Thank you for taking the time to complete our intake package.

For our new clients, this information is critical to ensure an accurate filing of your tax returns. We request that new clients submit at least prior year tax return (preferably two), to be used as comparison for your upcoming filing.

For our existing clients, while we may have some of this information from past engagements, we kindly request you provide it again so we can make sure our records are 100% accurate and up to date. You will have the ability to notate if certain sections are unchanged from your prior year filing, and in those cases you will not need to re-enter information. IRS compliance is crucial, and for those who have worked with us before you know that we work extrememly hard to get you every dollar that you deserve.

IMPORTANT: We have included a checklist of documents that are most commonly needed. You can save and return at your leisure if you need to gather some of your documents. This is meant to add to the convenience that our tax office provides.  Upon completion of ALL parts of this form, you must click the "SUBMIT" button at the bottom of the form to transmit to our office. Closing your browser before clicking "SUBMIT" will delete all info without sending it to us. You will receive a confirmation email after submission to ensure that we received your info.

Consent and Agreement

By submitting this application, I acknowledge and agree to provide my personal information, including but not limited to my full name, date of birth, social security number, current address, banking information, and any other necessary details. I understand that this information is required for verification purposes, accurate tax return preparation, and to ensure the timely processing of any refunds, credits, or payments I may be eligible to receive.

I confirm that all the information provided is accurate and up-to-date. I further consent to the use of this information solely for the purposes outlined above and acknowledge that it will be handled with the utmost confidentiality and in compliance with applicable laws.

By checking “I agree” and signing below, I confirm my understanding and consent.

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

***We use industry-leading technology Secured Socket Layer (SSL) to keep your information safe. All sensitive information is securely transmitted, encrypted, and can not be compromised.

Rise Financial Boutique

Info@risefinancialboutique.com

713-396-3305

Dear Valued Client,

This letter is to detail the terms of our engagement with you, and to clarify the nature and extent of the services we will provide.  To ensure an understanding of our mutual responsibilities, we ask all clients for whom returns are prepared to confirm the following arrangements. 

By providing us with your signature, you are accepting the terms and conditions specified in this letter.

***Please note that by signing this form you are affirming that you have read and understood the above-mentioned details. 

You attest that you understand that this information is being provided to the IRS and state tax authorities. You attest that your tax preparer advised that any false and misleading information that you provide for income tax filing purposes is against the law and is subject to penalties.  You understand that Rise Financial Boutique is only liable for any errors and omissions on their part and responsible for any interest and penalties and not tax due

If you are in agreement with the conditions set forth above, please sign this letter in the space indicated. This letter will apply for all tax returns prepared for you by our tax preparers. 

We want to express our appreciation for this opportunity to work with you.

Sincerely,  

Rise Financial Boutique

Do not attach documents that are not for the tax year you have selected. If you need more than one year filed, please create a separate submission for each year.

HEAD OF HOUSEHOLD  CAN ONLY BE CLAIMED BY TAXPAYERS WITH A QUALIFIED DEPENDENT AND WHO ARE.

1. Single and paying more than 1/2 the cost of keeping up a home or
2. Married but did not live with your spouse AT ANY TIME in the last 6 months of the year or
3. Divorced or LEGALLY seperated

Documents Needed (If they apply)

• LEASE,
• RENT RECEIPTS,
• MORTGAGE INTEREST STATEMENT,
• MARRIAGE LICENSE,
• DIVORCE DECREE
• UTILITY BILL FOR THE YEAR ARE FILING. 

The IRS goes by the national proverty guidline to determine the correct filing status. You can research here and also look at the chart below. https://aspe.hhs.gov/topics/poverty-economic-mobility/poverty-guidelines

Stop here please make sure your have your dependents documents before finishing this section. If not this will delay the process of filinig your taxes.

Documents needed

• Social Security Cards*
• Birth Certificates*
• School Statement with dependents and guardian listed
• Doctor Statement with dependents and guardian listed
• Lease Agreement w/ dependents listed
• Court Records
• Placement Agency Paperwork
• Form 8332 (custodial parents can use to release their right to claim a child as a dependent to the noncustodial parent)

Please make sure this information is accurate. If what you report differs from what the IRS has on file, your refund will be delayed 8-10 weeks and there is nothing our office can do to expedite processing. Attach a photo of your IRS notice or a screenshot of your Tax Record from the IRS online account.

If you have not yet set up an account using idME, please do so: https://www.irs.gov/payments/your-online-account

We ask that you complete this due diligence questionnaire to ensure you are eligible to claim at least one of several valuable tax credits.  While the questions may seem to be a little intrusive, they are questions that we are required to ask under the due diligence requirements of the new tax laws.  We will keep your responses and documents on file, in the event the IRS should ever ask for them. Please complete them in as much detail as possible. Not all questions will apply to all taxpayers. If a question does not apply to you, please select the N/A (not applicable) option. This will ensure you reviewed the question.

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. 

Consent for Payment
Rise Financial Boutique is not responsible in the event the taxpayer omits or provides incorrect information (i.e. social security numbers, names, dates of birth, etc.).  These errors may delay your refund. Rise Financial Boutique Solutions does not control whether or not the IRS randomly selects your return for an audit, however all clients are welcome to purchase Audit Protection and we will always keep all necessary documents on file to dispute an audit on your behalf.  All information obtained from the taxpayer and/or spouse must be submitted if the IRS audits your tax return. 

Processing Fee Policy for Duplicate Tax Filings
The bank account on file will be drafted a $150 processing fee if your tax return is rejected due to you already filing or applying for a tax refund loan with another tax firm. This fee is in place because you gave us permission to prepare your tax return and did not notify us to withdraw your file.
Before processing this fee, we will make three attempts to contact you via phone call, text message, and email to inform you of the issue.

Rise Financial Boutique is not responsible for any incorrect tax figures provided by the taxpayer and/or spouse.  If your tax figures change you will need to submit an amendment.  Rise Financial Boutique offers amendment preparation for an additional fee.  If you have any overdue debts (i.e. school loans, child support, DPP, DFCS, etc….) that are scheduled to offset your refund, you will be required to pay your tax preparation fees upfront.  You are able to call the IRS offset department at 1-800-304-3107 or 1-800-829-7650 to check the status of any scheduled offsets. If you are unaware of a potential offset and your refund is completely garnished, your prep fee will be drafted from the bank account you have on file with our office. 

Rise Financial Boutique is not responsible for any changes the IRS or receiving bank may make on disbursement dates.  Rise Financial Boutique  is not responsible for any glitch issues that the IRS experiences that may cause a delay in receiving your tax refund. We DO NOT reimburse any bank fees in the event of this occurrence.

Your rendering a service from Rise Financial Boutique your still responsible for any and all fees accumulated from preparing your taxes. 

                 ACH Authorization Form
I, herebyauthorize Rise Financial Boutique to initiate electronic debits to my bank account for the purpose of collecting payment for the services related to the preparation of my tax return. I understand and agree to the following terms:

Payment for Tax Preparation Services: I acknowledge that I am engaging Rise Financial Boutique for the professional service of preparing my tax return. Payment is not contingent upon the approval or funding of my tax refund.
Billing Authorization: In the event that my tax refund is not approved and funded within 30 days through a bank product with a third-party bank, I authorize Rise Financial Boutique to electronically debit my bank account for the full amount of the tax preparation fees as agreed upon. This debit will be initiated as soon as practicable after the 30-day period has lapsed.
Bank Account Information: I have provided accurate and current information regarding my bank account for the purpose of this electronic debit authorization.
Right to Revoke: I understand that I may revoke this authorization at any time by providing written notice to Rise Financial Boutique . Such revocation will not affect any fees or charges that have already been incurred.
Record Keeping:Rise Financial Boutique will retain a copy of this authorization form, and I will receive written notice of any changes in the payment amount or schedule at least 10 days prior to the initiation of any debits.
By signing below, I confirm that I have read and understand the terms of this ACH Authorization Form and agree to be bound by them.

Consent for Payment
Rise Financial Boutique is not responsible in the event the taxpayer omits or provides incorrect information (i.e. social security numbers, names, dates of birth, etc.).  These errors may delay your refund. Rise Financial Boutique Solutions does not control whether or not the IRS randomly selects your return for an audit, however all clients are welcome to purchase Audit Protection and we will always keep all necessary documents on file to dispute an audit on your behalf.  All information obtained from the taxpayer and/or spouse must be submitted if the IRS audits your tax return. 

Processing Fee Policy for Duplicate Tax Filings
The bank account on file will be drafted a $150 processing fee if your tax return is rejected due to you already filing or applying for a tax refund loan with another tax firm. This fee is in place because you gave us permission to prepare your tax return and did not notify us to withdraw your file.
Before processing this fee, we will make three attempts to contact you via phone call, text message, and email to inform you of the issue.

Rise Financial Boutique is not responsible for any incorrect tax figures provided by the taxpayer and/or spouse.  If your tax figures change you will need to submit an amendment.  Rise Financial Boutique offers amendment preparation for an additional fee.  If you have any overdue debts (i.e. school loans, child support, DPP, DFCS, etc….) that are scheduled to offset your refund, you will be required to pay your tax preparation fees upfront.  You are able to call the IRS offset department at 1-800-304-3107 or 1-800-829-7650 to check the status of any scheduled offsets. If you are unaware of a potential offset and your refund is completely garnished, your prep fee will be drafted from the bank account you have on file with our office. 

Rise Financial Boutique is not responsible for any changes the IRS or receiving bank may make on disbursement dates.  Rise Financial Boutique  is not responsible for any glitch issues that the IRS experiences that may cause a delay in receiving your tax refund. We DO NOT reimburse any bank fees in the event of this occurrence.

Your rendering a service from Rise Financial Boutique your still responsible for any and all fees accumulated from preparing your taxes. 

                 ACH Authorization Form
I, herebyauthorize Rise Financial Boutique to initiate electronic debits to my bank account for the purpose of collecting payment for the services related to the preparation of my tax return. I understand and agree to the following terms:

Payment for Tax Preparation Services: I acknowledge that I am engaging Rise Financial Boutique for the professional service of preparing my tax return. Payment is not contingent upon the approval or funding of my tax refund.
Billing Authorization: In the event that my tax refund is not approved and funded within 30 days through a bank product with a third-party bank, I authorize Rise Financial Boutique to electronically debit my bank account for the full amount of the tax preparation fees as agreed upon. This debit will be initiated as soon as practicable after the 30-day period has lapsed.
Bank Account Information: I have provided accurate and current information regarding my bank account for the purpose of this electronic debit authorization.
Right to Revoke: I understand that I may revoke this authorization at any time by providing written notice to Rise Financial Boutique . Such revocation will not affect any fees or charges that have already been incurred.
Record Keeping:Rise Financial Boutique will retain a copy of this authorization form, and I will receive written notice of any changes in the payment amount or schedule at least 10 days prior to the initiation of any debits.
By signing below, I confirm that I have read and understand the terms of this ACH Authorization Form and agree to be bound by them.