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  • IMPORTANT: UPON COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO OUR OFFICE. CLOSING YOUR BROWSER BEFORE CLICKING THE "SUBMIT" BUTTON WILL DELETE ALL INFO WITHOUT SENDING TO US. IT SHOULD BE NOTED THAT UPON CLICKING THE SUBMIT BUTTON YOU WILL GET A CONFIRMATION EMAIL THAT WE RECEIVED YOUR INFO. Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid state issued photo identification card during your engagement. ***The page is highly secure. We use industry-leading technology Secured Socket Layer (SSL) to keep your information safe. All sensitive information are securely transmitted and can not be compromised*** This questionnaire may take you up to 20 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form.

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  • Bank name   Routing Number field. Bank Account Number fields and text.

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  • I acknowledge that all information provided to Taxes On The GoLLC is true and accurate 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, that I am taking part in a potentially criminal penalty situation and is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment. I waive Taxes On The Go LLC and the preparer of any error due to incorrect information provided by me. By signing below, I authorize Taxes On The Go LLC to file my tax return. I acknowlege by signing this form if I and/or my spouse owes a federal/governement debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to Taxes On The Go 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 Taxes On The Go will take legal action to collect the unpaid tax preparation fees and any associated court costs. I understand that if I do not disclose my accurate and true Economic Impact Payment or Advance Child Tax Credit information to my preparer I will be in jeopardy of being audited by the IRS. If this is to happen I understand that I am responsible for paying tax preparation fees out of pocket toTaxes on The Go LLC by June 1, 2025. I understand that failure to pay tax preperation fees to the above mentioned company may result in a case with small claims court for payment.

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  • CONSENT TO USE OF TAX RETURN INFORMATION
    Federal law requires this consent form be provided to you. 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 our tax return preparation services. If we
    obtain your signature on this form by conditioning our tax return 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.
    For your convenience, ________________________________(preparer) has entered into
    arrangements with certain insurance companies and exchanges regarding the provision of
    affordable health care coverage. To determine whether this service may be of interest to you,
    your tax preparer identified above will need to use your tax return information.
    If you would like your tax preparer to use your tax return information to determine whether this
    service is relevant to you while preparing your return, please check the corresponding box,
    provide the information requested below, and sign and date this consent to the use of your tax
    return information.

     

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  • CONSENT TO USE OF TAX RETURN INFORMATION
    Federal law requires this consent form be provided to you. 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 our tax return preparation services. If we
    obtain your signature on this form by conditioning our tax return 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.
    For your convenience, ________________________________(preparer) has entered into
    arrangements with certain insurance companies and exchanges regarding the provision of
    affordable health care coverage. To determine whether this service may be of interest to you,
    your tax preparer identified above will need to use your tax return information.
    If you would like your tax preparer to use your tax return information to determine whether this
    service is relevant to you while preparing your return, please check the corresponding box,
    provide the information requested below, and sign and date this consent to the use of your tax
    return information.

     

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