2025 Legacy Client Intake Form

Welcome to Your 2025 Client Intake Form

Thank you for taking the time to complete your 2025 Client Intake Form with Legacy Financial. For new clients, this information is essential to ensure your tax return is prepared accurately and in compliance with IRS requirements. For returning clients, we ask that you complete this form again so we can confirm that all information on file is current, complete, and up to date. Security Notice: This intake form is highly secure. We use industry-leading Secure Socket Layer (SSL) encryption to protect your personal and financial information. All sensitive data is transmitted securely and safeguarded against unauthorized access. Identity Verification: To comply with federal and state identity theft prevention requirements, Legacy Financial will request a valid, state-issued photo ID as part of your engagement. Please complete each section carefully and to the best of your ability. If you have questions or are unsure how to answer a question, provide your best response and we will follow up if clarification is needed. We appreciate the opportunity to serve you and look forward to assisting with your 2025 tax filing.
IMPORTANT – READ BEFORE SUBMITTING

Non-Filing After Work Has Begun

By completing and submitting this intake form, you confirm that you are ready to move forward with professional tax preparation services with Legacy Financial.

Once your information is entered, reviewed, or evaluated by Legacy Financial or its authorized preparers (including PTIN holders working under Legacy Financial), a minimum preparation fee of $150 is earned. This fee is required upfront and is non-refundable, regardless of whether you choose to proceed with filing.

This fee covers the time, review, and due diligence required to properly assess your tax situation and prepare your return in compliance with IRS regulations.

If you are seeking an estimate only, please complete our Free Estimate Form before submitting a full intake.

FREE ESTIMATE

By submitting this form, you acknowledge and agree to the terms outlined above.
NewExisting
HelenKatrinaAnelKenyettaAlexAliciaAprilJadaClarenciaQunaeKyraTyquinciaJessicaAlmaCourtneyJameraChanelVictoriaTovaAmanda
A Legacy Financial EmployeeReturning ClientReferralGoogleFacebookInstagramTikTokThreadsOther
Please entered referral name if applicable if none put N/A*
Credit Repair $500 for 6 months (Reg price $650)Becoming a HomeownerTax PlanningLife InsuranceBusiness FormationBusiness Credit / FundingGrantsNone of the above
TAXPAYER INFORMATION
Name*

First NameLast Name
Taxpayer Date of Birth*

MonthDayYear
Date
Taxpayer Occupation *
Taxpayer Email*
example@example.com
Taxpayer Phone Number*
Taxpayer Current Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Taxpayer Photo Identification*

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Tax payer SSN*
Taxpayer Social Security Card

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YesNo
Enter Your IP PIN here (Your tax return will reject if you don't provide this number)! If none put N/A*
YesNo
Upload a Copy of your 2024 Tax Return and/or transcript

This is for new clients only! Existing clients, we already have a copy on file for you!
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Were any credits disallowed or reduced in a previous tax year?*
YesNo
SingleMarried
YesNo
(Head of Household Filers) Did you pay for over half the costs of keeping up your home during 2025?*

(Head of Household Filers) Did you pay over half of the total cost of keeping up your home during 2025?📎 Upload Proof (Current Tax Year Only)Acceptable proof may include: • lease agreement or mortgage statement • rent receipts • property tax bill • utilities • repair/upkeep bills • grocery or household expense records Important: If you received ANY government or public assistance (such as SNAP/EBT, TANF/Cash Aid, Section 8, housing assistance, or utility assistance), that portion CANNOT be counted toward you “paying more than half” of the household expenses. Only money YOU paid out-of-pocket qualifies.⚠️ Compliance Notice: Your filing status is determined strictly by IRS regulations not personal choice. If you cannot provide proof and do not meet IRS qualifications, you cannot be claimed as Head of Household and your status will default to Single.
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YesNo
Spouse Name*

First NameLast Name
Spouse Date of Birth*

MonthDayYear
Date
Spouse Social Security #*
Spouse Photo Identification*

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Spouse Phone Number*
Spouse E-mail*
Please enter a valid phone number.Format: (000) 000-0000.
Spouse Occupation*
YesNo
Enter Spouses IP PIN here (Your tax return will reject if you don't provide this number)! If none put N/A*
Did you or your spouse purchase health insurance through marketplace (Obama Care)? If yes, upload form 1095-A.*
Dependents
If you are claiming dependents on your tax return, please answer every question in this section as accurately as possible.

The IRS has very specific rules for who qualifies as your dependent. In some cases a child may be your biological child, stepchild, foster child, or a relative you support. In other cases, you may be claiming a child who does not live with you full-time or who has another parent or guardian.

