New Client Intake Form

Energy Related Credits Expiration:

The One, Big, Beautiful Bill (OBBB) accelerated the termination of several energy credits and deductions.  Be ready to provide additional information to your tax pro to decided if there are available credits/deductions for Energy Related expenses. 

INCOME :

THE GIG ECONOMY (Uber Drivers, DoorDash, Instacart, etc. )
To offer some clarity on tax issues for multitudes of freelancers, the IRS has created a dedicated page within its website called the Gig Economy Tax Center. The IRS describes the gig economy as an “activity where people earn income providing on-demand work, services or goods.” The website helps freelancers or gig workers find the right tax forms, how to keep records, deduct expenses and pay taxes. Visit https://www.irs.gov/businesses/gig-economy-tax-center for more information.

What is the gig economy? The gig economy also called the sharing economy is activity where people earn income providing on-demand work, services or goods. Often, it’s through a digital platform like an app or website.

Is my Gig economy income taxable? You must report income earned from the gig economy on a tax return, even if the income is From part-time, temporary or side work, Even if you did not receive a form such as a 1099-K, 1099-MISC, 1099-NEC, W-2 or other income statement and Taxable even if the income was paid in any form (cash, property, goods, or virtual currency, etc.).

What are digital platforms?
Ridesharing services
Delivery services
Crafts and handmade item marketplaces
On-demand labor and repair services
Property and space rentals (ex. Zillow, etc)

U.S. Expat/ Living and Working Abroad - In the space below

List the date that you first entered into a foreign country for work
List the name(s) of the foreign countries where you are for work
List the name of your employer and the foreign address (if you worked in multiple countries in 2025)
List the dates traveled from a foreign country to the U.S. in 2025

Tax Preparation Fees

The Tax Prep Fee is the total cost of tax preparation by Star Pro Tax.  Costs depend on the number of forms required to prepare your return and the complexity of your tax return.  Our tax preparation process of preparing tax returns on the behalf of a taxpayer is with the assistance of tax preparation software, time and patience.  Star Pro Tax does not charge an hourly rate as we have found that it does not suit the unique situations of many of our clients. Because we can’t know what forms you will need until we have received all of your documents, we cannot give you an upfront / exact amount that it will cost to prepare your return. A general fees list will be provided to you upon request and a rough estimate may be given. There are two ways to pay your preparation fees.  You may choose to pay your preparation fees upfront or you may elect to have your preparation fees taken from your refund. An additional Bank Processing fee of $89.95 will apply for this service. If you wish to utilize our Refund Transfer Process, please note that the bank processing fee of $89.95 is what the bank charges you to deduct your Tax Preparation Fee from your refund once the IRS has released it. After the bank has deducted their fee and the Star Pro Tax preparation fee, the remainder of your refund will be sent to you in the method you choose on the bank application.  You will also have the option of including your State Refund through the bank (additional $14 fee) to ensure that your preparation fee is deducted from whichever refund is released first. Most states will release your refund faster than the IRS as they are not on the same processing schedule. 

 2 Ways to Pay: 

Upfront: You may pay your preparation fees upfront once you have signed your tax return. An invoice link will be sent to you via Paypal. You do not need a PayPal account to pay your invoice. You do not need to utilize an exisiting PayPal account to pay your invoice. Simply click the "Pay Now" button in the email.  This takes you to a check out screen where you can enter your payment information and close out your invoice. 

Refund Transfer Bank Option: If you do not wish to pay your fees upfront then you may elect to have your preparation fees taken from your refund.  An additional Bank Processing fee of $89.95 will apply for this service. If you wish to utilize our Refund Transfer Process the bank processing fee of $89.95 is what the bank charges you to deduct your Tax Preparation Fee from your refund once it has been released by the IRS (or state).  After the bank has deducted their fee and the Star Pro Tax preparation fee, the remainder of your refund will be sent to you in the method you choose on the bank application. Reminder, to also process your State Refund through the bank there will be an additional $14 fee.  Including your State Return will ensure that your preparation fee is deducted from whichever refund is released first.

NOTE: Choosing the Refund Transfer option does not mean you will get your refund faster and it is not a loan. The RT provides an option for you to pay your tax preparation fees from your refund only. It is a No Upfront Cost option.  

