Tax Preparation Client Intake Form
Royal Financial Solutions LLC
There is NO payment upfront! Your fee will be taken directly out of your most recent tax return.
Taxpayer Information
Filing Status:
Single
Head of Household
Married Filing Separate
Married Filing Joint
Qualifying Widower
Name:
*
First Name
Last Name
Age:
Date of Birth:
*
-
Month
-
Day
Year
Date
Phone Number:
*
Please enter a valid phone number.
Format: (000) 000-0000.
Social Security Number:
*
Email:
example@example.com
Address:
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Business Name and EIN Number (if applicable):
Dependents
List all of your dependents below:
Rows
Name
SSN
Date of Birth
Relationship
1
2
3
4
5
6
Tax Related Questions
What year(s) tax return(s) do you need completed? Please type the year(s) below.
Employment Status:
Employed
Unemployed
Self-employed
Do you have any expenses for child care?
Yes
No
Other
If yes, please enter the following information below: Name, Address, EIN, and Amount Paid to Childcare Center.
What is your monthly rental amount?
How long have you lived at the property?
# of months
Do you own your home?
Yes
No
Did you pay your vehicle taxes?
Yes
No
For the tax year(s) filing, were you, or anyone you can claim as a dependent, enrolled as a full-time student during any part of five calendar months?
Would you like to add on the Credit Repair Sweep of all negative items in 30 days? ($495 is taken directly from your refund)
Please Select
Yes, please.
No, thank you!
Please enter the following information for your refund (Direct Deposit): Bank name:
*
Routing Number:
*
Account Number:
*
Which Tax Refund are you interested in? You are NOT charged upfront. Fees are only taken out of your tax refund. (Prices are per year completed)
Minimum Refund- $350 (W2'S, Limited Credits, Basic Tax Return)
Maximum Refund- $850 (LLC's, W2'S, Tax Credits, Deductions, Highest Tax Return)
*PLEASE ATTACH YOUR DRIVERS LICENSE, PROOF OF SOCIAL SECURITY NUMBER, AND PROOF OF YOUR DEPENDENT’S SOCIAL SECURITY NUMBER(S) (SS CARD, PREVIOUS TAX RETURN) AND W2 (IF APPLICABLE):
*
Browse Files
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If you don’t have a W-2 and/or are self-employed, please insert your total income for the year you are filing for (Type “N/A” if not applicable):
*
IRS PIN # (If assigned one)
Acknowledgment & Signature
I confirmed that all information I entered on this form is accurate and true.
I allow Royal Financial Solutions LLC to capture my sensitive data i.e personal ID, government ID, social security number (SSN), and any other necessary information.
I have read the terms and conditions and privacy policy of Royal Financial Solutions LLC.
I understand that when my tax preparer has submitted my return and it is ACCEPTED by the IRS , that she is no longer responsible for updates. All updates will be from IRS.gov ONLY!
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in completing your tax return.
Date Signed
-
Month
-
Day
Year
Date
Taxpayer Signature
*
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