Client Intake Form 2021

Bank Information

	Name of Bank	Routing Number	Account Number
ENTER BANK DATA

Attach Last Years Filed Tax Return

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How would you like to pay for tax preparation services?*

Credit CardDeduct from Tax Refund if applicable
An invoice will be issued following the completion of your tax return. Payment must be received in order for your return to be submitted to the IRS.

Please sign below to agree.
The total fees for your tax preparation service plus a fee of $50 will be deducted from your refund if applicable. This fee is directly from the bank used to provide this service and does not increase the fees AAA Tax Prep TN receives from you. If you do not receive a refund, or are obligated to pay additional taxes, an invoice will be issued that must be paid in full before your tax return is submitted to the IRS via Credit/Debit card payment. In this case the $50 fee would not be applicable.

Please sign below to agree.
Taxpayer Signature*

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Spouse Signature

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I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing On Journey Financial to prepare my taxes based on that fact.
Taxpayer Signature*

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Spouse Signature

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AAA Tax Prep TN