Tax Preparation Client Intake Form

Tax Preparation Client Intake Form

***48hr turnaround time*** 2026
Referred By:
Filing Status*
Applying For Advance?*
***Advances are not free there is a fee of $80 pre seson (JAN 2 - Opening of the IRS. After the IRS open the fee goes down to $40) These fees can be deducted from your refund. Friendly Reminder if you OWE you do not qualify for the advance and will need to pay your prep fee upfront.

Cut TheCheck TaxPros do not control the amount you may be approved for, that is up to the bank's discretion. Whatever amount you are approved for will be deducted from your refund from whichever deposits first federal or state.

Enter your dependents here

Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?*

- I confirmed that all information I entered here is accurate and true.
- I allow Cut TheCheck TaxPros to capture my sensitive data like personal id, government id, and other information.
- I have read the terms and conditions and privacy policy of Cut TheCheck TaxPros.
- By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Date Signed*

MonthDayYear
Date
Taxpayer Signature*
Date Signed

MonthDayYear
Date
Spouse Signature
Should be Empty: