Client Tax Questionnaire

IMPORTANT: AFTER THE COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM, IT MUST BE CLICKED THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO THE OFFICE. IT SHOULD BE NOTED THAT AFTER CLICKING THE SUBMIT BUTTON, THE CONFIRMATION EMAIL WILL BE SENT. 

Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid state issued photo identification card during your engagement.

I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing JT Financial LLC 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. If the tax preparation fees are not paid, I understand JT Financial LLC will take legal action to collect the unpaid tax preparation fees.

*For any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $250.00 is required! JT Financial LLC will email you a copy of your return once it is in "accepted" status with the IRS and your state. ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable! Please utilize www.irs.gov/refunds 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 (Federal Link Below). 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. Please click this link www.irs.gov/refunds to check your federal refund status. You will need your filing status, social security number, and the total amount of the refund before fees. 

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.  However, federal law also prohibits us from revealing any personal or financial information to any third party.  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 disclose to be made, which is done on a wholly separate consent form from this.  For the purposes of this consent form please note we are seeking consent only to satisfy 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 amount of time that 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 have signed the consent. The undersigned hereby consents to the use; by JT Financial LLC its owner, 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 in order to connect you with another professional in another field or profession so you may gain further information on a certain topic not available or in 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 JT Financial LLC its owner, employees, or staff, for any purpose other than that which is permitted by this consent document.

We here at JT Financial LLC value the relationship we have with all of our clients. We are in the business to provide you with the absolute best service you can have. With saying that, we would like to remind you that we are providing you a service NOT a refund. You as a taxpayer have the choice to pay your tax preparation fees by one of the following: cash, money order, or directly from your refund*.

If you choose to have the tax preparation fees taken from your refund and for whatever reason your taxes are intercepted, YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES!  Please contact us immediately at our office for payment or payment arrangements. By signing your return you are agreeing to pay the preparation fees regardless if your refund was received or not. After 90 days from the date the refund was scheduled to arrive if no payment or payment arrangement is made, we will be forced to put your account into collections. We hope we never have to go this route, so please keep open communication with us so we can work with you!