Client Intake Form 2024

How would you like to receive your refund?*

Direct DepositPrepaid Debit CardCheck

Bank Information

	Name of Bank	Routing Number	Account Number
ENTER BANK DATA

DO YOU HAVE A BUSINESS? ANSWER THE QUESTION SPECIFIC TO YOUR BUSINESS ENTITY REGISTERED WITH THE SECRETARY OF STATE:*

YES (SOLE PROPRIETOR)YES (LLC)YES (S OR C CORP)YES (OTHER)NO
UPLOAD ANY PROOF OF INCOME, OUT OF POCKET EXPENSE, EIN, OR ARTICLE OF CORPORTATION PERTAINING TO YOUR BUSINESS FOR THE TAX YEAR 2024 ONLY.

Cancelof
Business Name:
Type of Business:
Example: lash tech, landscaper, hairstylist
I WAS REFERRED BY:
Tax Preparer Name*
How did you hear about us?*
I give A.R. Financial permission to use my social security number to access the Federal Offset Agency. I understand that this information is needed to process my completed return and to ensure that I do not have any previous debts with a federal agency that could reduce my 2023 income tax refund amount. I also understand that my information will not be used to access any other systems or without my knowledge. Additionally, if in the event that I am filing as a self-employed individual. I acknowledge that a W-2 will not be received from any employer. In this instance if a W-2 is received, AR Financial and A Tax Services will not be held liable for any associated penalties, audits, or fines as it relates to compliance with IRS regulations.
Signature*

Clear
Date

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Should be Empty:

Client Intake Form 2025