New Levels Tax Client Intake Form  Logo
  • CLIENT INTAKE FORM

    PLEASE FILL OUT ALL INFORMATION APPLICABLE (If you have any Questions or Concerns please feel free to give me a call)
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  • *If any of your dependent(s) did not live with you during this filing year, please let your preparer know...

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  • IF YOU ARE CLAIMING A DEPENDENT, PLEASE ANSWER THE QUESTIONS BELOW THAT PERTAINS TO YOUR DEPENDENT RELATIONSHIP. PER THE IRS REQUEST, WE MUST PROVE THAT NOBODY ELSE IS ELIGIBLE TO CLAIM YOUR DEPENDENT BUT YOURSELF.

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  • If you are a business owner, self-employed, or a 1099-NEC independent contractor,Please also fill out the Schedule C Due Diligence Form.

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  • Signatures: By signing below you represent that everything you stated in the above area is true and correct. You respresent that you have read and understand the questions asked and conditions herein. You will acknowledge receving a completed copy of this complete application, among other things, consent the collection authorization in the above information.

    I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing New Levels Tax and Notary 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. 

    *For any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $150.00 is required! Please view your tax return, which is emailed to you (it is sent prior to submission). Any copy after the first copy is a fee of $10.00.

     ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable! NO EXCEPTIONS TO THIS!!

    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. 

    For any direct assistance please email newlevelstaxes@gmail.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 

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