By filling this section out fully, you help Legacy Financial determine:
• whether each dependent legally qualifies
• which credits you qualify for (EITC, CTC, HOH, etc.)
• what documentation may be required if the IRS ever asks questions

Important: If a dependent is not your biological child, or if anyone else might also try to claim this child, extra documentation and explanations will be required.
YesNo
1 Dependent2 Dependents3 Dependents4 Dependents5+ Dependents
YesNo
Upload childcare/caregiver expense receipt(s), invoices, or letters

Documentation must include the provider’s name, address, phone number, and Tax ID / SSN / ITIN / EIN, along with the amounts paid.(Examples: childcare receipts, invoices, proof of payment, statements from provider.)
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Dependent 1
Full Legal Name (as it appears on Social Security Card) *

First NameLast Name
Dependent (1) Date of Birth*

MonthDayYear
Date
Dependent (1) SSN*
Dependent (1) social security card*

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Dependent (1) Birth Certificate*

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YesNo
Relationship to Dependent*
YesNo
Claiming a dependent who is not your biological child: If this dependent is not your biological child, please clearly explain: • your relationship to the dependent • why the parent(s) are not claiming the child and where they currently are • how long the dependent has lived in your care • whether you have custody, guardianship, or are listed as guardian on school/medical/daycare records. Important: If requested by the IRS, you will be required to provide documentation that proves your relationship and guardianship/care of the dependent. Acceptable proof may include: birth certificate, court/guardianship paperwork, school or medical records listing you as guardian, marriage certificate, or placement agency letters. If this does not apply, please type N/A.
YesNo
Did the dependent live in your home for more than 6 months in the past year?*
If the dependent did not live with you the entire year, please explain:• which months they lived with you• which months they lived elsewhere• who they lived with during those months• why they were not with you the full year. Note: This information is required to help determine IRS eligibility. If this does not apply, type N/A.
YesNo
YesNo
Do you have joint custody of your child?
Do you have a signed Form 8332?
Do you have a signed Form 8332?Form 8332 is used by the custodial parent to officially release the claim of a child to the non-custodial parent for tax purposes. Even if a divorce decree or custody agreement says a parent “can claim the child,” the IRS requires Form 8332 to be signed by the custodial parent in most cases. If you are the non-custodial parent, you MUST have a signed Form 8332 in order to legally claim the dependent.
Dependent (1) Proof that dependent resided w/ taxpayer during the tax year*

Upload a document that shows your dependent lived with you this tax year. Must include: • child’s name • your address • current tax year date. Examples: school records, medical records, daycare papers, lease, court/custody docs, social services letters, or health insurance paperwork.
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Dependent 2
Dependent (2) – Full Legal Name (as it appears on Social Security Card)*

First NameLast Name
Dependent (2) Date of Birth*

MonthDayYear
Date
Dependent (2) SSN*
Dependent (2) social security card*

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Dependent (2) Birth Certificate *

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YesNo
Relationship to Dependent*
YesNo
Claiming a dependent who is not your biological child: If this dependent is not your biological child, please clearly explain: • your relationship to the dependent • why the parent(s) are not claiming the child and where they currently are • how long the dependent has lived in your care • whether you have custody, guardianship, or are listed as guardian on school/medical/daycare records. Important: If requested by the IRS, you will be required to provide documentation that proves your relationship and guardianship/care of the dependent. Acceptable proof may include: birth certificate, court/guardianship paperwork, school or medical records listing you as guardian, marriage certificate, or placement agency letters. If this does not apply, please type N/A.
YesNo
Did the dependent live in your home for more than 6 months in the past year?*
If the dependent did not live with you the entire year, please explain:• which months they lived with you• which months they lived elsewhere• who they lived with during those months• why they were not with you the full year. Note: This information is required to help determine IRS eligibility. If this does not apply, type N/A.
YesNo
YesNo
Do you have joint custody of your child?*
Do you have a signed form 8332?*
Do you have a signed Form 8332?Form 8332 is used by the custodial parent to officially release the claim of a child to the non-custodial parent for tax purposes. Even if a divorce decree or custody agreement says a parent “can claim the child,” the IRS requires Form 8332 to be signed by the custodial parent in most cases. If you are the non-custodial parent, you MUST have a signed Form 8332 in order to legally claim the dependent.
Dependent (2) Proof that dependent resided w/ taxpayer during the tax year

