Form

  • 🐝 Busy Bee Financial Solutions — Client Intake

  • 📌 Personal Information

  • Format: (000) 000-0000.
  • Date Of Birth*
     - -
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  • 📌 Filling Information

  • Did you file your Taxes last year?*
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  • Are You Claiming any dependents?

  • 📌Dependent Information

  • Date of Birth
     - -
  • CAN THIS DEPENDENT BE CLAIMED BY ANYONE ELSE?
  • Did This dependent Earn income?
  • Is This dependent Disable?
  • Do You Have Supporting Documents?
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  • 📌Dependent Information

    Dependent #2
  • Date of Birth
     - -
  • CAN THIS DEPENDENT BE CLAIMED BY ANYONE ELSE?
  • Did This dependent Earn income?
  • Is This dependent Disable?
  • Do You Have Supporting Documents?
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  • 📌Dependent Information

    Dependent #3
  • Date of Birth
     - -
  • CAN THIS DEPENDENT BE CLAIMED BY ANYONE ELSE?
  • Did This dependent Earn income?
  • Is This dependent Disable?
  • Do You Have Supporting Documents?
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  • 💵 INCOME DOCUMENTS

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  • Did You Recieve Any Unemployment Or 1099 Nec Income?
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  • Did You Receive 1099 Misc?
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  • Did You Receive Unemployment Income (1099-G
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  • Did You Receive Social Security income?
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  • Did you buy a home or own a home?
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  • 🎓Credits & Deductions

  • Did you pay for childcare in 2025?
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  • Did you attend College or pay Tuition in 2025?
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  • Did you pay Student Loan Interest in 2025?
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  • Did you have business or side-hustle expenses?
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  • ✍️ Consent & Signature

  • 📝 Busy Bee Financial Solutions — Full Client Consent & Acknowledgment
    By signing below, I acknowledge, understand, and agree to ALL of the following:
    (One signature at the bottom covers everything.)


    🔐 1. Identity Verification Consent
    I agree to provide a valid government-issued ID and any documents needed to verify my identity. I understand this is required for IRS compliance.


    🧾 2. Tax Preparation Authorization
    I authorize Busy Bee Financial Solutions to prepare my federal and state tax return for the current tax year using the information I provide.


    📚 3. Due Diligence Agreement
    I understand Busy Bee Financial Solutions must follow IRS Due Diligence laws. I agree to provide honest, accurate, and complete information regarding:
    • Income
    • Dependents
    • Credits
    • Deductions
    • Household information
    • Any documents requested

    I understand false information can delay, reduce, or deny my refund.


    📤 4. Consent to Use & Disclose Tax Information
    I allow Busy Bee Financial Solutions to:
    • Use my tax information for preparation & filing
    • Share necessary data with IRS-approved partners
    • Communicate with me about my tax return
    • Submit my return electronically

    My information will NOT be sold or shared outside of tax-related processes.


    🏦 5. Direct Deposit Authorization (If Selected)
    If I choose direct deposit, I confirm the account and routing numbers I provide are correct. Busy Bee Financial Solutions is not responsible for delays caused by incorrect banking information.


    💸 6. Refund Transfer / Bank Product Fees (If Selected)
    If I choose a refund transfer or advance, I authorize all applicable:
    • Bank fees
    • Processing fees
    • Software fees
    • Service charges

    These will be deducted from my tax refund.


    🔍 7. Review & Accuracy Confirmation
    I confirm that I have reviewed my tax return in full, checked all amounts, and verified that the information shown is true, complete, and correct.
    I fully understand that I am responsible for the accuracy of all information provided.


    ⚠️ 8. No Guarantee of Refund
    I understand Busy Bee Financial Solutions does NOT guarantee:
    • Refund amount
    • Refund approval
    • IRS or state processing times
    • Refund advance approval

    All results depend on IRS/state determination.


    💳 9. Non-Refundable Fees
    I understand that tax preparation fees are non-refundable, even if:
    • The IRS reduces my refund
    • My refund is offset
    • My return is delayed
    • I become ineligible for a credit


    ✍️ 10. E-Signature Authorization
    I agree that my electronic signature carries the same legal effect as a handwritten signature.


     

  • 📌 SECTION: IRS Due Diligence Certification (Form 8867 Requirements)(Required for EIC, CTC, ACTC, HOH & Education Credits)

  • Which filing status are you claiming this year?SingleHead of HouseholdMarried Filing SeparatelyMarried Filing JointlyQualifying Surviving Spouse
  • For each dependent you claim, confirm you can provide:✔ Proof of residency✔ Birth certificates✔ School/medical records✔ Proof of relationship✔ SSN or ITIN✔ You financially supported the child
  • Did your child live with you more than half the year?
  • Why are you claiming them? (IRS requires explanation
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  • https://pci.jotform.com/form/253283772954064If you selected an Amendment, Previous-Year Return, IRS Debt Relief Consultation, or any other paid service, please complete your payment here:

  • Date
     - -
  • Should be Empty: