• Welcome to Manifest & Multiply Financials!

    Thank you for choosing us to prepare your tax return. This secure form is used to collect your information and required acknowledgments. Please complete this form in one sitting. Important: After completing this form, you will receive instructions to upload all required tax documents through TaxesToGo. Your return cannot be prepared until all documents are uploaded.

  • How Our Tax Process Works

    Step 1: Complete the Intake Form
    Please provide your basic information using this intake form. This helps us understand your tax situation and assign your return to the tax professional you select.

    Step 2: Review & Preparer Assignment
    Once your intake form is submitted, it will be reviewed by your selected tax professional. If additional information or clarification is needed, your preparer will contact you directly.

    Step 3: Secure Document Upload
    After review, you will receive instructions from your preparer on how to securely upload your tax documents through our client portal (Taxes To Go).
    Please do not email sensitive documents.

    Step 4: Tax Preparation, Interview & Review
    Your preparer will prepare your tax return, conduct a required client interview, and review key details with you as needed. You will then receive instructions for approval, signatures, and submission.


    Privacy & Security Notice
    Your privacy is important to us. Sensitive personal and financial information is collected only through secure systems and is never requested via email or text message.

    If you have questions at any point, your selected tax preparer will be happy to assist you.

     

  • Can you provide a copy of your prior year(s) tax returns?
  • What type of tax preparation do you need?*
  • What tax year are you filing for?*
  • New or Returning Client?*
  • Did you receive a tax return last year?*
  • Would you like to apply an In-Season Advance Loan up to $7,500? (Approval depends on bank underwriting. Loan decision is not based on tax refund amount. If denied, you will still receive your tax refund normally.) Advance Loans end in March.
  • Do you currently owe any government agencies listed below?*
  • Do you have any financial debt that would prevent you from getting your refund?*
    • Household, Dependents & Filing Status 
    • Are you claiming any dependents this year?*
    • If claiming dependents, do you have documents proving residency? (Examples: school records, medical records, daycare, or lease)*
    • Do ALL dependents you are claiming meet the IRS relationship and residency rules?*
    • If claiming dependents, did ALL dependents listed on your tax return live with you more than 6 months during the year?*
    • If claiming dependents, is your dependents listed on your tax return being claimed by someone else in a prior year?*
    • Did you receive SNAP, TANF, SSI, housing assistance, or other government benefits?*
    • If claiming dependents, did anyone else provide financial support for any dependents listed on your tax return?*
    • Is anyone else able or planning to claim the same dependents?*
    • Were you legally married on December 31st of the tax year?*
    • If married, did you live with your spouse at ANY time during the last 6 months of the year?*
    • Did you pay MORE THAN HALF of the cost of keeping up your home? (Rent, Utilities, Food, etc.)?*
    • Do your EIC qualifying children meet any one of these requirements (select all that applies):*
    • Did your EIC qualifying children live with you in the same main home in the U.S?*
    • Taxpayer Information 
    • Format: (000) 000-0000.
    • Did you live or work in two or more states during the tax year?*
    • Can anyone else claim you, your dependents, and or your spouse on their tax return?*
    • Spouse Information (only fill this information out if married filing joint) 
    • Format: (000) 000-0000.
    • Spouse Date of Birth (if applicable)
       - -
    • Did you live or work in two or more states during the tax year?
    • Can anyone else claim you, your dependents, and or your spouse on their tax return?
    • Income Information 
    • Check all that apply for you and/or your spouse during the tax year:*
    • Did you or your spouse work overtime in 2025?*
    • Did your name, address, or dependents change since last tax season?*
    • What types of income did you or your spouse receive this year? (select all that applies)*
    • Did you have a loss from investments or self-employment last year?*
    • Do you have records or a reasonable way to support the income you are reporting?*
    • Expenses, Adjustments & Tax-Related Events 
    • Itemized-type expenses: Did you pay any of the following? (select all that applies)*
    • Adjustments & other expenses: Did you pay any of these during the year? (Select all that applies)*
    • Life events & other tax-related items: Did any of the following happen during the tax year? (Select all that apply)*
    • Have you ever been audited?*
    • Refund and Payment Preferences  
    • If you are due a refund, how would you like to receive it?
    • If you owe, how would you like to pay? (only select an answer if you owe)
    • If due a refund, is your bank account a checking or savings account?*
    • Protections & Authorizations 
    • I understand additional documentation may be required to claim certain credits such as EITC, CTC, ACTC, AOC and Head of Household.*

    • Manifest & Multiply Financials — Engagement Letter

      Manifest & Multiply Financials Tax Preparation Engagement Agreement

    • Tax Preparation Engagement Agreement
      PLEASE READ CAREFULLY BEFORE SIGNING
      This Tax Preparation Engagement Agreement (“Agreement”) outlines the terms, responsibilities, and expectations between Manifest & Multiply Financials (“we,” “us,” or “our”) and you (“client”).

