Client Registration Form - Tax Season 2026 (2025 year)

IMPORTANT:  UPON COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO OUR OFFICE.  CLOSING YOUR BROWSER BEFORE CLICKING THE "SUBMIT" BUTTON WILL DELETE ALL INFO WITHOUT SENDING TO US.  IT SHOULD BE NOTED THAT UPON CLICKING THE SUBMIT BUTTON YOU WILL GET A CONFIRMATION EMAIL THAT WE RECEIVED YOUR INFO.

Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid state issued photo identification card during your engagement.

***The page is highly secure. We use industry-leading technology Secured Socket Layer (SSL) to keep your information safe. All sensitive information are securely transmitted and can not be compromised***

This questionnaire may take you up to 20 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form.

ENTER YOUR SPOUSE'S INFORMATION ONLY IF YOU ARE FILING A MARRIED FILING JOINT OR MARRIED FILING SEPARATE TAX RETURN.

I acknowledge that all information provided in this form and to The Refund Group or any affiliated company 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 The Refund Group, any affiliated company, the ERO, and the preparer of any error due to incorrect information provided by me.  By signing below, I authorize The Refund Group or any affiliated company 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 The Refund Group 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 The Refund Group will take legal action to collect the unpaid tax preparation fees. 

A Division of The Refund Society

CONSENT TO USE TAX RETURN INFORMATION

Required by Federal Law – 2025 Tax Season

Federal law requires that this consent form be provided to you. Unless authorized by law, we may not use your tax return information for purposes other than the preparation and filing of your tax returns without your consent.

 

Federal law also strictly prohibits us from disclosing your personal or financial information to any third party without your explicit written authorization. As a matter of policy, The Refund Group and its affiliated companies do not sell, share, or disclose client information. Your information will never be released to any third party unless you specifically request such disclosure and provide written authorization on a separate consent form identifying the individual or entity to whom disclosure is permitted.

  

Purpose of This Consent

This consent is requested solely to comply with federal requirements and to allow us to communicate with you regarding matters related to your tax services. This includes, but is not limited to:

 
• Speaking with you by phone

• Sending emails or electronic correspondence

• Mailing documents, reminders, or notices

• Sending newsletters, tax updates, holiday or greeting cards

• Providing reminders of upcoming deadlines or appointments

 
You are not required to complete this form. However, if you choose to sign this consent and our services are conditioned upon receiving it, the consent will be considered valid. 

Duration of Consent

Your consent is valid for the period you specify below. If no duration is specified, your consent will remain valid for three (3) years from the date signed. 

Consent Authorization

The undersigned hereby authorizes The Refund Group, any affiliated companies, its owner, employees, and staff to use tax return information solely for the following purposes:

 
• Responding to questions, inquiries, or requests you make regarding your tax return, tax situation, or related issues

• Providing copies of tax documents, figures, or records at your request

• Facilitating referrals, only upon your direct request, to other professionals outside our firm

• Notifying you of significant tax law changes or updates

• Communicating changes that may impact our engagement, including updates to firm contact information, website, or office location

• Other reasonable business purposes such as appointment reminders, informational notices, holiday mailings, or greetings

Your tax return information may not be used or disclosed for any purpose other than those specifically authorized by this consent.

 

Your Rights 

If you believe your tax return information has been used or disclosed improperly or without authorization, you may file a complaint with the Treasury Inspector General for Tax Administration (TIGTA):

 

Phone: 1 800 366 4484

Email: complaints@tigta.treas.gov 

 

Acknowledgment and Consent

By signing below, you acknowledge that you have read, understand, and voluntarily consent to the use of your tax return information as outlined above.

 

CLIENT PAYMENT & REFUND DISCLOSURE – 2025 TAX SEASON 

At The Refund Group and our affiliated companies, we value the relationships we build with our clients and are committed to providing exceptional service throughout the tax preparation process.

Please be advised that we provide tax preparation services, not refunds. Refund amounts are determined solely by the taxing authorities based on the information reported on your tax return.

 

Accepted Payment Methods

Tax preparation fees may be paid using one of the following methods:

• Cash

• Check

• Money order

• Credit or debit card

• Deducted directly from your tax refund* 

Important Refund Fee Disclosure

If you elect to have your tax preparation fees deducted from your refund and your refund is delayed, reduced, offset, intercepted, or not received for any reason, you remain fully responsible for the payment of all tax preparation fees.

 
If an interception or offset occurs, you must contact our office immediately to arrange payment. In most cases, we may offer a discounted out of pocket rate when refunds are intercepted; eligibility is determined on a case by case basis and is not guaranteed.

