Tax Client Intake Form

Tax Preparer's Information, IDs & Signatures
Last Page
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 you receive in your email. (check SPAM).*

First NameLast Name
Tax Preparer's Email (do NOT put your email here; contact tax preparer for their correct email.*
example@example.com
Is there any other info you want your Tax Preparer to know?
Upload the state issued ID for yourself (spouse is below)*

Cancelof
Upload your spouse's state issue ID.

Cancelof
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.*
Client 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 acknowledgeOther
I will ask my preparer to email/text me the encrypted link so that I can upload images of ID/W2s/SS Cards/etc. Fraud is rampant & texting/emailing docs is less safe then me uploading it within the encrypted link.*

I acknowledgeOther
Should be Empty:

Dependents Information