2024 Tax Preparation Intake Form

Taxpayer Contact Information
Social Security Number*
Taxpayer Name*

First NameLast Name
Date Of Birth*

MonthDayYear
Date
Address*
Zip Code*
City *
State*
Email*
example@example.com
Primary Phone Number*
Please enter a valid phone number.
Secondary Contact Number (must not be the same as primary phone number)*
Please enter a valid phone number.
Unexpired ID*

Cancelof
Filing Status*

SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er) with Dependent Children

Refund Advances & Transfer
The IRS has not yet announced their official open date, but we’re excited to let you know that we’ll be offering refund advances of up to $9,500 starting January 2! If you would like to apply for our refund advance be on the look out for a call, text, or email from our team to help expedite the process.

As always, we’ll keep you updated as soon as the IRS announces the official start date for tax season.

Also, be sure to follow our Tax Plug Official Facebook page! We’ll be kicking off random weekly giveaways soon, with surprise prizes exclusively for our VIP list. Don’t miss out—like and share our page and refer a friend! For every client who files and funds, you’ll receive a $50 cash referral.
Do you want to apply for the Refund Cash Advance?*

YesNo
If yes which amount?*

Up to $1,000 (No finance charge)Up to $9,500 (With a finance charge)
I want to receive my refund by*

Check (checks have $10 print fee)Prepaid CardDirect Deposit
Direct Deposit (Bank Name)
Routing Number
Account Number
Should be Empty:

VIP PRIORITY LIST