Upload a document that shows your dependent lived with you this tax year. Must include: • child’s name • your address • current tax year date. Examples: school records, medical records, daycare papers, lease, court/custody docs, social services letters, or health insurance paperwork.
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Dependent 3
Dependent (3) – Full Legal Name (as it appears on Social Security Card) *

First NameLast Name
Dependent (3) Date of Birth*

MonthDayYear
Date
Dependent (3) social security number*
Dependent (3) social security card*

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Dependent (3) Birth Certificate *

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YesNo
Relationship to Dependent*
YesNo
Claiming a dependent who is not your biological child: If this dependent is not your biological child, please clearly explain: • your relationship to the dependent • why the parent(s) are not claiming the child and where they currently are • how long the dependent has lived in your care • whether you have custody, guardianship, or are listed as guardian on school/medical/daycare records. Important: If requested by the IRS, you will be required to provide documentation that proves your relationship and guardianship/care of the dependent. Acceptable proof may include: birth certificate, court/guardianship paperwork, school or medical records listing you as guardian, marriage certificate, or placement agency letters. If this does not apply, please type N/A.
YesNo
Did the dependent live in your home for more than 6 months in the past year?*
If the dependent did not live with you the entire year, please explain:• which months they lived with you• which months they lived elsewhere• who they lived with during those months• why they were not with you the full year. Note: This information is required to help determine IRS eligibility. If this does not apply, type N/A.
YesNo
YesNo
Do you have joint custody of your child?*
Do you have a signed Form 8332?*
Do you have a signed Form 8332?Form 8332 is used by the custodial parent to officially release the claim of a child to the non-custodial parent for tax purposes.Even if a divorce decree or custody agreement says a parent “can claim the child,” the IRS requires Form 8332 to be signed by the custodial parent in most cases.If you are the non-custodial parent, you MUST have a signed Form 8332 in order to legally claim the dependent.
Dependent (3) Proof that dependent resided w/ taxpayer during the tax year*

Ex: medical record, school record, daycare record, report card, lease agreement, social services record such as (Cal-Fresh, Cash-Aid, or Medicaid notice), Health Insurance paperwork, court order, etc. Document MUST show the child's name and address and be for the current tax year!!!
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Dependent 4
Dependent (4) – Full Legal Name (as it appears on Social Security Card)*

First NameLast Name
Dependent (4) Date of Birth*

MonthDayYear
Date
Dependent (4) social security number*
Dependent (4) social security card*

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Dependent (4) Birth Certificate *

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YesNo
Relationship to Dependent*
YesNo
Claiming a dependent who is not your biological child: If this dependent is not your biological child, please clearly explain: • your relationship to the dependent • why the parent(s) are not claiming the child and where they currently are • how long the dependent has lived in your care • whether you have custody, guardianship, or are listed as guardian on school/medical/daycare records. Important: If requested by the IRS, you will be required to provide documentation that proves your relationship and guardianship/care of the dependent. Acceptable proof may include: birth certificate, court/guardianship paperwork, school or medical records listing you as guardian, marriage certificate, or placement agency letters. If this does not apply, please type N/A.
YesNo
Did the dependent live in your home for more than 6 months in the past year?*
If the dependent did not live with you the entire year, please explain:• which months they lived with you• which months they lived elsewhere• who they lived with during those months• why they were not with you the full year. Note: This information is required to help determine IRS eligibility. If this does not apply, type N/A.
YesNo
YesNo
Do you have joint custody of your child?*
Do you have a signed Form 8332?*
Do you have a signed Form 8332?Form 8332 is used by the custodial parent to officially release the claim of a child to the non-custodial parent for tax purposes.Even if a divorce decree or custody agreement says a parent “can claim the child,” the IRS requires Form 8332 to be signed by the custodial parent in most cases.If you are the non-custodial parent, you MUST have a signed Form 8332 in order to legally claim the dependent.
Dependent (4) Proof that dependent resided w/ taxpayer during the tax year*

Ex: medical record, school record, daycare record, report card, lease agreement, social services record such as (Cal-Fresh, Cash-Aid, or Medicaid notice), Health Insurance paperwork, court order, etc. Document MUST show the child's name and address and be for the current tax year!!!
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Have you ever been disallowed from claiming the following credits: EITC, CTC, ACTC, or AOTC?*
EITC = Earned Income Tax Credit CTC = Child Tax Credit ACTC = Additional Child Tax Credit AOTC = American Opportunity Tax Credit
By signing below, the taxpayer is agreeing that all answers to the above questions are true and correct, to the best of their knowledge. Taxpayers have been informed that claiming a dependent for the following: EITC/CTC/AOTC/HOH or other credits, can result in an audit, fines and penalties if information provided to the tax professional is incorrect. The taxpayer is also aware that they are to provide sufficient documents pertaining to each credit, to the IRS, if requested or in case of audit pertaining to these claimed credits!
Signature*

