JBU Tax Client Intake Form
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  • English (US)
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  • LETTER OF ENGAGEMENT

  • 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 receive additional sources of income, self-employed income, 1099k Form, and Unemployment 1099 Form.
    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.

    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.

  • Client Data Organizer

    *Required for ALL Tax Payers* Personal information
  • Tax Year*
  • Please Choose Which Forms You Want To File:*
  • Are you, the taxpayer, over the age of 65 or legally blind? (You may be entitled to extra credits)*
  • Date of Birth*
     / /
  • Format: (000) 000-0000.
  • Choose File
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  • Do you have an Identity Protection Pin issued by the IRS?*
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  • Can someone else claim you as a dependent?*
  • Are you filing an eligible spouse on your tax return?*
  • Date of Birth*
     - -
  • Format: (000) 000-0000.
  • Choose File
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  • Payment/Refund

    (Checks will be sent via mail)
  • Select below the method that you prefer to receive your refund*
  • Account Type
  • Are you interested in applying for a cash advance? (Up to $7500)*
  • Is this year your first year filing taxes with us?*
  • Did your marital status change during the year?*
  • Did you or your dependents attend a College or university or took post secondary education classes last year?*
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  • Has the student already claimed the AOTC (school credit) on 4 prior tax returns?
  • Was the student convicted of a felony for possession or distribution of a controlled substance this tax year?
  • Do you currently have an offset with the IRS (delinquent student loans, delinquent child support, tax liens etc)?*
  • Do you have any children or dependents to file?*

  • Dependents

    Should only be listed if you take care of the dependent over half of the year
  • Do your dependents have any disabilities? (You may be entitled to additional credits)*

  • *Attention*

    The IRS is requiring birth certificates now for all dependents! If you don't have the birth certificate, you can also use school records, child care records, or medical records.

    Please make sure you upload them along with

    social security cards!

  • Choose Files
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  • Date Of Birth*
     - -
  • Do you want to enter another dependent?*
  • Date Of Birth
     - -
  • Do you want to enter another dependent?
  • Date Of Birth
     - -
  • Do you want to enter another dependent?
  • Date Of Birth
     - -
  • Would you like to discuss financial planning and coverage so in the event something ever happens to you, your family is protected?*
  • Did you pay any child care expenses throughout the year ?*

  • Child and Dependent Daycare Expenses

    If the provider is a person, enter the care provider's SSN
  • Format: (000) 000-0000.
  • Do you want to enter another child care provider?*
  • Format: (000) 000-0000.

  • Tax Payer Income Verification

    Please check the income sources you received at ANY time during the tax year.
  • Types of Income
  • Additional Types of Income
  • Did you receive $600 or more from a payment platform such as cashapp, paypal, venmo, zelle, stripe, square, etc...?*

  • Upload Clear Copies of your W-2,1099, and ALL Income documents

    Attach an image of all documents that can be used to assist your tax preparer with the preparation of your tax return.
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  • Choose Files
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  • Choose Files
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  • Do you owe from previous years?*
  • Are you a homeowner?*
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  • Do you have a business that you would like to be included on your return?*
  • If Yes please tell us what type of business you are filing

  • Business Owners Data Sheet

    Schedule C Information

  • Let's maximize your refund with benefits of being a business owner! Please answer the following:

  • Business Income

    All business income received during the fiscal year

  • Business Expenses

    Complete to the best of your ability. In each field enter the approximate amount you spent in each category.
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  • Multi-Member LLC and Partnership Tax Returns

    Please answer the following for your business
  • What is your business type?*
  • When was the business formed?*
     - -
  • Have there been any changes in membership or partnership interests during the tax year?*
  • Can you provide the profit and loss statement for the tax year?*
  • Do you have a balance sheet for the tax year?*
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  • Any capital expenditures or changes in depreciation methods?*
  • Are there any eligible tax deductions you are aware of?*
  • Were there any changes in state or federal tax laws affecting the business?*
  • Have all required business taxes been paid throughout the year?*
  • Have you prepared or received Schedule K-1 forms for each member/partner?*
  • Any changes in profit or loss allocations compared to the previous year?*
  • Are there any employee benefit plans or compensation arrangements?*
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  • Future Plans

  • Corporate Tax Returns

    Please answer the following questions for your business
  • What is your business legal structure?*
  • When was the company established?*
     - -
  • Can you provide your profit and loss statement for the tax year?*
  • Do you have a balance sheet for the tax year?*
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  • Have there been any major financial changes or extraordinary transactions?*
  • Have there been any significant capital expenditures?*
  • Are there any employee benefits or compensation arrangements to consider?*
  • Have there been any changes in employment during the tax year?*
  • Were there any issues or changes related to state or federal tax laws affecting your business?*
  • Have all required business taxes been paid throughout the year?*
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  • Future Plans

  • Personal Expenses

    Check the personal expenses you paid for during the tax year and have documentation.
  • Types of Expenses
  • Additional Types of Expenses
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  • Health Insurance

    Please make sure you answer this question to the best of your knowledge to avoid your refund being DELAYED!
  • Did you and all household have health care coverage during the tax year?*
  • What type of coverage did you have?
  • Did you receive a Health Insurance Coverage Form (1095-A, 1095-B, or 1095-C)?*
  • Do you and/or your dependents have any medical bills? (this includes prescriptions, co-pays, vision and dental, etc...)*

  • Additional Questions

  • Do you pay tithes to your church or make monetary donations to charity or non profit?*
  • Do you pay for your parents living expenses including rent, mortgage, utilities, or medical bills?*
  • Have you ever been disallowed certain credits or had them reduced in previous years such as EIC or education credits?*

  • Tips to Improve Your Business for 2026


    Business Resources
    Apply for an Employer Identification Number (EIN)
    Apply online through the IRS: https://sa.www4.irs.gov/modiein/individual/index.jsp
    Form a Limited Liability Company (LLC)
    Explore LLC formation services: www.LegalZoom.com
    Open a Business Checking Account
    Simplify your finances with Wells Fargo: https://welcome.wf.com/business/checking
    Obtain Licenses and Permits
    Ensure compliance by checking with your local DMV or state licensing office.

    Acknowledgment and Terms
    By completing and submitting this form, you acknowledge and agree to the following: My tax preparer has advised me on maintaining complete and accurate records for my business income and expenses.
    I certify that all information provided on this form is true and accurate, subject to IRS review.


    Corrected Income Formula

    Income – (Monthly Total × 12) = Corrected Income
    I understand that if audited, I can provide the necessary documentation to substantiate the information provided.


    I agree to file my taxes with JBU Services & More and understand I am responsible for paying preparation fees

    Either upfront or via my refund. If my refund is intercepted by the IRS for taxes owed or other obligations, I remain responsible for paying the preparation fees.
    If I choose to file elsewhere or not to file, I am still responsible for paying the preparation fees for work completed. I authorize JBU Services & More to debit my preparation fees from my bank account on file if necessary. By signing below, I confirm that I have read, understood, and agree to these terms.

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