Tax Genius Lobby Sheet

Name*

First NameLast NameSuffix
What tax year are you filing for? *
Dear Tax Client:

This letter is to confirm and specify the terms of our engagement with you and to clarify the nature and extent of the services we will provide. In order to ensure an understanding of our mutual responsibilities, we ask all clients for whom returns are prepared to confirm the following arrangements.

By providing us with your signature, you are accepting the terms and conditions specified in this letter.

We will prepare your federal, state and local income tax returns from information which you will furnish to us. We will not audit or otherwise verify the data you submit, although it may be necessary to ask you for clarification of some of the information. We will furnish you with questionnaires and worksheets to guide you in gathering the necessary information. We reserve the right to assess additional bookkeeping charges.

It is your responsibility to provide all the information required for the preparation of complete and accurate returns. You should retain all the documents, cancelled checks and other data that form the basis of income, expenses, credits and deductions. These may be necessary to prove the accuracy and completeness of the returns to a taxing authority.

You have the final responsibility for the income tax returns and, therefore, you should review them carefully before you sign them.

Our work in connection with the preparation of your income tax returns does not include any procedures designed to discover defalcations and/or irregularities, should any exist. We will render such bookkeeping assistance as determined to be necessary for preparation of the income tax returns.

The law provides various penalties that may be imposed when taxpayers understate their tax liability. If you would like information on the amount or the circumstances of these penalties, please view the IRS website.

Your returns may be selected for review by the taxing authorities. Any proposed adjustments by the examining agent are subject to certain rights of appeal.
If the above sets forth your understanding, please sign this letter in the space indicated. This letter will apply for all tax returned prepared for you by our tax preparers.

I understand that this information is being provided to the IRS and State Revenue. I have been advised by my tax preparer that any false and misleading information that I provide for income tax filing purposes is against the law and are subject to penalties. I understand that this tax company is only liable for any Error and Omission on their part and will be responsible for any interest and penalties and not tax due.
Taxpayer Signature*

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Date*

MonthDayYear
Date
Spouse Signature

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Spouse Date

MonthDayYear
Date

CONSENT TO DISCLOSURE OF TAX RETURN INFORMATION
For the purposes of this consent form, “we,” “us,” and “our” mean Tax Genius for   *   tax year.

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 current  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 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 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.

First Name*   Last Name*

Signature*      Date*

Printed Name of Joint Taxpayer (if applicable):    First Name   Last Name
Signature      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.

TAX INFORMATION SHEET

This form allows us to complete your tax return. Please verify your spelling and correction of your entry.
TAXPAYER'S NAME AS APPEARS ON SOCIAL SECURITY CARD*
TAXPAYER'S SOCIAL SECURITY #*
TAXPAYER'S DATE OF BIRTH*

MonthDayYear
Date
CELL NUMBER*
Is it okay if we text you regarding the status of your tax return and add you to our messaging list for specials, and notifications from our tax office*

YesNo
ALTERNATIVE NUMBER REQUIRED. Must be different from cell phone number*
EMAIL*
example@example.com
Did you receive an identity pin? If so, select other and type the PIN number*

YesNoOther
Mailing Address (cannot be PO Box)*

ADDRESS

Street Address Line 2

CITY/STATEState / Province

ZIP CODE
Is someone else claiming you on his/her taxes?*

YesNo
Do you provide more than half of your own support and support of your dependent(s)?*

YesNo
SPOUSE INFORMATION (Onle complete if Married filing Separately or Jointly)
FULL NAME AS IT APPEARS ON SOCIAL SECURITY CARD
Spouse Social Security Number
Spouse Date of Birth

MonthDayYear
Date
CELL NUMBER
ALTERNATIVE NUMBER
Email

How would you like to receive your refund?*
What is the name of your bank for direct deposit? If you are receiving a prepaid card from us, enter N/A*
WHO NAME IS LISTED ON THIS ACCOUNT? If your name is not listed on the account, we suggest that you use a prepaid card*
What is your ROUTING number for Direct Deposit? If you are receiving a card from us, enter N/A
This is a nine digit number. Please verify that this routing number is correct
What is your ACCOUNTING number for Direct Deposit? If you are receiving a card from us, enter N/A
Please verify that this account number is correct
In order to receive a text regarding the status of your refund, who is your cell phone provider?*
IF YOU ARE A NEW CLIENT, PLEASE UPLOAD A COPY OF YOUR PRIOR YEAR TAX RETURN

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You can upload files in jpg, png, or pdf format

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Upload a copy of your valid picture id, social security card for you and your dependents, and birth certificates if we do not have them on file or it has expired.

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You can upload files in jpg, png, or pdf format

Browse Files

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Take picture(s) of any w2s, and tax documents needed to file your tax return

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You can upload files if in pdf format here

Browse Files

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You must take a selfie for verification to prevent fraud for tax filing. The picture must be clear. *
By signing below, you attest that the information provide is correct, true, and accurate to the best of your knowledge. You understand that the tax office or tax preparer(s) is not responsible for any incorrect information provided. By completing this form, you agree to receive marketing, updated tax info, tax refund status, tax news and other messages recurring from Tax Genius & Associates. Msg & data rates may apply. Reply STOP to no longer receive messages. Email dee@TaxGeniusWorldwide.com for help. Taxpayer's Signature*

Clear
Date*

MonthDayYear
Date
Spouse's Signature

Clear
Date

MonthDayYear
Date
Should be Empty:

CONSENT TO DISCLOSURE OF TAX RETURN INFORMATION

TAX INFORMATION SHEET

Filing Status

IF YOU ARE A NEW CLIENT, PLEASE UPLOAD A COPY OF YOUR PRIOR YEAR TAX RETURN

Upload a copy of your valid picture id, social security card for you and your dependents, and birth certificates if we do not have them on file or it has expired.

Take picture(s) of any w2s, and tax documents needed to file your tax return