ThanEnter a name for your formk you for choosing Roy’el Professional Tax Services

Thank you for choosing Roy’el Professional Tax Services for your 2024 Tax Year. We are a Nationwide Tax where you can rest assure and simply file your taxes from the safety of your home.

Our Goal is to get you the best result possible and provide you with financial services that set us apart from other preparers.
We would like to extend our gratitude to you for choosing and Trusting Roy’el Professional Services for all your Tax Needs

To get started click on the button below 👇🏾 “Start Filing” with our seamless and ez filing system. Once completed you will receive a call from one of our Tax preparers an email with instructions on downloading our Secure App to upload your documents.

If you have any questions or concerns we are a phone call away. Simply contact us at royel.professionaltaxservices@gmail.com
Taxpayer Intake

Roy'El Professional Tax Services
7216 CONSENT TO USE AND DISCLOSER OF THE TAX RETURN

Roye'El Professional Tax Services (“We”, “Us”, and “Our”) Name of tax preparer
Federal law requires this consent form to be provided to you (“you” refers to each taxpayer, if more than one). Unless authorized by law, we cannot use or disclose your tax return information for purposes other than the preparation and filing of your tax return.
You are not required to complete this form. Because our ability to disclose your tax return information to another institution affects the service(s) that we provide to you and its (their) cost, we may decline to provide you with the tax return preparation services or change the terms (including the cost) of the tax return preparation services that we provide to you. 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.
In order to process your return, we must disclose all your 2024 tax return information to National Tax Office, LLC that we partner with in order to provide certain services.
For your convenience, we have entered into agreements with a bank to provide qualifying taxpayers with the opportunity to apply for a (bank product) Refund Transfer (RT) and/or Loan via Electronic Refund Check or Electronic Refund Deposit. In order to provide you with the opportunity to apply for one of these Products or Services, we must disclose all of your 2024 tax return information to our partnered financial institution.
By signing below, you (including each of you if there is more than one taxpayer) authorize us to disclose to National Tax Office, LLC, and financial institution we partnered with all your 2024 tax return information.
By signing below, you (including each of you if there is more than one taxpayer) authorize us to use the information you provided to us during the preparation of your 2024 tax return to determine whether to present you with the opportunity to apply for a bank product (described above) and services.4
Taxpayer Full Name
Joint Taxpayer Full Name
Signature
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Taxpayer
Social Security
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Dependent of Others? Yes or No?
Spouse
Social Security
Full Name
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Filing Status
Dependents ( Full name, D.O.B., SS, Relationship)
Apply for Cash Advance
Account Number for Direct Deposit
Routing Number for Direct Deposit
Due Diligence Questionnaire
Can the taxpayer,spouse,or dependents be claim as qualifying child on any other tax return? If yes, who?
Are any of the dependents being claimed NOT your son or daughter? If yes, why aren't the parents claiming them?
Were any of the credits disallowed or reduced in a previous year? If yes, please explain.
Dependent Care
1. Name of Child
Daycare/ Provider Name and Their FEIN #
Amount Paid
2. Name of Child
Name of Daycare/Provider and Their FEIN #
Amount Paid
If more than 2 children write dependent care info below
Adult Dependants
Who is the dependent & where do they live?
Is the dependent disabled?
Why are they not filing their own return?
Schedule-C (Business Info)
Business Info
Name of Business (if any)
Business Address
Business EIN (if any)
Date Business Started
Did you materially participate in the business?
Total Sales: $
General Expenses ( Write the amount of each expense you incurred)
Advertising
Repairs & Maintenance
Supplies
Utilities
Office Expenses
Other Expenses
Total Expenses
Net Income ( income-expenses=$)
Signature
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Email or upload (on taxestogo app) all tax documents, Ids, and socials security cards after submitting form. If you have any questions, please email royel.taxprofessionalservices@gmail.com
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Taxpayer Intake