2026 Tax Preparation Client Intake Form

2026 Tax Preparation Client Intake Form

Thank you for trusting me to be your tax preparer. My name is Gregria Ford, Owner of Ford Financial Studios, and I have over eight years of experience preparing individual and self-employed tax returns, including W-2s, Schedule C, and other required tax forms.I am trusted by over 100 clients and prepare returns in all 50 states, with clients located in Louisiana, Texas, Georgia, Colorado, Tennessee, Florida, and New Mexico. I take my profession seriously and never rush returns, ensuring each filing is accurate, compliant, and prepared in accordance with current tax laws and regulations.Most returns are completed within 24–48 hours, depending on complexity.Before your return can be filed, you are required to contact the IRS Treasury Offset Program at 800-304-3107 to verify whether you have any outstanding federal or state debts, including prior year tax balances, defaulted student loans, child support arrears, or other government obligations. If any offsets or debts are discovered, payment for tax preparation services is required upfront — no exceptions.Please understand that once you complete and submit the client intake form, the tax preparation process has officially begun. This form is not for obtaining an estimate or quote. Work begins immediately upon submission, and you are responsible for payment of services rendered regardless of the outcome of your refund.
Filing Status
DIRECT DEPOSIT
Routing Number
Account Number

File Upload (DL-SS-W2'S-ETC)

Cancelof

Name

First NameLast Name
Age
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
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
Occupation
Are you a full-time student?
Are you totally and permanently disabled?
Are you legally blind?

Name

First NameLast Name
Age
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
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
Occupation
Are they a full-time student?
Are they totally and permanently disabled?
Are they legally blind?
Are they your dependent?

Enter your dependents here

Rows	Name	Relationship	Date Of Birth	Social
1
2
3
4
5
6

Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?

Rows	Yes/No	Employer	Spouse Ins	Exchange/ Marketplace	Direct with Insurer	Medicare	Medicaid
Taxpayer
Spouse
Dependent 1
Dependent 2
Dependent 3
Dependent 4
Dependent 5

Please fill-up the information within the current year only.

General Expenses

Rows	Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses

Total Expenses
Additional comments

By signing this agreement and engaging Ford Financial Studios to prepare your tax return, you acknowledge and agree to the following terms:

Tax Preparation Fees

Tax preparation fees are earned upon completion of your tax return and are due regardless of whether you receive a tax refund. Your obligation to pay is not contingent upon the amount of your refund or whether a refund is issued.

Payment Before Filing

Clients who owe federal or state taxes, are not eligible for refund transfer services, or are otherwise unable to have preparation fees deducted from their refund must pay all tax preparation fees in full before their return will be electronically filed.

Authorization to Charge Payment Method

If you choose to pay your tax preparation fees from your anticipated refund, you authorize Ford Financial Studios to charge the payment method you provide if your fees cannot be collected from your refund for any reason, including but not limited to:

Your refund is reduced, offset, or intercepted by the IRS or a state taxing authority.
Your refund is garnished for child support, student loans, tax debt, or any other legal obligation.
Your refund is delayed, denied, or otherwise unavailable.
Your refund is insufficient to cover your tax preparation fees.
You authorize Ford Financial Studios to charge the remaining balance to the payment method on file.

Client Payment Responsibility

You remain fully responsible for payment of all tax preparation fees, regardless of:

Refund amount.
Refund delays.
IRS or state adjustments.
Refund offsets or garnishments.
Whether a refund is ultimately issued.

Returned or Declined Payments

If the payment method on file is declined or cannot be processed, you agree to pay the outstanding balance immediately upon notification.

Delinquent Accounts

If payment is not received, Ford Financial Studios will issue:

-First Payment Notice
-Second Payment Notice
-Final (Third) Payment Notice

If the balance remains unpaid after the third notice, Ford Financial Studios may:

-Refer the account to a licensed collections agency.
-Pursue any legal remedies available under applicable law to recover the unpaid balance.
-Recover any collection costs, court costs, attorney's fees, and applicable interest where permitted by law.

Client Acknowledgment

I certify that I have read and understand this Tax Preparation Payment Policy. I authorize Ford Financial Studios to charge my payment method for any unpaid tax preparation fees if my refund cannot be used to satisfy those fees. I understand that I remain financially responsible for all tax preparation fees regardless of my refund status.
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Taxpayer Signature
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Spouse Signature

- I confirmed that all information I entered here is accurate and true.
- I allow Ford Financial Studios to capture my sensitive data like personal id, government id, and other information.
- I have read the terms and conditions and privacy policy of Ford Financial Studios.
- By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Date Signed

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Taxpayer Signature
Date Signed

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Spouse Signature

Should be Empty: