• Tax Preparation Client Intake & Document Upload Form

    Share your details and upload the documents needed for your tax preparation appointment with Righteous Taxes.
  • Welcome to Righteous Taxes
    “Tax preparation done the right way”

    Thank you for choosing Righteous Taxes for your tax preparation needs. We are committed to providing professional and accurate tax services. Please complete this form and upload all necessary documents to help us serve you efficiently.

    For questions, contact Ashley Georges at 954-696-6935 or simpletaxes@righteoustaxes.com. Follow us on Instagram: @righteous_taxes.
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  • Ashley Georges is the owner of Righteous Taxes. Our goal is to provide clients with professional, thorough, and personalized tax preparation services while helping clients understand their tax return and available tax benefits for which they may qualify. Righteous Taxes focuses on accurate preparation based on the information and documentation provided by each client.

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  • Do you have any dependents to claim?*
  • Did you file taxes last year?*
  • Do you want a loan?*
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  • Responsible for Tax Preparation Fees*
  • Payment Authorization*
  • No Guarantee of Refund Outcome*
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  • Were you contacted by the IRS or state tax agency regarding a previous return?*
  • Do you have any IRS or state tax notices that need to be reviewed?*
  • Are you currently making tax payments?*
  • Do you have any prior-year tax returns that still need to be filed?*

  • Tax Preparation Fees & Payment Authorization

  • By submitting this form, I understand that Righteous Taxes charges a fee for tax preparation services. I understand that tax preparation fees are separate from any refund I may receive from the IRS or state tax agency. I understand that I am responsible for payment of applicable tax preparation fees even if my tax refund is lower than expected, delayed, offset, reduced, denied, or I do not receive a refund.
  • Righteous Taxes does not guarantee a tax refund, a specific refund amount, tax credits, deductions, IRS acceptance, or any particular tax result. Tax outcomes depend on the taxpayer’s individual circumstances and the information and documentation provided.

  • CLIENT ACCURACY CERTIFICATION

  • I certify that the information and documents I have provided are true, accurate, and complete to the best of my knowledge. I understand that I am responsible for reviewing my tax return before it is filed and for providing any additional information or documentation requested by my tax preparer.

  • ELECTRONIC COMMUNICATION CONSENT

  • Please let us know whether you agree to receive communications from Righteous Taxes by email and/or text regarding your tax preparation.
  • Date*
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  • Electronic Signature*
  • Consent to Electronic Communications*
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