Client Intake Form 2021 Logo
  • CLIENT INTAKE FORM

    PLEASE FILL OUT ALL INFORMATION APPLICABLE
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  • IF YOU ARE CLAIMING A DEPENDENT, PLEASE ANSWER THE QUESTIONS BELOW THAT PERTAINS TO YOUR DEPENDENT RELATIONSHIP. PER THE IRS REQUEST, WE MUST PROVE THAT NOBODY ELSE IS ELIGIBLE TO CLAIM YOUR DEPENDENT BUT YOURSELF.
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  • INCOME

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  • Taxpayer Responsibilities

  • I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing 413 Tax Geniuses to prepare my taxes based on that fact. I understand that I am financially responsible for any outstanding balance due to any false information given.

    If there is a balance due, you must pay the tax preparation fee upfront. If for any reason you owe an entity and they take the entire refund, you are STILL responsible to pay the tax preparation fee for services rendered. 

    *For any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $150.00 is required! Please view your tax return, which is emailed to you (it is sent prior to submission). Any copy after the first copy is a fee of $20.00.  ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable! NO EXCEPTIONS TO THIS!!

    Please utilize www.irs.gov for all federal refund tracking. Please utilze your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal,  and state taxes are state when tracking your status. Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have any tracking questions. 

    For any direct assistance please email info@413taxgeniuses.com/ IRS Contact 800-829-1040   Please click this link to check your federal refund status. You will need your filing status, social security number, and the total amount of the refund before fees https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp 

  • Signatures

    By signing below, you acknowledge that you have read, understand, and accept your obligations and responsibilities. For Joint Returns, both parties must sign below.
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