Tax Client Introduction Form

We're so happy you're here! We commend you for committing to starting your journey into financial wellness. Thank you for taking the time to start our intake process. Please be sure to read everything fully and carefully. Let's do this!

For our new clients, this information is critical to ensure an accurate filing of your tax returns. We request that new clients submit at least a prior year tax return (preferably two years and of most recent years), to be used as comparison for your upcoming filing.

For our existing clients, while we may have some of this information from past engagements, we kindly request you provide it again so we can make sure our records are 100% accurate and up to date. You will have the ability to notate if certain sections are unchanged from your prior year filing, and in those cases you will not need to re-enter information. IRS compliance is crucial, and for those who have worked with us before you know that we work extrememly hard to get you every dollar that you deserve.

IMPORTANT: We have included a checklist of documents that are most commonly needed. You can save and return at your leisure if you need to gather some of your documents. Please be sure you have gathered all necessary documents PRIOR to submitting this form. This is meant to add to the convenience that our tax office provides. Upon completion of ALL parts of this form, you must click the "SUBMIT" button at the bottom of the form to transmit to our office. Closing your browser before clicking "SUBMIT" will delete all info without sending it to us. You will receive a confirmation email after submission to ensure that we received your info.

Please also note that our firm will ask for a valid government-issued photo identification during your engagement to comply with federal and state identity theft protection efforts.

For this form and all forms going forward, please ensure your signature is legible, regardless of how you choose to sign (initials, name, etc).

*We use industry-leading technology Secured Socket Layer (SSL) to keep your information safe. All sensitive information is securely transmitted, encrypted, and can not be compromised.*

You understand that by submitting this client intake sheet you are consenting to Wealth Wellness Tax Solutions transmitting your tax return. By signing this form you agree that the bank account on file will be drafted a processing fee of $125, (1) in the event your return is rejected due to you already filing or applying for a loan with another tax firm, (2) in the event our office completes your return and you do not sign your return within 24 hours of us notifying you that your return is ready for signature (we will consider your return filing abandoned and that you have filed elsewhere, and deactivate your return in our system)*

Yes

Name*

Email*

example@example.com

Phone Number*

Please enter a valid phone number.

Signature*

Our Process:

Step 1: Complete the introduction form above.
Step 2: We will set up your client portal account based on the information provided in this form. Be on the lookout for an email from "notifications@smartwiz.io" asking you to verify your email within 24 hours of submitting this form. This verification is crucial, as we cannot complete the portal setup without it. Please do NOT change your account password until after we have uploaded everything.
Step 3: Complete the next form titled "ID Me". Ensure that your settings allow notifications to be sent to you from us (please note that we cannot see your ID Me username or password). Be sure to upload the screenshot and carefully read the passage at the end of the form.
Step 4: Read and sign the client engagement letter.
Step 5: Thoroughly read and complete the client intake form. Once completed and verified, we will upload all of your information, forms, and documents to your portal within 48 hours for you to review at any time. You can also track the progress of your return in the portal.
Step 6: Be on the lookout for Form 8821, which will be sent to your email within 24 hours of submitting the client intake form. You will need to sign it and email it back to us. We cannot begin your return until we receive this signed form.
Step 7: We get the job done! We will work to get you the best legal and ethical return possible. If we need any additional information, we will contact you.