Innovative Tax Solutions

Complete the following information to begin the tax preparation process. By submitting this form, you acknowledge that all details provided are accurate to the best of your knowledge. Additional notices and legal disclosures are included at the end of the form.
Tax Year (Submit a new form for each tax year)
Tax Payer Name

First NameMiddle NameLast NameSuffix
Date of Birth

MonthDayYear
Social Security Number
Occupation
What is your IP PIN Number?
Unexpired ID

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Social Security Card

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New Or Returning Client

New ClientReturning Client
If you have a copy of your last years return, upload it here:

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Filing status?
Head of Household: Please upload one supporting document.

Examples of acceptable documents include: utility bills, lease agreements, mortgage statements, rent receipts, grocery receipts, etc. If you are unable to provide this documentation, you cannot claim Head of Household (HOH) and your return will be filed as Single.
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Email
example@example.com
Phone Number
Please enter a valid phone number.
Home Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Is this a new address with the IRS?

YesNo
Can another taxpayer claim you as a dependent on their tax return?

YesNo
Income Documents (W2, 1099, Bank Statements, Cash App etc)

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Will you be filing a tax return with your spouse?

YesNo
Spouse
Spouse's Name

First NameMiddle NameLast NameSuffix
Spouse DOB

MonthDayYear
Spouse's Social Security #
Spouse Occupation
What is your IP PIN?
Spouse Email Address
example@example.com
Spouse Phone
Please enter a valid phone number.
Spouse Unexpired ID

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Spouse Social Security Card

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Income Documents (W2, 1099, Bank Statements, Cash App etc)

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Are you claiming any dependents on this return?

YesNo
Dependent 1
First Name
Last Name
Date of Birth

MonthDayYear
Social Security Number
Number of months this person lived in your home:
Relationship
Do you provide more than 50% of the financial support for this dependent?

YesNo
Social Security Card

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Supporting Document

Example: Birth Certificate, Shot Record, School Record, Lease Showing Child As Resident
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DEPENDENT IP PIN
Would you like to add another dependent

YesNo
Dependent 2
First Name
Last Name
Date of Birth

MonthDayYear
Social Security Number
Number of months this person lived in your home?
Relationship
Do you provide more than 50% of the financial support for this dependent?

YesNo
Social Security Card

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Supporting Document

Example: Birth Certificate, Shot Record, School Record, Lease Showing Child As Resident
Cancelof
DEPENDENT IP PIN
Would you like to add another dependent

YesNo
Dependent 3
First Name
Last Name
Date of Birth

MonthDayYear
Social Security Number
Number of months this person lived in your home?
Relationship
Do you provide more than 50% of the financial support for this dependent?

YesNo
Social Security Card

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Supporting Document

Example: Birth Certificate, Shot Record, School Record, Lease Showing Child As Resident
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DEPENDENT IP PIN
Dependent Sworn Residency Affidavit
Name of Parent or Guardian:
Months dependent(s) lived in your home?
Address

Street Address

Street Address Line 2

CityState

Zip Code
List names of all dependent(s)
Are you able to supply proof of residency if requested by the IRS or any other taxing authority?

YesNo
Under the penalty of perjury, I hereby swear that all the information listed on this affidavit is true the best of my knowledge and that the dependents listed above have lived at the above referenced address with me for more than six months.

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Do you receive any form of government assistance or benefits?

YesNo
List assistance type:
Did you pay any child care expenses for any dependents listed above

YesNo
Proof of Expenses

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Did you, your spouse or any dependents attend college in 2025?

YesNo
Upload 1098-T Form

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Did you receive health insurance through the Market Place?

YesNo
Upload Your 1095-A Form

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If you own your home, have you received form 1098 from your mortgage lender?

YesNo
1098 Mortgage Interest Form

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Do you owe debt to any Government Agency; such as IRS, Student Loans, Child Support etc?

YesNo
List Them Here:
Are you self employed? (Do you have a business or "side hustle"?

YesNo
Do you want to apply for a same day cash advance loan?

YesNo
Advance amount selection:

Up To $1,000 - No Interest$1,000 to $9,500 - With Interest
Refund disbursement type:
Bank Name
Bank Account Number
Routing Number
Verify Bank Account Number
Verify Routing Number
Please confirm that you’ve included all income for the tax year chosen. Any IRS delays or audits related to unreported income cannot be attributed to Innovative Tax Solutions.
Who referred you?
Would you like to add a credit services? Results as soon as 7-30 days.

YesNo
Anything additional information?
I certify that the information I have provided to Innovative Tax Solutions is complete and accurate to the best of my knowledge. I understand that I must maintain documentation to support all claims made on my return. I also acknowledge that intentionally submitting false information to the IRS may lead to legal penalties, restitution, court proceedings, and potential imprisonment. I release Innovative Tax Solutions and its preparers from responsibility for any errors arising from inaccurate or incomplete information I submit. By signing below, I authorize Innovative Tax Solutions to prepare and electronically file my tax return.
Signature

Clear
Spouse Signature

Clear
Letter of Engagement
Thank you for the opportunity to assist you with the preparation of your income tax return(s). To ensure a clear understanding of our professional relationship and responsibilities, please review the information below.

We will prepare your income tax return(s) based solely on the information you provide. Upon completion, all original tax documents will be returned to you. Although our office may retain scanned copies for record-keeping purposes, you are responsible for maintaining all documents, receipts, statements, and other records that support the income, deductions, credits, and positions reported on your tax return(s). This includes, but is not limited to, documentation for meals, travel, charitable contributions, business expenses, vehicle mileage, bank statements, credit card statements, and any other supporting records. These documents may be required by taxing authorities to substantiate the accuracy of your return if it is selected for examination. We recommend that you retain all tax-related records for at least five (5) years after the return is filed or its due date, whichever is later.

Our engagement to prepare your tax return(s) does not include any procedures designed to discover fraud, errors, or other irregularities. While we will exercise reasonable professional judgment in interpreting and applying tax laws, it is important to understand that the tax law contains areas of uncertainty, and taxing authorities may challenge positions taken on your return. Unless you instruct us otherwise, we will take reasonable and supportable tax positions in your favor when permitted under applicable law. However, we cannot guarantee how any position will be interpreted or resolved by the IRS or state authorities.

Please be aware that we cannot be held responsible for issues, penalties, delays, or additional tax liabilities that arise from information that was incomplete, inaccurate, omitted, or provided after the return was filed.

Service Fee Notice:
If you choose not to file your tax return after we have completed the preparation, a non-refundable fee of $75.00 will be due immediately for services rendered. If payment is not made and our firm must pursue collection efforts, you may be responsible for reimbursing the firm for reasonable costs incurred in the collection process.
Signature

Clear
Spouse Signature

Clear
Thank you for choosing Innovative Tax Solutions! We know you have many options when it comes to tax preparation, and we truly appreciate the opportunity to serve you. Your trust means a great deal to us, and we don’t take it lightly.

Once we receive your completed intake form, our team will begin processing your file. After reviewing your information, we will contact you to go over your return and refund details, confirm whether you’d like to apply for an advance loan, and then send your documents for electronic signature.

Our goal is to maintain complete transparency throughout the entire process so that you feel confident, informed, and satisfied with your filing experience.

If you have any questions at any point, please don’t hesitate to reach out to our office. We’re here to support you every step of the way.
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Complete the following information to begin the tax preparation process. By submitting this form, you acknowledge that all details provided are accurate to the best of your knowledge. Additional notices and legal disclosures are included at the end of the form.

Spouse

Dependent 1

Dependent 2

Dependent 3

Dependent Sworn Residency Affidavit

Letter of Engagement