GREAT LAKES EZ FINANCIAL SOLUTION

Filing Status

Please Select Tax Year

Name

First NameLast Name

Spouse

First NameLast Name

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Email

example@example.com

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

County where you live

Referral Person Name or @

Social Security Number and Birthdate

Spouse Social Security Number and Birthdate

Do you have dependents

If Yes to previous question, add dependents Name, Social Security Number, Birthdate, and Relationship

If claiming a dependent with special needs, can you provide proof?

Do you pay for childcare?

Do you/spouse/dependents have an IRS IP Pin?

If yes to previous question, please enter IP Pin(s) below.

Do you pay more than 50% of household bills?

Can anyone claim you as a dependent?

Do you have any debts with the IRS?

Did you recieve unemployment?

Did you attend school and have a 1098T?

Did you have marketplace insurance?

If you pay rent please add landlords name, address, rent amount.

If you pay for home heating cost, how much in total for the year and which company(DTE, Consumers, etc..)

Occupation?

Did you receive a W-2?

Do you have self-employment income?

Did you receive a 1099NEC/MISC?

Can you provide all required documents for proof if requested by the IRS?

If you answered no we will not be able to move forward with your tax return

Download our secure MyTaxOffice App to upload all supporting documents.

Non expired ID, social security cards(you,souse,dependents) W-2's, 1099's, 1098T, receipts, bank statements, expense sheet.

Iphone:https://apps.apple.com/us/app/mytaxoffice/id830013854

Android: https://play.google.com/store/apps/details?id=com.mytaxoffice&hl=en-US

Do you want to apply for an advance?

Bank Account Number

Refund Disbursement

Bank Routing Number

Refund Disbursement

Name of Bank

Refund Disbursement

I agree to have my federal and state tax return prepared by Great Lakes EZ Financial Solution. I agree that this contract will be in effect from the date signed and valids for the current year tax return. I acknowledge that I have physically submitted all information that will require me to prove as being true. I agree to examine everything on my tax return for accuracy prior to submission to the IRS for approval. Should my return be rejected by the IRS, Great Lakes EZ Financial Solution will inform me of the rejection and what is needed from me prior to resubmission. Corrections will then be made and ther will be no additional charges for resubmission. Upon approval, I shall expect my return in the form of direct deposit in about 21 days of acceptance. Should my return be held by the IRS for review, I am responsible for paying Great Lakes EZ Financial Solution their fees. Should my return be released later, Refund Advantage will deduct fees as pre-planned. I agree that should I be audited by the IRS, it is my resonsibility to provide all necessary information to them and not the responsibility of Great Lakes EZ Financial Solution. I understand that Great Lakes EZ Financial Solution will not discuss my tax return with anyone except myself. I agree that Great Lakes EZ Financial Solution will deduct their fees from my refund or I will pa the fees upfront at the time of service unless other arrangements are made. I am aware that the bank has charges that will be deducted from my refund as well. By signing this agreement, I am acknowledging that i have read, understood and agree with the terms of this agreement.

Client Consent & Engagement Terms

Great Lakes EZ Financial Solution

By submitting this form, I confirm that the information I’ve provided is true and complete to the best of my knowledge. I understand that submitting this form acts as my agreement to work with Great EZ Financial Solution for tax preparation services.

I acknowledge and agree to the following:

Engagement Fee: If I decide not to move forward with filing my return(s) after Great Lakes EZ has started services—such as a consultation, document review, or beginning preparation—I agree to pay a $25 engagement fee.

Responsibility for Fees: I am responsible for all tax preparation fees, even if my refund is delayed, reduced, or applied to past debts by the IRS or any government agency.

Refund Products: I authorize Great Lakes EZ Financial Solution and its partnered banks to process any refund transfer products I choose. I understand that related banking or service fees may be deducted from my refund.

Refund Expectations: Great Lakes EZ does not guarantee any specific refund amount. Final refund decisions are made solely by the IRS and/or state tax agencies.

Required Documentation: I am responsible for providing all necessary tax documents (such as W-2s, 1099s, receipts, etc.). Missing or incomplete documents can cause delays or impact the accuracy of my tax return.

Right to Withdraw: Great Lakes EZ Financial Solution may discontinue services if required documents are not provided, communication becomes unprofessional, or if I request anything unethical.

Privacy & Security: Great Lakes EZ is committed to protecting my information. All data submitted will be securely stored and used only for the preparation and filing of my return in compliance with federal privacy laws.

By submitting this form, I authorize Great Lakes EZ Financial Solution to begin preparing my tax return(s) and agree to all terms listed above.

Signature i certify that all answers are honest and true.

Signature(Spouse) I certify that all answers are honest and true.