Fancy Tax Services Client Intake
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  • Thank you for taking the time to complete the 2022 Client Questionnaire. This information is crucial for new clients so that we can file your tax return correctly. Existing clients, please complete this information again to verify our records are 100% accurate and up-to-date. IMPORTANT: AFTER COMPLETING ALL APPLICABLE PARTS OF THIS FORM, YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFORMATION TO OUR OFFICE. Closing your browser before clicking the "Submit" button will delete all data without sending it to us. It should be noted that upon clicking the "Submit" button, you will receive an email confirming that we received your information.Please keep in mind that in order to comply with federal and state identity theft prevention initiatives, our firm will require a valid state-issued ID during your engagement. *** This page is extremely safe. To keep your information secure, we employ industry-leading Secure Socket Layer (SSL) technology. All critical information is securely sent and cannot be compromised. ***This inquiry might take up to 20 minutes to complete. Please take the time to be organize withall of your tax paperwork before completing the form. We look forward to serving you! ***DON'T FORGET TO SCHEDULE YOUR APPOINTMENT BEFORE COMPLETING CLIENT INTAKE***

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  • I acknowledge that all the information provided to Fancy Tax Services LLC, is true and accurate to the best of my knowledge. I understand that I am required to have supporting documentation to validate the information provided. Furthermore, I understand that by knowingly providing false information on my tax return and reporting it to the IRS, I am taking part in a potentially criminal penalty situation that is punishable by law, including but not limited to facing court dates, restitution, and possible imprisonment. I release Fancy Tax Services LLC the preparer from any liability for errors caused by incorrect information I provided. By signing below, I authorize FancyTax ServicesLLC, to file my tax return.

     

    I acknowledge by signing this form that if I and/or my spouse owe a federal or government debt such as the IRS, child support, student loans, etc., we are still responsible for paying tax preparation fees due to Fancy Tax Services LLC at the time of service. Also, if the federal refund amount is mailed, I/we are still responsible for all tax preparation fees stated on the invoice. If the tax preparation fees are not paid, I understand Fancy Tax Services  will take legal action to collect the unpaid tax preparation fees.

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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, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. Therefore, as a matter of fact, we will never reveal your financial or personal information in any way to anyone unless you specifically request we do so and provide in writing to us the specific person or persons to whom you wish that disclosure to be made, which is done on a wholly separate consent form from this one. For the purpose of this consent form, please note that we are seeking consent only to satisfy the requirements set forth by federal law so we may speak with you on the phone, send you email correspondences of any kind, send you mailings, newsletters, email reminders, holiday and occasional cards and greetings, and reminders of upcoming deadlines, etc.

    You are not required to complete this form. If we obtain your signature on this form by conditioning our service on your consent, your consent will not be valid. Your consent is valid for the time period you specify. If you do not specify the duration of your consent, your consent is valid for a period of three years from the date you signed the consent.

    The undersigned hereby consents to the use by Fancy Tax Services LLC., its owners, employees, and staff, of any and all tax return information pertaining to:

    *Direct questions, inquiries, or requests you make regarding your tax returns, situation, or issues
    *Requests you make for copies of your documents, figures, numbers, or information
    *Upon your direct request, we will try to connect you with another professional in another field or profession so you may gain further information on a certain topic not available or within the realm of expertise of this firm.
    *Notification of important tax law changes
    *Notification of changes or information that will impact our engagement, such as a change of firm website address, email address, physical location, or other such contact, biographical, or geographical information.
    *Other reasonable business purposes, including but not limited to: appointment reminders, holiday mailings, birthday greetings, and other informational mailings
    The tax information may not be disclosed or used by Fancy Tax Services LLC., its owner, employees, or staff for any purposes other than those permitted by this consent document.

    If you believe your tax return information has been disclosed or used improperly in a manner unathorized 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 email at complaints@tigta.treas.gov

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