By signing your tax return and related authorization documents, you acknowledge and agree that tax preparation fees are owed regardless of whether your refund is received.

Collections & Payment Enforcement

If payment or a payment arrangement is not made within 90 days of the date your refund was scheduled to be issued, your account may be referred to collections and or debited from the bank account on file, in accordance with applicable laws and authorizations.

 

Our goal is to never reach this point. We strongly encourage open communication so we can work together to resolve any payment concerns in a timely and professional manner.

By signing below, you acknowledge that you have read, understand, and agree to the terms outlined in this payment and refund disclosure.

Dear Taxpayer,

 

Thank you for the opportunity to assist you with the preparation of your 2025 income tax returns. To ensure a clear understanding of our professional relationship, please review the following engagement terms carefully. 

Scope of Services

The Refund Society will prepare your federal and applicable state income tax returns based solely on the information and documentation you provide to us. Upon completion, original documents will be returned to you. Our office may retain scanned or electronic copies of certain documents for recordkeeping purposes.

 You are responsible for maintaining all records that support income, deductions, credits, elections, and disclosures reported on your tax returns. This includes, but is not limited to, documentation for meals, travel, entertainment, business expenses, gifts, charitable contributions, vehicle usage, bank statements, and credit card statements. These records are necessary should your returns be examined by any taxing authority. We recommend retaining all tax records and copies of filed returns for a minimum of five years after the filing date or due date, whichever is later.

 

 

 

Reliance on Client Information

Our services cannot be relied upon to detect errors, irregularities, or illegal acts, including fraud, that may exist within the information you provide. We will use professional judgment in resolving matters where tax law is unclear or subject to interpretation. Unless you instruct otherwise, we will take positions favorable to you when reasonable and supportable. However, we cannot guarantee that any tax position will not be challenged or that a particular outcome will result.

 We are not responsible for consequences arising from incomplete, inaccurate, or omitted information not provided to us prior to filing.

 

 

 

Services Not Included

Unless specifically requested and agreed to in writing, our engagement does not include services related to payroll taxes, sales tax, excise tax, property taxes, business licensing or permitting, compliance with federal, state, or local business regulations, employment law, healthcare requirements, retirement plan compliance, or other non income tax matters.

 

 

Fees and Payment Terms

Fees are based on a per form structure and the time required by our professional staff, including applicable administrative and processing costs. Payment in full is due upon completion of your tax return. It is our policy not to release tax returns, schedules, reports, or related materials until payment has been received in full.

 If collection action becomes necessary, you may be responsible for all costs incurred to collect outstanding balances, including legal fees. While we strive to provide fee estimates in advance, actual fees may vary depending on complexity. You will be notified if significant changes occur.

 

 

 

Review and Authorization

After your returns are completed and payment is received, you will be provided with copies of your tax returns, e file authorization forms, and any applicable payment vouchers. You are responsible for reviewing all documents carefully. If corrections are needed, notify us immediately.

 Signed authorization is required before any return can be electronically filed. If electronic filing is unavailable, paper copies will be provided for your signature and mailing.

 

 

 

Termination of Engagement

 By signing this engagement letter, you agree to compensate The Refund Society for services requested. If you terminate this engagement before completion, you agree to pay for all time spent, out of pocket expenses, and services already rendered, including consultations, advisory services, correspondence, or representation work.

 

 

 

Tax Authority Correspondence

Included in your tax preparation fee is up to 120 minutes per tax year of correspondence assistance related to returns prepared by our firm. This includes reviewing notices and advising you on next steps. Additional time beyond 120 minutes will be billed at $100 per hour, or any portion thereof.

 
A $50 handling fee applies to correspondence assistance unless the matter resulted from an error by our firm, in which case no charge will apply. Audit or examination representation is not included in tax preparation fees and requires a separate written agreement.

 

 

 

Privacy and Identity Protection

We take your privacy seriously and safeguard your personal information in accordance with applicable regulations. Your information will never be sold or disclosed outside the firm. Limited internal use may occur for non tax related communications such as newsletters or holiday greetings.

To help prevent identity theft and ensure accurate filings, we may request verification documents including government issued identification, Social Security cards, birth certificates, or immigration documents. These documents will be protected in accordance with our security policies.

 

 

 

Agreement

By signing below and providing your tax information, you acknowledge that you have read, understand, and agree to the terms of this engagement letter.

 
We appreciate your trust and look forward to serving you.

Warm Regards,

The Refund Society