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Income Sources:
Wages or Salary (W-2 income)Self-Employed / Small Business Income (1099-NEC or Cash Income)Gig / Contract Work (Uber, Door Dash, Instacart, Lyft, etc.)Unemployment Income (1099-G)Disability Income (SSA or Private)Social Security Income (SSA-1099)Pension / Retirement Income (1099-R)Dividend / Sale of Stocks (1099-DIV / 1099-B)Rental IncomeFarm IncomeLottery/Gambling Winnings (W-2 G)Pension / Retirement Income (1099-R)Interest Income (1099-INT)Scholarships / Grants (if taxable)Alimony Received (post-2019 depends on divorce date)Jury DutyInterest Income (1099-INT)Tips / Cash IncomeOther (any additional income not listed above)
Overtime, Tips & Additional Earnings
Overtime payCash tipsCredit cards tipsBonuses or incentive payCommissionsShift differentials / hazard payEmployer reimbursementsNone of the above
Taxpayer Income Documents:*

Please upload all tax documents related to the income you selected for tax year 2025 (W-2s, 1099s, SSA-1099, retirement forms, etc). If you are still waiting on a document, let us know and upload what you currently have.
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If yes, please upload documentation related to the additional earnings selected. Examples: (paystubs, employer statements, tip summaries, written estimates for cash tips:

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2025 Business Income & Expense Organizer
YesNo
Business Name if none put N/A*
Leave Blank if you don't have a business name
Business Website/Instagram/Facebook Link
YesNo
YesNo
Enter your EIN number here: If none put "0"*
YesNo
Upload Your Business License

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YesNo
Business Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Type of Business or Purpose of Business:*
Explain what type of business or side hussle that you have
Single Member LLCS-CorpC-CorpPartnershipSole ProprietorI am unsure
Business formation date*

MonthDayYear
Date
YesNo
YesNo
YesNo
YesNo
CashAccrualI am unsure
YesNo
YesNo
YesNo
Total Gross Receipts*
This is the total of all monies received (sales) from your business activities. This does not include any money received from business loans, investors (including you, the owner), or the sale of fixed assets (like old equipment). It does include 1099-MISC income. NOTE: Do not count sales tax you collected and paid to the state as income or expense.
1099-NEC, 1099-MISC, 1099-KProfit & Loss StatementBank StatementsThird Party Payment Processor Statements (Cash App, PayPal, Stripe, etc)Receipt Book(s)InvoicesSelf-prepared statement of income receivedPaid in cashClient Appointment BookCalendar
Upload proof of business income*

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BUSINESS EXPENSES

To be deductible, a business expense must be both ordinary and necessary. An ordinary expense is one that is common and accepted in your line of business. A necessary expense is one that is helpful and appropriate for your business. An expense does not have to be indispensable to be considered necessary.To file with Legacy Financial, you must provide a breakdown of your deductible business expenses subtotaled by category.If you only have receipts or documents that still need to be organized or reconciled, we can assist with bookkeeping for an additional fee. Bookkeeping is separate from tax preparation services.
Advertising
Contract Labor
Commission and fees
Depletion
Employee benefit programs
Health Insurance
Insurance (other than health)
Mortgage interest
Other interest
Legal and professional services
Office expenses
Pension and profit sharing
Rent or lease of equipment
Rent or lease of property
Repairs and maintenance
Supplies
Type a question
Taxes and licenses
Travel
Taxes and licenses
Meals
Utilities
Wages
If you have additional business expenses that do not fit in any of the categories listed above, please list them individually below with the amount for each expense.
Upload Proof of Business Income*

Please upload one or more of the following to support your business expenses:Receipts, bank statements, spreadsheets, invoices, calendars or appointment logs, log books, expense reports, or third-party payment processor statements (Cash App, PayPal, Venmo, Zelle, Stripe, Square, etc.).If any expenses were paid in cash:Please include a sworn statement declaring the amount of cash expenses and how the total was calculated.
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CAR & TRUCK EXPENSES

You may deduct car and truck expenses for local or extended business travel. Business mileage generally includes travel to: • Meet clients or customers• Visit vendors or suppliers• Pick up materials• Attend business meetings• Perform ordinary and necessary business tasks Please note: You cannot deduct commuting miles driven between your home and your primary workplace. These are considered personal commuting expenses. You should maintain a written mileage log or other supporting documentation showing your business-related mileage for the year. Legacy Financial will use the IRS Standard Mileage Rate for the applicable tax year to calculate your allowable mileage deduction. This rate already includes gas, maintenance, repairs, depreciation, and insurance (but not interest on car loans).If you do not have mileage records or are unsure how to calculate, please contact our office for assistance.
Date you placed your vehicle in service for business purposes.

MonthDayYear
Date
YesNo
YesNo
Total Commuting miles
Total Business miles
DEPRECIATION

If you currently have business assets that are being depreciated, please upload your prior-year depreciation schedule from your previous tax return.If you purchased new assets during the tax year, please complete the section below so Legacy Financial can properly calculate depreciation.
Do you have prior year depreciation and new assets to depreciate for the 2023 tax year?
Please list any new business assets purchased during the tax year that need to be depreciated. Include the following for each asset entered:• What the asset is (example: laptop, camera, vehicle, machinery, equipment, furniture, etc.) • The date you purchased it • The date it was first placed in service for business use• The purchase price • Whether it is used 100% for business or shared with personal use If you do not have any new assets to depreciate, type N/A.
BUSINESS USE OF HOME

If you use a portion of your home as your principal place of business, you may be eligible to deduct part of your rent or mortgage, utilities, and other related home expenses. To qualify, the space used for business must generally be used regularly and exclusively for business purposes. Examples include: • Office space • Workshop / production area • Storage for inventory For daycare providers, exclusive use is not required. You may only deduct the percentage of expenses equal to the percentage of your home used for business. For example, if 150 square feet of a 1,500 square foot home is used for business, then 10% of qualifying expenses may be deductible. A direct expense applies only to the business area of the home. An indirect expense applies to the entire home and is prorated. If you are unsure how to properly calculate this, Legacy Financial will assist you.
YesNo
Hours used for day care per day
Days used for day care per year
Area used for business or storage of inventory (Square Feet)
Total area of home (SQUARE FEET)
For each expense, fill in the cost and indicate whether the expense is direct or indirect. Be sure that you do not enter any expenses you might already have listed on other parts of the worksheet.
Rent
Mortgage interest
Real Estate Taxes
Homeowner's /Renter's Insurance
Repairs, Maintenance & Improvements
Utilities
Other Expenses
Is there anything else you would like to share with us about your business?
ATTESTATION

By signing below, I attest that all personal and financial information provided to Legacy Financial is true, complete, and accurate to the best of my knowledge. I understand that all information listed on this Business Income & Expense Organizer is the information that I/we provided to Legacy Financial for preparation of my tax return. I acknowledge that I am required to provide documentation to support the information submitted. I understand that knowingly providing false or misleading information may result in penalties, interest, legal consequences, and/or criminal prosecution by the IRS or other authorities. I release Legacy Financial and its preparers from liability for any errors resulting from inaccurate or incomplete information provided by me.
Taxpayer Signature *

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Supplemental Income / Government Assistance:
YesNo
If yes, please list the type of assistance that you received, along with the amount(s), and frequency below. ( For example, SNAP (Food Stamps) – $450/month SSI – $914/month Unemployment – $320/week for 12 weeks Section 8 Housing – $900/month rent assistance – TANF $250/month If more than one type was received, list each separately with the amount and how often you received it.) *
“This information helps determine eligibility for certain credits and does not automatically affect your taxes.”
Healthcare Coverage:
YesNo
Upload Form 1095-B or 1095-C

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YesNo
YesNo
Upload Form 1095-A Health Insurance Marketplace Statement

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Upload your medical/dental receipts

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Higher Education:
YesNo
Name of person that attended college in 2025?
YesNo
YesNo
YesNo
YesNo
Upload Form 1098-T from college.

This form is required in order to claim any education credits. You can also obtain this form through your student portal through your school.
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YesNo
Upload Form 1098-E Student Loan Interest Statement(s)

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Homeowners & Renters:
Do you rent or own your current residence?
YesNo
YesNo
Upload Form 1098 from mortgage

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YesNo
Please indicate disaster designation*
YesNo
Upload any documents regarding the disaster/loss of your home

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Other Important Tax Related Scenarios:
YesNo
Upload Form 1099-R for money withdrawn from 401k

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YesNo
Upload your virtual currency documents

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YesNo
Upload your charitable contribution receipt(s)

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YesNo
Upload your charitable cash contribution receipt(s)

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YesNo
Upload your Bill of Sale for electric vehicle

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YesNo
If yes, which goverment agency do you owe?
You can contact the Debt Offset Hotline at 1-800-304-3107 to confirm your government debt agency and amount.
YESNO
YesNo
How would you like your ADVANCE disbursed? *
YesNo
Bank Name *
Upload a screen shot of your bank account and routing number (this is to avoid copying your information incorrectly)*

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YesNo
Phone Number for text message:*
Please enter a valid phone number.Format: (000) 000-0000.
I acknowledge that all information provided to Legacy Financial 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 Legacy Financial and the preparer of any error due to incorrect information provided by me. By signing below, I authorize Legacy Financial 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 Legacy Financial 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 Legacy Financial will take legal action to collect the unpaid tax preparation fees.
Taxpayer Signature*

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Spouse Signature (if filing joint return spouse MUST sign as well)

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Date*

MonthDayYear
Date
ENGAGEMENT LETTER - TAX PREPARATION SERVICES
Dear Taxpayer,

Thank you for choosing Legacy Financial for your tax preparation needs. We appreciate the opportunity to work with you. To ensure clarity and mutual understanding, please review the terms of this engagement carefully.

Scope of Services

Legacy Financial will prepare your federal and applicable state income tax returns based solely on the information you provide. Our services are limited to annual income tax preparation unless otherwise agreed upon in writing.

This engagement does not include payroll taxes, sales tax, excise tax, personal or real property tax, bookkeeping, business compliance, licensing, HR compliance, or legal services unless explicitly requested and approved in writing.

Our Responsibilities

Legacy Financial will:

• Prepare your tax return using the information you furnish
• Request clarification when necessary
• Apply tax laws using professional judgment
• Claim credits and deductions you are legally entitled to

We do not audit, verify, or independently validate the accuracy or completeness of the information provided.

Your Responsibilities

You are responsible for:

• Providing complete, accurate, and timely information
• Disclosing all income sources
• Retaining all supporting documentation
• Reviewing your tax return before signing
• Avoiding fraudulent or misleading representations

Supporting documents include, but are not limited to:
W-2s, 1099s, receipts, mileage logs, bank statements, credit card statements, business records, proof of dependents, and documentation for deductions and credits claimed.

We recommend retaining all tax records for at least five (5) years after filing.

Documentation & Due Diligence

Legacy Financial may retain electronic copies of documents for recordkeeping. You remain responsible for maintaining original records.

Our services cannot be relied upon to detect fraud, errors, irregularities, or illegal acts in the information you provide. Tax positions taken are based on available information and reasonable interpretation of tax law. There is no guarantee positions taken will not be challenged by taxing authorities.

Fees & Payment Policy: Payment Structure

The IRS has a standard 21 day processing timeline once returns are accepted.

“I get paid when you get paid.”
Tax preparation fees are due when your refund is funded if you choose refund-based payment.

The following require upfront payment:
• Amendments
• Prior year returns
• Unfunded returns (balances due)
• Non-filing situations after work has begun

Tax Preparation Fees

Individual Returns

• W-2 Returns: Start at $450 ($15 per additional W-2)
• College Students: Start at $99 ($15 per additional W-2) ((College student pricing applies to simple W-2 only returns: single filer, no dependents, no business income.)

Self-Employment & Business Returns

• Schedule C (Self-Employed): Start at $750 (includes one business)
• Income & Expense Reconstruction: Starts at $250, based on complexity
• 1099-NEC:
– Included if related to the business
– $25 additional if unrelated

Additional Fees

• Additional forms/services may incur extra charges
• Pricing is always disclosed prior to filing

Audit Protection

Audit Protection is available for $99.95 and is mandatory for clients claiming:
EITC, CTC, ACTC, AOTC, LLC, ODC or Head of Household filing status.

Rush & Bank Fees

• Rush Fee: $100 for filings within 48 hours of deadline
• Bank Processing Fees may apply if fees are deducted from your refund (charged by third-party banks)

Amendment Pricing
Returns Filed by Legacy Financial

• Our error: No charge
• Client error/omission: $99

Returns Not Filed by Legacy Financial

With Prior Return:
• Simple add-on (W-2, 1099): $99
• IRS Code 810 (fraud/misuse): $500 (pricing negotiable after April 15)

Without Prior Return:
• Simple add-on: $199
• IRS Code 810: $500 (pricing negotiable after April 15)

Unfunded Returns (Balances Due)

If you owe taxes, your preparation fee is still due regardless of filing outcome. Payment must be made directly to Legacy Financial prior to or at the time of filing.

