Tax Preparation Client Intake Form

Tax Preparation Client Intake Form
Are you a new client?*

YesNo

Taxpayer Information
Taxpayer Name*

First NameLast Name
Social Security Number*
Date of Birth*

MonthDayYear
Date
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Occupation*

Spouse Information
Name

First NameLast Name
Social Security Number
Date of Birth

MonthDayYear
Date
Occupation
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Tax Information
What tax year are you filling for?
Filing Status

SingleHead of HouseholdMarried Filing SeparateMarried Filing JointQualifying Widower
What Head of Household Documentation Will You Be Providing

LeaseUtility BillMortgage Statement
Do You Have Proper Documentation For All Dependents?

YesNo

Enter your dependents here

	Name	Date of Birth	Social	Relationship
1
2
3
4
5
6

Do You Have More Dependents To Add? (if yes please add under Misc. Forms Upload)

YesNo

Bank Information
How would you like your refund?

Refund direct deposit (your personal bank)Money Card (provided by the company)paper Check
Would you like to apply for the refund advanced loan?

Interest free up $1,000With interest fee $7,000

Bank Details

	Bank Name	Routing Number	Account Number
Direct Deposit

Please Upload all files
Identification*

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Security Card*

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Head of household

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Dependent birth certificate (can upload together if more than 1)

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Dependent social (can upload together if more than 1)

Cancelof
W2

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Proof of self employment

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College Tuition Form

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Health Care Form

Cancelof
IP Pin (Form needed for tax year being filed)

Cancelof
Direct Deposit

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Misc. Form

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IRS Transcript (If you have a question please call 214-830-

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I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing The Rich Girl Brand LLC to prepare my taxes based on that fact. I understand I am financially responsible for any outstanding balance due to false information. If a balance is due, you must pay the tax preparation fee upfront. If for any reason you owe an entity and they take the entire refund, you are STILL responsible for paying the tax preparation fee for services rendered. *For any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $150.00 is required! Please view your tax return, which is emailed to you (it is sent before submission). Any copy after the first copy is a fee of $10.00. ALL FEES (bank and service fees) are found in the return and are non-refundable or negotiable! NO EXCEPTIONS TO THIS!! Please utilize www.irs.gov for all federal refund tracking. Please utilize your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal, and state taxes are state when tracking your status. Please allow 8 weeks to surpass from the date of submission before calling the IRS.

If you have any tracking questions. For any direct assistance please email therichgirlbrandllc@yahoo.com OR Contact The IRS at 800-829-1040.
Please click this link to check your federal refund status. You will need your filing status, social security number, and the total amount of the refund before fees https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp
Taxpayer Signature

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Date Signed

MonthDayYear
Date

Tax Preparation Client Intake Form

Amendment to Tax Service Agreement: Rework Fee Policy