• 2024 New Client Intake Form

    2024 New Client Intake Form

    We appreciate your interest in our service. This form is for new clients ONLY. Please take the time 15-20 minutes of your time to complete this form. We will be accepting new clients on October 15, 2024.
    • Taxpayer Information 
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    • Format: (000) 000-0000.
    • Spouse Information 
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    • Format: (000) 000-0000.
    • Dependents 
    • Rows
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    • Rows
    • Tax Related Questions 
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    • Expenses 
    • Please fill-up the information for year 2024 only.

    • Rows
    • BUSINESS SECTION 
    • Rows
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    • Acknowledgment & Signature 
    • I acknowledge that all information provided to Blue Signature is true and accurate to the best of my knowledge.  I understand that I am required to have any supporting documentation to validate the information provided.  Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, I am taking part in a potentially criminal penalty situation which is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment. I waive Blue Signature and the preparer, of any error due to incorrect information provided by me. By signing below, I authorize Blue Signature to file my tax return. 

      I acknowlege by signing this form, if I and/or my spouse owes a federal/governement debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to Blue Signature at the time of service. 

      • I confirmed that all information I entered here is accurate and true.

      • I allow Blue Signature to capture my sensitive data like personal ID, government ID, and other information.

      • I have read the terms and conditions and privacy policy of Blue Signature.

      • By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
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