• 2023 Tax Client Virtual Application Form

    Sparc Management

  • Please answer all of the questions truthfully and to the best of your ability. If you need assistance, please call us at (407) 735-6255 directly for immediate assistance. We recommend you fill out this form using your computer for a better view.

    Once you complete and submit your application, please allow up to 24 to 48 hours for virtual tax processing (most times sooner). We will contact you to confirm your application.

    To speed up your process, download our MOBILE APP and START YOUR TAXES RIGHT AWAY! Upload any documents needed (check the list below). You may be required to send us additional documents if needed!

    You can always schedule an appointment with us to have your return completed by phone typically on the same day! (Please allow 1 hour to 1 hour and a half, and be in a quiet environment with no distractions!)

    PLEASE UPLOAD ALL DOCUMENTS IN THE SECURE MOBILE APP. 

  • Client Status*
  • How did you hear about Sparc Management*
  • Taxpayer's Date of Birth*
     - -
  • Format: (000) 000-0000.
  • Spouse Date of Birth
     - -
  • Format: (000) 000-0000.
  • Filing Status*
  • Head of Household filers must present one of the following to file this status. Pick one of the 3 options that you will submit to be approved to file Head of Household.*
  • Dependent 1 Date of Birth*
     - -
  • Dependent Relationship*
  • Dependent 2 Date of Birth*
     - -
  • Dependent Relationship*
  • Dependent 3 Date of Birth*
     - -
  • Dependent Relationship*

  • 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. 

  • Did you pay someone to watch your child(ren)?*
  • Did you collect social security or retirement income?*
  • Did you purchase health insurance through healthcare.gov marketplace (Obama Care)?*
  • If yes, did you receive a 1095-A form from the Marketplace?*
  • Were you ever disallowed the E.I.T.C prior to this year?*
  • Did you receive unemployment compensation (1099-G)?*
  • Did you make college tuition payments and received a 1098-T form last year?*
  • Do you have any other income than your W-2's?*
  • Do you owe any delinquencies?*
  • Are you a college student?*
  • Did you file taxes in 2023? If yes, do you have a copy of your 2023 tax return?*
  • Have you been issued an Identity Protection Pin?*
  • Are you filing a return for a deceased taxpayer/ family member? You must be the spouse or legal representative for the deceased. Additonal docs required.*
  • What tax year are you filing?*
  • Do you want a copy of your tax return emailed to the email address above?*
  • How would you like to receive your refund/advance?*
  • Are you applying for the Tax Cash Advance?*
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  • CONSENT TO USE OF TAX RETURN INFORMATION
    For the purposes of this consent form, “we,” “us,” and “our” mean
    _________________________
    (Printed Name of Tax Preparer)


    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 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 an Electronic Refund Disbursement Service and/or Loan product. To determine whether these products 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 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 authorize us to use the information you provide to us during the preparation of your 2023 tax return to determine whether to present you with the opportunity to apply for these products and services.


    Printed Name of Taxpayer:

    Taxpayer Signature:

    Date:

    Printed Name of Joint Taxpayer (if applicable):

    Joint Taxpayer Signature (if applicable):

    Date:

     

    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

  • For the purposes of this consent form, “we,” “us,” and “our” mean
    _________________________
    (Printed Name of Tax Preparer)


    Federal law requires this consent form be provided to you. 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 an Electronic Disbursement Service and/or Loan (or collectively, “Products or Services”) from Refund Advantage, a division of MetaBank, National Association. In order to provide you with the opportunity to apply for one of these Products or Services, we must disclose all of your 2023 tax return information necessary for evaluating the request to Refund Advantage. If you request a more limited disclosure of tax return information, you will not be eligible to submit an application request for these Products or Services.

    If you would like us to disclose your 2023 tax return information for this purpose, please sign and date your consent to the disclosure of your tax return information.
    By signing below, you authorize us to disclose to Refund Advantage all of your 2023 tax return information necessary for the evaluation and processing of your request for a Product or Service.

    You understand that if you are unwilling to authorize the disclosure and sharing of your tax return information with Refund Advantage, you will not be able to obtain a Product or Service, but you may still choose to have your tax return prepared and filed by us for a fee.


    Printed Name of Taxpayer: 

    Taxpayer Signature:

    Date:


    Printed Name of Joint Taxpayer (if applicable): 

    Joint Taxpayer Signature (if applicable): 

    Date:


    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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