Non-Filing After Work Has Begun

By completing the intake form, you acknowledge that you are ready for tax preparation services.

If you choose not to file for any reason after Legacy Financial and its authorized preparers (including PTIN holders working under Legacy Financial) have begun entering or reviewing your information, a minimum preparation fee of $150 is required and must be paid upfront.

If you only want an estimate, please complete our Free Estimate Form prior to submitting a full intake.

ACH Authorization

You authorize Legacy Financial to debit your account for tax preparation services.

If your refund is not funded or you decide not to proceed after services have been rendered, you agree to remit full payment within 30 days of notice.

Attestation

By signing below, you confirm that:
• All information provided is true and accurate
• You understand your responsibilities
• You agree to the terms of this engagement

Thank you for choosing Legacy Financial.
We look forward to serving you.
Taxpayer Signature *

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Spouse Signature

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Today's Date*

MonthDayYear
Date
ARBITRATION
If a dispute arises out of or relates to this contract or engagement letter, or the obligations of the parties therein, and if the dispute cannot be settled through negotiation, the parties agree first to try in good faith to settle the dispute by mediation administered by the American Arbitration Association under it's commercial Mediation Rules before resorting to arbitration, litigation, or some other dispute resolution procedure.
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CONSENT TO USE OF TAX RETURN INFORMATION
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ABANDONMENT CLAUSE & PROCESSING FEE CLAUSE
By submitting this client intake form, you acknowledge and consent to Legacy Financial preparing and transmitting your tax return based on the information you provide.

You understand and agree that a non-refundable processing fee of $150 will be charged to the bank account on file under the following circumstances:

If your tax return is rejected because you have already filed your return or applied for a refund advance or loan with another tax preparation firm; or

If Legacy Financial completes your tax return and you fail to review and sign your return within 24 hours of notification that your return is ready for signature.

In either situation, your return will be considered abandoned, your filing will be deactivated in our system, and Legacy Financial will assume you have chosen to file elsewhere.

Client Acknowledgment & Attestation

By signing this form, you affirm that you have read, understand, and agree to the terms outlined above.

You acknowledge that:

The information you provide will be submitted to the IRS and applicable state tax authorities.

You have been advised that providing false, misleading, or incomplete information for tax filing purposes is against the law and may result in penalties, interest, fines, or criminal consequences.

You are responsible for the accuracy and completeness of all information provided.

Legacy Financial is responsible only for errors or omissions made by our firm. We are not responsible for tax due, penalties, or interest resulting from incorrect or incomplete information supplied by you.

This agreement applies to all tax returns prepared for you by Legacy Financial or its authorized preparers, including PTIN holders working under Legacy Financial.
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Consent To Call The IRS Offset Line
I, the undersigned, hereby grant Legacy Financial, including my assigned tax preparer and any authorized representative, express written consent to contact the IRS Offset Line on my behalf regarding any potential federal or state tax refund offsets related to my tax return for the tax year listed above.

By signing this consent, I authorize my tax preparer to:

Inquire about the status of my tax refund

Obtain information regarding any offsets applied or pending on my account

Receive offset-related details necessary to assist with the proper processing of my return

I understand that this authorization allows Legacy Financial to act as my representative solely for the purpose of obtaining refund offset information from the IRS and related agencies.

I further understand that any information obtained will be used only to:

Verify my tax information

Identify potential refund delays or offsets

Assist in resolving issues related to my tax return

This consent does not authorize Legacy Financial to make changes to my tax account, negotiate debts, or enter into payment arrangements on my behalf.

This authorization is valid for the duration of the tax preparation and filing process for the applicable tax year.

By signing below, I acknowledge that I understand and agree to the terms outlined above.

This consent allows Legacy Financial to securely access limited IRS refund offset information so we can verify details and help prevent delays or surprises with your refund.
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Clerical/Banking Errors
CONSENT FOR PAYMENT
Legacy Financial makes every reasonable effort to ensure that all client information, including banking and payment details, is entered accurately.

In the event that a clerical, processing, or banking error occurs that results in an incorrect deposit being issued to your bank account, you hereby authorize Legacy Financial to debit the affected bank account for the amount of the erroneous deposit in order to correct and reverse the error.

This authorization applies only to funds deposited in error and does not permit Legacy Financial to withdraw amounts beyond what is necessary to correct the mistake.

By signing below, you acknowledge and agree to this authorization.

This authorization allows Legacy Financial to promptly correct banking errors and prevent delays or issues with your tax return or refund.
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Fees, Refunds & Banking Disclosure
At Legacy Financial, we value the relationship we have with each of our clients and are committed to providing high-quality, professional tax preparation services. Please note that we are providing a tax preparation service, not guaranteeing a refund amount or refund timing.

