During our peak busy season, please expect a 3–5 day turnaround for entering your data and processing it.

Thank you for completing our intake package.

For new clients, this information is essential for accurate tax return filing. We ask that you submit at least your prior year's tax return (preferably two) for comparison with your upcoming filing.

For existing clients, even though we may have some of this information from previous engagements, please provide it again to ensure our records are fully accurate and up-to-date. You can note if any sections remain unchanged from last year, so you won’t need to re-enter that information. As always, our goal is to ensure IRS compliance and to help you get every dollar you deserve.

IMPORTANT: We’ve included a checklist of commonly needed documents. Feel free to save and return to this form if you need time to gather your documents. Once you’ve completed all parts of the form, click the "SUBMIT" button at the bottom to send it to us. If you close your browser before clicking "SUBMIT," your information will be lost. You will receive a confirmation email once your submission is received.

Please note that our firm will request a valid government-issued photo ID during your engagement to comply with federal and state identity theft protection regulations.

*We use industry-leading Secured Socket Layer (SSL) technology to keep your information safe. All sensitive information is securely transmitted, encrypted, and protected from compromise.

By submitting this client intake sheet, you consent to J's Speedy Tax Service 2 transmitting your tax return. By signing this form, you agree that a $200 processing fee will be drafted from the bank account on file under the following circumstances: (1) if your return is rejected due to filing or applying for a loan with another tax firm, or (2) if our office completes your return and you fail to sign it within 24 hours of being notified that it is ready for signature. In this case, we will consider the filing abandoned, assume you have filed elsewhere, and deactivate your return in our system.

Dear Valued Client,

This letter outlines the terms of our engagement and clarifies the scope of the services we will provide. To ensure clear understanding of our mutual responsibilities, we ask all clients for whom we prepare returns to confirm the following arrangements.

By signing below, you acknowledge and agree to the terms and conditions detailed in this letter.

You acknowledge that this information will be submitted to the IRS and state tax authorities. You also confirm that you understand any false or misleading information provided for tax filing purposes is illegal and subject to penalties. J's Speedy Tax Service 2 will only be liable for errors and omissions on their part, not for any taxes due, interest, or penalties.

If you agree to the conditions outlined, please sign in the space provided. This agreement will apply to all tax returns prepared for you by our team.

We appreciate the opportunity to work with you.

Sincerely,
J's Speedy Tax Service 2

**Please be aware that by signing this form, you confirm that you have read and understood the details provided above.**

Please do not attach documents for tax years other than the one you have selected. If you need to file for multiple years, complete a separate Intake form for each year.

We ask that you complete this due diligence questionnaire to
ensure you are eligible to claim at least one of several valuable tax
credits. While the questions may seem to be a little intrusive, they
are questions that we are required to ask under the due diligence
requirements of the new tax laws. We will keep your responses and
documents on file, in the event the IRS should ever ask for them.
Please complete them in as much detail as possible. Not all
questions will apply to all taxpayers. If a question does not apply to
you, please select the N/A (not applicable) option. This will ensure
you reviewed the question.

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Consent To Use

Federal law requires this consent form be provided to you (“you” refers to each taxpayer, if more than one). Unless authorized by law, we cannot use your tax return information for purposes other than the preparation and filing of your tax return without your consent. You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature. For your convenience, we have entered into an arrangement with certain companies to offer an Electronic Refund Disbursement Service and/or Loan product. To determine whether these offerings may be of interest to you, we will need to use your tax return information. If you would like us to use your tax return
information to determine whether these offerings are relevant to you while we are preparing your return, please sign and date this consent to the use of your tax return information. By signing below, you authorize us to use the information you provide to us during the preparation of your tax return to determine whether to
offer you an opportunity to apply for the Electronic Refund Disbursement Service and/or Loan product.

Consent to Disclosure of Tax Return Information

Federal law requires this consent form be provided to you (“you” refers to each taxpayer, if more than one). Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution. You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature. You have indicated that you are interested in utilizing the Electronic Refund Disbursement Service and/or Loan product from Refund Advantage. To provide you with the opportunity to apply for and/ or receive the Electronic Refund Disbursement Service and/or Loan product, we must disclose all of your tax return information to Refund Advantage. You may request a more limited disclosure of tax return information, but you will not be eligible to submit an application for the Electronic Refund Disbursement Service and/or Loan product. If you would like us to disclose your tax return information to Refund Advantage for this purpose, please sign and date your consent to the disclosure of your tax return information. By signing below, you authorize us to disclose to Refund Advantage all of your tax return information so that it can evaluate and process your application for the Electronic Refund Disbursement Service and/or Loan product. You understand that if you are not willing to authorize us to share your tax information with Refund Advantage, you will not be able to obtain the Electronic Refund Disbursement Service and/or Loan product, but you can still choose to have your tax return prepared and filed by us for a fee. If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by email at complaints@tigta.treas.gov.

Consent for Payment

J's Speedy Tax Service 2 is not liable for any delays or issues resulting from incorrect or omitted information provided by the taxpayer (e.g., social security numbers, names, dates of birth). Such errors may delay your refund. While we do not control IRS audit selections, clients have the option to purchase Audit Protection. We will retain all necessary documents to help dispute an audit on your behalf. If the IRS audits your return, all information provided by the taxpayer and/or spouse must be submitted.

We are not responsible for any errors in tax figures provided by the taxpayer and/or spouse. If your tax figures change, you will need to file an amendment, which we can prepare for an additional fee.

If you have overdue debts (e.g., school loans, child support, DPP, DFCS) that may offset your refund, you must pay your tax preparation fees upfront. You can check the status of any offsets by calling the IRS offset department at 1-800-304-3107 or 1-800-829-7650. If you are unaware of potential offsets and your refund is fully garnished, your preparation fee will be deducted from the bank account you have on file with us.

J's Speedy Tax Service 2 is not responsible for changes made by the IRS or the receiving bank regarding disbursement dates, nor for any issues experienced by the IRS that may delay your tax refund. We do not reimburse bank fees related to such occurrences.

Clerical/Banking Errors

J's Speedy Tax Service 2 strives to ensure all client information is entered accurately. If a clerical error results in an incorrect deposit into your account, you authorize J's Speedy Tax Service 2 to debit your account for the amount of the deposit to correct the error.