RRTP Tax Client Intake Form

Client Intake Form

Thank you for completing your Client Questionnaire. For new clients, this information is essential to get started, and for our existing clients, we kindly ask for your updated details to ensure our records remain accurate and up to date.
* Indicates required fields.
Who is your tax preparer?
Have you already filed a tax return for the 2026 tax year already?
If you would like to file any previous year tax returns please complete the form below.

If not, we're sorry, but you’re not eligible to file with us at this time. If you would like an amendment you will be required to pay a minimum payment of $350 and provide a copy of the tax return(s) you would like amended.

If neither of these option apply to you, we hope you'll consider us next tax season! In the meantime, you can still earn money by referring your family and friends. We offer $100 for each qualifying referral, and you'll be paid once their tax return is funded by the IRS.
Referred by:
If you were referred by someone, please provide their NAME and PHONE NUMBER so they can receive their referral fee.
Name

Example: Jr, IV, III ...etc.
CURRENT Address

Street Address

Street Address Line 2

CityState

Zip Code
Date of Birth

MonthDayYear
Date
SSN
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Filing Status
Head of Household Document

Please upload an utility bill, lease agreement, or other household documents to prove expenses.
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Please upload the front of your ID/DL

Please take a clear picture of it on a dark background. Please do not hold the ID, just place it flat on a table or book.
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Does any of the following apply to you?
Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?
Type of Client
IP PIN
Should be 6 digits

Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
SSN
Please upload the front of your ID/DL

Please take a clear picture of it on a dark background. Please do not hold the ID, just place it flat on a table or book.
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Current Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Occupation
Does any of the following apply?
Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?
IP PIN
Usually only 6 digits

Dependent # 1 Name

FirstLastSuffix (Jr.,III, IV..etc)
Date of Birth

MonthDayYear
Birthday
SSN
SSN#
Relationship to You
Ex: Son, Daughter, Parent, Grandparent…
Dependent # 2 Name

First NameLast NameSuffix
Date of Birth

MonthDayYear
SSN
Relationship to You
Ex: Son, Daughter, Parent, Grandparent…
Dependent # 3 Name

First NameLast NameSuffix
Date of Birth

MonthDayYear
Date
SSN
Relationship to You
Ex: Son, Daughter, Parent, Grandparent…
Do you have more than three dependents?
Please enter the dependents Name/SSN/Date of Birth & Your Relationship to the Dependent:
Please upload a copy of the dependent(s) birth certificate(s) and social security card(s) OR other document that has SSN on it.

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Do you have any expenses for child care?
Do any of your dependents have tuition expenses?

Did you purchase insurance from OR have any premium credits from the insurance company you use?
If you have Insurance through your job (1095B) or Insurance through your state (Medicaid) (1095C) You do NOT need to upload them. We only require you to upload the 1095A form.
Upload 1095A

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Business Name (if different from your name)
Business EIN (if you don't use your SSN)
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Total Expenses
Total Business Income
Select all that apply to you:

Rows	Amount
Advertising
Repair & Maintenance
Auto Expense
Supplies
Commissions
Taxes & Licenses
Contractor Labor
Travel Mileage
Depletion
Meals
Interest Mortgage
Utilities
Legal & Professional
Office Expenses
Rent or Lease

Would you like to apply for the tax advance loan of up to $9,500? (The amount you are approved for depends on the amount of your refund).

Regardless of the method you select to receive your tax refund advance, your refund will be processed the same way. Please note, this choice cannot be changed, even if your advance is not approved.

Approval rate is about 79% and the bank will look at your refund history from previous year to determine approval. 4 out of 5 of my clients are usually approved.

**DISCLAIMER: DESPITE ODDS, REFUND ADVANCES ARE NOT GUARANTEED

THE BANK CAN APPROVE YOU FOR THE AMOUNT REQUESTED, DENY YOU, OR APPROVE YOU FOR A LESSER AMOUNT**
Would you like to apply?
How would you like to receive your tax refund advance loan?
Acknowledgment

Tax Preparation Engagement & Service Agreement

This Agreement is between the undersigned Client (“Client”) and Ferguson Financial LLC d/b/a Rocket Refund Tax Pros (“Preparer”). By signing below, the Client authorizes the Preparer to prepare tax return(s) and agrees to the following terms.

1. Accuracy of Information

The Client affirms that all information provided to Ferguson Financial LLC d/b/a Rocket Refund Tax Pros is true, complete, and accurate to the best of their knowledge. The Client must retain supporting documentation for all items reported. Knowingly providing false information may constitute tax fraud and could result in fines, restitution, court proceedings, and/or imprisonment.

2. Client Responsibilities

The Client agrees to provide all income, deduction, and expense documents needed to prepare an accurate return. If additional documents or information are received after preparation begins, the Client must notify Ferguson Financial LLC d/b/a Rocket Refund Tax Pros immediately so we can update the return prior to filing.

