• Client Intake Form

    Client Intake Form

    Thank you for completing your Client Questionnaire. For new clients, this information is essential to get started, and for our existing clients, we kindly ask for your updated details to ensure our records remain accurate and up to date.

  • * Indicates required fields.

  • Type of Client
  • Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • Filing Status*
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  • Does any of the following apply to you?*
  • Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?*
    • Spouse Information 
    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Format: (000) 000-0000.
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    • Does any of the following apply?
    • Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?
    • Questionnaire 

    • Answering these questions will toggle specific forms for your tax situation to keep you from answering irrelevant information and save time.

    • Do you have dependents?*
    • Would you like to apply for a refund advance?*
    • Are you filing a business/self employed/side job/cash job (1099 Employee)?*
    • Do you owe child support, student loans, taxes, or any other entity that might offset your refund?*
    • Did you or your family have health insurance at any time in 2024 FROM THE MARKETPLACE? HEALTHCARE.GOV (also known as "Obama Care") or received a 1095A form?*
    • Dependents 
    • Date of Birth*
       - -
      2 digit month, 2 digit day, 4 digit year
    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Do you have more than three dependents?*
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    • Do you have any expenses for child care?
    • Do any of your dependents have tuition expenses?
    • Income 
    • Please select each type of income that you received for the 2024 tax year*
    • Do you need to file any previous year(s)?*
    • Select the year(s) you need filed and upload income documents below for those years.
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    • Healthcare Information 
    • Did you purchase insurance from OR have any premium credits from the insurance company you use?

    • If you have Insurance through your job (1095B) or Insurance through your state (Medicaid) (1095C) You do not need to upload them. We only require you to upload the 1095A form.

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    • Business Income/Self Employment Questionnaire 
    • Enter your business expenses:
      Rows
    • Select all that apply to you:
    • Deductions & Credits 
    • Which of the following applies to you?
    • Do you have energy star rated improvements to your home?
    • Did you sell any stock?
    • Do you have documents that shows you paid for property taxes?
    • Did you take money from your 401K?
    • Refund Advance Application 

    • Would you like to apply for the tax advance loan of up to $9,500? (The amount you are approved for depends on the amount of your refund).  

      Regardless of the method you select to receive your tax refund advance, your refund will be processed the same way. Please note, this choice cannot be changed, even if your advance is not approved.

      Approval rate is about 79% and the bank will look at your refund history from previous year to determine approval. 4 out of 5 of my clients are usually approved.

      **DISCLAIMER: DESPITE ODDS, REFUND ADVANCES ARE NOT GUARANTEED

      THE BANK CAN APPROVE YOU FOR THE AMOUNT REQUESTED, DENY YOU, OR APPROVE YOU FOR A LESSER AMOUNT** 

    • Acknowledgment
    • Refund Selection 
    • How would you like to receive your refund?*
    • Bank Account Type*
    • Do you plan on buying a house in the next two years?*
    • Acknowledgment & Signature 

    • CURRENT-YEAR TAX PREPARATION ENGAGEMENT AGREEMENT

      Titan Tax and Financial Services ("we," "us," or "our") will prepare and electronically file your current-year individual federal and applicable state or local return. This includes Schedule C for sole-proprietor or single-member LLC activity when applicable and supported by adequate records.

      1. SERVICES INCLUDED
      We will review the information you submit, request clarification when needed, prepare and review the return, obtain signatures, e-file, correct filing rejections related to our preparation, and provide routine processing, identity-verification, refund-verification, and refund-status assistance through funding or final processing. Separate services begin if the matter becomes an audit, amendment, appeal, collection case, fraud investigation, or other matter outside routine processing.

      2. YOUR RESPONSIBILITIES
      You must provide complete and accurate tax information and all requested forms, notices, records, receipts, mileage logs, identification documents, and supporting documents. Review the completed return before signing, report missing or corrected information promptly, and keep copies of your filed returns and records. You remain responsible for information reported on your return.

      3. SCHEDULE C CLIENTS
      You must support all business income, expenses, business-use percentages, mileage, inventory, home-office expenses, contractor payments, worker classifications, and required Forms 1099. We may refuse unsupported, unreasonable, or unlawful positions.

      4. VERIFICATION
      We make reasonable inquiries and may request proof to meet tax-preparer due-diligence rules, but we do not audit or independently verify every item. Estimates are used only when legally permitted and reasonably supported. We may pause or end the engagement if required information is not provided.

      5. TWO-BUSINESS-DAY DOCUMENT DEADLINE
      Requested documents must be submitted within two business days after preparation begins. If they are not received, we may place the return in inactive status and invoice or charge the authorized payment method for work already completed. A $100 reactivation fee must be paid before work resumes on an inactive return.

      6. FEES AND PAYMENT
      All unpaid prior-year balances must be paid before we begin the current-year return. This is actual tax preparation—not a quote, estimate, or fee-only review. Once you authorize us to begin and preparation work is performed, the assessed fee is earned even if you later choose not to sign, e-file, or file through Titan Tax and Financial Services. Fees must be paid before e-filing unless you qualify for an eligible third-party refund-transfer option.

      If payment through the refund cannot be completed after filing, the unpaid balance is invoiced and due immediately. This includes a delayed or reduced refund, an offset, a refund applied to another debt, a deposit outside the selected refund-transfer process, or a paper check issued directly to you.

      7. COMPLETED RETURN AND 24-HOUR POLICY
      After we notify you that the return is complete, you have 24 hours to sign the return documents or submit a specific written question or good-faith fee dispute. If you do neither, the fee for completed preparation work becomes immediately due. With your separate authorization below, we may invoice the fee and charge the authorized payment method on file. A declined charge does not cancel the balance.

      8. SEPARATE SERVICES
      Audits, examinations, amendments, appeals, collections, penalty requests, substantive notice responses, prior-year returns, bookkeeping, payroll, business-entity returns, record reconstruction, and work caused by omitted, inaccurate, or late information require a separate agreement and fee.

      9. FILING, REFUNDS, AND DEADLINES
      We will not file until required information, signatures, authorizations, and payment arrangements are complete. You are responsible for filing and payment deadlines. An extension to file is not an extension to pay. We do not guarantee acceptance, tax results, refund amounts, processing time, funding, refund-transfer eligibility, or advance approval.

      10. COMMUNICATIONS, PRIVACY, AND ACCEPTANCE
      You authorize engagement-related contact using the information you provide. Do not send Social Security numbers, banking information, or complete tax documents through unsecured email or text. We will handle tax-return information under applicable confidentiality rules. Either party may end the engagement before filing, but you remain responsible for completed work and all deadlines. Electronic acceptance has the same effect as a handwritten signature where permitted by law.

    • Date Signed*
       - -
      2 digit month, 2 digit day, 4 digit year
    • Date Signed
       - -
      2 digit month, 2 digit day, 4 digit year
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