• Client Intake Form

    Please be sure to complete this form entirely. Any information not answered - can and potentially will delay your return; so please be sure all information and documents are uploaded.

    • Getting To Know You 
    • Did you file with us last year?*
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    • Are you interested in a Refund Advance?*
    • Do You Have Dependents?*
    • Would you like to add the credit repair bundle to your taxes?*
    • Do you have a small business/gig/side hustle?*
    • Do you have a profit & loss statement for your small business?*
    • How would you like to receive your refund?*
    • Taxpayer Information 
    • Date of Birth*
       - -
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    • Format: (000) 000-0000.
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    • Are You A U.S. Citizen?*
    • Spouse Information 
    • Marriage Date
       - -
    • Spouse Date of Birth
       - -
    • Is your spouse a U.S. Citizen?
    • Format: (000) 000-0000.
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    • Dependent Information 
    • Dependent #1 Date of Birth
       - -
    • Is Dependent a Full Time Student?
    • Is Dependent Disabled?
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    • Dependent #2 Date of Birth
       - -
    • Is Dependent a Full Time Student?
    • Is Dependent Disabled?
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    • Dependent #3 Date of Birth
       - -
    • Is Dependent a Full Time Student?
    • Is Dependent Disabled?
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    • Business Information 
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    • Do you have a website or is your business on social media?
    • Do you maintain separate banking accounts for personal and business transactions?

    • The information listed above is accurate and not falsifed. In the event of an audit I am able to produce and furnish any documentation needed to the IRS to claim the amounts that I have listed above. I have provided my preparer with complete and accurate information to complete my return and the information for my side gig / side business is accurate to the best of my knowledge.

    • Do you have another business you'd like to add?
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    • Do you have a website or is your business on social media?
    • Do you maintain separate banking accounts for personal and business transactions?
    • General Questionnaire 
    • Would You Like to Donate $3 to Presidential Election Fund?*
    • Will the address on your current returns be different from that shown on your prior year returns?*
    • Has the IRS, or any state or local taxing agency, notified you of changes to a prior year's tax return? If yes, provide copies of all notices or correspondence received.*
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    • Did you receive any income from any legal proceedings, cancelation of student loans, or other indebtedness during the year?*
    • Are you blind?*
    • Are you over the age of 65?*
    • Did you make any charitable contributions?*
    • Have you ever been disallowed for EITC/AOTC/CTC/ACTC?*
    • Did you receive any Government Assistance Programs such as Food Stamps, TANF, Medicaid or Medicare?*
    • Were you previously issued and Identity Protection Pin (IPPIN) by the IRS?*
    • Was your insurance through the Affordable Care Act (The Marketplace)*
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    • Did anyone in your household attend college for the selected tax year?*
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    • Income Questionnaire 
    • Did you receive employment income as an employee or contractor?*
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    • Did you receive any Unemployment Compensation?*
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    • Did you receive any Social Security Benefits?*
    • Did you have any gambling winnings or losses, including lottery, bingo and raffles?*
    • Do you have a 1098 Mortgage Interest Statement?*
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    • Referrals 

    • Referrals are not required but are definitely appreciated. 

      We do offer a referral fee for every referral you send that successfully completes the intake process.

      When their return pays out you will receive your referral fee.

    • Would you like to refer a client to us?*
    • Engagement Letter 

    • Dear {name}

      Thank you for choosing LRC FINANCIAL GROUP to assist you with the preparation and filing of your income tax return(s). This letter confirms the terms of our engagement and outlines the nature and extent of the services we will provide.

      Scope of Services
      We will prepare your federal and applicable state income tax return(s) for the tax years you have selected based on the information you provide. It is your responsibility to provide complete and accurate information, including but not limited to:

      Income statements (e.g., W-2s, 1099s, etc.)
      Deduction and credit information
      Any additional documents or records required to complete your return.
      Our work is limited to the preparation of your tax return(s) and does not include auditing or verifying the information you provide. If necessary, we will request additional documentation to ensure compliance with applicable tax laws.

      Client Responsibilities
      You are responsible for maintaining adequate records to substantiate the items reported on your tax return(s). You must review your completed tax return(s) carefully before signing to ensure accuracy and completeness. The ultimate responsibility for the accuracy of the return(s) rests with you.

      Fees and Payment
      The fee for preparing your tax return(s) will be communicated to you prior to the commencement of services. In the event that you decide to file your return elsewhere or do not sign your return within 24 hours of its completion, you will be charged a $125 disengagement fee. This fee covers the time and resources already expended in the preparation of your tax return(s).

      Payment for our services is due at the time of filing unless otherwise agreed upon in writing. Failure to remit payment may result in delays in filing your return(s).

      Confidentiality
      All information provided will be kept confidential in accordance with applicable laws and regulations. We will not disclose your information to any third party without your explicit consent, except as required by law.

      IRS Inquiries and Audits
      While we strive for accuracy, please note that the Internal Revenue Service (IRS) or state tax authorities may select your return(s) for review or audit. In the event of such an occurrence, our engagement does not include responding to inquiries, audits, or examinations unless specifically engaged to do so in a separate agreement.

      Termination of Services
      We reserve the right to terminate this engagement if the necessary information is not provided in a timely manner, if full payment is not received, or if there is a failure to adhere to the terms outlined in this letter.

      Acknowledgment and Agreement
      By signing this letter, you acknowledge that you have read, understand, and agree to the terms of our engagement. You also acknowledge that you are responsible for the information provided and for the timely signing and filing of your tax return(s).

      Please indicate your acceptance of these terms by signing and returning a copy of this letter.

      Sincerely,
      Shonda Yates
      Tax Preparer
      LRC Financial Group

    • OFFICE ONLY 

    • STOP!

      As a small business owner / gig worker / side hustle - you need to complete a P&L form. Please click this link to complete your P&L form and then return to proceed to completing your intake form.

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