• Tax Preparation Client Data Intake Form

    Hopedealers Worldwide/The ROCC Private Referrals sent to The Jalonus Group- All forms are secure, encrypted, and HIPPA compliant.
    • Taxpayer Information 
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    • Spouse Information (skip if not applicable)  
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    • Vehicle Information 
    • Spouse Vehicle Information 
    • Dependents (skip if not applicable) 
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    • Child Care Information (skip if not applicable) 
    • Last Year Refund Information 
    • Additional Information 
    • Business Expenses/ Write Offs 
    • ONLY FILL IN WHAT APPLIES TO YOU FOR THE CURRENT YEAR OF ANNUAL TOTALS IF YOU HAVE YOUR OWN SELF-EMPLOYED BUSINESS EITHER FULL- TIME

      OR

      ONLY FILL IN REGARDING WHATEVER YOU DO ON THE SIDE IN ADDITION TO A JOB. (remember to consider what you may have put as self-employment with the marketplace/healthcare.gov) 

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    • Banking Information 
    • Acknowledgment & Signature 
    • I confirmed that all information I entered here is accurate and true. I allow The Jalonus Group to capture my sensitive data like personal id, government id, social security number (SSN), and other information. By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

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    • Payment for Services 
    • We are happy to continue to provide this service to you again this year with our community partner, The Jalonus Group, which is lower cost than anywhere else you can find so that your information is seamless with what we have for you at the marketplace on healthcare.gov.

      The Jalonus Group provide professional tax preparation ranging from $300-$600 or more depending on the complexity of each case. HOWEVER... 

      BECAUSE YOU ARE A CLIENT OF HOPEDEALERS WORLDWIDE/ The ROCC, (likely through health insurance), the owner of The Jalonus Group, Jennifer, has agreed to provide tax preparation services for our clients for a very reduced amount of only $135 minimum (provided your case is not extremely complex and that you have filled all this information in the fields above correctly). This generously reduced fee INCLUDES the electronic filing fee that the IRS charges everyone. If you want Jennifer's fee to be deducted later from your refund, then the bank charges an additional $35. If you pay the invoice Jennifer emails you in advance, then there is no $35 bank fee.  

      Please do not hesitate to contact Nadine, Skanda, or Mary at Hopedealers/The ROCC with any questions at 770.224.6825.

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