Tax Preparation Client Intake Form
Your fee will be taken directly from the refund so there is nothing to pay upfront! IF YOU DO NOT HAVE A W2 WITH AT LEAST $20K, A DEPENDENT, 1098 FORM OR ANY INCOME, PLEASE DO NOT FILL OUT THIS FORM.
Filing Status
Single
Head of Household
Married Filing Separate
Married Filing Joint
Qualifying Widower
Taxpayer Information
Name
First Name
Last Name
Age
Date of Birth
-
Month
-
Day
Year
Date
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Social Security Number
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Irs PIN number if you were assigned one?
Business Name And EIN
Dependents
Enter your dependents here
Rows
Name
SSN
Date of Birth
Relationship
1
2
3
4
5
6
Tax Related Questions
Employment Status
Employed
Unemployed
Self-employed
Do you have any expenses for child care?
Yes
No
Other
Name , Address, EIN, and Amount Paid to Childcare Center.
What is the monthly rental amount?
How long have you lived at the property?
# of months
Do you have your own home?
Yes
No
Did you attend School? If so attach your 1098 to this form
Yes
No
Did you withdraw from a 401k? If so please upload your 1099R.
Yes
No
Direct Deposit Information for refund. Bank name Account number
Direct Deposit Information for refund. Routing number
Would you like to add on the Credit Repair Sweep of all negative items in 30 days for $495 is taken from your refund !
Please Select
yes!
no thank you!
Are you interested in the cash advance loan?
yes
no
Which Refund are you interested in ?
Minimum $600 (no deductions, no credits, basic tax return)
Maximum starting at $800+ (LLC's, Tax credits, Deductions, Highest Return)
*PLEASE ATTATCH THE FOLLOWING IF APPLICABLE: DRIVERS LICENSE , W2'S, 1099, 1098 , CHILDCARE DOCUMENTS, 401 DOCUMENTS, MORTGAGE INTEREST FORM,1099R or ANY OTHER FORM THAT WILL HELP US GET YOU A HIGHER REFUND!.
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Acknowledgment & Signature
I confirmed that all information I entered here is accurate and true.
I allow Royal Financial Solutions 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 Royal Financial Solutions LLC.
I Understand that when my tax preparer has submitted my return and it is ACCEPTED by the IRS , that they are no longer responsible for updates. All updates will be from IRS.gov.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Date Signed
-
Month
-
Day
Year
Date
Taxpayer Signature
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