2025 Client Intake Form

Tax Preparation Client Intake Form

Thank you for allowing New Wave Tax Academy to assist you with your tax preparations. Please complete the form so that we may be able to assist you in a smooth process. If you have any questions, please contact us at 678-702-3390. We guarantee you the best experience possible!

Taxpayer's Filing Status as of Dec. 2025*

SingleHead of HouseholdMarried Filing SeparateMarried Filing JointQualifying Widower
Are you interested in Cash Advance?*

YesNo

Engagement Letter
Dear Tax Client,

This letter is to confirm and specify the terms of our engagement with you and to clarify the nature and extent of the services we will provide. In order to ensure an understanding of our mutual responsibilities, we ask all clients for whom returns are prepared to confirm the following arrangements.

By providing us with your signature, you are accepting the terms and conditions specified in this letter.

We will prepare your TAX YEAR(S) federal, state and local income tax returns from information which you will furnish to us. We will not audit or otherwise verify the data you submit, although it may be necessary to ask you for clarification of some of the information. We will furnish you with questionnaires and worksheets to guide you in gathering the necessary information. We reserve the right to assess additional bookkeeping charges.

It is your responsibility to provide all the information required for the preparation of complete and accurate returns. You should retain all the documents, canceled checks and other data that form the basis of income, expenses, credits and deductions. These may be necessary to prove the accuracy and completeness of the returns to a taxing authority.

You have the final responsibility for the income tax returns and, therefore, you should review them carefully before you sign them.

Our work in connection with the preparation of your income tax returns does not include any procedures designed to discover defalcations and/or irregularities, should any exist. We will render such bookkeeping assistance as determined to be necessary for preparation of the income tax returns.

The law provides various penalties that may be imposed when taxpayers understate their tax liability. If you would like information on the amount or the circumstances of these penalties, please view the IRS website.

Your returns may be selected for review by the taxing authorities. Any proposed adjustments by the examining agent are subject to certain rights of appeal.

If the above sets forth your understanding, please sign this letter in the space indicated. This letter will apply for all tax returns prepared for you by our tax preparers.

I understand that this information is being provided to the IRS and State Revenue. I have been advised by my tax preparer that any false and misleading information that I provide for income tax filing purposes is against the law and are subject to penalties. I understand that Double Tax Solutions LLC is only liable for any Error and Omission on their part and will be responsible for any interest and penalties and not tax due.

We want to express our appreciation for this opportunity to work with you and provide you with “Accurate Results for a Better and Brighter Future.”
Printed Name of Taxpayer:*
Taxpayer Signature:*

Clear
Printed Name of Joint Taxpayer:*
Joint Taxpayer Signature:*

Clear
Date:*

MonthDayYear

Do you owe the IRS, State department, unemployment, student loans, any other government agencies?*
If yes, which do you owe? Select all that apply

IRSState Department (child support/etc)UnemployementStudent loansOther
How did you hear about us? Please select all that apply.*

FacebookInstagramReferralOther
If referred, type the full name of the person that referred you.*
Tax Payer's Social Security Number*
Tax Payer's Name*

First NameLast Name
Tax Payer's Date of Birth*

MonthDayYear
Date
Tax Payer's Occupation*
Tax Payer's Email*
example@example.com
Tax Payer's Phone Number*
Please enter a valid phone number.
Tax Payer's Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Were you married as of December 31, 2024?*

YesNo
Did you pay over half the expenses of maintaining your residence for the entire year?*

YesNoN/A
Do you want $3 to go to the Presidential Election Campaign Fund?*

YesNo
Do you have any dependents?*

YesNo

Dependents
DEPENDENT DUE DILIGENCE

Your child must pass all of the following tests to be your qualifying child for EITC:

Relationship
- Your son, daughter, adopted child, stepchild, foster child or a descendent of any of them such as your grandchild
- Brother, sister, half-brother, half-sister, step brother, step sister or a descendant of any of them such as a niece or nephew
Age
- At the end of the filing year, your child was younger than you (or your spouse if you file a joint return) and younger than 19
- At the end of the filing year, your child was younger than you (or your spouse if you file a joint return) younger than 24 and a full-time student
- At the end of the filing year, your child was any age and permanently and totally disabled
Residency
- Child must live with you (or your spouse if you file a joint return) in the United States for more than half of the year
Joint Retun
- The child cannot file a joint return for the tax year unless the child and the child's spouse did not have a separate filing requirement and filed the joint return only to claim a refund.
Enter Dependents Here*
Do you have any dependents in daycare where you paid out of pocket?*