The Client affirms that:

All income, expenses, and deduction amounts provided are accurate.
They possess written records to substantiate every item reported.
If audited by the IRS or a state tax authority, the Client must provide those records. Ferguson Financial LLC d/b/a Rocket Refund Tax Pros may advise on acceptable evidence but is not responsible for maintaining the Client’s records.

3. Limitation of Responsibility

Ferguson Financial LLC d/b/a Rocket Refund Tax Pros will prepare returns based solely on the information provided by the Client. Ferguson Financial LLC d/b/a Rocket Refund Tax Pros and its preparers are not responsible for errors, penalties, or interest resulting from incomplete, inaccurate, or false information supplied by the Client. The Client waives all claims against Ferguson Financial LLC d/b/a Rocket Refund Tax Pros and its preparers for such errors.

4. Authorization & Signatures

By signing, the Client authorizes Ferguson Financial LLC d/b/a Rocket Refund Tax Pros to prepare, sign (when authorized), and file federal and state tax returns on their behalf. The Client’s signature on this Agreement may be used where appropriate on IRS Forms 1040, 8879, 7216, and any other documents required to complete the tax return(s).

The Client also authorizes Ferguson Financial LLC d/b/a Rocket Refund Tax Pros to send service updates, appointment reminders, and related communications via text and/or email.

5. Data Privacy & Consent

By signing this Agreement, the Client:

Confirms the accuracy of the information provided.
Authorizes Ferguson Financial LLC d/b/a Rocket Refund Tax Pros to securely collect, use, and retain personal information (including government ID, Social Security Number, and banking information) necessary to prepare and file tax returns.
Acknowledges they have read and agree to the Preparer’s Terms & Conditions and Privacy Policy.
Consents to the use of their personal information solely for tax preparation, filing, verification, and compliance.

6. Fees, Invoicing & Payment

Fees for tax preparation are due upon presentation of the invoice. The Client is responsible for all fees for services rendered by Ferguson Financial LLC d/b/a Rocket Refund Tax Pros, regardless of refund delays, refund reductions, or refund issuance by check.

If the invoice remains unpaid, Ferguson Financial LLC d/b/a Rocket Refund Tax Pros reserves the right to:

(a) debit the Client’s bank account on file for the outstanding balance;

(b) assign the account to a collection agency; and/or

(c) pursue legal action to recover the debt.

The Client agrees not to dispute charges for services rendered on the basis of IRS processing delays or refund adjustments.

7. Processing Fee Acknowledgment

The Client agrees that Ferguson Financial LLC d/b/a Rocket Refund Tax Pros may charge a $75 processing fee to the bank account on file under the following conditions:

The return is rejected because the Client already filed or applied for a tax advance with another provider.
The return is completed, but the Client fails to sign within 24 hours of notification; in such case, Ferguson Financial LLC d/b/a Rocket Refund Tax Pros may assume the Client filed elsewhere and deactivate the return.

8. Amendments & Additional Fees

If an amended return is required because the Client did not provide all income documents or other required information prior to filing, the Client agrees to pay the applicable amendment preparation fee upfront before the amended return is transmitted to the IRS/state. The Client understands that no amended return will be filed until the amendment fee is paid in full, and any delay caused by nonpayment is the Client’s responsibility.

9. Record Retention

Original documents will be returned to the Client. Ferguson Financial LLC d/b/a Rocket Refund Tax Pros retains digital copies of tax returns and working papers for three (3) years, after which they will be permanently deleted. Paper copies may be requested for an additional fee.

10. Engagement Conclusion & Client Review

The engagement concludes when the completed return is delivered for paper filing or when the Client’s signature is obtained and the return is electronically filed. If the Client declines e-filing, the Client is solely responsible for timely submission to the IRS and/or state agencies. The Client agrees to review all tax documents carefully prior to signing.

11. Theft of Services, Collections & Legal Costs

Failure to pay for services rendered may constitute Theft of Services under applicable law. Ferguson Financial LLC d/b/a Rocket Refund Tax Pros reserves the right to seek payment through account debit, collections, and/or court action. The Client agrees to be liable for any reasonable attorney’s fees, court costs, and collection expenses incurred in recovering unpaid balances.

12. Applicability to Preparers, Contractors & Affiliates

The Client understands and agrees that this Agreement applies to services provided by Ferguson Financial LLC d/b/a Rocket Refund Tax Pros and its authorized preparers, contractors, and affiliates. This Agreement binds the Client regardless of which authorized preparer performs the work.

Client Acknowledgment & Signature

By signing below, I confirm that I have read, understand, and agree to the terms above. I authorize Ferguson Financial LLC d/b/a Rocket Refund Tax Pros to prepare and file my tax return(s) and to use my information as described.
Date Signed

MonthDayYear
Date
Taxpayer Signature
Spouse Signature
Date Signed

MonthDayYear
Date
Should be Empty: