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.

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.

You understand that by submitting this client intake sheet you are consenting to Budgets 2 Goals Tax Services transmitting your tax return. By signing this form you agree!

Kindly be aware that your signature on this form signifies your acknowledgment and comprehension of the aforementioned information.

You confirm your understanding that this information will be shared with the IRS and state tax authorities. You also acknowledge that your tax preparer has advised you that providing false or misleading information for income tax filing purposes is unlawful and may result in penalties.

It's important to recognize that Budgets 2 Goals holds responsibility solely for errors and omissions on their part, as well as any associated interest and penalties, but not for the actual tax amount due.

If you agree to the conditions outlined above, please sign this letter in the designated space. This letter will be applicable to all tax returns prepared for you by our tax preparers.

We would like to express our gratitude for the opportunity to serve you.

Warm regards,

Budgets 2 Goals

                      Taxpayer Information

If you do not have a bank account for direct deposit, it might be beneficial for you to setup an account with Go2Bank. It takes 2 minutes to apply. You get an immediate decision, and you can get paid up to 2 days early! You also get $50 for signing up if you have a qualifying direct deposit within 45 days of opening!

https://share.go2bank.com/s2uvy

Since you have opted to have fees withheld from your refund, the refund bank requires bank verification responses. Please select the bank verification information that you would like to have submitted. Also, please review bank product fees below. These fees are for the refund bank transmission and service bureau. They are not included in your quoted tax preparation fees.

Service Bureau Fee: $40.00

Transmission and Tech Fee: $59.00

Document Prep Fee: $15.00

E-File Fee: $25.00

Bank Fee: $39.95

Audit Protection (Optional for Non-Schedule C filers, Mandatory with ALL Schedule C): $72.00

As a token of our appreciation, we would like to offer our clients the opportunity to select one destination of their choice as a vacation incentive. You are only responsible for the taxes/fees on the hotel accommodations, and the rest of the cost of your accommodations is covered! 

The available destinations (along with tax/fee costs) are:

*Please note, this offer is for accommodations/lodging only, and does not include flight costs.

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. 

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.

For any direct assistance please email Support@Budgets2Goals.com

IRS Contact 800-829-1040

Please click this link to check your federal refund status. You will need your filing status, social security number, and the total amount of the refund before fees

https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp 

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
Budgets 2 Goals Tax Services 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. Budgets 2 Goals Tax Services 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. 

Budgets 2 Goals Tax Services 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. Budgets 2 Goals Tax Services 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. 

Budgets 2 Goals Tax Services is not responsible for any changes the IRS or receiving bank may make on disbursement dates.  Budgets 2 Goals Tax Services 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.