BBS CLIENT INTAKE

ButterFly Business Solutions

Tax Client Intake 2025
🦋 Welcome to Butterfly Business Solutions

Thank you for choosing Butterfly Business Solutions for your tax preparation services. We are committed to providing a smooth, secure, and stress‑free experience.
If you are interested in applying for a Tax Refund Advance (up to $7,000), please select the appropriate option in the Refund Advance section of this form. Eligibility and approval are determined solely by the financial institution and may require additional documentation.
To ensure accurate and timely processing, please complete all sections of this intake form, including your banking information for direct deposit or refund advance purposes.
Please remember to download the app and upload all required documents:https://taxestogo.com/App/Download/86550
- Name
  
  First NameLast Name
- Date of Birth
  
  MonthDayYear
  2 digit month, 2 digit day, 4 digit yearDate
- SSN/ITIN
- Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Email
  example@example.com
- Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Preferred Contact Method
- How did you hear about us?
- Filing Information
- Filing Status
- Did you file taxes last year
- If yes, who prepared your return?
- Household & Dependents
- Dependent Information
- Income Information
- Income Type
  
  Other
- Deductions & Credits
- Check all that apply.
- Self-Employment/Business Information
- Do you have self-employment income?
- Please list Business INFO
  NAME, EIN, TYPE OF BUSINESS,ADDRESS
- Banking Information
- Bank Name
- Routing Number
- Account Number
- Account Type
- Refund Advance
- Will you be applying?
- “Butterfly Business Solutions has no authority over the approval or denial of any Tax Advance Loan. All lending decisions are made exclusively by the financial institution.”
- ID VERIFICATION
- Driver License
  
  Cancelof
- CONSENT & DISCLOSURE
- 🔒 Consent & Disclosure
  By submitting this form, you acknowledge and agree to the following:
  • You authorize Butterfly Business Solutions to prepare your tax return based on the information you provide.
  • You consent to the secure use of your personal and financial data for tax preparation, filing, refund processing, and refund advance review.
  • You understand that Refund Advances (up to $7,000) are subject to approval and may require additional documentation.
  • You agree to review your tax return before it is filed and notify us of any corrections.
  • You understand that all information provided is confidential and used solely for tax-related services.
- Signature
- Should be Empty:

ButterFly Business Solutions

Filing Information

Household & Dependents

Income Information

Deductions & Credits

Self-Employment/Business Information

Banking Information

Refund Advance

ID VERIFICATION

CONSENT & DISCLOSURE