• RETURNING CLIENT – INTAKE FORM

    This form is for returning clients to confirm engagement and required certifications for the current tax year.
  • Please Select Your Tax Preparer*

  • TAXPAYER INFORMATION

  • Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.

  • TAX FILING STATUS

  • What TAX YEAR are you filing? Select all applicable years.*
  • What is your filing status for this tax year?*
  • Are you claiming any dependents this tax year?*

  • DEPENDENT INFORMATION

  • Enter New Dependent Information Only
    Rows

  • IRS Due Diligence & Eligibility Verification

  • These questions are required by the IRS to verify eligibility for certain credits and filing statuses. Accurate responses and supporting documentation may be required.*
    Rows
  • IRS Due Diligence Certification Statement*
  • Date
     - -
    2 digit month, 2 digit day, 4 digit year

  • INCOME SOURCES & BUSINESS EXPENSE STATEMENTS

    Select and upload all tax documents that report income you received during the tax year, such as W-2s, 1099s, interest statements, and other IRS income forms.
  • INCOME SOURCES (Select all that apply):*

  • SCHEDULE C INFORMATION (SELF-EMPLOYMENT)

    Enter information in this section only if you personally earned self-employment income and paid business-related expenses that must be reported on Schedule C of your individual tax return.
  • Please Enter Business Expenses Below*
    Rows
  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Do you owe any of the following? (Check all that apply)*

  • TAX OBLIGATIONS, OFFSETS & NOTICES 

  • Have you received any letters or notices related to any of the items selected above?*

  • If you have received any IRS notices regarding past-due taxes or balances owed, you will be prompted to securely upload a copy of the notice in the document upload section at the end of this form.

  • Refund Offset Disclosure

    If you owe federal taxes, state taxes, student loans, child support, or other government obligations, your tax refund may be reduced or fully offset to satisfy those debts.

    Southeast Tax Services, LLC does not control refund offsets and is not responsible for any reduction, delay, or loss of a refund due to outstanding obligations.

    If your entire refund is offset and does not cover tax preparation fees, you understand that you are personally responsible for paying Southeast Tax Services, LLC directly for services rendered.

  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year

  • REFUND DELIVERY & ADVANCE OPTIONS

    Use this section to indicate how you would like to receive your tax refund and to review available refund advance options, if eligible. Selection of an option does not guarantee approval or funding.
  • How would you like to receive your tax refund?*

  • Please enter your banking information below for direct deposit of your refund.

  • Are you interested in the Refund Advance Loan?*

  • REFUND ADVANCE DISCLOSURE

  • Taxpayer Must Check Each Box to Acknowledge Refund Advance Conditions:
  • Date
     - -
    2 digit month, 2 digit day, 4 digit year

  • ENGAGEMENT AGREEMENT – TAX PREPARATION SERVICES

    This Engagement Agreement (“Agreement”) confirms the terms under which Southeast Tax Services, LLC (“Preparer”) will provide tax preparation services to you (“Client”).

    Scope of Services
    Preparer will prepare federal and state income tax returns based solely on information provided by Client. Preparer does not audit or verify the accuracy of information supplied and relies entirely on Client’s representations.

    Client Responsibilities
    Client agrees to provide complete, accurate, and truthful information, including income, deductions, credits, and supporting documentation. Client understands that they are responsible for the accuracy of the tax return and any consequences resulting from false, incomplete, or misleading information.

    No Guarantee of Refund
    Client understands that tax refunds are not guaranteed. Refund amounts may change due to IRS or state adjustments, offsets, prior obligations, errors, or additional information received after filing.

    Refund Offsets & Fees
    Client acknowledges that outstanding federal or state obligations may result in partial or full refund offsets. If a refund is reduced or fully offset and does not cover preparation fees, Client remains personally responsible for paying Southeast Tax Services, LLC directly.

    Audit, Notices, and Correspondence
    This engagement does not include audit representation, correspondence with tax authorities, or response to notices unless separately agreed upon in writing.

    Electronic Filing Authorization
    Client authorizes Southeast Tax Services, LLC to electronically file tax returns on their behalf once completed and approved.

    Limitation of Liability
    Preparer is not responsible for penalties, interest, or additional tax arising from inaccurate or incomplete information provided by Client.

    Consent to Use of Information
    Client authorizes the use of personal and financial information solely for tax preparation and related services.

    Acceptance of Agreement
    By signing below, Client acknowledges that they have read, understand, and agree to the terms of this Engagement Agreement.

  • REQUIRED ACKNOWLEDGMENT*
  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year

  • Upload Your Tax Documents

    Please upload clear, complete copies of all documents listed below. Submitting accurate documents helps avoid delays and ensures your return is prepared correctly.
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • By submitting this form, you confirm that you are a returning client of Southeast Tax Services, LLC and that you have completed all required acknowledgments and certifications for the current tax year.

  • Should be Empty: