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  • Gold Star Tax Service Client Intake Form Questionnaire

  • Thank you for taking the time to fill out your 2024 Tax Year Client Intake Form. This information is necessary for new clients to ensure your tax return is filed correctly. We respectfully request that existing clients give this information again so that our records are completely accurate and up to date. Please Read* All tax estimates after April 18th require a $150 non-refundable deposit. Deposits paid will be used towards FINAL Tax Prep Fees.

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  • To the best of my knowledge, all information submitted to Gold Star Tax Service, LLC is true and accurate. I understand that any supporting paperwork required to verify the information supplied is my responsibility. Furthermore, I am aware that by willfully entering false information on my tax return and reporting it to the IRS, I am participating in a potentially criminal penalty situation that is punishable by law, including but not limited to: court appearances, restitution, and possible incarceration. I release Gold Star Tax Service, LLC and the preparer from any liability arising from my failure to give accurate information. I allow Gold Star Tax Service, LLC to file my tax return by signing below.

     

    By completing this form, I acknowledge that even if I or my spouse owes a federal/government debt, such as IRS, child support, or student loans, or if my tax return is garnished for any reason, I/we are still responsible for Gold Star Tax Service, LLC tax preparation fees due at the time of service. I/we are also responsible for the tax preparation fees listed on the invoice even if the federal refund amount is mailed. I understand that if the tax preparation fees are not paid, Gold Star Tax Service will pursue legal action to recover the unpaid tax preparation expenses.

     

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     Consent to Use of Tax Return Information

    For the purposes of this consent form, “we,” “us,” and “our” mean Tiana Thomas 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 your tax return information for purposes other than the preparation and filing of your tax return without your consent. You are not required to complete this form to engage in our tax return preparation services. If we obtain your signature on this form by conditioning our tax preparation services 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 one year from the date of signature. If you do not consent, you may still have your tax return prepared and electronically filed by us for a fee. For your convenience, we have entered into an arrangement with third parties to provide qualifying taxpayers with the opportunity to apply for a Refund Advance Loan product from First Century Bank, N.A. To determine whether this Refund Advance Loan product may be available to you, we will need to use your tax return information in order to calculate the amount of your anticipated refund. If you would like us to use your tax return information to determine whether this Refund Advance Loan product may be available to you while we are preparing your return, please sign and date this consent to the use of your tax return information. By signing below, you authorize us to use the information you provide to us during the preparation of your 2024 tax return to determine whether to present you with the opportunity to apply for this Refund Advance Loan product.

    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, or by submitting a form on TIGTA’s website, www.tigta.gov.

     

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     Consent to Use of Tax Return Information

    For the purposes of this consent form, “we,” “us,” and “our” mean Tiana Thomas 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 disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution. You are not required to complete this form to engage in our tax preparation services. If we obtain your signature on this form by conditioning our services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, 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 from the date of signature. You have indicated that you are interested in receiving a Refund Advance Loan product from First Century Bank, N.A. (“Bank”). In order to provide you with the opportunity to apply for this Refund Advance Loan product, we must disclose all of your 2024 tax return information necessary for evaluating the request to Bank or its service provider, Green Dot Corporation. If you request a more limited disclosure of tax return information, you will not be eligible to submit an application request for this Refund Advance Loan product. If you would like us to disclose your 2024 tax return information to Bank for this purpose, please sign and date your consent to the disclosure of your tax return information to Bank. By signing below, you authorize us to disclose to Bank all of your 2024 tax return information necessary for the evaluation and processing of your request for a Refund Advance Loan product. You understand that if you are unwilling to authorize the disclosure and sharing of your tax return information with Bank, you will not be able to obtain a Refund Advance Loan product from Bank, but you may still choose to have your tax return prepared and filed by us for a fee.

     

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