• Client Intake Form

    Thank you for choosing Team Green Taxes! Let’s get started! Please fill out below form as completely and accurately as possible. Don’t forget to upload your documents!
    • The Basics 
    • Date of Birth*
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    • Format: (000) 000-0000.

    • Employment Status*
    • Last year’s filing status?*
    • On December 31st of the tax year being filed, you were….*
    • Do you have dependents?
    • Spouse Information (If married, or married and separated, but not legally divorced) 
    • Date of Birth*
       - -
    • Format: (000) 000-0000.
    • Residence
    • Employment Status*
    • Dependents 
    • Do you pay child care/tuition expenses for your dependent(s)?
    • Has the IRS ever told you that you were disallowed from claiming EIC(Earned income credit) or that you would need to file form 8862?
    • About Your Taxes 
    • Are you, or anyone else this return, legally blind?*
    • Are you, or anyone on this return a full-time student?*
    • Are you, or anyone on this return, totally and permanently disabled?*
    • Do you need to file a state return as well?*
    • Do you, or anyone on this return, have an IP (Identity protection) pin issued by the IRS?*
    • Do you (or your spouse, if applicable) owe child support, delinquent student loans, IRS, or any other federal debts that might reduce your refund?*
    • Do you need to file any previous years (Multi-year discount available!) ?
    • Did you receive a federal tax refund last year?
    • Did anyone on this return have Marketplace/ Healthcare.gov insurance/ tax credits in the tax year being filed? (If so, please upload 1095-A)
    • Are you contributing to a 401k, or or other pre-tax account?
    • Do any of the following apply to your tax situation?
    • Refund Options 
    • How would you like to receive your refund(if applicable)?
    • Banking Information 
    • Acknowledgment & Signature 

    • 7216 CONSENT TO USE AND DISCLOSURE OF THE TAX RETURN
      Name of tax preparer: THE TAX LADY FINANCIAL SERVICES LLC

      Federal law requires this consent form to be provided to you (“you” refers to each taxpayer, if more than one). Unless authorized by law, we cannot use or disclose your tax return information for purposes other than the preparation and filing of your tax return.

      You are not required to complete this form. Because our ability to disclose your tax return information to another institution affects the service(s) that we provide to you and its (their) cost, we may decline to provideyou with the tax return preparation services or change the terms (including the cost) of the tax return preparation services that we provide to you.

      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 one year.

      For your convenience, we have entered into agreements with a bank to provide qualifying taxpayers with the opportunity to apply for a (bank product) Refund Transfer (RT) and/or Loan via Electronic Refund Checkor Electronic Refund Deposit. In order to provide you with the opportunity to apply for one of these Products
      or Services, we must disclose all of your tax return information to our partnered financial institution.

      By signing below, you (including each of you if there is more than one taxpayer) authorize us to disclose tofinancial institution we partnered with all your tax return information.

      By signing below, you (including each of you if there is more than one taxpayer) authorize us to use the information you provided to us during the preparation of your tax return to determine whether to present you with the opportunity to apply for a bank product (described above) and services.

      • I confirmed that all information I entered here is accurate and true.

      • I allow The Tax Lady Financial Services LLC to capture my sensitive data like personal id, government id, social security number (SSN), and other information.

      • I have read the terms and conditions and privacy policy of The Tax Lady Financial Services LLC

      By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

    • Date Signed*
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    • Date Signed
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    • Should be Empty: