2024 Client Intake Form

2024 Client Intake Form
Referred By $$$
Preferred Tax Preparer
Client Name*

First NameLast Name
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Date of Birth *

MonthDayYear
Date
Social Security Number (Or ITIN)*
***-**-****
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Driver's License/State ID AND Social Security Card*

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Filing Status*

SingleHead of Household (must furnish over half of the cost of maintaining the household for you and a dependent)Marrfied Filing JointlyMarried Filing SeparatelyQualifying Surviving Spouse
Income
What type of income did you receive in the last tax year?

W-2 Employment Income1099G (Unemployment)Self-Employment / Business Income (Schedule C)1099NEC or 1099K (Independent Contractor / Gig Worker)Interest Income (1099INT, 1099DIV)Household Income (Nanny/Personal Care)1098T (College/Education Credit)1099KOther
Upload ALL Income Documents (W-2's, 1099's, etc.)

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Business Information Section
Business Name
Business Name
Business Type
Business Type
What type of work do you do?
Did you receive 1099-NEC or 1099-K forms?

YesNo
File Upload

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Business Income Reporting
What was your total ESTIMATED business income for the tax year?
Did you track your expenses?

YesNo
Do you need assistance reconstructing your income?

YesNo
A Radiant Returns Specialist will reach out to you within 24 hours to discuss your Reconstruction of Income. This meeting is essential for establishing your income and gaining a clear picture of your business finances and expenses.

During our discussion, we will:
✅ Review your income sources to ensure accuracy
✅ Identify any missing or estimated earnings
✅ Gain insight into your business operations and expenses
✅ Ensure your tax return is prepared with a complete financial overview

To make the most of this meeting, please have any available records, such as invoices, bank statements, or transaction summaries, on hand. If you have any questions beforehand, feel free to reach out.

In the meantime, please continue to complete your intake form!
Business Expense Tracking

Upload receipts, mileage logs, or other supporting documents:

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If you have additional expenses not listed above, please describe them here:
Dependents

Must have PROOF of relationship and residency
Do you have dependents?

YesNo
Number of Dependents
Dependent #1 Name SSN Date of Birth IP PIN
Dependent #2 Name SSN Date of Birth IP PIN
Dependent #3 Name SSN Date of Birth IP PIN
Dependent #4 Name SSN Date of Birth IP PIN
Dependent #5 Name SSN Date of Birth IP PIN
Dependent(s) Social Security Cards, Birth Certificates, Court Records, School Records, etc.

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Refund Selection

How do you want your refund?
Check ONE of the following:

DIRECT DEPOSIT- In about 7-14 days from the date your refund is accepted electronically by the IRS, for the amount your refund less filing fees will be deposited into your bank account.CHECK- In about 7-14 days from the date your return is accepted electronically by the IRS, you'll receive a check for the amount of your refund less filing fees. (Check will be available in our office)PAY UP FRONT- Pay preparer fees upfront through invoice or ACH debit. Your refund will be deposited into your savings or checking account directly from IRS approximately 10-14 days after your return is accepted by IRS.
Direct Deposit Information
BANK NAME ROUTING NUMBER ACCOUNT NUMBER
Checking Savings
1. Services & Authorization
By signing, you authorize Radiant Returns to prepare and electronically file your tax return based on the information you provide. You confirm all information is accurate and understand that refunds are determined by the IRS/state agency, not the tax preparer.

2. Payment Terms
If Refund is Approved: Fees are deducted from your refund.
If Refund is Delayed, Reduced, or Denied: You are responsible for full payment. An invoice will be generated 45 days after reasonable expected refund date. If unpaid within 7 days, an ACH debit may be processed from your provided account.
3. Refund Advances & Fees
Refund advance approval is determined by the bank, not Radiant Returns. Additional processing fees may apply.

4. Acknowledgment
By signing, you agree to these terms and authorize Radiant Returns to proceed with your tax return and payment collection if necessary.
Signature *

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Date*

MonthDayYear
Taxpayer Engagement Agreement
Client Engagement Agreement for Tax Preparation Services

1. Purpose of This Agreement
This agreement confirms that Radiant Returns will provide tax preparation services for the client named below. By signing, you agree to the terms outlined in this agreement.

2. Services Provided

Preparation of federal and state tax returns based on the information provided.
Ensuring accuracy using tax laws applicable at the time of filing.
Electronic filing (e-file) upon signed authorization (Form 8879).
General tax guidance based on submitted documents.
3. Client Responsibilities

Provide complete and accurate tax-related information.
Submit all required tax forms, ID, residency, and financial documents.
Review the tax return before signing Form 8879 for e-filing authorization.
Understand that errors due to missing or incorrect information are the client’s responsibility.

4. Fees & Payment

Fees will be determined based on the complexity of the return and agreed upon before filing.
Payment is due before submission unless otherwise arranged.
Refund Transfers (Bank Product Users): If fees are deducted from the refund, additional third-party processing fees may apply.
ACH Authorization for Offset Returns & Outstanding Balances: If a tax refund is offset or delayed, the client authorizes Growing Miracles LLC DBA Radiant Returns to debit the agreed-upon tax preparation fee from their designated bank account via ACH transfer. The client agrees to provide necessary banking details for this transaction and acknowledges responsibility for any outstanding balances.
5. Confidentiality & Data Security

All client tax-related information is confidential and will not be shared without written consent, except as required by law.
Consent for electronic communication (email, text, phone) regarding the tax return.
6. IRS & State Audit Support

We do not guarantee audit protection. If an audit occurs, basic assistance is provided, but full representation requires a separate agreement.
7. Acknowledgment & Agreement
I acknowledge that I have read and understand this Tax Preparation Engagement Agreement. I confirm that the information I provide will be true and complete, and I authorize Radiant Returns to prepare my tax return.
Signature*

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Date*

MonthDayYear
Should be Empty:

	Estimated Amount ($)
Rent / Home Office
Utilities
Supplies
Advertising / Marketing
Travel (Flights, Hotels, etc.)
Meals & Entertainment
Vehicle Expenses (Gas, Maintenance)
Insurance (Business, Health)
Professional Fees (Legal, Accounting)
Subscriptions / Software
Other (Specify Below)

2024 Client Intake Form

Income

Business Information Section

Business Income Reporting

Business Expense Tracking

Dependents

Refund Selection

Direct Deposit Information

Taxpayer Engagement Agreement