IRS Intake Form 13614-C
  • Complete the Intake form in its entirety to avoid processing delays!

  • Part I

    Your Personal Information
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  • Part II

    Marital Status and Household Information
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  • List the names below of:

    • everyone who lived with you last year (other than your spouse)

    • anyone you supported but did not live with you last year

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  • Part III

    Income
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  • Part IV

    Expenses
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  • Part V

    Life Events
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  • Document Upload

  • Please upload the required documents. If you answered yes to any of the set of questions above, please make sure you are uploading the documents to show proof.

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  • Method of Payment

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  • *If you choose to have your preparation fees deducted from your tax return, by submitting your intake form, you are agreeing that YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES!

    If, for any reason, your refund gets intercepted from any reason, please contact us immediately at our office for payment or payment arrangements. By signing your return you are agreeing to pay the preparation fees regardless of whether your refund was received or not. After 90 days from the date the refund was scheduled to arrive if no payment or payment arrangement is made, we will be forced to put your account into collections.

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      RetainerRequired: The retainer to start your Tax Preparation Services. This amount will be applied to the final balance, which is due prior to submission for e-file or paper return. *non-refundable
      $50.00
        
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      $0.00

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      • Consent to Use of Tax Return Information 
      • Federal law requires this consent form to be provided to you (“you” refers to each taxpayer, if more than one). Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return.
        You are not required to complete this form. If we obtain your signature on this form by conditioning our 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.
        If you do not consent, then you may still have your tax return prepared and electronically filed by us for a fee.
        For your convenience, we have entered into arrangements with a bank to provide
        qualifying taxpayers with the opportunity to apply for a Refund Anticipation Loan (RAL), or Electronic Refund Check or Electronic Refund Deposit. To determine whether these products may be available to you, we will need to use your tax return information by analyzing it and calculating the amount of your anticipated refund.
        If you would like us to use your tax return information to determine whether these products 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 (including each of you if there is more than one taxpayer) authorize us to use the information you provide to us during the preparation of your 2009 tax return to determine whether to present you with the opportunity to apply for these products and services.

        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 e-mail at complaints@tigta.treas.gov.

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      • Attestation 
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        I/We attest that all the information provided in this form is true to the best of my knowledge. 

        I understand that I am required to have any supporting documentation to validate the information provided. Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, I am taking part in a potential criminal penalty situation and is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment. I waive Bowen Arrow Financial Services LLC and the preparer of any error due to incorrect information provided by me. By signing below, I authorize Bowen Arrow Financial Service LLC to file my tax return. I acknowledge by signing this form if I and/or my spouse owe a federal/government debt such as IRS, child support, student loans, etc., I/we are still responsible for tax preparation fees due to Bowen Arrow Financial Services LLC at the time of service. Also, if the federal refund amount is mailed, I/we are still responsible for the tax preparation fees stated on the invoice. If the tax preparation fees are not paid, I understand Bowen Arrow Financial Service LLC will take legal action to collect the unpaid tax preparation fees.

        You can review our Terms and Conditions and Privacy Policy.

        **Not every client has the same tax situation there may be additional forms that have to be filed with your tax return. These extra costs will be communicated to you before the submission of the tax return.

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