2026 Tax Client Intake Form

If you are claiming a dependent on your tax return and in order for 7eighteen Consultants to meet certain requirements set forth by the IRS, you are required to accurately and thoroughly answer all questions listed below. Your tax preparer will review each question that pertains to your situation during the preparation of your tax return.

For each expense, fill in the cost and indicate whether the expense is direct or indirect. Be sure that you do not enter any expenses you might already have listed on other parts of the worksheet.

Please re-enter bank information for confirmation. 

I acknowledge that all information provided to 7eighteen Consultants is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information provided.  Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, that I am taking part in a potentially criminal penalty situation and is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment. I waive 7eighteen Consultants and the preparer of any error due to incorrect information provided by me. By signing below, I authorize 7eighteen Consultants to file my tax return. 

I acknowlege by signing this form if I and/or my spouse owes a federal/governement debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to 7eighteen Consultants at the time of service. Also, if the federal refund amount is mailed, I/we are still responsible for the tax preparation fees stated on the invoice. If the tax preparation fees are not paid, I understand 7eighteen Consultants will take legal action to collect the unpaid tax preparation fees. 

Dear Taxpayer,

Thank you for the opportunity to work with you in preparing your income tax returns.  To foster a complete understanding of our relationship, take a moment to review the following information.

We will prepare your income tax returns based solely on the information you furnish to us.  Upon completion of your tax returns we will return any original tax documents to you. From time to time our office may retain scanned copies of your documents for our records, however you should retain all documents, cancelled checks and other data that form the basis of income and deductions and other tax return forms, schedules, elections and disclosures.  Such documents include but are not limited to, proper records to support deductions claimed for meals, entertainment, travel, business gifts, charitable contributions, and vehicle use (if applicable), as well as bank and credit card statements.  These records will be necessary to prove the accuracy and completeness of the returns to taxing authorities, should your returns be selected for examination. We recommend keeping all documents and copies of your returns for a minimum of five years after you file your tax returns or after their due date, whichever is later.

Our work in connection with the preparation of your income tax returns cannot be relied upon to disclose errors, irregularities or illegal acts, including, without limitation, fraud that may exist within the documents or figures you provide.  We will use our professional judgment in resolving questions where the tax law is unclear or where there may be conflicts between the tax authority’s interpretations of the tax law and other supportable positions. Unless instructed by you, we will take a tax position in your favor whenever reasonable.  We cannot provide any assurance that tax positions taken will not be challenged or ensure the ultimate outcome of such a challenge. Moreover, we cannot be responsible for issues arising from any income, expenses or other information not provided to us at the time of tax preparation or prior to the filing of your returns.

Please note that this engagement, and this firm’s services, include but are not limited to general and annual income tax related services. Unless specifically requested by you, and agreed upon in writing we do not provide any services related to payroll tax, sales tax, excise tax, and personal or real property tax.  Nor can we be relied upon to determine or report your compliance, or lack thereof, with any Federal, State, or Local business related laws, health care or human resources regulations, retirement plan compliance or any business, property, or professional permitting/licensing. 

If a dispute arises out of or relates to this contract or engagement letter, or the obligations of the parties therein, and if the dispute cannot be settled through negotiation, the parties agree first to try in good faith to settle the dispute by mediation administered by the American Arbitration Association under it's commercial Mediation Rules before resorting to arbitration, litigation, or some other dispute resolution procedure.

You understand that by submitting this client intake sheet you are consenting ty 7eighteen Consultants transmitting your tax return. By signing this form you agree that the bank account on file will be drafted a processing fee of $200
(1) in the event your return is rejected due to you already filing
or applying for a loan with another tax firm
(2) in the event our office completes your return and you do not sign your return within 24 hours of us notifying you that your return is ready for signature.
We will consider your return filing abandoned and that you
have filed elsewhere, and deactivate your return in our system.

***Please note that by signing this form you are affirming that you have read and understood the above-mentioned details.
You attest that you understand that this information is being provided to the IRS and state tax authorities. You attest that
you understand that this information is being provided to the IRS and state tax authorities. You attest that your tax preparer advised that any false and misleading information that you provide for incame tax filing purposes is against the law and is subject to penalties. You understand that 7eighteen Consultants is only liable for any errors and omissions on their part and responsible for any interest and penalties and not tax due
If you are in agreement with the conditions set forth above, please sign this letter in the space indicated. This letter will apply for all tax returns prepared for you by our tax preparers.
We want to express our appreciation for this opportunity to work with you.

Sincerely,

7eighteen Consultants

I, the undersigned, hereby provide my preparer or an authorized representative of 7eighteen Consultants with express written permission to contact the IRS Offset Line on my behalf regarding any potential tax refund offsets rēlated to my return for the year listed above.
I understand that by signing this consent form, I am authorizing my tax preparer to inquire about the status of my refund and to receive any necessary information pertaining to refund offsets that may apply to my account. This authorization will allow the preparer to act as my representative for the purpose of obtaining information from the IRS regarding offsets.
I understand that the preparer will only use this information to ensure that my tax return is properly processed and to assist with any issuesto my return for the year listed above.

l understand that by signing this consent form, l am authorizing my tax preparer to inquire about the status of my refund and to receive any necessary information pertaining to refund offsets that may apply to my account. This authorization will allow the preparer to act as my representative for the purpose of obtaining information from the IRS regarding offsets.
I understand that the preparer will only use this information to ensure that my tax return is properly processed and to assist in addressing any potential issues related to offsets.
This authorization is valid for the fluration of the tax preparation process.

