2025-2026 Client Intake Form

FILE YOUR TAXES NOW
Type of Client*
Taxpayer Information

PLEASE ENTER IN ALL OF YOUR INFORMATION
FIRST NAME*
LAST NAME*
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Date of Birth*

MonthDayYear
Date
Social Security Number *
Occupation*
Phone Number*
I agree to receive sms updates about my account and company updates
opt in for SMS updates
I agree to receive sms updates to the number listed above, as well as business updates and IRS notices
Email*
example@example.com
Security Question: what is your mother's maiden name?*
Your Driver's License or State Id*

Cancelof
Upload a copy of your social security card*

Cancelof
TAXPAYER IP PIN (issued from IRS yearly)
Are you filing with a spouse?*

YesNo
Number of Dependents *
Spouse

YOUR SPOUSES INFORMATION, IF LEGALLY MARRIED OR PRESUMED MARRIED BY COMMON LAW STATUTE IN THE STATE YOU RESIDE IN
Spouse Name*

First NameLast Name
Spouse Date of Birth*

MonthDayYear
Date
Spouse Social Security Number *
Spouse Occupation*
Spouse Phone Number*
Spouse Email*
Spouse Driver's License or State Id*

Cancelof
Spouse Social Security Card *

Cancelof
SPOUSE IP PIN (issued from IRS yearly)

Did all of your dependents stay with you at least 6 months?

YesNo
Did you file these same dependents last year??

YesNo
EARNED INCOME CREDIT (EIC) ELIGIBILTY

Yes - Your child/ children is/are one of the following: a son, daughter, adopted child, stepchild, grandchild, or eligible foster child or is your brother, sister, stepbrother, stepsister (or the child or grandchild of your brother, sister, stepbrother, or stepsister), and you care for it/them as you would your own child.Yes - Your child/children is/are under 19 years of age at the end of the year, or is under 24 years of age at the end of the year and is a full-time student, or was permanently and totally disabled at any time during the tax year, regardless of age.Yes - Your child/ children lived with you for more than half the year (or the whole year if an eligible foster child)Yes - Your home is in the United States
Dependent 1
Name*

First NameLast Name
Type of Relationship*
Social Security Number *
Upload Copy of Social SS Card*

Cancelof
Date of Birth*

MonthDayYear
Date
Upload Birth Certificate or School Records

Cancelof
Is Dependent a College Student?*
Is Dependent Disabled?*
Dependent 2
Name*

First NameLast Name
Type of Relationship*
Social Security Number *
Upload Copy of Social SS Card*

Cancelof
Date of Birth*

MonthDayYear
Date
Upload Birth Certificate or School Records

Cancelof
Is Dependent a College Student?*
Is Dependent Disabled?*
Dependent 3
Name*

First NameLast Name
Type of Relationship*
Social Security Number *
Upload Copy of Social SS Card*

Cancelof
Date of Birth*

MonthDayYear
Date
Upload Birth Certificate or School Records

Cancelof
Is Dependent a College Student?*
Is Dependent Disabled?*
Dependent 4
Name*

First NameLast Name
Type of Relationship*
Social Security Number *
Upload Copy of Social SS Card*

Cancelof
Date of Birth*

MonthDayYear
Date
Upload Birth Certificate or School Records

Cancelof
Is Dependent a College Student?*
Is Dependent Disabled?*
Dependent 5
Name*

First NameLast Name
Type of Relationship*
Social Security Number *
Upload Copy of Social SS Card*

Cancelof
Date of Birth*

MonthDayYear
Date
Upload Birth Certificate or School Records

Cancelof
Is Dependent Disabled?*
Is Dependent a student?*

Misc.
Who Referred you/Where Did You Find Us?
Are you interested in Credit Repair?
How would you like to receive your refund?*

Direct Deposit into my accountPRE-PAID Debit CardCheck Printed in the Office
Bank Name
ROUTING NUMBER
ACCOUNT NUMBER
WOULD YOU LIKE TO APPLY FOR THE REFUND ADVANCE? (Jan 1-March 1, 2026)

YESNO
Shipping Speed for Check/Debit Card (No up front fee/can be taken from refund)

Standard (up to 3-5 business days) FREEPriority $8 (1-3 business days)Overnight $35 (next business day)
Address to mail debit card?

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

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.
Upload 1099 Misc. Forms

Cancelof
Upload Additional Forms / Misc Forms

Cancelof
Upload Additional Forms / Misc Forms

Cancelof
Upload Additional Forms / Misc Forms

Cancelof

CONSENT TO USE OF TAX RETURN INFORMATION

For the purposes of this consent form, "we" "us" or "our" mean
Deborah Weaver
(Printed Name of Tax Preparer)

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use your tax return information for purposes other than the preparation and filing of your tax return without your consent.
You are not required to complete this form to engage in our tax return preparation services. If we obtain your signature on this form by conditioning our tax preparation services on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.

If you do not consent, you may still have your tax return prepared and electronically filed by us for a fee.

For your convenience, we have entered into an arrangement with third parties to provide qualifying taxpayers with the opportunity to apply for an Electronic Refund Disbursement Service and/or Loan product. To determine whether these products may be available to you, we will need to use your tax return information in order to calculate the amount of your anticipated refund. If you would like us to use your tax return information to determine whether these products may
be available to you while we are preparing your return, please sign and date this consent to the use of your tax return information.

By signing below, you authorize us to use the information you provide to us during
the preparation of your 2024 tax return to determine whether to present you with the
opportunity to apply for these products and services.

Printed Name of Taxpayer: __ First Name* Last Name*

Printed Name of Joint Taxpayer (if applicable): First Name Last Name

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by e-mail at complaints@tigta.treas.gov.
Taxpayer Signature*

Powered by Jotform SignClear
Joint Taxpayer Signature*

Powered by Jotform SignClear

CONSENT TO DISCLOSURE OF TAX RETURN INFORMATION

For the purposes "we" "us" or "our" mean
Deborah Weaver
(Printed Name of Tax Preparer)

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution.

You are not required to complete this form to engage in our tax preparation services. If we obtain your signature on this form by conditioning our services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.
You have indicated that you are interested in receiving an Electronic Disbursement Service and/or Loan (or collectively "Products of Services") from Pathward, National Association. In order to provide you with the opportunity to apply for one of these Products or Services, we must disclose all of your 2024 tax return information necessary for evaluating the request to Pathward. If you request a more limited disclosure of tax return information, you will not be eligible to submit
an application request for these Products or Services. If you would like us to disclose your 2024 tax return information for this purpose, please sign and date your consent to the disclosure of your tax return information.

By signing below, you authorize us to disclose to Pathward all of your 2024 tax return information necessary for the evaluation and processing of your request for a Product or Service. You understand that if you are unwilling to authorize the disclosure and sharing of your tax return information with Pathward, you will not be able to obtain a Product or Service, but you may still choose to have your tax return prepared and filed by us for a fee.

Printed Name of Taxpayer: First Name* Last Name*

Printed Name of Joint Taxpayer (if applicable): First Name Last Name

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by e-mail atcomplaints@tigta.treas.gov.
Taxpayer Signature*

Powered by Jotform SignClear
Joint Taxpayer Signature*

Powered by Jotform SignClear

Letter of Engagement

Thank you for choosing All Star Tax Pros to assist you with your requested year taxes. This letter confirms the terms of our engagement with you and outlines the nature and extent of the services we will provide.

We will prepare your requested federal and state income tax returns. We will depend on you to provide the information we need to prepare complete and accurate returns. The law imposes penalties when taxpayers underestimate their tax liability. We may ask you to clarify some items but will not audit or otherwise verify the data you submit.

We will perform accounting services only as needed to prepare your tax returns.

Accordingly, our engagement should not be relied upon to disclose errors, fraud, or other illegal acts, though it may be necessary for you to clarify some of the information you submit. We will, of course, inform you of any material errors, fraud, or other illegal acts we discover.

I acknowledge that all information provided to Deborah Weaver is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information provided. Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, that I am taking part in a potentially criminal penalty situation and is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment. I waive All Star Tax Pros and the preparer of any error due to incorrect information provided by me. By signing below, I authorize Deborah Weaver to file my tax return.

I acknowledge by signing this form if I and/or my spouse owes a federal/government debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to Deborah Weaver at the time of service. Also, if the federal refund amount is mailed, I/we are still responsible for the tax preparation fees stated on the invoice. If the tax preparation fees are not paid, I understand Deborah Weaver will take legal action to collect the unpaid tax preparation fees. I also agree that client won’t dispute tax preparation fees for services rendered due to IRS delays.

Invoices are due and payable upon presentation. We will return your original records to you at the end of this engagement. You should securely store these records, along with all supporting documents, canceled checks, etc., as these items may later be needed to prove accuracy and completeness of a return. We will retain copies of your records and our work papers for your engagement for three years, after which these documents will be destroyed. Paper copies of the tax return and other documents will be available for a fee.

Our engagement to prepare your tax returns will conclude with the delivery of the completed returns to you (if paper-filing), or your signature and our subsequent submittal of your tax return (if e-filing). If you have not selected to e-file your returns with our office, you will be solely responsible to file the returns with the appropriate taxing authorities. Review all tax-return documents carefully before signing them. You agree to allow Deborah Weaver to file your tax return and understand we do not give quotes to be comparable to DIY tax software. By signing this agreement your signature is now transferrable to the forms 1040, 8879, 7216, and all other applicable form in the fianlized tax return from this document, for submission.

To affirm that this letter correctly summarizes your understanding of the arrangements for this work, you agree to allow Deborah Weaver to file your tax return and not just give a quote and your signature is transferrable to the tax return from this document, please sign this letter in the space below.
By signing below (or accepting electronically), you confirm that: You’ve read and understand this agreement. You agree to the terms listed throughout, including fees, responsibilities, and the abandonment policy. You’ve had the chance to ask questions and are comfortable moving forward. We’re honored to be your tax team, and we take this responsibility seriously. Let’s make this tax season smooth, secure, and successful for you.*

Powered by Jotform SignClear
Should be Empty:

FILE YOUR TAXES NOW

Taxpayer Information

Spouse

Credits

Dependent 1

Dependent 2

Dependent 3

Dependent 4

Dependent 5

INCOME AND WAGES

ANSWER THESE QUESTIONS IF YOU HAVE A BUSINESS OR SELF EMPLOYMENT INCOME

Misc.

Upload Additional Documents