Tax Information Form

  • Tax Information Form

    Please fill out this form to provide your tax information.

  • Personal Information

  • Date of Birth*
     - -
  • Format: (000) 000-0000.
  • Are you a US citizen?*
  • Income (Check all that apply)*

  • Spouse Information

  • Spouse's Date of Birth
     - -
  • Format: (000) 000-0000.

  • Dependents Information

  • Itemized Deduction

    If Applicable
  • Tax Filing Status*

  • Tax Withholding

    Please indicate your tax withholding preferences.
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  • Would you like to apply for a tax advance loan?
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  • Are you self-emplyed or have a small business?
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  • Are you buying a home in the next two years?*
  • Are you military Active or Retired?*
  • Did you attend college this year?*
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  • Dependent Information

    Please make sure dependents names are spelled exactly how to filed the prior tax year.
  • Dependent #1 DOD
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  • Dependent #2 DOD
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  • Dependent #3 DOD
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  • Refund Preferences

  • What type of account would you like your refund deposited into?*

  • Newpro Tax Co.- Client Disclosure & Agreement

  • Client Responsibilities

    By agreeing to this disclosure, you confirm that the tax return prepared by NewPro Tax Co. is based solely on the information you provided. You understand that it is your responsibility to ensure all documents, income, deductions, credits, and personal details submitted are accurate, complete, and truthful.

    NewPro Tax Co. is not responsible for errors, delays, penalties, or adjustments that result from missing, incorrect, or misleading information provided by the client.

     

    Tax Return Filing & IRS Processing

    Once your tax return has been reviewed, signed, and electronically transmitted to the IRS, it is considered officially filed. While the IRS often issues refunds within approximately 21 days, processing times can vary due to IRS reviews, verification requirements, system delays, or incomplete information.

     NewPro Tax Co. has no control over IRS processing times, refund approvals, offsets, or delays once a return has been submitted.

     Payments & Service Fees

    All tax preparation fees are due at the time services are rendered. Fees paid to NewPro Tax Co. are non-refundable, regardless of refund amount, refund timing, tax liability, IRS delays, audits, or return outcomes.

     Service fees are not based on, dependent upon, or guaranteed by the amount of any refund received.

     

    Tax Balances, Offsets & Refund Concerns

    If you owe federal or state taxes, penalties, or interest, you are solely responsible for resolving those balances with the appropriate tax authority. NewPro Tax Co. is not responsible for penalties, interest, offsets, garnishments, or additional taxes assessed by the IRS or state agencies.

     While assistance or guidance may be provided when possible, NewPro Tax Co. does not guarantee specific outcomes related to tax balances, payment arrangements, or refund resolutions.

     

    Communication & Client Support

     After your return is submitted, you are encouraged to monitor your refund status using official IRS tools such as “Where’s My Refund?” or state tax agency resources.

     NewPro Tax Co. is available to address general questions; however, we cannot influence, expedite, or override IRS or state processing timelines or decisions.

  • Date*
     - -
  • Should be Empty: