HHFS TAX PREPARATION VIRTUAL CLIENT INTAKE FORM

  • HHFS TAX PREPARATION VIRTUAL CLIENT INTAKE FORM

    Thank you for choosing our tax preparation services. Please complete the following form to provide us with the necessary information for your tax preparation.

  • Client Information

  • Date of Birth *
     - -
  • Format: (000) 000-0000.

  • Tax Information

  • Filing Status*
  • Do you have a Business*
  • Is your Business EIN only, LLC, S-Corp,
  • Did you file 2022, 2023, and 2024 taxes ?*
  • Do you owe taxes for 2022, 2023, 2024?*
  • Do you have any outstanding taxes from 2022, 2023, or 2024?*
  • Did you pay for education expenses (tuition, books, etc)?*
  • Do you currently owe STATE taxes?*
  • Did you donate to Charity?*
  • Did you work overtime ?*
  • Are you interested in guidance or resources to help improve or repair your credit?*
  • Would you like to receive a free guide on how to remove inquiries from your credit report?*
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  • This agreement is made between Helping Hands Financial Services LLC ("the Company") and the undersigned client ("the taxpayer).

    Tax Filing Authorization
    By signing this agreement and uploading all required documentation, the Client acknowledges and agrees that Helping Hands Financial Services LLC will proceed with preparing and filing their tax return.


    Documentation Responsibility
    The Client agrees to provide accurate and complete documents necessary for tax preparation. The Company is not responsible for delays or errors caused by incomplete or inaccurate information provided by the Client. All necessary documents, such as ID, Social Security, Birth Certificate, etc., must be uploaded to the portal account to complete the return.


    Cancellation Policy
    The Client may cancel this agreement at any time prior to the filing of the tax return. However, any cancellation will incur a $150 cancellation fee. This fee is non-refundable and covers administrative and preparatory costs incurred by the Company.


    Acknowledgment

    By signing the Taxpayer Contract, you acknowledge and agree to the terms and conditions outlined within.

     “Your information is encrypted and used solely for tax preparation purposes.”

    For any tax-related questions or concerns, please use the business number. Messages sent to my personal number regarding taxes will not receive a response.

    Business number 609-804-7585

     

    WORKING HOURS

    MON -FRI     4:30pm- 9pm 

    SATURDAY    1:00pm- 9pm

    SUNDAY        By Appointments only 

     

     

  • Date*
     - -
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