Tax Preparer Identification Names of Tax Preparer If

Tax Preparer Identification ______________________________ Name(s) of Tax Preparer (If a partnership, include the names of owners) ______________________________ Company Name Business Address: Preparer Tax Identification Number (PTIN): Phone: New Mexico CRS Identification Number (CRS):

Tax Preparation Services Tax Situation Federal State Additional Fees Federal State Form 1040 $ $ Processing $ $ Schedule EIC (Earned Income Tax Credit) $ $ Filing $ $ Schedule 8812 (Additional Child Tax Credit) $ $ Billing $ $ Form 8863 (Education Credit) $ $ Worksheets $ $ Schedule 1 (Additional Income) $ $ Schedule 2 (Additional Taxes) $ $ Schedule 3 (Nonrefundable Credits) $ $ Schedule A (Itemized Deductions) $ $ Schedule B (Interest and Ordinary Dividends) $ $ Schedule C (Profit or Loss From Business) $ $ Schedule SE (Self-Employment Tax) $ $ You are entitled to a written estimate of services and costs before signing a written agreement. If a refund anticipation loan or product is offered in conjunction with tax preparation services, additional disclosures are required. PIT-1 Personal Income Tax Return $ $ All other NM forms $ $

Tax preparation: ABQ Consumer Bill of Rights • Tax preparers must give you a free copy of the Albuquerque Consumer Bill of Rights for Paid Personal Income Tax Preparation Services before beginning any discussions about tax preparation services. More detailed information about consumer rights can also be found at: cabq. gov/taxpreprights. • The tax preparer must provide any disclosure document in either English or Spanish, based on your preference. • To file a complaint about this business, contact 311 or visit cabq. gov/taxpreprights.