Protection of Confidentiality:
Your privacy is very important to us. We are providing this statement to inform you about the types of information we collect from you, and how we may disclose or use that information in connection with the services we provide. This Disclosure Statement describes the privacy practices of our company as required by law. Through the analysis of your data, we may offer you various other services that may be of interest to you. If you decide to use an additional service that we offer, you consent to our disclosure of your information to provide that service only. Client personal identifying information will be protected to the greatest possible extent. Any information that a client chooses to share with officials of Star Pro Tax will remain confidential, with the exception of the following:

1) When the client or those persons legally responsible for the affairs of the client give consent to the disclosure.
2) When the client initiates legal action or makes a complaint against Star Pro Tax.
3) If Star Pro Tax is required to disclose confidential information pursuant to a court order.
4) When conducting business with the client or persons legally responsible for the affairs of the client reveals that a crime, abuse or neglect has occurred.
Star Pro Tax offer tax preparation services through the use of professional tax preparation software. Star Pro Tax will use information the taxpayer provides to prepare a federal and state income tax return only. This company does not use taxpayer information for advertisements nor will your information be sold to third parties. Star Pro Tax will only disclose information that the taxpayer provides for the purpose of applying for electronic refund products to our third-party bank product provider (If applicable).

Voluntary Participation and Fees:
Voluntary participation is the ethical principle that individuals choose to participate in an activity or process without coercion or undue pressure. Thank you for choosing Star Pro Tax. Your experience with us is voluntary; this is not a contract. You may choose not to do business with Star Pro Tax and you may withdraw your consent to participate at any time. Your signature indicates that you are willingly consenting to receive tax preparation services. Star Pro Tax too reserves the right to end the counseling and preparation services if the client- professional relationship is at risk. A copy of this disclosure form will be given to you to keep with your records. This is a legally binding document. Please keep with your records.

Fees:
By request only, an estimate of fees may be given at the time of consultation. A final invoice will be issued for your review at the completion of your tax return (Prior to E-Filing). Rates are based off of the IRS forms used in preparing your tax return. We generally do not charge by the hour; however hourly rates may be required depending on the extent of the service you require. NOTE: Estimated fees are discussed upfront and final invoices will be issued at the conclusion of our service. Keep in mind, there may be a difference between your initial estimate and the final invoice. Payment and all financial arrangements are expected at the conclusion of service. Failure to make a payment will be considered a termination of services by Star Pro Tax LLC. Accounts not fully paid within 15 days after the issuance of the final invoice will be accessed late fees.  

Invoices: 

Invoices will be sent to you after you have reviewed, asked questions and signed your tax return.  Please do not delay in signing your return in attempt to delay paying your invoice. Starting tax year 2025, if your invoice is not paid after 15 days (after you have signed) then the process of incurring late fees, collections and then termination of our business relationship will begin. If you have abandoned your return, your return will be deleted on April 15th.  See the section on Abandoned Returns for more information.

NOTE: No return will be sent to the IRS for processing without full payment. Clients that wish to have their fees taken from their tax refunds may sign up for a bank product through our third-party affiliate Refund Advantage (Fees will apply). If for any reason your refund is not released by the IRS, you are responsible for paying your fees and settling your account. You will have up to 15 days to pay your preparation fees (Late Fees will apply for each day after the 15 days). If your account remains unsettled and no payment arrangement established after 30 days your account will be sent to collections. If your account is unsettled, no return copies will be given until account is paid in full.

Abandoned Returns: 

There has been an increase of incomplete returns over the past few tax years. If you start a return with Star Pro Tax but do not complete the return; the return would be considered abandoned.  The information that you provided will be kept until the end of the current tax season (April 15th) and then deleted if you do not return to complete it. For new clients, the New Client Upfront Fee is non-refundable. Any client who returns after April 15 to complete an abandoned return will have to start over if you wish to file for that tax year. If you were a new client and paid your upfront fee and abandoned your return, the upfront fee that you paid during the tax year will not be applied to the completion of an abandoned return. You will have to start the process over again.  You would be considered to have abandoned your return if and when you leave the process for the entire tax season, you have not communicated with your Tax Pro for more than 15 days or up to the entire tax season and / or have not finalized your invoice upon completion of your tax return.

NOTE: Star Pro Tax does not charge an hourly rate for time spent working or holding a return. To keep preparation fees reasonable to all clients, fees are based solely on the complexity of your return and forms used to prepare your return.

New Clients
Due to an increase of unpaid balances by new clients, all new clients are required to pay an upfront fee of $95.00 before Star Pro Tax can begin working on your return. This fee will be required in the first year or until our relationship matures. If you were a Star Pro client last year and was late paying your invoice, you may be required to pay this fee again this year. By signing below, you agree to pay the New Client Up-front fee which will be added to your final invoice as a credit. Your invoice will show that you already paid $95.00 towards your final invoice. If your final invoice is over $95.00, then your final invoice will show the balance of your preparation fees. Note: Your invoice will show total preparation fees minus the $95.00 you already paid. I work hard so that you don't have to! My time and dedication to serving you is my top priority.  Please prioritize finalizing your invoices for services rendered. Thank you for understanding. 

  **This fee is non-refundable**

NOTE: PLEASE SEE THE FEES SECTION ABOVE FOR MY POLICY FOR UNPAID BALANCES.  Again, thank you for understanding.