Clone of METRO EZ Client 2026 Intake

I agree to have my federal and state tax return prepared by METRO EZ Financial Solution. I agree that this contract will be in effect from the date signed and valid for the current year tax return. I acknowledge that I have physically submitted all information, Dependent information, Child Care Expenses, Itemized deductions or anything that will require me to prove as being true. I agree to examine everything on my tax return for accuracy prior to submission to the IRS for approval. Should my return be rejected by the IRS, METRO EZ Financial Solution will inform me of the rejection and what is needed from me prior to re submission. Corrections will then be made and there will be no additional charges for re submission. Upon approval, I shall expect my return in the form of a check, direct deposit or debit card in about 21 days of acceptance. Should my return be held by the IRS for review of some sort, I am responsible for paying METRO EZ Financial Solution their fees. Should my return be released later, Refund Advantage will deduct fees as pre-planned. I agree that should I be audited by the IRS, it is my responsibility to provide all necessary information to them and not the responsibility of METRO EZ Financial Solution. I understand that METRO EZ Financial Solution will not discuss my tax return with anyone except myself. I also must authorize METRO EZ Financial Solution to allow someone other than myself to pick up my tax refund check. This person must sign for the check and show a valid photo government issued ID, in order for that person to receive my refund check. I agree that METRO EZ Financial Solution will deduct their fees from my refund or I will pay the fees upfront at the time of service unless other arrangements are made. I am aware that the bank has charges that will be deducted from my refund as well. By signing this agreement, I am acknowledging that I have read, understand and agree with the terms of this agreement.
Taxpayer (print)*
Sign*

Powered by Jotform SignClear
Spouse(if applicable)
Sign

Powered by Jotform SignClear
Date*

MonthDayYear
Date

Client Information
Please select tax year.*
Name*

First NameLast Name
Spouse

First NameLast Name
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Referral code/ or person name or @
What is your social security number*
What is your social security number? (spouse)
Date of birth*

MonthDayYear
Date
Date of birth (spouse)

MonthDayYear
Date
Do you have dependents?*
Are all dependents your biological children? If no, why?*
Enter all dependents name, social, date of birth and relationship. Put N/A for no dependents. *
Did your dependent(s) live with you more than 6 months?*
If claiming a dependent with special needs can provide proof?*
Did you pay for childcare?*
Do you pay more than 50% of household bills?*
Do you/spouse/ dependents have an IP Pin?
Please enter IP Pin(s) below.
Can anyone claim you as a dependent?*
Do you have a disallowance?*
Do you have a debt with the IRS?*
Did you receive unemployment?*
Did you go to school and can provide a 1098T?*
Did you have marketplace insurance?*
Do you need credit repair ?*
Do you need business formation.

YESNO
If you pay rent add landlord name, address, rent amount *
If you pay heat how much in 2024 and which company

Did you receive a W-2?*
Are you self-employed?*
Did you receive a 1099 NEC/MISC?*
Do you have and EIN/DBA/LLC?
What is your principle business?*
What is your EIN number?
Do have a dedicated workspace in your home?
Can you provide documents if required by the IRS?*
Please note if you answer no we will not be able to move forward with your tax return.
What was your annual business income?*
If you are not self-employed please put "0".
Please upload any supporting documents to show income proof W2, 1099, 1098t, SSA 1099 form i.e. receipts, bank statements, spreadsheet, etc.*

Cancelof
Do you want to apply for a tax advance?*
Account number    Type a label*
Routing number    Type a label*
Name of bank.    Type a label*
Upload your direct deposit form.

Cancelof
I certify that all answers are honest and true.*

Powered by Jotform SignClear
I certify that all answers are honest and true. (spouse)

Powered by Jotform SignClear

By checking “I agree” and signing below, I confirm my understanding and consent.*

YESNO
Picture of ID*

Cancelof
Consent and Agreement

By submitting this application, I acknowledge and agree to provide my personal information, including but not limited to my full name, date of birth, social security number, current address, banking information, and any other necessary details. I understand that this information is required for verification purposes, accurate tax return preparation, and to ensure the timely processing of any refunds, credits, or payments I may be eligible to receive.

I confirm that all the information provided is accurate and up-to-date. I further consent to the use of this information solely for the purposes outlined above and acknowledge that it will be handled with the utmost confidentiality and in compliance with applicable laws.
Estimate Fee Notice

By submitting this form, you acknowledge that receiving an estimate for your tax preparation will incur a $75 fee if you choose not to file your taxes with Metro EZ Financial Solution. This fee ensures the time and expertise provided during the estimate process. If you proceed with filing your taxes with us, the $75 fee will be waived.

Please sign below to acknowledge your agreement to these terms.
Signature*

Powered by Jotform SignClear
Should be Empty:

Client Information