Tax Client Intake Form

I acknowledge that all information provided to The Maximum Tax Refund is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information provided. Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, that I am taking part in a potentially criminal penalty situation and is punishable by law including but not limited to; facing court dates, restitution and possible imprisonment. I waive The Maximum Refund and the preparer of any error due to incorrect information provided by me. By signing below, I authorize The Maximum Refund to file my tax return.

Dear Taxpayer,

Thank you for the opportunity to work with you in preparing your income tax returns.  To foster a complete understanding of our relationship, take a moment to review the following information.

We will prepare your income tax returns based solely on the information you furnish to us.  Upon completion of your tax returns we will return any original tax documents to you.  From time to time our office may retain scanned copies of your documents for our records, however you should retain all documents, cancelled checks and other data that form the basis of income and deductions and other tax return forms, schedules, elections and disclosures.  Such documents include but are not limited to, proper records to support deductions claimed for meals, entertainment, travel, business gifts, charitable contributions, and vehicle use (if applicable), as well as bank and credit card statements.  These records will be necessary to prove the accuracy and completeness of the returns to taxing authorities, should your returns be selected for examination. We recommend keeping all documents and copies of your returns for a minimum of five years after you file your tax returns or after their due date, whichever is later.

Our work in connection with the preparation of your income tax returns cannot be relied upon to disclose errors, irregularities or illegal acts, including, without limitation, fraud that may exist within the documents or figures you provide.  We will use our professional judgment in resolving questions where the tax law is unclear or where there may be conflicts between the tax authority’s interpretations of the tax law and other supportable positions.  Unless instructed by you, we will take a tax position in your favor whenever reasonable.  We cannot provide any assurance that tax positions taken will not be challenged or ensure the ultimate outcome of such a challenge.  Moreover, we cannot be responsible for issues arising from any income, expenses or other information not provided to us at the time of tax preparation or prior to the filing of your returns.