Client Intake Form
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  • Client Intake Form

    WELCOME TO TAX TUESDAY FINANCIAL CONSULTING

  • Thank you for allowing us to prepare your tax return. Its is important to provide ALL information requested in this form to help our qualified staff in completing your return. You will need:

    Tax Documents such as Forms W-2, 1099, 1099G, 1099K ,1098T, 1095A, previous tax return Proof of Identity Valid Photo Id, Drivers License, Social Security cards, Birth Certificate, IP PIN, ITIN

  • Consent and Agreement

    By submitting this application, I acknowledge and agree to provide my personal information, including but not limited to my full name, date of birth, social security number, current address, banking information, and any other necessary details. I understand that this information is required for verification purposes, accurate tax return preparation, and to ensure the timely processing of any refunds, credits, or payments I may be eligible to receive.

    I confirm that all the information provided is accurate and up-to-date. I further consent to the use of this information solely for the purposes outlined above and acknowledge that it will be handled with the utmost confidentiality and in compliance with applicable laws.

    By checking “I agree” and signing below, I confirm my understanding and consent.

  • I agree*
  • How did you hear about us*
  • Did you file a tax return last year?*
  • US Citizen?*
  • Legally Blind?*
  • Permanently Disabled?*
  • Are you legally married?*
  • Do you receive government assistance?*

  • PLEASE ENTER IN ALL OF YOUR INFORMATION

    • Taxpayer Information 

    • Your Driver's License or State Id * 

      Please upload one file into the areas below. Uploads will accept JPG, PNG and PDF files only. 

       

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    • YOUR SPOUSES INFORMATION, IF LEGALLY MARRIED OR PRESUMED MARRIED BY COMMON LAW STATUTE IN THE STATE YOU RESIDE IN

    • Format: (000) 000-0000.

    • Spouse Driver's License or State Id * 

      Please upload one file into the areas below. Uploads will accept JPG, PNG and PDF files only. 

       

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    • Income & Wages 
    • Check all that apply to you*
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    • Upload all Business Documents (more may be requested to validate business income/expenses)

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      including P/L Statement or 1099's received on behalf of your self-employment

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    • ANSWER THESE QUESTIONS IF YOU HAVE A BUSINESS OR SELF EMPLOYMENT INCOME

    • WHAT IS THE STRUCTURE OF YOUR BUSINESS?

    • Sole Proprietorship

    • Limited Liability Company(LLC)

    • Partnership

    • Which of the following applies to you?
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    • Due Diligence Questionarre 
    • Has the correct identification been provided?*
    • Do all names match SS cards provided?*
    • By your state definition, are you LEGALLY married?*
    • If you, did your spouse live in your home through July or until December?*
    • Do you/spouse live with someone with higher adjusted gross income?*
    • Do you/spouse receive military pay?*
    • Can someone claim you/spouse as a dependent?*
    • Are you renting a room & can provided rental agreement*
    • Do you have a dependent or qualifying child or relative?*
    • Did you/spouse provided over 50% of total support per ea, dependent?*
    • Does your dependent(s) have a valid ss?*
    • Under 19 and lived in the taxpayers home more than one-half of the year?*
    • Full-time student 19-24
    • Disabled and can provide proof?*
    • Are you claiming a relative: brother, sister, aunt, niece, nephew, grandchild, or parent?*
    • Have you ever been denied the Earn Income or Child Tax Credit*
    • Dependent/Qualifying Relative 
    • Are any dependent(s) in daycare? If yes, please upload the form that was provided to you from the daycare provider.
    • Banking Information 
    • How would you like to receive your refund*
    • IRS Identity PIN (IP PIN) 
    • Need to apply for an IP PIN?*
    • Other Services Offered 
    • Are you interested in the cash advance loan up to $7500 upon bank approval?
    • Need TAX Debt Resolution?
    • Need Credit Repair?
    • Need Business Formation or Virtual Mailbox
    • Pay Tax Prep Fee ( PAY Upfront)*

    • My Products

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          Basic/ Simple Tax Return (Out of Pocket Tax Prep Fee)

          This is the starting Tax Prep fee for Individuals  & W-2 Tax Payers filing basic tax returns. Fee's vary depending on forms used to properly complete your tax return. "ONLY Pay" this if you have consulted with your TAX Preparer.

          $599.00$599.00
            
          Business Tax Return (Self ~ Employed or 1099 Contractor Out of Pocket Tax Prep Fee)

          This is the starting prep fee for small business tax returns. Fee's vary depending on forms used to properly complete your tax return.  Please consult with your Tax Preparer about your fees.

          $699.00$699.00
            
          Debit or Credit Card

        • THE REFUND ADVANCE? (Jan 2 ~ March 1, 2026)

          Please upload one or more files into the areas below. Uploads will accept JPG, PNG and PDF files only. 

           

           

        • Client ENGAGEMENT Letter

          Thank you for choosing TAX Tuesday Financial Consulting to assist you with your requested year taxes. This letter confirms the terms of our engagement with you and outlines the nature and extent of the services we will provide.

          We will prepare your requested federal and state income tax returns. We will depend on you to provide the information we need to prepare complete and accurate returns. The law imposes penalties when taxpayers underestimate their tax liability. We may ask you to clarify some items but will not audit or otherwise verify the data you submit.

          We will perform accounting services only as needed to prepare your tax

          Accordingly, our engagement should not be relied upon to disclose errors, fraud, or other illegal acts, though it may be necessary for you to clarify some of the information you submit. We will, of course, inform you of any material errors, fraud, or other illegal acts we discover.

          I acknowledge that all information provided to TAX Tuesday Financial Consulting 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

        • 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 TAX Tuesday Financial Consulting and the preparer of any error due to incorrect information provided by me. By signing below, I authorize TAX Tuesday Financial Consulting to file my tax return.

          I acknowledge by signing this form if I and/or my spouse owes a federal/government debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to TAX Tuesday Financial Consulting 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 TAX Tuesday Financial Consulting will take legal action to collect the unpaid tax preparation fees. I also agree that client won't dispute tax preparation fees for services rendered due to IRS delays.

          Invoices are due and payable upon presentation. We will return your original records to you at the end of this engagement. You should securely store these records, along with all supporting documents, canceled checks, etc., as these items may later be needed to prove accuracy and completeness of a return. We will retain copies of your records and our work papers for your engagement for three years, after which these documents will be destroyed. Paper copies of the tax return and other documents will be available for a fee.

          Our engagement to prepare your tax returns will conclude with the delivery of the completed returns to you (if paper-filing), or your signature and our subsequent submittal of your tax return (if e-filing If you have not selected to e-file your returns with our office, you will be solely responsible to file the returns with the appropriate taxing authorities. Review all tax-return documents carefully before signing them. You agree to allow TAX Tuesday Financial Consulting to file your tax return and understand we do not give quotes to be comparable to DIY tax software. By signing this agreement your signature is now transferrable to the forms 1040, 8879, 7216, and all other applicable form in the finialized tax return from this document, for submission.

        • To affirm that this letter correctly summarizes your understanding of the arrangements for this work, you agree to allow TAX Tuesday Financial Consulting to file your tax return and not just give a quote and your signature is transferrable to the tax return from this document, please sign this letter in the space below.

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