CLIENT INTAKE FORM

Consent and Agreement

By submitting this application, I acknowledge and agree to provide my personal information, including but not limited to my full name, date of birth, social security number, current address, banking information, and any other necessary details. I understand that this information is required for verification purposes, accurate tax return preparation, and to ensure the timely processing of any refunds, credits, or payments I may be eligible to receive.

I confirm that all the information provided is accurate and up-to-date. I further consent to the use of this information solely for the purposes outlined above and acknowledge that it will be handled with the utmost confidentiality and in compliance with applicable laws.

By checking “I agree” and signing below, I confirm my understanding and consent.

This ACH Authorization Agreement allows Above & Beyond Professional Services, LLC to collect payments directly from your bank account through the Automated Clearing House (ACH) network. By signing this agreement, you authorize us to automatically withdraw payments for taxpreparation fees or other agreed-upon services.

Authorization for ACH Payments
You authorize Above & Beyond Professional Services, LLC to initiate ACH debit entries from the bank account listed on the intake form to collect payment for the following service:
Tax Preparation Fees: In the event of offset or delayed returns, the total fee amount shown on submitted tax return invoice will be debited.

Payment Terms
You agree that the total payment amount listed on the submitted tax return invoice will be debited from your account 30-days from when the service is completed. In the event of a delayed or offset tax refund, you agree to have the fees debited immediately from your account. 

Client Responsibility
You are responsible for ensuring that sufficient funds are available in your bank account to cover the payment. If a payment is returned due to insufficient funds, a fee of $__30__ will apply, and you may be responsible for any additional collection costs.

Revocation of Authorization
This authorization will remain in effect until the payment is completed or you submit a written notice of revocation at least  30 days prior to the scheduled payment date. To revoke this authorization, you must contact Above & Beyond Professional Services, LLC at aabeyondprofessionalservice@gmail.com.

Acknowledgment and Consent

By submitting this application, I understand and consent to providing my personal information, including but not limited to my full name, date of birth, social security number, and banking information. I acknowledge that this information is necessary for verification purposes, you grant me access to the software, and to ensure that I receive payment upon the funding of tax returns. I agree to the use of my personal information for these purposes and confirm that all information provided is accurate and up-to-date.

 

This ACH Authorization Agreement allows Above & Beyond Professional Services, LLC to collect payments directly from your bank account through the Automated Clearing House (ACH) network. By signing this agreement, you authorize us to automatically withdraw payments for taxpreparation fees or other agreed-upon services.

Authorization for ACH Payments
You authorize Above & Beyond Professional Services, LLC to initiate ACH debit entries from the bank account listed on the intake form to collect payment for the following service:
Tax Preparation Fees: In the event of offset or delayed returns,
the total fee amount shown on submitted tax return invoice will be debited.

Payment Terms
You agree that the total payment amount listed on the submitted tax return invoice will be debited from your account 30-days from when the service is completed. In the event of a delayed or offset tax refund, you agree to have the fees debited immediately from your account. 

Client Responsibility
You are responsible for ensuring that sufficient funds are available in your bank account to cover the payment. If a payment is returned due to insufficient funds, a fee of $__30__ will apply, and you may be responsible for any additional collection costs.

Revocation of Authorization
This authorization will remain in effect until the payment is completed or you submit a written notice of revocation at least  30 days prior to the scheduled payment date. To revoke this authorization, you must contact Above & Beyond Professional Services, LLC at aabeyondprofessionalservice@gmail.com.

Acknowledgment and Consent
By signing below, you acknowledge that you have read and understood this ACH Authorization Agreement and authorize Above & Beyond Professional Services, LLC to debit your bank account as described. You also confirm that the bank account information provided is accurate.