2026 Paid in Full Client Profile Sheet
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  • Paid in Full Client Profile 2026

    Paid in Full Client Profile 2026

    Please fill out the following information to assist us in preparing your taxes.
  • Disclaimer:
    This is an estimate of your potential tax refund. At Paid in Full Tax Services, we do not process, submit, or e-file any tax return without a signed IRS Form 8879 E-File Authorization. All required signatures must be completed before a return can be filed. We maintain a strict compliance policy — if a client chooses not to proceed, we will not process, submit, or e-file their return.

  • Are you a new client?*
  • Format: (000) 000-0000.
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  • Please enter your dependent information here: son/daughter, neice/nephew, parent, grandparent, aunt/uncle who has reside at your residence in 2024.

  • Are any dependents in college and over 18 years of age?*
  • Did dependents reside at lease 6 plus months in home?
  • Are any dependents disabled? Please upload doctor statement and/or annual statement
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  • I do understand that giving false information regarding my marital status does carry stiff consequences with the IRS. Please sign below.

  • Have you provided correct identification numbers? (Copy of Valid,ID, SSN)?*
  • Have you been under review or audited in previous years?*
  • Can someone else claim you/spouse as a dependent?*
  • Does the taxpayers have any known debts such as: child support, defaulted student loans, IRS offsets, overpayment of unemployment, etc? Call 1(800)304-3107 if unknown*
  • Are you interested in an Fast Cash Advance? $500-$7000 same day, no credit check. Interest is 35.99%
  • Would you like to opt in to receiving your refund 5 days faster for additional fee of $50*
  • I, the taxpayer named above, have provided to Paid In Full the attached tax information and to the best of my knowledge this information is true, correct and complete.
    Taxpayer

  • Disclaimer: If your refund is offset due to child support, student loans, unemployment overpayments, IRS debt, or any other obligation, you are still responsible for any fees owed to our office. While your refund may be approved, a reroute due to payment defaults does not waive your financial obligation for our tax preparation services. Our work has been completed, and compensation remains due."

  •                    Taxpayer Responsibility, Authorization & Disclosures


    Paid In Full Tax Service will prepare your individual federal and state income tax return(s) using the information you have provided. We do not audit, examine, or independently verify the information furnished to us. You, the taxpayer, are solely responsible for the accuracy, completeness, and truthfulness of all information provided and for the final contents of your tax return(s).

    You must report ALL income, including but not limited to wages, self-employment income, cash income, tips, gig income, rental income, and any other taxable income. Failure to knowingly report taxable income may result in penalties, interest, audits, or other enforcement actions assessed by federal or state taxing authorities, for which the taxpayer is solely responsible.

    Taxpayer Certification
    I, the taxpayer named above, certify that I have provided Paid In Full Tax Service with all applicable tax information, and to the best of my knowledge and belief, the information provided is true, correct, and complete.

    Federal & State E-File Authorization
    By signing below, I acknowledge that I have read and understand my responsibilities and the responsibilities of Paid In Full Tax Service in the preparation of my tax return(s). I hereby authorize Paid In Full Tax Service to use my personal identification number (PIN) and electronic signature to electronically file my federal income tax return in accordance with IRS Publication 1345.

    I further authorize Paid In Full Tax Service to electronically file any applicable state and/or local income tax return(s) on my behalf using the same electronic signature and authorization, in accordance with state revenue agency requirements.

    Refund Advance Disclosure
    If I elect to receive a refund advance, I understand that the advance is not my tax refund, but a loan or advance issued by a third-party financial institution based on my anticipated refund. Approval is subject to lender eligibility requirements and is not guaranteed. Paid In Full Tax Service does not determine approval, loan terms, fees, or funding timelines. I remain fully responsible for repayment of the advance in accordance with the lender’s terms, regardless of my final refund amount or any refund delays, offsets, or adjustments.


    Taxpayer Acknowledgment & Authorization
    By signing below, I confirm that I have read, understand, and agree to all terms, disclosures, and authorizations stated above.

    Paid In Full Tax Services

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