Refund Readiness Form 
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  • Refund Readiness Form

    From paperwork to payout- Let’s get you ready!

  • Incentive Program

    Here's what you receive for being our client! Thursdays we will pull names and if your name is selected you'll receive the incentive you selected here!
  • Choose one from the available options:*

  • Taxpayer Information

    Please complete all required fields. If a question does not apply to you, enter ‘N/A'.
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  • Date of Birth*
     - -
  • Format: (000) 000-0000.
  • Preferred method of contact*
  • Best time to contact you*
  • Filing Status*
  • What tax year are you filing?
  • Did you file with us last year?*
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  • Did you file taxes in 2024 and 2023?*
  • Are you a U.S Citizen or a Green Card holder?*
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    • Annual Engagement Form 

    • Annual Engagement Form

    • OUR RESPONSIBILITIES
      Our work (whether consultation, tax return, tax plan or related product) is based on data you provide.

      • We are not responsible to audit or verify the data that you give to us.
      • We may ask for clarification of your data or additional information.
      • We are not responsible to discover fraud or other irregularities, should any exist.
      • We will work to find all the credits and deductions you are legally entitled to.


      YOUR RESPONSIBILITIES

      • To provide all the information required for a complete and accurate finished product.
      • To provide this information in a timely manner.
      • To retain, with the completed work, all the documents, cancelled checks and other data that form the basis of income and deductions since you may later have to provide them to a taxing authority.
      • To carefully review all work completed by our office before you sign. You have the final responsibility for anything submitted to a taxing authority.
      • You are responsible not to commit fraud.
      • You are responsible to let us know if you recieve additional sources of income, self-employed income, 1099K Form, Unemployment, and any other 1099 forms.

      PENALTIES, EXAMINATIONS, AND NOTICES
      The IRS and state taxing authorities impose penalties for certain offenses, including understatement of income, filing after the deadline, underpaying estimated taxes, or under withholding taxes (If you would like more information, please contact us.) They can also select any return for examination.

      PRIVACY POLICY
      Tax preparers are bound by professional standards of confidentiality. Therefore, we have always protected your right to privacy. For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law, and as is necessary to properly provide our services to you.

      Types of Nonpublic Personal Information We Collect. We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

      Parties to Whom We Disclose Information. We make available information to our employees and to nonaffiliated third parties who need to know that information to assist us in providing services to you. In all such situations, we require a contractual agreement that includes procedural safeguards that protect the confidential nature of the information being shared.

      Protecting the Confidentiality and Security of Current and Former Client Information.
      We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

      OUR FEES
      We invoice for time spent, depending on schedules and forms completed and out-of-pocket expenses incurred. Our rates vary depending on the nature of the work performed. We may invoice for partially completed work that is placed on extension or remains undone.  

      FEE BREAKDOWN 

      Tax Preparation Fee Breakdown

      Our listed fees represent the starting price for tax preparation services. Final pricing may increase depending on the complexity of the return, additional schedules, credits, business income, or other required forms. We also apply pricing on a per-form basis when applicable.

      Please note that the tax preparation software we utilize charges processing fees, and additional fees may be assessed by the bank if you choose to have preparation fees deducted directly from your refund.

      All fees will be discussed and disclosed prior to filing to ensure full transparency.

      • Standard W2 starting price $400 
      • Schedule C, 1099-Nec, !099-Misc, and 1099-K starting price $750
      • E-file $50-$100
      • Service Bureau $99
      • Document prep $75
      • Bank Fee $39.95-$44.95
      • Transmitter Fee $142-$160

      TAX DOCUMENTS
      All clients are provided a copy of their tax documents at the conclusion of their tax preparation, if return is e-filed to the IRS. Tax documents are issued via email or in office only. In order to provide you with a copy of your tax documents, tax return must be e-filed and submitted to the IRS. Any additional copies of your e-filed tax documents are $50 per year.

      *A retainer will be required when working on ALL tax returns and before undertaking projects for new clients.

      ARBITRATION
      If a dispute arises out of or relates to this contract or engagement letter, or the obligations of the parties therein, and if the dispute cannot be settled through negotiation, the parties agree first to try in good faith to settle the dispute by mediation administered by the American Arbitration Association under its commercial Mediation Rules before resorting to arbitration, litigation, or some other dispute resolution procedure.

      AGREEMENT
      The foregoing is in accordance with my (our) understanding of your engagement to provide tax and financial services and you are hereby advised that each item of revenue or expense can be substantiated by receipts, cancelled checks, or other documents. This information is true, correct, and complete to the best of my (our) knowledge. Further, it is my (our) understanding that these terms will continue to be in force for the succeeding years of our engagement.

    • Date*
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    • Date*
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    • Tax Related Questions 

    • Tax Related Questions

    • Do you have an IRS IdMe account and can you access it?*
    • Do you or any of your dependents require an Identity Pin?*
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    • Do you or you dependent(s) have tuition expenses? If so, did you receive a 1098-T form?*
    • Do you have any expenses for Child Care?*
    • Do you owe money in child support? Do you owe the IRS or State taxes?*
    • Are you the taxpayer considered disabled?*
    • Did you payout any medical expenses?*
    • Do you have Marketplace Insurance 1095-A?*
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    • Did you have any credits disallowed or reduced in a prior year?*
    • Did you recently purchase a home?*
    • Do you owe back taxes?*
    • Did you receive unemployment benefits?*
    • Did you pay property taxes?*
    • Do you have documents that shows you paid property taxes?*
    • Did you receive any distributions from this account(s)or any other account during the tax filing year?*
    • Are you contributing to 401K or other pre-tax accounts?*
    • Any prior identity theft or fraud issues?*
    • Have you ever been audited?*
    • Did you purchase a vehicle in 2025?*
    • Income  

    • Income Sources

    • Income Sources (check all that apply)*
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    • Self-Employment / Small Business

      Please complete all required fields. Include the dollar amount that you spent in each box. If a question does not apply to you, enter N/A.
    • Do you own a business or are you self-employed?*
    • Did you keep records or receipts?*
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    • Dependent Information 

    • Dependent Information

      Please complete all required fields. If a question does not apply to you enter ‘N/A'.
    • Are you claiming any dependents?*

    • IF YOU'RE CLAIMING A DEPENDENT ANSWER THE FOLLOWING QUESTIONS BELOW. THESE QUESTIONS WILL PERTAIN TO YOUR RELATIONSHIP TO THE DEPENDENT AND THAT NO ONE ELSE IS ELIGIBLE TO CLAIM THAT DEPENDENT. 

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    • Is this dependent a dependent of any others?*
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    • Is this dependent a dependent of any others?*
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    • Is this dependent a dependent of any others?*
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    • Spouse Information 

    • Spouse Information

      This section only applies if you're filing MFJ or MFS
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    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Date of Death
       - -
    • Are you a full time student?*
    • Are you totally and permanently disabled?*
    • Are you legally blind?*
    • Is this individual dependent of other?*
    • Credits & Life Changes 

    • Credits & Life Changes

      This section helps maximize your refunds:
    • Check all that apply*
    • Are you interested in Credit Repair?*
    • Are you interested in Life Insurance?*
    • Do you want year-round tax support?*
    • Disbursement Method 

    • Disbursement Method

      Please select how you would like to receive your refund. If a question does not apply to you, enter ‘N/A'.
    • Would you like to apply for a refund advance up to $7500?*
    • How would you like to receive your refund?*

    • If Direct Deposit is selected:

    • If Paper Check is selected:

    • If Prepaid Card is selected:

      Prepaid card details will be provided separately.
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  • THE TAX GENERAL IS NOT RESPONSIBLE FOR ANY DELAY OR LOSS OF FUNDS.

    IN THE EVENT THAT FUNDS CANNOT BE DEPOSITED DUE TO INCORRECT INFORMATION PROVIDED BY THE CLIENT OR THE CLIENT’S FINANCIAL INSTITUTION, OR AS A RESULT OF AN ERROR MADE BY THE FINANCIAL INSTITUTION, A PAPER CHECK MAY BE REQUIRED. IF A CHECK MUST BE ISSUED FOR REASONS NOT CAUSED BY THE TAX GENERAL, A $125 CHECK PRINTING FEE WILL APPLY. CLIENTS LOCATED OUT OF STATE WILL ALSO BE RESPONSIBLE FOR AN EXPRESS DELIVERY FEE.

    I WILL RECEIVE A COMPLETE COPY OF MY TAX RETURN. I UNDERSTAND THAT ANY ADDITIONAL COPIES WILL BE $50.

    *IF A TAX CONSULTATION HAS BEEN COMPLETED AND A FULL ESTIMATE HAS BEEN PROVIDED, AND YOU CHOOSE NOT TO PROCEED WITH SERVICES, YOU AGREE TO BE INVOICED A $175 CONSULTATION FEE. YOU ACKNOWLEDGE THAT IF THE INVOICE IS NOT PAID BY THE DUE DATE, IT WILL BE SENT TO COLLECTIONS AND LEGAL ACTION WILL BE PURSUED*

    AGREEMENT I HEREBY AUTHORIZE THE TAX GENERAL; TO PREPARE AND FILE MY FEDERAL AND/OR STATE INCOME TAX RETURN. I UNDERSTAND THAT BY SIGNING AND SUBMITTING THE APPLICATION, I AM SUBMITTING TO THE PROCESS OF TAX PREPARATION BY THE TAX GENERAL. I ALSO AUTHORIZE THE TAX GENERAL TO DEDUCT PREPARATION FEES AND ALL OTHER ASSOCIATED FEES FROM MY TAX REFUND AS PAYMENT FOR SERVICES RENDERED. 

    BY SIGNING THIS APPLICATION, I ACKNOWLEDGE THAT THE INFORMATION PROVIDED IS TRUE AND FACTUAL. I BEAR THE SOLE RESPONSIBILITY TO PROVIDE ALL SUPPORTING DOCUMENTS. 

  • Please carefully review the information you have provided on this form. By checking the boxes below, you confirm that the information you have provided is true, accurate, and complete to the best of your knowledge, and that you have read and understood the statements provided below.*
  • Date*
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  • Date*
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