Taxpayer Application

Taxpayer Application

Thank you for choosing our tax preparation services. Please complete the following form to provide us with the necessary information for your tax preparation.
Personal Information
Tax Preparer*
Full Name*

First NameLast Name
Email Address*
example@example.com
Social Security Number*
Date of Birth*
Select the type of identification, then upload it below*
Upload Here*

Driver License, State Issued ID, Passport, Others
Cancelof
Phone Number*
Please enter a valid phone number.
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Dependents
Are you claiming any dependents?*

YesNo
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.
Dependent Name*
Social Security Number *
Date of Birth*
Relationship*
Is this dependent a dependent of any others?*

YesNo
Dependent Name*
Social Security Number *
Date of Birth*
Relationship*
Is this dependent a dependent of any others?*

YesNo
Dependent Name*
Social Security Number *
Date of Birth*
Relationship*
Is this dependent a dependent of any others?*

YesNo

Acknowledgement & Signature
PLEASE MAKE SURE THAT YOU READ EACH STATEMENT BELOW IN ITS ENTIRETY.
THE TAX GENERAL IS NOT RESPONSIBLE FOR ANY DELAY OR LOSS OF FUNDS. DUE TO INCORRECT INFORMATION SUPPLIED BY ME, MY FINANCIAL INSTITUTION IN DEPOSITING FUNDS. IF A CHECK HAS TO BE PRINTED DUE TO AN ERROR NOT CAUSED BY THE TAX GENERAL YOU WILL PAY A $125 CHECK PRINT FEE. IF YOU'RE OUT OF STATE YOU WILL ALSO PAY A DELIVERY EXPRESS FEE.

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

*IF A TAX CONSULTATION WAS COMPLETED AND COMPLETE ESTIMATE WAS GIVEN I AGREE TO BEING INVOICED FOR $175. I ACKNOWLEDGE THAT IF THE INVOICE ISN'T PAID BY THE DUE DATE IT'LL BE SENT TO COLLECTIONS AND LEGAL ACTION WILL BE TAKEN!
Signature*

Clear
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.
Signature*

Clear
Should be Empty:

Personal Information