• Tax Preparation Client Intake Form

  • What is your filing status?*
  • Taxpayer Information

  • Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • What is your marital status as of December?*
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  • Are you a dependent of someone else?
  • Spouse Information

  • Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
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  • Dependents

  • Enter your dependents information below:
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  • Did you, spouse, and/or dependents have health insurance within 12 months last year? If yes, who covers for it?
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  • Tax Related Questions

  • Employment Status*
  • Do you own or operate a small business?
  • Is it home based business?
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  • Did you receive a federal tax return last year?
  • Refund Options

  • Would you like to apply for a refund advance?
  • How would you like to receive your refund once it is released?
  • Due Diligence Questionnaire

  • Have the IRS ever disallowed or reduced a Child Tax Credit, Additional Child Tax Credit, or American Opportunity Credit you claimed on a previous tax return?*
  • Due Diligence Questionnaire

  • Posh Group USA is not responsible if the taxpayer provides us with incorrect information (i.e. social security numbers for self, spouse, or dependents, last names, or birth dates). This may cause a delay in your refund. Posh Group USA is not responsible for any IRS audits. All information obtained from the taxpayer and/or spouse must be presentable if the IRS audits your tax return. Posh Group USA is not responsible for any incorrect tax figures provided by the taxpayer and/or spouse. If your tax figures change you will need to do an Amendment. Prices Vary. If you have any federal or government debts (i.e. school loans, child support,etc...) there is a change your refund will be applied towards your debt. You can call the offset department at 800-304-3107 or 800-829-7650 to see if your refund will partially or fully taken. If your refund is fully taken you are responsible for paying the preparation fees. Posh Group USA provides the taxpayer with one complimentary copy of their tax return. Should you need any additional copies, there is a $15 fee per copy (federal and state included). Posh Group USA is not responsible for any discussions or changes the IRS or bank may make on disbursement dates, filing status or any other required information from the IRS. Posh Group USA is not responsible for any IRS glitch problems or IRS problems that may cause a delay in your tax refund. We DO NOT reimburse any bank fees in the event of this occurrence.

  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Acknowledgment & Signature

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

    I have allowed TNM group to capture my sensitive data like personal id, government id, social security number (SSN), and other information.

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

  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Should be Empty: