PRESTIGIOUS TAX FIRM,

PRESTIGIOUS TAX FIRM,

SOLUTIONS YOU CAN COUNT ON
Proudly serving all surrounding areas, with 20 years in Tax Industry!
2025-26 CLIENT DATA SHEET
To ensure optimum tox service and always maintain accurate records, PRESTIGIOUS TAX FIRM, LLC requires all clients to complete this form yearly.
WERE YOU REFERRED BY ANYONE-NAME
Head of householdMarried filing jointSingleQualifying widow
*With the latest update on non-taxable overtime, anyone who worked overtime at any point in 2025 is required to provide their December 2025 pay stub to properly calculate this credit. By typing your full name below, I ACCEPT, you consent that you have submitted your final pay stub for 2025, allowing Prestigious Tax Firm to accurately input the required calculations for this credit.
Type YES or NO*
I ACCEPT*
Type your full name above
STUDENTS ONLY

(Will your parent claim you as a dependent on their income taxes?)
Type YES or NO
TAXPAYER NAME (YOU)*
SSN*
BIRTHDATE*

MonthDayYear
Date
OCCUPATION
EMAIL ADDRESS*
example@example.com
SPOUSE NAME
SPOUSE SSN
SPOUSE BIRTHDATE

MonthDayYear
Date
SPOUSE EMAIL ADDRESS
example@example.com
Address*

ADDRESS

Street Address Line 2

CITY,STATE,ZIP CODEState / Province

Postal / Zip Code
PHONE (Cell)*
Format: (000) 000-0000.
SPOUSE PHONE (Cell)
Format: (000) 000-0000.
DEPENDENT NAME*
DEPENDENT RELATIONSHIP TO YOU*
SSN*
BIRTHDATE*
DEPENDENT NAME
DEPENDENT RELATIONSHIP TO YOU
SSN
BIRTHDATE
DEPENDENT NAME
DEPENDENT RELATIONSHIP TO YOU
SSN
BIRTHDATE
Are you claiming a dependent that does not live with you? (Circle One) Yes or No
Direct deposit Info (Name of Bank)
CheckingSavings
Routing #*
Account #*

Upload Relevant Tax Documents (e.g., W-2, 1099, previous tax returns)*

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Upload Driver License*

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Upload SS Cards for yourself and all dependents listed

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Upload Proof of Residency (bill with your name and address)

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Upload Proof of Dependency (school records and birth certificates).

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Client Acknowledgment and Payment Authorization

Please read carefully and acknowledge each section below before signing.

☑️ Accuracy of Information

I attest that all information provided on this data sheet and to my preparer is true and accurate to the best of my knowledge and is subject to possible IRS and State review.

☑️ Responsibility for Fees

I understand that I am solely responsible for all fees associated with the preparation and filing of my tax return(s), which are due at the time of service or no later than 30 days after transmission to the IRS.

☑️ ACH Debit Authorization

I authorize Prestigious Tax Firm, LLC to initiate an ACH debit from the bank account listed above for payment of all tax preparation and related service fees.

I understand that if my tax refund is delayed, offset, or taken by the IRS or State for any reason, I remain fully responsible for payment of all fees owed to Prestigious Tax Firm, LLC, as the firm will not be compensated for services rendered.

☑️ Collections Policy

If any balance remains unpaid after 30 days, I authorize Prestigious Tax Firm, LLC to take all necessary steps to collect the outstanding debt, including reporting the debt to a collection agency using my SSN

☑️ Data Entry Fee

I agree to pay a $50 data entry fee if I decide not to proceed with having my tax return prepared by Prestigious Tax Firm, LLC after my information has been entered into the system.

☑️ Document Release Policy

I understand that none of my tax documents or information will be released back to me until all fees have been paid in full.

Electronic Signature

✍️ By signing below, I acknowledge that I have read, understood, and agree to all terms stated above.
TYPE YOUR FULL NAME*
Date

MonthDayYear
Date
Taxpayer's Signature*
Should be Empty:

PRESTIGIOUS TAX FIRM,

2025-26 CLIENT DATA SHEET