2025 Tax Client Intake Form

  • RightWay Financials Tax Intake Form

    Please provide your information for accurate and efficient tax preparation. Fill out each section carefully to ensure we have all the necessary details.
  • How did you hear about us?*
  • Are you interested in credit repair services?*

  • Personal Information

    Enter your basic personal details.
  • Taxpayer Date of Birth*
     - -
  • Format: (000) 000-0000.
  • Do you have a copy of your 2024 tax return?*
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  • Were you issued a 2025 IP Pin (Identity Protection Personal Pin)?*

  • Filing Information

    Please provide all accurate and current responses.
  • Filing Status*
  • Can another taxpayer claim you as a dependent on their 2025 tax return?*
  • Will you be filing your taxes with your spouse?*
  • Format: (000) 000-0000.

  • Dependent Information

    List your dependents, if any.
  • Do you have any dependents to claim for 2025?*
  • Is Dependent 1 claimed on anyone's else tax return?
  • Is Dependent 1 disabled?
  • Is Dependent 2 disabled?
  • Was Dependent 3 claimed on anyone's else tax return?
  • Is Dependent 3 disabled?

  • Financial Information

    Provide details about your income and deductions.
  • Income Sources: Please select ALL that apply to you.*
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  • Deductions and Credits (Please select ALL that apply to you)*
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  • Did you make any home improvements in 2025?*
  • If you own your home, have you received 1098 from your mortgage lender?*
  • Do you or your spouse purchase an electric vehicle in 2025?*
  • Did you or your spouse make payments on your student loans?*
  • Did you or your spouse own a rental property?*
  • Did you or your spouse have any gamble winnings in 2025?*
  • Did you or your spouse have any gamble winnings in 2025?*
  • Did you or your spouse sell, receive or exchange any virtual currency?*
  • Did you or your spouse receive any social security benefits?*
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  • Did you or your spouse donate any charitable contriubutions in 2025?*
  • Did you or your spouse purchase an electric vehicle in 2025?*
  • Did you or your spouse withdraw any money from your 401K in 2025?*
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  • Did you or your spouse earn receive any earnings from interest or dividends in 2025?*
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  • Are you self employed?*
  • Do you or your spouse owe any Government Agency? (IRS, Student Loans or Chidsupport) If yes, please call the IRS Debt Offset Line at 91-800-304-3107) before filing current year.*
  • Would like you like to see if you PREQUALIFY for a same day advance up to 7K?*
  • How would you like your ADVANCE disbursed?*

  • Banking Details

    Please provide your banking information for direct deposit or payment purposes.
  • Would you like your tax refund to be deposited into your bank account?*
  • Which type of account will refund be deposited into?*
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  • Do you understand and agree to the fees of RightWay Financials for preparing your 2025 tax return?*

  • Tax Acknowledgement

    Please read thoroughly and understand agreement to file accurate return.

  • I acknowledge that all information provided to RightWay Financials is true and accurate to the best of my knowledge.  I understand that I am required to have any supporting documentation to validate the information provided.  Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, that I am taking part in a potentially criminal penalty situation and is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment.  I waive RightWay Financials and the preparer of any error due to incorrect information provided by me.  By signing below, I authorize RightWay Financials to file my tax return. 

    I acknowlege by signing this form if I and/or my spouse owes a federal/governement debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to RightWay Financials at the time of service. Also, if the federal refund amount is mailed, I/we are still responsible for the tax preparation fees stated on the invoice. If the tax preparation fees are not paid, I understand RightWay Financials will take legal action to collect the unpaid tax preparation fees. 

  • Consent to Pay

    Please acknowledge your agreement to the terms of payment.

  • We here at RightWay Financials 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 90 days from the date the refund was scheduled to arrive if no payment or payment arrangement is made, we will be forced to put your account into collections and/or debit your bank account. We hope we never have to go this route, so please keep open communication with us so we can work with you.

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