Payment Options

You may choose to pay your tax preparation fees using one of the following methods:

Cash

Check or money order

Debit or credit card

Deduction of fees from your tax refund (refund transfer)

If you elect to have your tax preparation fees deducted from your refund, additional third-party banking fees apply. These fees are separate from and in addition to your tax preparation fees and are charged by the refund processing bank.

If you choose to receive a refund advance or cash advance, additional fees apply based on the advance amount, in addition to the standard banking fees. Refund advance amounts are subject to bank approval and may be available up to a specified limit.

All applicable fee disclosures will be provided to you before you opt into any refund transfer or advance product.

Accuracy of Information & Delays

Legacy Financial is not responsible for delays or issues caused by incorrect, incomplete, or omitted information provided by the taxpayer or spouse, including but not limited to:

Social Security numbers

Names

Dates of birth

Income documents

Errors or omissions may delay processing or affect your refund amount.

Legacy Financial does not control whether the IRS selects a return for audit. Audit Protection may be purchased separately. If your return is audited, all documentation provided by you must be submitted to the IRS upon request.

Legacy Financial is not responsible for incorrect tax figures provided by the taxpayer or spouse. If changes are required after filing, an amended return may be necessary and is subject to additional fees.

Refund Offsets & Outstanding Debts

If you choose to have your preparation fees deducted from your refund and you have outstanding debts that result in a refund offset (including but not limited to student loans, child support, government debts, or other obligations), you may be required to pay your tax preparation fees upfront.

You are responsible for checking for potential offsets prior to filing. You may contact the IRS Offset Program directly to verify offset status.

If you are unaware of an offset and your refund is fully or partially intercepted, you remain responsible for all tax preparation fees, and any unpaid fees may be drafted from the bank account on file with Legacy Financial.

Refund Timing & Bank Processing

Legacy Financial is not responsible for:

IRS processing delays

IRS system issues or outages

Bank processing delays

Changes to expected disbursement dates

Banking fees are non-refundable, and Legacy Financial does not reimburse bank fees for delays, interceptions, or IRS processing issues.

If your refund is delayed, reduced, or intercepted for any reason, tax preparation fees are still due.

By signing below, you acknowledge that you have read, understand, and agree to the terms outlined above.
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Mutual Non-Disparagement
Both Legacy Financial and the Client agree to conduct themselves in a professional manner and to refrain from making any false, misleading, defamatory, or disparaging statements whether written or verbal about one another.

Specifically:

Legacy Financial agrees to refrain from any disparagement, defamation, libel, slander, or tortious interference with the Client’s business, contracts, or personal relationships.

The Client agrees to refrain from making any false, misleading, defamatory, or disparaging statements about Legacy Financial, its owners, employees, contractors, PTIN holders, or affiliated representatives, including statements made on social media, review platforms, public forums, or to third parties.

This agreement applies to all communications, whether public or private.

Breach & Penalty

Any verified violation of this non-disparagement agreement by the Client may result in a liquidated damages penalty of $2,500 per occurrence, payable to Legacy Financial. This amount represents a reasonable estimate of reputational harm and administrative costs and is not intended as a penalty.

Legacy Financial reserves the right to pursue additional legal remedies if warranted.

Acknowledgment

By signing this agreement, the Client acknowledges that they have read, understood, and agreed to the terms of this Mutual Non-Disparagement Agreement.

This clause is intended to promote mutual respect and professionalism between all parties.
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Welcome to Your 2025 Client Intake Form

TAXPAYER INFORMATION

Dependents

Dependent 1

Dependent 2

Dependent 3

Dependent 4

Income Sources:

Overtime, Tips & Additional Earnings

2025 Business Income & Expense Organizer

BUSINESS EXPENSES

CAR & TRUCK EXPENSES

DEPRECIATION

BUSINESS USE OF HOME

ATTESTATION

Supplemental Income / Government Assistance:

Healthcare Coverage:

Higher Education:

Homeowners & Renters:

Other Important Tax Related Scenarios:

ENGAGEMENT LETTER - TAX PREPARATION SERVICES

ARBITRATION

CONSENT TO USE OF TAX RETURN INFORMATION

ABANDONMENT CLAUSE & PROCESSING FEE CLAUSE

Consent To Call The IRS Offset Line

Clerical/Banking Errors

CONSENT FOR PAYMENT

Fees, Refunds & Banking Disclosure

Mutual Non-Disparagement