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Registration Form

    Registration Form

    Can any other Taxpayer claim you as a dependent

    Dependents: (Only list the ones that you intend to claim on your taxes, must be related by blood or marriage for EIC purposes)

    First blood or marriage Info

    Second blood or marriage Info

    Third blood or marriage Info

    EIC Warning

    The IRS has been spot checking tax returns to verify EIC eligibility, be sure that you are able to prove that you have the right to claim your dependents for EIC in the event of an IRS mail audit of your Tax Return. If you are not able to prove that you are eligible to claim your dependents for EIC purposes, you will be denied EIC and required to repay previous years of EIC for those dependents. You must be related to your EIC dependents by blood, marriage, or have court papers placing the dependent in your custody and care. You must have provided at least 50% of the dependents support, and the dependent must have lived in the household with you for at least six months during the previous year. Chevalier Tax Service will not knowingly prepare or file a Tax Return, or participate in any type of EIC Tax Fraud. You are responsible for any and all information provided to Chevalier Tax Service during the preparation and filing of your Tax Return, so make sure that all information is true and correct.

    _______ I/We attest that the above information is true and correct to the best of my/our knowledge. I fully understand that Chevalier Tax Service is a commercial tax preparation business and does not prepare taxes for free or give free estimates. Chevalier Tax Service charges a minimum $50.00 sit fee, if after we have prepared your taxes and you decide that your do not want us to file your taxes you will need to pay the $50.00 sit fee.


    Possible Tax Deductions

    list amount for items you have or if you have a list, please provide. Remember to keep your receipts for your deductions :

    Medical Expenses :

    Contribution :

    Taxes :

    Interest :

    Casualty Losses :

    Self-Employed Business Expenses :

    Education Expenses :

    Due Diligence Questionnaire

    Filing status :

    Are you married?

    Are you divorced?

    Are you separated?

    Have you lived apart from your spouse for the last 6 months of the year?

    Did you maintain more than half of the cost of the home?

    Is your spouse deceased?

    Qualifying child

    Does your child live with the other parent?

    What does your separation/divorce agreement state regarding who claims the child?

    Did the child pay for their own support during the year, such as food, rent, etc.?

    Is your child married and filing joint?

    Does the child have a valid SSN or ITIN?

    Is the child disabled? If yes, answer “a” through “c”?

    Does the child receive SSI or other disability payments?

    Do you have a letter from the child’s doctor/healthcare provider stating that the child is permanently and totally disabled?

    Form 1098-T

    Has the student ever been convicted of a felony for the possession or distribution of a controlled substance (drugs)?

    Has the student completed the first 4 years of postsecondary education (a grad student)?

    Was the student enrolled at least half-time for at least one academic period?

    Did you pay additional amounts for books?

    Are there any other fees not on Form 1098-T?

    Does the student have earned income? (wages)

    Business Income

    Do you have any documentation to substantiate your business?

    Do you have separate bank accounts for personal and business transactions?

    Have you been issued a Form 1099-NEC to support the income?