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.

    • SECTION 1 —CONTACT & SERVICE

    • Let’s Start With the Basics

      This helps us personalize your experience and communicate efficiently.
    •  -
    • How do you prefer we contact you?*
    • Do you give us permission to text and email reminders, updates, promotions, and educational tips?*

    • 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?*
    • Is this your first time filing with a tax professional?*

    • B. Your Tax Situation This Year

    • Did you file a tax return for the last year (2024)?*
    • What's your biggest concern about your taxes this year? Please select all that apply.*
    • Have you had a bad tax experience before?*
    • Do you have dependents to claim this year?*

    • C. Refund & Cash Flow Expectations

    • Did you receive a refund last year?*
    • Did you owe a balance last year?*
    • Do you expect a refund this year?*
    • Are you applying for a refund advance?*
    • What do you usually use your refund for (if eligible)?*

    • D. Compliance & Documentation Check

    • Have you filed all prior required tax returns?*
    • Are you currently working with another tax preparer?*
    • Do you currently have access to your 2025 tax documents?*
    • 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.*

    • E. Your Financial & Credit Goals

    • Are you interested in:
    • Have you checked your credit in the last 30 days?*
    • Do you know your approximate credit score?*
    • Are you planning any of the following in the next 12 months?*

    • F. How You Earn Income

    • What best describes your income bracket for the 2025 tax year?*
    • What best describes your income for 2025 (please select all that apply) ?*
    • Is your business registered?*
    • Does your business have an EIN?*
    • Do you have a separate business bank account?*
    • Do you currently have bookkeeping records for your business?*
    • Do you know your current business structure?*

    • Certain Business tax returns are prepared separately from personal returns and require an additional review before pricing and preparation.

    • G. Optional Credit Support

    • Would you like to add a round of credit repair services for $299?

    • SECTION 3 — AGREEMENTS, SIGNATURES, PAYMENTS

    • A. Agreement & Signatures

    • Are you filing a Joint Return with a spouse (if so, they must also sign and agree)?*

    • B. Secure Your Place in the Queue

    • 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.

    • prevnext( X )
      USD
      Payment Details

    • C. Almost Done

    • How did you hear about us?*

    • 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!

  • Should be Empty: