TNT Services Client Intake Form

First NameLast NameSuffix

Please enter a valid phone number.

First NameLast NameSuffix

Please enter a valid phone number.

NO P O BOX/ PHYSICAL ADDRESS ONLY

Street Address Line 2

CityState / Province

Postal / Zip Code

LeaseUtility BillMortgage Statement

First NameLast NameSuffix

IF YOU ARE CLAIMING A DEPENDENT, PLEASE ANSWER THE QUESTIONS BELOW THAT PERTAINS TO YOUR DEPENDENT RELATIONSHIP. PER THE IRS REQUEST, WE MUST PROVE THAT NOBODY ELSE IS ELIGIBLE TO CLAIM YOUR DEPENDENT BUT YOURSELF.

Refund Transfer Direct DepositRefund Transfer Debit CardRefund Transfer Paper Check

I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing Tishs's Tax N Travel Services to prepare my taxes based on that fact. I understand that I am financially responsible for any outstanding balance due to any false information given.

If there is a balance due, you must pay the tax preparation fee upfront. If for any reason you owe an entity and they take the entire refund, you are STILL responsible to pay the tax preparation fee for services rendered.

ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable! NO EXCEPTIONS TO THIS!!

Please utilize www.irs.gov for all federal refund tracking. Please utilze your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal, and state taxes are state when tracking your status. Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have any tracking questions.

IRS Contact 800-829-1040

	Name of Bank	Routing Number	Account Number
ENTER BANK DATA

TAX CLIENT INTAKE FORM