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  • Tax Preparation Intake Form

    • Taxpayer Information 
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    • Tax Refund Options 
    • Spouse Information 
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    • Dependents 
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    • Tax Related Questions 
    • Business Owners & Independent Contractors Only  
    • Please click on the link to enter your business expenses for the current tax year.  This document must be fully completed.

       

       Business Profit & Loss Statement

    • Audit Protection 
    • Credit Repair Program 
    • Client Offset/Non-Payment Clause  
    • At SOUTHEAST TAX SERVICES, LLC, we strive to assist all of our clients in their tax needs.  However, we understand that situations arise. If your refund is offset by the IRS, Student Loans, Child Support or if your check is mailed, you are still obligated to pay the preparation fees associated with filing your tax return.

      By signing this agreement you acknowledge that payment must be made in full with in 30 days to SOUTHEAST TAX SERVICES, LLC.

    • Acknowledgment & Signature 
      • I, hereby, state that all the information above is true to the best of my knowledge and give permission to SOUTHEAST TAX SERVICES, LLC. to prepare all forms related to my tax return.
      • I take full responsibility for the accuracy of this form and understand that SOUTHEAST TAX SERVICES, LLC and/or associated affiliates hold no responsibility for any misrepresentation or false claims.
      • I give permission to SOUTHEAST TAX SERVICES, LLC. to capture my sensitive data like personal ID, government ID, social security number (SSN), and other information.

      • If filing a joint return, each spouse authorizes SOUTHEAST TAX SERVICES, LLC. to share information with each other.
      • By signing below, you acknowledge that you have read and understood your responsibilities and SOUTHEAST TAX SERVICES, LLC responsibilities in preparing this tax return.
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    • Clear
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    • Clear
    • IMPORTANT LAST STEP

      Once you hit the SUBMIT button, you will be immediately redirected to securely upload your tax documents.  These documents are required for accurate tax preparation.

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