YesNo
Daycare Statement*

Cancelof
By signing this form, I acknowledge that all information regarding any dependents that allows me to qualify for the HOH/EITC/ACTC/CTC is true and correct to the best of my knowledge. I understand that this information is being provided to the IRS and State Revenue. I have been advised by my tax preparer that any false and misleading information that I provide for income tax filing purposes is against the law and are subject to penalties.
Tax Payer's Signature*

Clear
Spouse's Signature*

Clear

Can anyone claim you, your spouse and/or dependent as a dependent?*

YesNo

Is anyone a college student and have a Form 1098T (Tuition Statement)*

YesNo
1098T Form*

Cancelof
Has the American opportunity credit been claimed for this student for any 4 prior tax years?*

YesNo
Did the student complete the first 4 years of post secondary education before 2024?*

YesNo
Was the student convicted, before the end of 2023, of a felony for possession or distribution of a controlled substance?*

YesNo

Documents (please upload ALL required documents)
Driver's License or State ID*

Cancelof
Major Bill (Electric, Water, Mortgage)*

If bill is not in your name provide bank statement that shows major bill your are paying
Cancelof
Social Security Cards

Cancelof
Birth Certificates or Doctor Records or School Records

Cancelof
CONSENT FOR PAYMENT

We here at Double Tax Solutions, LLC value the relationship we have with all of our clients. We are in the business to provide you with the absolute best service you can have. With saying that, we would like to remind you that we are providing you a service NOT a refund. You as a taxpayer have the choice to pay your tax preparation fees by one of the following: cash, check, money order, credit card, or directly from your refund*.

*If you choose to have the tax preparation fees taken from your refund and for whatever reason your taxes are intercepted, YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES! Please contact us immediately at our office for payment or payment arrangements. By signing your return you are agreeing to pay the preparation fees regardless if your refund was received or not. After 3 months from the date the refund was scheduled to arrive if no payment or arrangement is made, we will be forced to put your account into collections. We hope we never have to go this route so please keep open communication with us so we can work with you!
By signing below you agree with the Consent for Payment Terms:*

Clear
Joint Taxpayer Signature:*

Clear

Direct Deposit Authorization Agreement

I hereby authorize New Wave Tax Academy to initiate automatic deposits to my account at the financial institution named below. I also authorize New Wave Tax Academy to make withdrawals from this account in the event that a credit entry is made in error.

Further, I agree not to hold New Wave Tax Academy responsible for any delay or loss of funds due to incorrect or incomplete information supplied by me or by my financial institution or due to an error on the part of my financial institution in depositing funds to my account.

This agreement will remain in effect until New Wave Tax Academy receives a written notice of cancellation from me or my financial institution, or until I submit a new direct deposit form to the Payroll Department.
Name of Bank*
Routing Number*
Account Number*
I agree that the information above is correct to the best of my knowledge and I am an authorized user on the account.
Authorized User's Signature*

Clear

Does anyone listed on tax return have an IP PIN?*

YesNo
List the name and IP PIN number for each person.*

Acknowledgment, Privacy Policy & Signature
- New Wave Tax Academy does not disclose of, share, sell, rent, or any other way provide your information to anyone for any use.
- We use your personal data to provide and improve the services provided. While using our service, we may ask you to provide us with certain personal identifiable information that can be used to contact or identify you. Personal identifiable information may include, but is not limited to email address, first name and last name, phone number, address, state, province, zip/postal code, city, and usage data.
- The security of your personal data is important to us but remember that no method of transmission over the Internet, or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal data, we cannot guarantee its absolute security.
- New Wave Tax Academy will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Policy and no transfer of your personal data will take place to an organization or a country unless there are adequate controls in place including the security of your data and other personal information.
- I am aware that New Wave Tax Academy does NOT make the decision on the amount for advances.
- I understand that the turn around time for the completion of my taxes may take up to 10 days.
- I confirmed that all information I entered here is accurate and true.
- I have read the terms and conditions and privacy policy of New Wave Tax Academy.
- By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
- I am giving New Wave Tax Academy permission to prepare all forms related to my tax return and I have singed all necessary forms to file my income tax return electronically. I take full responsibility for the accuracy of this client intake form and understand that New Wave Tax Academy holds no responsibility for any misrepresentation or false claims.
Date Signed*

MonthDayYear
Date
Taxpayer Signature*

Clear
Date Signed*

MonthDayYear
Date
Spouse Signature*

Clear
Should be Empty:

Tax Preparation Client Intake Form