RA TAX INTAKE FORM

✨ Royale Advisors — 2025 Tax Client Intake Form ✨

Welcome to Royale Advisors — your trusted partner for a smooth, stress-free, and rewarding tax season.

Please complete the form below so our team can prepare your file and secure your appointment for the upcoming season.

Audit Protection | Expert Guidance | Fast & Easy Filing
🖋️ Section 1: Client Information

Enter your details exactly as they appear on official documents.
IRS ACCEPTED

ACCEPTEDDENIED
Full Legal Name*

First NameLast Name
Date Of Birth*

MonthDayYear
Date
Social Security Number*
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What County You Live In ?*
Have You Filed With Royale Advisors Before ?*

YesNo
💍 Section 2: Filing Status
Are You Single*

YesNo
Are You Marred ?*

YesNo
Are You Filing With Your Spouse ?*

YesNo
Spouse Full Name *

First NameLast Name
Spouse Date Of Birth *

MonthDayYear
Date
Spouse Email *
example@example.com
Spouse Social Security *
Spouse Phone Number*
Please enter a valid phone number.
Do You Have Dependents ?*

YesNo
How Many Dependents ?*

OneTwoThreeFour
👶 Section 3: Dependents

List each dependent you plan to claim for 2024.
Full Name *

First NameLast Name
Date Of Birth *

MonthDayYear
Date
Relationship To You ?*
Social Security Number *
List Other Dependents Here.
💼 Section 4: Income Information

Tell us about your 2024 income sources (check all that apply).
Did you receive W-2 income?*

YesNo
Did you receive any 1099 forms (self-employment, contract work, etc.)?*

YesNo
Are you self-employed or a business owner ?*

YesNo
What Is The Business Name ?*
Do The Business Have A EIN ?*

YesNo
Business EIN*
Business Income Amount ?
Check all that apply*

Unemployment IncomeSocial Security BenefitsRetirement Or Pension IncomeRental IncomeInvesments Or DividendsNone
💳 Section 5: Deductions & Credits

We’ll use this to find every tax break you qualify for.
Did you pay for child or dependent care ?*

YesNo
Did you pay student loan interest or tuition ?*

YesNo
Did you make contributions to an IRA or retirement plan?*

YesNo
Did you pay mortgage interest or property taxes ?*

YesNo
Did you make charitable donations*

YesNo
Did You Have Market Place Insurance (Obama Care)*

YesNo
👭 Referral Rewards Program

We appreciate when our amazing clients spread the word about Royale Advisors! As a thank-you, we offer cash or credit rewards for every new client you refer who completes their tax filing with us.
- 💵 $50 credit toward your own tax prep — or a $50 cash gift card.
- 👑 Your referral must list your name on their intake form to qualify.
- 📅 Rewards are processed after both returns are filed and accepted by the IRS.
Fill out the fields below to tell us who referred you — or list friends you’d like to refer to Royale Advisors!

Audit Protection | Expert Guidance | Fast & Easy Filing
Were you referred by a current Royale Advisors client?*

YesNo
Referrer’s Full Name*

First NameLast Name
💵 Refund Advance Option

Need access to your refund early? Royale Advisors offers a convenient Refund Advance Program that allows qualifying clients to receive part of their expected refund within 24–48 hours after IRS acceptance — no upfront fees or interest!

Here’s how it works:
- Apply through Royale Advisors when filing your return.
- Our partner bank will review your eligibility based on your estimated refund amount.
- If approved, your advance is deposited directly to your chosen method (debit card or bank account).
- The remaining balance of your refund will be disbursed once the IRS releases your full funds.
Note: Approval amounts and eligibility vary based on your refund total, filing type, and lender guidelines. This is not a loan from Royale Advisors — all refund advances are issued by our third-party banking partners.

Audit Protection | Expert Guidance | Fast & Easy Filing
Would You Like To Apply For Refund Advance ?*

YesNo
Refund Advance Status

AprprovedDenied
💸 Refund Delivery Options

At Royale Advisors, we make receiving your tax refund fast and easy! Please select how you would like to receive your refund once your return has been accepted by the IRS.
- 💰 Direct Deposit — Fastest option! Funds are deposited directly into your checking or savings account (typically within 7–21 days after acceptance).
- 💳 Prepaid Debit Card — Convenient if you don’t have a bank account. Your refund will be loaded onto a secure card issued by our partner financial institution.
- 📬 Paper Check — A refund check will be mailed to your address on file. Please allow extra time for delivery by mail.(OR PICK UP)
Note: Refund timing is determined by the IRS once your return is accepted. Royale Advisors cannot guarantee exact refund dates but will provide tracking assistance upon request.

Audit Protection | Expert Guidance | Fast & Easy Filing
How Do You Want Your Refund? (Check One)*

Direct DepoistPrepaid CardPaper Check
Bank Name ?*
Account Number *
Routing Number *
📎 Section 6: Document Uploads

Upload clear photos or PDFs of the following (mobile uploads welcome):
- Photo ID (Driver’s License or State ID)
- Social Security Card
- All W-2s / 1099s / Tax Documents
- Business Income & Expense Records (if applicable)
- Prior Year Tax Return (optional)
File Upload*

Cancelof
File Upload*

Cancelof
File Upload*

Cancelof
File Upload

Cancelof
File Upload

Cancelof
✨ Royale Advisors — 2025 Tax Preparation Engagement Letter ✨

Thank you for choosing Royale Advisors to prepare your federal and state income tax returns for the 2024 tax year (filed in 2025). This letter confirms our mutual understanding regarding the services we will provide and your responsibilities as our valued client.

📄 Scope of Services

We will prepare your individual or business income tax returns based on the information you provide. Our services include:
- Preparing and electronically filing your federal and applicable state tax returns.
- Reviewing your provided documents for completeness and accuracy.
- Applying allowable credits and deductions to maximize your refund or minimize your tax due.
We will not audit or verify the data you submit. Our engagement does not include bookkeeping, financial statement preparation, or representation before the IRS unless specifically agreed upon in writing.

👩🏾‍💼 Your Responsibilities
- You agree to provide accurate and complete information required for preparing your tax return(s).
- You are responsible for maintaining records, receipts, and other documentation supporting the data provided.
- You will review your completed return(s) carefully before signing and filing authorization forms.
- You remain responsible for the accuracy of your tax return(s) once filed.
💰 Fees & Payment

Our tax preparation fees are based on the complexity of your return and the forms required. Full payment is due before electronic filing or upon completion of your return. Additional fees may apply for extra forms, amended returns, or research services.

🔒 Confidentiality & Data Security

Royale Advisors keeps your personal information confidential in accordance with IRS regulations and privacy laws. Your data will never be sold or shared without your consent. All information is transmitted and stored securely using encrypted systems.

⚖️ IRS Due Diligence

For certain credits (Earned Income Credit, Child Tax Credit, American Opportunity Credit, etc.), we are required by law to ask additional questions and maintain documentation. Please cooperate fully so we can ensure your eligibility under IRS rules.

💼 Authorization

By signing below, you authorize Royale Advisors to prepare and electronically file your federal and state tax returns. You understand that you are responsible for reviewing your return(s) prior to submission.

📅 Agreement

This engagement letter will remain in effect for the 2025 filing season unless terminated in writing by either party.

Audit Protection | Expert Guidance | Fast & Easy Filing

www.royaleadvisors.com | info@royaleadvisors.com | (561) 562-9124
🖊️ Section 8: Authorization & Signature

By signing below, you confirm that the information provided is accurate and complete to the best of your knowledge, and you authorize Royale Advisors to prepare your tax return using this information.

Your data is handled securely and used solely for tax preparation purposes.
Are You Filing Prior Year Taxes ?*

YesNo
Are You Filing Amendment ?*

YesNo
Full Name*

First NameLast Name
Signature*

Clear
Date*

MonthDayYear
Date
🎉 You're All Set!

Thank you for completing your intake form with Royale Advisors. Our team will review your information and contact you shortly to confirm your appointment and next steps for a stress-free tax season.

Audit Protection | Expert Guidance | Fast & Easy Filing
Lead Source
IRS Approved Your Refund

ApprovedDENIED
Refund Depoisted

yesno
Thank You

yesno
Should be Empty:

✨ Royale Advisors — 2025 Tax Client Intake Form ✨

🖋️ Section 1: Client Information

💍 Section 2: Filing Status

👶 Section 3: Dependents

💼 Section 4: Income Information

💳 Section 5: Deductions & Credits

👭 Referral Rewards Program

💵 Refund Advance Option

💸 Refund Delivery Options

📎 Section 6: Document Uploads

✨ Royale Advisors — 2025 Tax Preparation Engagement Letter ✨

📄 Scope of Services

👩🏾‍💼 Your Responsibilities

💰 Fees & Payment

🔒 Confidentiality & Data Security

⚖️ IRS Due Diligence

💼 Authorization

📅 Agreement

🖊️ Section 8: Authorization & Signature

🎉 You're All Set!