• * Indicates required fields.

  • Have you already filed a tax return for the 2026 tax year already?
  • Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • Filing Status*
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  • Does any of the following apply to you?*
  • Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?*
  • Type of Client*
    • Spouse Information 

    • NOTE: If you do not have a spouse, leave this section blank and move to the questionnaire section. 

    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Format: (000) 000-0000.
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    • Does any of the following apply?
    • Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?
    • Questionnaire 

    • Answering these questions will toggle specific forms for your tax situation to keep you from answering irrelevant information and save time.

    • Do you have dependents?*
    • Would you like to apply for a refund advance?*
    • Are you filing a business/self employed/side job/cash job?*
    • Do you owe child support, student loans, taxes, or any other entity that might offset your refund?*
    • Did you or your family have health insurance at any time in 2026 FROM THE MARKETPLACE? HEALTHCARE.GOV (also known as "Obama Care") or received a 1095A form?*
    • Dependents 
    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Do you have more than three dependents?
    • Do you have any expenses for child care?
    • Do any of your dependents have tuition expenses?
    • Income 
    • Please select each type of income that you received for the 2026 tax year*
    • Did you work a lot of overtime hours?*
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    • Do you need to file any previous year(s)?*
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    • Healthcare Information 
    • Did you purchase insurance from OR have any premium credits from the insurance company you use?

    • If you have Insurance through your job (1095B) or Insurance through your state (Medicaid) (1095C) You do not need to upload them. We only require you to upload the 1095A form.

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    • Business Income/Self Employment Questionnaire 
    • Enter your business expenses:
      Rows
    • Select all that apply to you:
    • Deductions & Credits 
    • Which of the following applies to you?
    • Do you have energy star rated improvements to your home?
    • Did you sell any stock?
    • Do you have documents that shows you paid for property taxes?
    • Did you take money from your 401K?
    • Refund Selection 
    • How would you like to receive your refund?*
    • Bank Account Type*
    • Do you plan on buying a house in the next two years?*
    • Would you like to add on Business Formation Services? ($450)*
    • Would you like Credit Repair Services*
    • Acknowledgment & Signature 

    • Tax Preparation Engagement & Service Agreement

       This Agreement is between the undersigned Client (“Client”) and KLBP LLC d/b/a My Max Back Tax & Financial Services (“Preparer”). By signing below, the Client authorizes the Preparer to prepare tax return(s) and agrees to the following terms.

       1. Accuracy of Information

       The Client affirms that all information provided to KLBP LLC d/b/a My Max Back Tax & Financial Services is true, complete, and accurate to the best of their knowledge. The Client must retain supporting documentation for all items reported. Knowingly providing false information may constitute tax fraud and could result in fines, restitution, court proceedings, and/or imprisonment.

       2. Client Responsibilities

       The Client agrees to provide all income, deduction, and expense documents needed to prepare an accurate return. If additional documents or information are received after preparation begins, the Client must notify KLBP LLC d/b/a My Max Back Tax & Financial Services immediately so we can update the return prior to filing.

       The Client affirms that:

      •  All income, expenses, and deduction amounts provided are accurate.
      • They possess written records to substantiate every item reported.
      • If audited by the IRS or a state tax authority, the Client must provide those records. KLBP LLC d/b/a My Max Back Tax & Financial Services may advise on acceptable evidence but is not responsible for maintaining the Client’s records.

       3. Limitation of Responsibility

       KLBP LLC d/b/a My Max Back Tax & Financial Services will prepare returns based solely on the information provided by the Client. KLBP LLC d/b/a My Max Back Tax & Financial Services and its preparers are not responsible for errors, penalties, or interest resulting from incomplete, inaccurate, or false information supplied by the Client. The Client waives all claims against KLBP LLC d/b/a My Max Back Tax & Financial Services and its preparers for such errors.

       4. Authorization & Signatures

       By signing, the Client authorizes KLBP LLC d/b/a My Max Back Tax & Financial Services to prepare, sign (when authorized), and file federal and state tax returns on their behalf. The Client’s signature on this Agreement may be used where appropriate on IRS Forms 1040, 8879, 7216, and any other documents required to complete the tax return(s).

       The Client also authorizes KLBP LLC d/b/a My Max Back Tax & Financial Services to send service updates, appointment reminders, and related communications via text and/or email.

       5. Data Privacy & Consent

        By signing this Agreement, the Client:

      •  Confirms the accuracy of the information provided.
      • Authorizes KLBP LLC d/b/a My Max Back Tax & Financial Services to securely collect, use, and retain personal information (including government ID, Social Security Number, and banking information) necessary to prepare and file tax returns.
      • Acknowledges they have read and agree to the Preparer’s Terms & Conditions and Privacy Policy.
      • Consents to the use of their personal information solely for tax preparation, filing, verification, and compliance.

       6. Fees, Invoicing & Payment

       Fees for tax preparation are due upon presentation of the invoice. The Client is responsible for all fees for services rendered by KLBP LLC d/b/a My Max Back Tax & Financial Services, regardless of refund delays, refund reductions, or refund issuance by check.

       If the invoice remains unpaid, KLBP LLC d/b/a My Max Back Tax & Financial Services reserves the right to:

      (a) debit the Client’s bank account on file for the outstanding balance;

      (b) assign the account to a collection agency; and/or

      (c) pursue legal action to recover the debt.

       The Client agrees not to dispute charges for services rendered on the basis of IRS processing delays or refund adjustments.

       7. Processing Fee Acknowledgment

       The Client agrees that KLBP LLC d/b/a My Max Back Tax & Financial Services may charge a $75 processing fee to the bank account on file under the following conditions:

      1.  The return is rejected because the Client already filed or applied for a tax advance with another provider.
      2. The return is completed, but the Client fails to sign within 24 hours of notification; in such case, KLBP LLC d/b/a My Max Back Tax & Financial Services may assume the Client filed elsewhere and deactivate the return.

       8. Amendments & Additional Fees

       If an amended return is required because the Client did not provide all income documents or other required information prior to filing, the Client agrees to pay the applicable amendment preparation fee upfront before the amended return is transmitted to the IRS/state. The Client understands that no amended return will be filed until the amendment fee is paid in full, and any delay caused by nonpayment is the Client’s responsibility.

       9. Record Retention

       Original documents will be returned to the Client. KLBP LLC d/b/a My Max Back Tax & Financial Services retains digital copies of tax returns and working papers for three (3) years, after which they will be permanently deleted. Paper copies may be requested for an additional fee.

       10. Engagement Conclusion & Client Review

       The engagement concludes when the completed return is delivered for paper filing or when the Client’s signature is obtained and the return is electronically filed. If the Client declines e-filing, the Client is solely responsible for timely submission to the IRS and/or state agencies. The Client agrees to review all tax documents carefully prior to signing.

      11. Theft of Services, Collections & Legal Costs

       Failure to pay for services rendered may constitute Theft of Services under applicable law. KLBP LLC d/b/a My Max Back Tax & Financial Services reserves the right to seek payment through account debit, collections, and/or court action. The Client agrees to be liable for any reasonable attorney’s fees, court costs, and collection expenses incurred in recovering unpaid balances.

       12. Applicability to Preparers, Contractors & Affiliates

       The Client understands and agrees that this Agreement applies to services provided by KLBP LLC d/b/a My Max Back Tax & Financial Services and its authorized preparers, contractors, and affiliates. This Agreement binds the Client regardless of which authorized preparer performs the work.

       Client Acknowledgment & Signature

       By signing below, I confirm that I have read, understand, and agree to the terms above. I authorize KLBP LLC d/b/a My Max Back Tax & Financial Services to prepare and file my tax return(s) and to use my information as described.

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