• 2026 Taxpayer Input Form

  • Filing Status*
  • Format: (000) 000-0000.
  • Check if applicable*
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  • Format: (000) 000-0000.
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  • Did every member of household have health insurance?*

  • Dependent Information

    Skip if you have no dependent
  • If asked by the IRS, which documents are you able to provide to prove they are your eligible dependent?
  • Can anyone else claim dependent?
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  • Childcare was given by which provider?
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  • If asked by the IRS, which documents are you able to provide to prove they are your eligible dependent?
  • Can anyone else claim dependent?
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  • Childcare was given by which provider?
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  • If asked by the IRS, which documents are you able to provide to prove they are your eligible dependent?
  • Can anyone else claim dependent?
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  • Childcare was given by which provider?
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  • Income

    Please provide all income made during the year to avoid any delays or amended returns
  • Types of income you received during the year*
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  • Was your previous tax refund accepted/paid to you?

  • Discovery/Deduction/Credit Questions

  • Please check the applicable deductions. These may help reduce or increase your tax return.*
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  • Are you hoping to purchase a home in the next two to three years?*
  • Are you planning on selling a home or another property?*
  • Did you buy or sell a home during the year?*
  • Do you need to amend a return from a previous year?*
  • Have you received any letter from the IRS in the last three years?*
  • Have you experienced damaged property during federally declared disaster?*

  • Account Info/Sign

  • If you are to receive a refund, how would you like your payment sent?

  • Direct Deposit/Debit Info

    Please make sure account info is correct to avoid money going to wrong account
  • Type of account
  • Did you want to apply for an advance loan?
  • Would you like to add Audit Protection?
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  • By signing below, I (we) acknowledge and confirm that:

    Accuracy of Information
    I (we) have provided all necessary and relevant tax-related information to Crescent Tax & Services for the preparation of my (our) tax return. I (we) affirm that all the information provided is true, complete, and correct to the best of my (our) knowledge.
    Responsibility for Documentation
    I (we) understand that I (we) am (are) responsible for maintaining adequate records to substantiate the income, deductions, and credits claimed on my (our) tax return. If any supporting documentation is required by the IRS or state tax authorities, I (we) agree to provide it.
    Liability for Errors or Omissions
    I (we) acknowledge that Crescent Tax & Services will prepare my (our) tax return based on the information I (we) have provided. I (we) accept full responsibility for any errors or omissions that result from inaccurate, incomplete, or omitted information on my (our) part.
    E-Filing & Direct Deposit Authorization (if applicable)
    I (we) authorize Crescent Tax & Services to electronically file my (our) tax return. If I (we) have elected to receive my (our) refund via direct deposit, I (we) confirm that the bank account information provided is correct. I (we) understand that Crescent Tax & Services is not responsible for any delays or issues related to the IRS, state tax authorities, or financial institutions.
    Audit & Compliance Responsibility
    I (we) understand that tax authorities may select my (our) return for review or audit. I (we) acknowledge that Crescent Tax & Services is not responsible for any additional taxes, penalties, or interest assessed due to an audit, but I (we) may request assistance for an additional fee.
    No Legal or Financial Advice
    I (we) understand that Crescent Tax & Services is not providing legal or financial advice. Any tax-related advice given is based on current tax laws and regulations and should not be considered legal counsel.
    Acknowledgment of Fees & Payment
    I (we) understand that all fees for tax preparation services must be paid in full before my (our) tax return is filed if I (we) did not secure fees via refund transfer. Fees are based on the complexity of the return and are not contingent upon any refund amount. I understand that if for some reason total fees are taken to pay an offset debt or not paid, I (we) are still responsible for paying Crescent Tax & Services their fees for work done.
    Consent to Communication
    I (we) authorize Crescent Tax & Services to contact me (us) via phone, email, or text regarding my (our) tax return and related services.

  • Date*
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