Tax Preparation Intake Form

  • D’Angelo’s Tax and Financial Services

  • Tax Preparation Intake Form

    Please complete this form in its ENTIRETY and click SUBMIT when finished. Upload all REQUESTED documents. Please wait until you have ALL of your documents before submitting this form. All Fields Marked With * Are Required

  • If you do not have a requested document- PLEASE upload blank form. RETURNS WILL BE PROCESSED WITHIN 24 HOURS Any questions or Issues- please call or text (225)397-2141 or email Jhdtaxsolutions@gmail.com

  • Are you a new client*
  • Date of Birth*
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  • Format: (000) 000-0000.
  • WHICH TAX YEAR(S) ARE YOU FILING? (If you are filing multiple years you must complete a separate form for each year.)**
  • Filing Status*
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  • Do you have any dependents to claim?*
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  • Employment/Income Sources (check all that apply)*
  • Did you file taxes last year?*
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  • Did you are your dependent have Health Insurance Coverage for All 12 months of the Tax Year for which we are preparing Tax Returns For*
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  • Refund and Advance Deposit Information

  • How Would You Like Your Refund?*
  • How much would you like to apply for?*

  • Do you agree that if you are approved for the cash refund advance that it is a loan and it will be repaid back to Refund Advantage once IRS approves and send your tax refund to our banking partner, Refund Advantage. Please note: If you have applied for a Refund Advance Loan through another tax office or online tax software company and your tax return is rejected because you have filed your taxes already; you are still required to pay our tax preparation fees, you are still required to repay our banking partner; Refund Advantage the advance loan if they approve you and you receive the loan. Failure to pay D'Angelo's Tax and Financial services their tax preparation fees will result in theft of services and you will be sued in the court of law for monetary damages and/or charges will be brought against you for theft of services.

  • Direct Deposit Information

  • Education Information

  • Did you or your dependent attend college?*
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  • Income Information

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  • Do you want to Add Credit Repair When You File Your Taxes?*
  • Did you file a Business Tax Return last Tax Season (schedule C or Corporation Return)*

  • Self- Employment/ Sub Contractor Questions

  • Which is Your Business Entity
  • Do you pay employees (1099 Contractors or W2s)
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  • Do you want audit protection added to your tax return? (all self-employed taxpayers must add audit protection to their tax return.)*

  • I acknowledge by signing this form if i and / or my spouse owes a federal/government debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to D'Angelo's Tax and Financial Services LLC at the time of service. Also, if federal refund amount is mailed. I/we are still responsible for the tax preparation fees stated on the invoice. if the tax preparationfees are not paid, I understand D'Angelo's Tax and Financial Services LLC will take legal actionto collect the unpaid tax preparation fees. 

    I am giving D'Angelo's Tax and Financial Services LLC permission to prepare all forms related to my tax return: to apply for and secure RAC's and RAL's on my behalf; and sign all necessary forms and file my taxes electronically. I take full responsibility for the accuracy of this form and understanding that D'Angelo's Tax and Financial Services LLC and/or associated affiliates hold no responsibility for any misrepresentation or false claims.

  • Consent To Use Tax Return Information

  • Consent for Payment

  • We here at D'Angelo's Tax and Financial Services LLC 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, cashier's 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 14 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 file a judgement in the court of law. 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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