Tax Client Intake Form

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Tax Preparer's Name: They will receive a copy of this form. To be safe, call/text your Tax Preparer to confirm receipt. And IF NOT, forward the copy received in your email. (check SPAM).*

First NameLast Name
Tax Preparer's Email*
Is there any other info you want your Tax Preparer to know?
Upload the state issued ID for yourself (spouse is below)*
Upload your spouse's state issue ID.
Click below & sign to indicate that this form is your express permission for your tax preparer to prepare & submit your return. You will STILL need to sign your taxes & your Refund Advantage bank docs. Exit OUT OF THIS FORM IF YOU ARE NOT giving permission to do your taxes.*
Signature*
I understand that my Tax Preparer is required to provide me a copy of my Tax Return whether you ask for it or not; however, it is my responsibility to request my copy.*

I acknowledge
I will ask my preparer to send me the TaxProDocs encrypted link. It is emailed/texted to me to upload images of ID/W2s/SS Cards/etc. Fraud is rampant & texting/emailing docs is less safe then the TaxProDocs encrypted link.*

I acknowledge
Should be Empty: