CLIENT INTAKE FORM

 

YOU MUST UPLOAD ALL OF YOUR DOCUMENTS SUCH AS ID, SS CARD, BIRTH CERTIFICATES, ETC IN ORDER TO BE APPROVED FOR THE LOAN!! No exceptions!

This form must be completely filled out in order for us to process it for the refund advance. Refund Advance are up to $6,000. In order to process this form, your 2025 taxes will be filed by our company.

**It will take 10 minutes to fill out all of these forms** 

ALL INFORMATION GIVEN IS FOR INCOME TAX PURPOSES ONLY AND WILL BE KEPT CONFIDENTIAL

Preparation of Your Tax Returns

Thank you for choosing Top Notch Tax Professionals to assist you with your taxes. This letter confirms the terms of our engagement with you and outlines 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 signing below. We will prepare your federal and applicable state and local income tax returns. This does not include the County Tax (we recommend just paying this online if you are subject to it), or county Business Personal Property Tax returns. We will depend on you to provide the information we need to prepare complete and accurate returns. We may ask you to clarify some items but will not audit or otherwise verify the data you submit. We will perform accounting services only as needed to prepare your tax return for a fee of $50. Accordingly, our engagement should not be relied upon to disclose errors, fraud, or other illegal acts, though it may be necessary for you to clarify some of the information you submit. We will, of course, inform you of any material errors, fraud, or other illegal acts we discover. In signing this letter, you are stating that you have proof of all information supplied to Top Notch Tax Professionals, including mileage logs, receipts, proof of health insurance and other records as required by law.

The law imposes penalties when taxpayers underestimate their tax liability. Should we encounter instances of unclear tax law, or of potential conflicts in the interpretation of the law, we will outline the reasonable courses of action and the risks and consequences of each. We will ultimately adopt, on your behalf, the alternative you select. Our fees are based on the forms required to prepare your return. Once we begin preparation, the minimum fee of $200 applies; your actual fee will represent the complexity of your particular return. Tax preparation fees do NOT include any additional bookkeeping that is required to complete your return. We require full payment for electronic filing of your tax return. Your fee is usually paid through bank products which is optional. We also accept Cash, Debit or Credit Cards. We will return your original records to you at the end of this engagement. You should securely store these records, along with all supporting documents, canceled checks, etc., as these items may later be needed to prove the accuracy and completeness of a return. We will retain copies of your records and our work papers for your engagement for three years, after which these documents will be destroyed. Our engagement to prepare your tax return will conclude with the delivery of the completed returns to you (if paper filing) or your signing, and the subsequent submittal, of your tax return (if e-filing Review all tax return documents carefully before signing them. You will be provided an electronic copy of your tax return. If you would like a hard copy in addition, please notify us and one will be provided at a charge of $7. If you receive any letters from the IRS or and State Department of Revenue, please contact us IMMEDIATELY. There is NEVER a charge to review correspondence that you receive on a return that we have prepared. Additional meetings, audit representation, and responding to IRS or Department of Revenue letters will be billed at current rates or you can use a third-party audit protection agency (if purchased To affirm that this letter correctly summarizes your understanding of the arrangements for this work, please sign your name in the declaration section at the end of this form. We appreciate your confidence in us.

Consent To Use

Federal law requires this consent form be provided to you (“you” refers to each taxpayer, if more than one). Unless authorized by law, we cannot use your tax return information for purposes other than the preparation and filing of your tax return without your consent. You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services 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 one year from the date of signature. For your convenience, we have entered into an arrangement with certain companies to offer an Electronic Refund Disbursement Service and/or Loan product. To determine whether these offerings may be of interest to you, we will need to use your tax return information. If you would like us to use your tax return information to determine whether these offerings are relevant to you while we are preparing your return, please sign and date this consent to the use of your tax return information. By signing below, you authorize us to use the information you provide to us during the preparation of your tax return to determine whether to offer you an opportunity to apply for the Electronic Refund Disbursement Service and/or Loan product.

Consent to Disclosure of Tax Return Information
Federal law requires this consent form be provided to you (“you” refers to each taxpayer, if more than one). 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 our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation 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 utilizing the Electronic Refund Disbursement Service and/or Loan product from Refund Advantage. To provide you with the opportunity to apply for and/ or receive the Electronic Refund Disbursement Service and/or Loan product, we must disclose all of your tax return information to Refund Advantage. You may request a more limited disclosure of tax return information, but you will not be eligible to submit an application for the Electronic Refund Disbursement Service and/or Loan product. If you would like us to disclose your tax return information to Refund Advantage 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 so that it can evaluate and process your application for the Electronic Refund Disbursement Service and/or Loan product. You understand that if you are not willing to authorize us to share your tax information with Refund Advantage, you will not be able to obtain the Electronic Refund Disbursement Service and/or Loan product, but you can still choose to have your tax return prepared and filed by us for a fee. 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 email at complaints@tigta.treas.gov. 

Personal Tax Return (no dependents):$395

Personal Tax Return (filing dependents): $ 600

Business Tax Return: $700 plus (even if you have a small business: hair braider, housekeeping, clothing boutique, etc)

Your fee amount can be more than amount shown above depending on if you decide to get:

OTHER FEES ASSOCIATED WITH TAX PREP:

PROCESSING FEE: $54.99- FOR PROCESSING OF YOUR TAX RETURN

AUDIT PROTECTION FEE: $92- HELP IN CASE YOU GET AUDIT BY THE IRS

REFUND ADVANCE: $39.99-$75.00 ADVANCE PAYMENT FEE FOR YOUR TAX REFUND

BANK (DISBURSEMENT) FEE: $39.95- FEE CHARGED FOR GETTING YOUR REFUND

Service Bureau: $50.00+ - FEE CHARGED FROM SOFTWARE

TRANSMISSION: $99

The above fees are optional. Top Notch Tax Professionals is not responsible for any additional

fees you choose to incur. No refunds or discounts will be given after tax preparation services. You have the right to decline these fees, therefore your tax return will not be processed. You must sign this form in agreement before any tax preparation work is

I declare, certify, verify and state under penalty of perjury that the foregoing is true and correct.

Documents Required For Tax Preparation:

Some of the items listed below may not pertain to you

**Top Notch Tax Professionalss will not start on OR process your tax return without the required documents. You must have all these forms with you at the time of tax preparation*

1. Valid ID or driver license (cannot be expired)

2. SS card for you & any kids you are claiming as dependents

3. Birth Certificate for each child you are claiming

4. School Registration for each child you are claiming

5. Utility Bill for current address

6. 1099 form (contract worker)

7. College for 1098-T (if you or dependent attended college)

8. Stimulus form (Notice 1444)

9. Any tax forms sent to you in the mail

10. All w2 forms or any other income statements

 

BUSINESS TAX RETURNS

1. EIN papers

2. LLC paperwork

3. All Receipts from business expenses ( I will not go off estimates or word of mouth.

There will be an additional charge of $50 if I have to calculate all of your receipts)

4. Invoices or the total amount of sales

5. Business Card

***I acknowledge that it is my sole responsibility to provide Financial Solutions with any and all tax documents including all w2's and anything listed above in order to process my return as accurately as possible. I also understand that any information I willingly or unwillingly omit is directly my responsibility. Financial Solutions is not liable for any tax information that I forget to provide. No refunds will be given or (free) amended returns will be done because of omitted information. I declare, certify, verify and state under penalty of perjury that the foregoing is true and correct to the best of my ability. ***

In the case that you are audited by either the state or federal internal revenue service, it is the responsibility of the taxpayer to provide the necessary documentation to support their business. The tax preparer is not responsible for any income or expense verification of the tax return. It is the sole responsibility of the taxpayer to keep accurate and meticulous records of their business. I, the taxpayer, understand the statement above and am fully competent in mind and body. I declare, certify, verify, and state under penalty of perjury that the foregoing is true and correct.

** These interview questions are necessary by the IRS in order to determine your eligibility for EITC, CTC, ACTC, ODC, AOTC & HOH. Please answer all of the questions honestly!**

I declare, certify, verify and state under penalty of perjury that the foregoing is true and correct.

Please upload the entire document!!!

Example: If you take a photo of a piece of paper, take a picture of the entire paper, not just a section, and zoom in. If your image is not clear, we cannot process your application.

You are submitting this form for the 2022 Tax Refund Advance. Clicking "submit" will process your application for approval of the loan. Our customer service representative will inform you via email on your approval decision.