This allows us to securely access your IRS tax records so we can verify information and catch issues early.

7eighteen Consultants tries its best to ensure that all client information is entered correctly. In the event a clerical error is discovered that causes an incorrect deposit into your account, you give 7eighteen Consultants permission to debit your account for the amount of the deposit to reverse this error.

We here at 7eighteen Consultants value the relationship we have with all of our clients. We are in the business to provide you with the absolute best service you can have! With that being said, we would like to remind you that we are providing you a service, not a refund! You as a taxpayer have the choice to pay your tax preparation fees by one of the following: cash, check, money order, credit card, or directly from your tax refund. If you choose to have the tax preparation fees taken from your refund, there are additional banking fees aside from your original tax preparation fee, in the amount of $204.00. If you opt in to have a cash advance, there are also additional fees in addition from your original tax preparation fee, plus the $204.00 banking fees, depending on the amount of the cash advance (which is up to $7,000). A copy of the fee disclosures will be given to you prior to opting in for anything.

7eighteen Consultants is not responsible in the event the taxpayer omits or provides incorrect information (i.e. social security numbers, names, dates of birth, etc.). These errors may delay your refund. 7eighteen Consultants does not control whether or not the IRS randomly selects your return for an audit, however all clients are welcome to purchase Audit Protection and we will always keep all necessary documents on file to dispute an audit on your behalf. All information obtained from the taxpayer and/or spouse must be submitted if the IRS audits your tax return. 7eighteen Consultants is not responsible for any incorrect tax figures provided by the taxpayer and/or spouse. If your tax figures change you will need to submit an amendment. 7eighteen Consultants offers amendment preparation for an
additional fee.

Please also note, that if you choose to have the tax preparation fees taken from your refund and for whatever reason If you have any overdue debts (i.e. school loans, child support, DPP, DFCS, etc....) that are scheduled to offset your refund, you will be required to pay your tax preparation fees upfront. You are able to call the IRS offset department at 1-800-304-3107 or 1-800-829-7650 to check the status of any scheduled offsets.
If you are unaware of a potential offset and your refund is completely garnished, your prep fee will be drafted from the bank account you have on file with our office.

7eighteen Consultants is not responsible for any changes the IRS or receiving bank may make on disbursement dates. 7eighteen Consultants is not responsible for any glitch issues that the IRS experiences that may cause a delay in receiving your tax refund. We DO NOT reimburse any bank fees in the event of this occurrence. your taxes are intercepted, YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES! 

7eighteen Consultants agrees to refrain from any disparagement, defamation, libel, or slander of any of the releasees, and agrees to refrain from any tortious interference with the contracts apd relationships of any of the Releasees. Client agrees to refrain from any disparaging statements about 7eighteen Consultants. Any instances of this found by 7eighteen Consultants will result in a $2500 penalty per occurrence payable by the client to 7eighteen Consultants.

Federal law requires this consent form be provided to you.  Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return.  However, federal law also prohibits us from revealing any personal or financial information to any third party.  Therefore as a matter of fact, we will never reveal your financial or personal information in any way, to anyone, unless you specifically request we do so, and provide in writing to us the specific person or persons to whom you wish that disclose to be made, which is done on a wholly separate consent form from this.  For the purposes of this consent form please note we are seeking consent only to satisfy requirements set forth by federal law so we may speak with you on the phone, send you email correspondences of any kind, send you mailings, newsletters, email reminders, holiday and occasional cards and greetings, and reminders of upcoming deadlines, etc. 

You are not required to complete this form.  If we obtain your signature on this form by conditioning our service on your consent, your consent will not be valid.  Your consent is valid for the amount of time that you specify.  If you do not specify the duration of your consent, your consent is valid for a period of three years from the date you have signed the consent.

The undersigned hereby consents to the use; by 7eighteen Consultants, its owner, employees, and staff; of any and all tax return information pertaining to:

Direct questions, inquiries or requests you make regarding your tax returns, situation, or issues.
Requests you make for copies of your documents, figures, numbers, or information.
Upon your direct request in order to connect you with another professional in another field or profession so you may gain further information on a certain topic not available or in the realm of expertise of this firm.
Notification of important tax law changes.
Notification of changes or information that will impact our engagement, such as a change of firm website address, email address, physical location, or other such contact, biographical or geographical information.
Other reasonable business purposes including but not limited to: appointment reminders, holiday mailings, birthday greetings and other informational mailings.
The tax information may not be disclosed or used by 7eighteen Consultants, its owner, employees, or staff, for any purpose other than that which is permitted by this consent document.

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484 by email at complaints@tigta.treas.gov.