Tax Preparation Intake & Review

Premium Client Intake & Tax Engagement

This form helps us understand your situation and determine whether we’re a good fit to work together this season. Please review carefully before continuing.

Before We Get Started – Please Read Carefully
Premium Service Providers, Inc. operates as a structured tax firm.

By submitting this intake form, you acknowledge and agree to the following:

• This form is a request for tax services, not a guarantee of acceptance
• All required documents must be uploaded before preparation begins
• Turnaround time varies based on completeness of documentation
• Communication is conducted through secure portals, email, or scheduled Zoom calls — not unscheduled phone calls
• Deposits are non-refundable

If you are comfortable with a professional, process-driven experience, please continue.
Intake Acknowledgement & Agreement*

I have read and agree to the expectations above
SECTION 1 —CONTACT & SERVICE
Let’s Start With the Basics

This helps us personalize your experience and communicate efficiently.
Full Name*

First NameLast Name
Phone Number*

Area CodePhone Number
E-mail*
example@example.com
How do you prefer we contact you?*

TextEmailPhone
Do you give us permission to text and email reminders, updates, promotions, and educational tips?*

YesNo
SECTION 2 — TAX HISTORY & PREP READINESS SNAPSHOT
A. Your Filing History With Us
Did you file your taxes with PSP Inc. for tax year 2024?*

YesNo
Please enter your full social security number.*
Is this your first time filing with a tax professional?*

YesNo
B. Your Tax Situation This Year
Did you file a tax return for the last year (2024)?*

YesNo
What made you decide to file right now instead of waiting?*
What's your biggest concern about your taxes this year? Please select all that apply.*

OwingAuditGetting the max refundSpeedPast tax issues
Have you had a bad tax experience before?*

YesNo
If yes, what happened?*
Do you have dependents to claim this year?*

YesNo
C. Refund & Cash Flow Expectations
Did you receive a refund last year?*

YesNo
Did you owe a balance last year?*

YesNo
Do you expect a refund this year?*

YesNo
Are you applying for a refund advance?*

YesNo
Refund advance acknowledgment:*

I understand that refund advances are subject to bank approval and are not guaranteed
What do you usually use your refund for (if eligible)?*

Paying debtSavingsCatching up on billsBusinessSomething Else
D. Compliance & Documentation Check
Have you filed all prior required tax returns?*

YesNoNot sure
Are you currently working with another tax preparer?*

YesNo
Do you currently have access to your 2025 tax documents?*

Yes, I have all or most documentsI have some documentsI need help locating documentsNoNot Sure
Do you have a fully verified IRS.gov account using ID.Me as the log in? If not please create one once you submit this intake.*

YesNoNot sure
E. Your Financial & Credit Goals
Are you interested in:

Starting a businessCredit repairBudgeting helpFinancial Coaching
Have you checked your credit in the last 30 days?*

YesNo
Do you know your approximate credit score?*

YesNo
Are you planning any of the following in the next 12 months?*

Buy/ Lease a carPurchase a homeStart a businessFix CreditApply for funding
F. How You Earn Income
What best describes your income bracket for the 2025 tax year?*

Less than $20,000$20,000 to $35,000$35,000 to $45,000$45,000 to $50,000$50,000 to $75,000$75,000 to $100,000$100,000 to $150,000$150,000 to $200,000$200,000 to $250,000$250,000+
What best describes your income for 2025 (please select all that apply) ?*

W-2Cash1099Side HustleBusiness IncomeMultiple Miscellaneous Sources
If you selected multiple miscellaneous sources, please describe below.*
Is your business registered?*

YesNo
Does your business have an EIN?*

YesNoNot Sure
Do you have a separate business bank account?*

YesNo
Do you currently have bookkeeping records for your business?*

YesNoSomeNot Sure
Do you know your current business structure?*

NoYes- LLCYes- Sole ProprietorYes- S-CorporationYes- C- CorporationYes- PartnershipNot Sure
Certain Business tax returns are prepared separately from personal returns and require an additional review before pricing and preparation.
Please acknowledge and agree:*

I understand that business tax preparation is priced separately from individual tax returns and fees are based on entity type, record condition, and compliance status.
G. Optional Credit Support
Would you like to add a round of credit repair services for $299?

YesNoI want more information
SECTION 3 — AGREEMENTS, SIGNATURES, PAYMENTS
A. Agreement & Signatures
Signature*
Are you filing a Joint Return with a spouse (if so, they must also sign and agree)?*

YesNo
Signature*
B. Secure Your Place in the Queue
Intake_Deposit_Amount
A $50 deposit fee is required to begin tax preparation. This fee is applied toward your final invoice and secures your place in the preparation queue. Some clients may qualify for a $0 start fee based on return type and refund advance eligibility.
CONGRATULATIONS! You are eligible to have your $50 intake fee waived. Before proceeding, take a screenshot, send an email to info@pspinc.org (attach the screenshot) to request your waiver code and proceed with your intake request. Just save your intake and continue later once you have the code. Thank you for choosing PSP Inc. When you return, Enter Waiver Code (if applicable).

C. Almost Done
How did you hear about us?*

Referred by a friend/family member (Please provide their name below)Social Media (Instagram/Facebook/TikTok)Repeat ClientGoogle/Web SearchOther
If referred by someone, please enter their full name so they get credit! Otherwise, put N/A in the box*
What made you choose PSP, Inc as your tax preparation firm?*
Acknowledge and agree*

I understand that tax preparation work begins once my intake and documents are submitted. Fees are earned for work performed even if I choose not to file or move forward.
SECTION 4 — SUBMISSION INSTRUCTIONS
Before You submit, please reade carefully.

Once you hit submit, you may be re-directed to a different place.

For clients that filed with PSP Inc. last tax year: You will be automatically redirected to your exsiting portal. Please log in or reset the password. Make sure that you have access. Please update your profile information and mark it complete. We will be adding your additional questions and checklist items shortly. You will also recieve a submission confirmation email that will give you the option to book your free 15 minute Kick-off call if you have additional questions or information that you would like to share.

For clients that have not filed with PSP Inc. last tax year: You will be redirected with the option to schedule your free 15 minute Kick-off call (should you have additional questions or information that you would like to share) or to head on over to our website to browse our services and get to know more about the business and Dom (the CEO).

Reminder: Hitting submit is not a guarantee of acceptance. All intakes have to be approved and you will be notified accordingly.

Okay, okay, okay, Hit submit already! We are excited to work with you!

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Premium Client Intake & Tax Engagement

SECTION 1 —CONTACT & SERVICE

Let’s Start With the Basics

SECTION 2 — TAX HISTORY & PREP READINESS SNAPSHOT

A. Your Filing History With Us

B. Your Tax Situation This Year

C. Refund & Cash Flow Expectations

D. Compliance & Documentation Check

E. Your Financial & Credit Goals

F. How You Earn Income

G. Optional Credit Support

SECTION 3 — AGREEMENTS, SIGNATURES, PAYMENTS

A. Agreement & Signatures

B. Secure Your Place in the Queue

C. Almost Done

SECTION 4 — SUBMISSION INSTRUCTIONS