Tax Preparation Client Intake Form

Please read & click below to upload ALL required documents/forms requested from or related to information you provided above

 

Requested Documents (Identification and Income Required on ALL returns, other documents are needed if applicable to Taxpayer/Return)

• Driver's License or other photo-government issued identification
• Social Security Cards (taxpayer, spouse, all dependents)
• Income (W2, 1099, Self-Employment income/expense logs or summary, receipts, bank statements (for business income), etc. )
• Proof of Residence (Lease agreement, utility bill, recent mail w/ current address)
• Proof of Dependent (Birth certificates, shot record)
• Healthcare (1095A if applicable, Form 1095C, or 1095B,Health Insurance Card, etc) 
• Prior Year Tax Return (If new client)
• 1098-T Form-School Tuition Statement (if applicable to taxpayer or dependents)

ALL signature forms will be required prior to e-filing return and will be discussed/provided to taxpayer by preparer 

 

 

We do our very best to assist each client , provide the best service and meet each client's tax needs.

It is understood that your refund could be offset by the IRS for various reasons such as child support obligations, student loans, outstanding federal or state tax fees/penalties, etcetera.

However, our company's fees are based upon the service(s) provided to you in preparing your tax return and you are still obligated to pay those fees.

By signing this form, you acknowledge and understand that if full payment for services are not received within 45 days, Preferable Tax Services, LLC may take legal actions to resolve this matter. 

Engagement Letter & Authorization

I authorize Preferable Tax Services, LLC to collect, store, and use my sensitive personal information, including but not limited to personal identification, government-issued identification, and Social Security Number (SSN), for the purpose of preparing my tax return.

I authorize Preferable Tax Services, LLC and its affiliates to prepare all tax-related forms necessary to file my return based solely on the information I provide. I confirm that all information submitted or uploaded through this form has been provided voluntarily and is true, correct, and complete to the best of my knowledge.

I understand and agree that I am fully responsible for the accuracy of the information I provide and that Preferable Tax Services, LLC is not responsible for penalties, interest, or consequences resulting from inaccurate, incomplete, or false information supplied by me.

By signing below, I acknowledge that I have read and understand both my responsibilities and the responsibilities of Preferable Tax Services, LLC in preparing my tax return. I understand that my tax return will not be filed until all required forms, documents, fees, and authorizations have been reviewed, agreed upon, and properly signed.

.