Client Intake Form 2024

How would you like to receive your refund?*

Refund Transfer Direct DepositRefund Transfer Paper Check
PLEASE READ!!!!!!

Before you fill out your banking details please make sure you have the correct routing and account number aligned with your banking instutituion. Check it twice after entering below.

Once I submit your taxes to the IRS, I cannot change any banking details. I CAN'T switch accounts, correct any accidental numbers entered or anything once I have submitted the return. No exceptions because there is nothing I can do once it has been sent to the IRS.

Please make sure the account you will enter below is one that you are sure you want your funds to deposit into as to why I'm providing this heads up.

Chime/Prepaid Accounts are welcome and can be used if need be. Check with their customer service if you need the correct bank name, routing and accounting details for those types of accounts.

Bank Information

	Name of Bank	Routing Number	Account Number
ENTER BANK DATA

I was referred by:

First NameLast Name
Your Referral's Contact Number
Please enter a valid phone number.
How did you hear about my Tax Service?*
I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing DD Financial, LLCto prepare my taxes based on that fact. I understand that I am financially responsible for any outstanding balance due to any false information given. If there is a balance due, you must pay the tax preparation fee upfront. If for any reason you owe an entity and they take the entire refund, you are STILL responsible to pay the tax preparation fee for services rendered.
*For any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $150.00 is required!

Please view your tax return, which is emailed to you (it is sent prior to submission). Any copy after the first copy is a fee of $20.00. ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable! NO EXCEPTIONS TO THIS!!

Please utilize www.irs.gov for all federal refund tracking. Please utilze your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal, and state taxes are state when tracking your status. Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have any tracking questions.

For any direct assistance please email dunsonrdawn@gmail.com or IRS Contact 800-829-1040

Please click this link to check your federal refund status. You will need your filing status, social security number, and the total amount of the refund before fees https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp

Signing below, is you understanding and agreeing to all of the above.
Signature*

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CLIENT INTAKE FORM

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