2025 Intake Form

  • TAX PREPARATION INTAKE FORM

  • NEW OR RETURNING CLIENT*

  • FILING STATUS

  • Did you claim these dependents on your last 3 tax returns(2024,2023,& 2022)?*

  • TAXPAYER

    ENTER IN YOUR INFORMATION
  • DATE OF BIRTH*
     - -
  • Format: (000) 000-0000.
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  • Does the address on your ID match your current address?*
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  • SPOUSE

    YOUR SPOUSES INFORMATION, IF LEGALLY MARRIED OR PRESUMED MARRIED BY COMMON LAW STATUTE IN THE STATE YOU RESIDE IN
  • Date Of Birth
     - -
  • Format: (000) 000-0000.
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  • DEPENDENTS

  • Date of Birth*
     - -
  • Is the Dependent a College Student?
  • Is the Dependent Disabled?
  • Do you provide 50% or more of the care and support for this Dependent?*
  • Date of Birth*
     - -
  • Is the Dependent a College Student?
  • Is the Dependent Disabled?
  • Do you provide 50% or more of the care and support for this Dependent?*
  • Date of Birth*
     - -
  • Is the Dependent a College Student?
  • Is the Dependent Disabled?
  • Do you provide 50% or more of the care and support for this Dependent?*
  • Date of Birth*
     - -
  • Is the Dependent a College Student?
  • Is the Dependent Disabled?
  • Do you provide 50% or more of the care and support for this Dependent?*
  • Date of Birth*
     - -
  • Is the Dependent a College Student?
  • Is the Dependent Disabled?
  • Do you provide 50% or more of the care and support for this Dependent?*

  • CREDITS

  • Which of the following applies to you? (Must select one)*

  • CHILDCARE INFORMATION

  • HIGHER EDUCATION

    COLLEGE AND TUITION INFORMATION
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  • HAVE YOU CLAIMED THE AMERICAN OPPORTUNITY EDUCATION CREDIT IN THE PAST?
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  • ITEMIZED DEDUCTIONS

  • MEDICAL

  • TAXES PAID BY YOU

  • INTEREST YOU PAID

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  • Did you purchase a new car in 2025?*
  • DATE YOU PURCHASED VEHICLE
     - -

  • GIFTS TO CHARITY

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  • SOLAR POWER EXPENSES

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  • UNEMPLOYMENT

  • DID YOU RECEIVE ANY UNEMPLOYMENT OR PAY ANY UNEMPLOYMENT OVERPAYMENTS BACK?*
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  • INCOME AND WAGES

  • Did you work a job at ANY TIME in 2025 (does not matter how long you worked there)?*
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  • Did you work any overtime in 2025?*
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  • Did you start or do you own a business?*
  • Did you do any contract/self-employment work?*
  • WHAT IS THE STRUCTURE OF YOUR BUSINESS?*
  • Do you have an EIN?*
  • How did you collect payment for your self-employment?*
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  • WOULD YOU LIKE AN EDITABLE PROFIT/LOSS STATEMENT SENT TO COMPLETE VIA EMAIL?*

  • Upload Additional Documents

    Please upload one or more files into the areas below. Uploads will accept JPG, PNG and PDF files only. You can select multiple files to upload for each section by Shift or Cmd/Ctrl clicking files in the prompt.
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  • Thank you for choosing TURNER TAX SERVICES to assist you with your tax preparation needs. This letter outlines the scope of our services, your responsibilities, and the terms of our engagement.

     Scope of Services

    We will prepare your federal and state income tax returns based on the information you provide. Our services include:

    Preparation and electronic filing of your federal and state tax returns.
    Assisting you in applying for available refund advance loans or refund transfers (Bank Products).
    Reviewing your tax return with you to ensure accuracy before submission.
     

    Bank Products

    If you choose to apply for a Refund Advance Loan or use a Refund Transfer option, you authorize us to:

    1. Use your tax return information to apply for the bank product.
    2. Deduct our preparation fees from your tax refund.
    3. Provide your tax information to the financial institution that offers the refund product.
      Please note that we are not responsible for the approval or denial of any refund advance loans or for any delays caused by the IRS or state tax authorities. Additional fees may apply for bank products, which will be disclosed to you during the application process.

     

    Your Responsibilities

    • You agree to provide complete and accurate information necessary for the preparation of your tax return.
    • You acknowledge that you are responsible for maintaining all relevant documents and receipts.
    • You agree to review your tax return carefully before signing the IRS e-file authorization (Form 8879)

    Fees

    Our fee for tax preparation and bank product services will be deducted from your refund. If your refund is insufficient to cover our fees, you are responsible for paying the remaining balance within 60 days of filing. If you do not pay your account will be drafted. If the draft is unsuccessful legal action will be taken. 

    Please note that additional fees for bank products may apply, as outlined by the financial institution.

     Confidentiality

    We are committed to protecting your personal and financial information. We will not disclose your tax return information to any third party without your consent, except as required by law or to facilitate the bank product.

     Limitation of Liability

    While we will make every effort to prepare your return accurately, it is your responsibility to provide correct and complete information. We cannot be held liable for any penalties or interest that may arise from incomplete or inaccurate information provided by you.

     

    Acknowledgment

    By signing below, you acknowledge and agree to the terms of this engagement letter and authorize us to proceed with preparing and filing your tax return. You also authorize the application of any bank products if requested.

     

  • MISC.

  • REFUND DISBURSEMENT

  • How would you like to receive your refund?*
  • Would you like to apply for the Cash Advance? (January 2-March 14, 2026)*
  • How much would you like to apply for (pick 1)?*
  • Did you receive any letters from the IRS? If so, upload a clear copy below*
  • Did you get a Tax Refund last year?*
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  • Do you owe the IRS or any other debts that may intercept your tax refund? (Child support, student loans, unemployment, etc)*
  • ADDITIONAL SERVICES*
  • Do You Have Life Insurance?*
  • Pick your gift!*
  • Should be Empty: