tax return information pertaining to:

Direct questions, inquiries or requests you make regarding your tax returns, situation, or issues.
Requests you make for copies of your documents, figures, numbers, or information.
Upon your direct request in order to connect you with another professional in another field or profession so you may gain further information on a certain topic not available or in the realm of expertise of this firm.
Notification of important tax law changes.
Notification of changes or information that will impact our engagement, such as a change of firm website address, email address, physical location, or other such contact, biographical or geographical information.
Other reasonable business purposes including but not limited to: appointment reminders, holiday mailings, birthday greetings and other informational mailings.

The tax information may not be disclosed or used by Royalty Accounting Firm, its owner, employees, or staff, for any purpose other than that which is permitted by this consent document.

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484 by email at complaints@tigta.treas.gov.

Warm Regards,

Royalty Accounting Firm

Consent To File Tax Return Electronically

Review & Sign - Consent To File Tax Return Electronically

Consent To File Tax Return Electronically

We are in the process of completing your tax return and are preparing it to transmit it to the IRS. Because we are virtually preparing your tax return and before we can transmit your tax return, we will need permission from you to electronically sign your tax return.

To grant us permission purpose, please sign below

Once we received your authorization, we will complete your tax return and provide you copies of your signed and completed tax return.

Please let me know if you have any questions or concerns.

Thanks so much

Royalty Accounting Firm

Consent For Payment

Review & Sign - Consent For Payment

Consent For Payment

We here at Royalty Accounting Firm, value the relationship we have with all of our clients. We are in the business to provide you with the absolute best service you can have. With saying that, we would like to remind you that we are providing you a service NOT a refund. You as a taxpayer have the choice to pay your tax preparation fees by one of the following: cash, check, money order, credit card, or directly from your refund*. *If you choose to have the tax preparation fees taken from your refund and for whatever reason your taxes are intercepted, YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES! Please contact us immediately at our office for payment or payment arrangements. By signing your return you are agreeing to pay the preparation fees regardless if your refund was received or not. After 3 months from the date the refund was scheduled to arrive if no payment or arrangement is made, we will be forced to put your account into collections. We hope we never have to go this route so please keep open communication with us so we can work with you! Thank you!

Warm Regards,

Royalty Accounting Firm