      By signing below, you acknowledge that you understand and agree to the terms of this Agreement.

      1. Scope of Services
      Manifest & Multiply Financials will prepare your federal and, if applicable, state individual income tax return(s) based on information provided by you and through a required client interview process.

      We do not provide auditing, legal advice, or official IRS representation unless separately agreed upon in writing.

      We are not CPAs, attorneys, or Enrolled Agents.

      2. Client Interview & Due Diligence Requirements
      The IRS requires tax preparers to complete due diligence when preparing tax returns, especially when certain filing statuses or credits are involved.

      As part of this process:

      You will be asked detailed questions about your income, dependents, filing status, and credits
      Follow-up questions may be required
      Supporting documentation may be requested when necessary
      If required information or clarification is not provided, we may decline to prepare or file your return.

      3. Client Responsibilities
      By signing this Agreement, you confirm that:

      All information you provide is true, complete, and accurate
      You will disclose all income, including W-2s, 1099s, cash income, and other earnings
      You will provide all requested tax documents in a timely manner
      You understand that false, incomplete, or misleading information can result in penalties, audits, or disallowed credits
      You are ultimately responsible for the accuracy of your tax return.

      4. Filing Status, Dependents & Credits
      If you claim any of the following:

      Head of Household
      Dependents
      Earned Income Credit (EIC)
      Child Tax Credit
      Education Credits
      Other refundable or non-refundable credits
      You confirm that you legally meet IRS eligibility requirements for those claims.

      Credits and filing status are determined by IRS rules — not refund expectations or estimates.

      5. No Refund Guarantees or Estimates
      Refund amounts depend on:

      Income
      Filing status
      Dependents
      Credits
      Deductions
      Taxes already paid
      IRS rules and processing
      We do not guarantee refunds and do not provide final refund amounts until all documents are reviewed and the return is completed.

      6. Right to Refuse or Disengage
      Manifest & Multiply Financials reserves the right to:

      Decline preparation or filing of any return
      Discontinue services if information provided is incomplete, inconsistent, or appears inaccurate
      Disengage if IRS compliance requirements are not met

      7. IRS & State Review / Audits
      Your tax return may be selected for IRS or state review.

      If this occurs:

      You are responsible for responding and providing documentation
      We do not represent clients in audits unless separately agreed
      We may refer you to a licensed professional if representation is required
      You are responsible for any additional taxes, penalties, or interest assessed.

      8. Fees & Payment
      Preparation fees are based on:

      Forms required
      Complexity of the return
      NOT on refund amount.
      Payment is due:

      Before filing, OR
      From your refund if using a bank product (subject to bank approval and fees)

      9. Document Retention
      We retain digital copies of tax documents and completed returns for recordkeeping purposes.

      We do not store original documents.

      Clients are responsible for maintaining their own copies.

      10. Communication Consent
      By signing this Agreement, you consent to communication via:

      Email
      Phone
      Text message (SMS)
      You acknowledge that electronic communication may carry security risks.

      11. Confidentiality
      Your information is kept confidential and used solely for tax preparation and related communication, unless disclosure is required by law.

      12. Limitation of Liability
      Manifest & Multiply Financials is responsible only for errors caused by our preparation process.

      We are not responsible for:

      Penalties or interest caused by incorrect or incomplete information provided by you
      Refund delays, offsets, or IRS processing issues
      Missing documents or failure to disclose income

      13. Authorization & Agreement
      By signing below, you acknowledge that:

      You have read and understood this Agreement
      You agree to its terms
      You authorize Manifest & Multiply Financials to prepare your tax return

      Consent to Use and Disclose Tax Return Information (IRC §7216)
      By signing this engagement letter, you authorize Manifest & Multiply Financials and its assigned tax professionals to use and disclose your tax return information as permitted by law for the purpose of:

      Preparing, reviewing, and filing your federal and state tax returns
      Communicating with you regarding your tax return
      Obtaining information from you or third parties necessary to prepare your return
      Securely storing and maintaining your tax records in compliance with IRS and federal data protection requirements
      Sharing information internally within our firm for quality control, compliance, and supervision purposes
      Your tax return information will not be disclosed to any third party for marketing or non-tax-related purposes without your separate written consent, except as required or permitted by law.

      You understand that:

      This consent is required in order for us to prepare your tax return
      You may revoke this consent in writing at any time, except to the extent that we have already relied on it
      Federal law requires this consent to protect the confidentiality of your tax return information
      By signing below, you acknowledge that you have read, understand, and agree to this consent.

      Refund Offset Authorization & Disclosure

      I understand that my federal and/or state tax refund may be subject to offset by the U.S. Department of Treasury or other government agencies for past-due obligations, including but not limited to prior tax liabilities, child support, student loans, or other debts.

      I authorize Manifest & Multiply Financials LLC to contact the Treasury Offset Program or related agencies on my behalf for informational purposes only, including confirming whether an offset exists and the general reason for the offset.

      I understand that this authorization does not grant power of attorney and does not allow the preparer to dispute, negotiate, reverse, or resolve any offset on my behalf.

      I acknowledge that Manifest & Multiply Financials LLC has no control over offsets and cannot prevent, predict, or recover funds subject to offset.

      I understand that tax preparation fees remain due in full regardless of whether my refund is reduced, delayed, or offset.

       NO INTIMIDATION / ZERO-TOLERANCE POLICY

      We are committed to providing a professional, respectful, and safe experience for both our clients and our team.

       Aggressive, abusive, threatening, harassing, or intimidating behavior toward staff, affiliates, or representatives will not be tolerated under any circumstances.

       If such behavior occurs, we reserve the right to immediately terminate services. Any fees paid or owed may be non-refundable, and communication with our staff may be discontinued. In serious situations, we may take additional steps as necessary to protect our team.

       Termination of services due to this policy does not affect your right to receive any refund issued by the IRS or state agency; however, you will no longer be in direct contact with our office.

      KNOW THE BASICS EITC ELIGIBILITY RULES FOR ALL EITC CLAIMANTS

      ALL TAXPAYERS CLAIMING EITC MUST MEET THESE RULES:

      Rule 1- Adjusted gross income (AGI) limits

              Your adjusted gross income (AGI) must be less than:

                  $61,555 ($68,675 for married filing jointly) if you have three or more qualifying children,

                  $57,310 ($64,430 for married filing jointly) if you have two qualifying children,

                  $50,434 ($57,554 for married filing jointly) if you have one qualifying child, or

                  $19,104 ($26,214 for married filing jointly) if you do not have a qualifying child.

      Rule 2- you must have a valid social security number (SSN)

      Rule 3- your filing status cannot be married filing separately

      Rule 4- you must be a United States citizen or resident alien all year

      Rule 5-you cannot file form 2555 or form 2555-ez

      Rule 6- your investment income must be $10,300 or less

      Rule 7-you must have earned income of at least $1

      Rule 8-your child must meet the relationship, age, residency, and joint return tests

      Rule 9-your qualifying child cannot be used by more than one person to claim the EIC

      Rule 10- you cannot be a qualifying child of another taxpayer

      Rule 11-you must be at least 25, but under age 65 (if no qualifying child)

      Rule12-you cannot be the dependent of another person

      Rule 13-you must have lived in the United States more than half of the year

        The maximum amount of credit for Tax Year 2025 is:

      $8,046 with three or more qualifying children
      $7,152 with two qualifying children
      $4,328 with one qualifying child
      $649 with no qualifying children
       

      When Can I Expect My Refund?

      If you claim the earned income tax credit (EITC) or the additional child tax credit (ACTC) on your tax return, by law the IRS can't issue your refund before mid-February — even the portion not associated with EITC or ACTC

      Disclosure: I understand the rules to claim EITC. I understand that the information I provided meets the IRS guidelines to receive the EITC. I found to be perjury, I, the taxpayer could be fined for misrepresentation of the Earned Income Credit Tax Laws.

       

    • Taxpayer Date*
       - -
    • Spouse Date (if applicable)
       - -
    • Should be Empty: