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  • 2025 Tax Application

    Please note  this application may take 20 minutes to complete, make sure you have enough time to fill out all questions and upload all documents. You must have all income documents and verification documents on hand. Please make sure to take a picture and or scan your documents on your phone or device you are applying on. 
  • CLIENT DATA INFORMATION

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  • HEAD OF HOUSEHOLD

  • PLEASE NOTE: IF YOU ARE FILING HEAD OF HOUSEHOLD. DOCUMENTATION IS REQUIRED SUCH AS UTILITY BILL, BANK STATEMENT, LEASE AGREEMENT, PROPERTY TAX BILL DIVORCE DECREE. 

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  • CASH ADVANCE

  • Please Note: The same way you select to receive your cash advance is the same way the rest of your refund will come. 

     THERE IS NO CREDIT CHECK, YET WE DO NOT KNOW WHAT APPROVALS ARE BASED UPON. THE BANK WILL SEND YOU A LETTER IN THE MAIL IF YOU ARE DENIED AS WELL AS THE BANK CHOOSES THE AMOUNT YOU ARE APPROVED FOR. 

    PLEASE SIGN BELOW IF YOU AGREE TO ALL TERMS. 

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  • BANKING INFO

  • INCOME DOCUMENTS

    PLEASE UPLOAD DOCUMENTS UNDER LISTED DROP DOWNS.
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  • SELF EMPLOYMENT

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  • DEPENDENT INFORMATION

  • PLEASE NOTE: If you are fliling dependents you must provide documentation that you cared for them, It must include the address on the document, and the address must match the filing address. A drop down is listed below. 

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  • ADDITONAL INFORMATION

  • You can Call 1-800-304-3107 to find out which agencys are owed.

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  • ADDITIONAL UPLOADS

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  • PLEASE NOTE: YOUR FILE WILL NOT BE SUBMITTED WITHOUT ALL PROPER DOCUMENTATION! 

  • Attach any additonal documentation. 

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  • PLEASE READ DISCLOSURE BEFORE SIGNING BELOW.

    By signing this form below, I cerify that ALL information I provided is true, and accurate. I understand that by providing false information may be grounds for federal government to seek criminal charges against me. I also release BM Tax Professionals from any liability related to the information provided. My signature authroizes BM Tax Professionals to electronically file my 2025 income tax return.

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  • 2025 Individual Income Tax Preparation Engagement Letter


  • This letter is to confirm and specify the terms of BM Tax Professionals engagement with you and to clarify the
    nature and extent of the services BM Tax Professionals will provide. The IRS imposes penalties on taxpayers and
    tax return preparers for failure to observe due care in preparing income tax returns. In order to ensure an
    understanding of our mutual responsibilities, we ask all clients to confirm the following arrangements.

    We will prepare your 2025 U.S. Individual Income Tax Return with all necessary supporting Forms and
    Schedules from the information provided by you. It is your responsibility to provide us all the information
    required for the preparation of a complete and accurate income tax return. You represent that the information
    you are supplying to us is accurate and complete to the best of your knowledge and that any expenses claimed
    for meals, entertainment, travel, business gifts, dues and membership, vehicle usage, and/or charitable
    contributions are supported by records as required by law and that you have disclosed all known tax liabilities.

    IRS guidelines require us to e file all income tax returns we prepare. Unless you feel e filing your income tax
    return will do you undue hardship, your income tax return will be filed electronically with the IRS. Prior to you
    signing the Form 8879, you will be provided a complete copy of your income tax return to review. 

    We will not audit or otherwise verify the data you submit, although it may be necessary to ask you for
    clarification of some of the information. You have the final responsibility for your income tax return and,
    therefore, you should review your tax return carefully.
    We will use professional judgment in resolving questions where the tax law is unclear, or where there may be
    conflicts between the taxing authorities’ interpretations of the law. We subscribe to a program of peer review
    for maintenance of quality control in our office. As part of this program, your return may be reviewed by other
    BM Tax Professionals tax preparers under strict rules of confidentiality.

    In the event you receive an IRS Notice CP2000 on an income tax return we prepared, we will assist you in
    resolving the issue with the IRS. You agree to provide us the IRS Notice CP2000 within 10 days of receipt of
    the letter. Fees may apply to undisclosed tax liabilities. If you receive an IRS audit request on this 2025 Tax
    Return, the initial consultation up to four (4) hours are at no cost to you; however, after the initial consultation
    you will be billed at our standard rate of $250 per hour.
    As a result, the Affordable Care Act regulations, we may need income information for all members of
    your tax household.

    We will not disclose any of your privileged information, unless required by law, without written instructions from you.

    Thank you 

    BM Tax Professioanls 

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  • Consent to Pay

  • We here at BM Tax Proessionals value the relationships we have with all of our clients. We are in the business to provide you with extradonary service. With that being said, we would like to remind you that wre are providing you with a service, NOT A REFUND! Our job here at BM Tax Professionals is to electronically submit your documents over to the IRS. You as a taxpayer have the choice to pay your taxe preparation fess by one of the following: Cashiers check, money order, credit card, paypal or directly from your refund. 

     

    If you choose to have the tax prepeartion fees taken from your refund and for whatever reason yor taxes are intercepted. YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES! Please contact us immediatly to make a payment or to set up a payment arrangement. By signing your return you are agreeing to pay the prepartion fees regarless if your refund was received or not. After 90 days from the date the refund was scheduled to arrive if no payment or payment arrangment is made, we will be forced to being collections on your account or legal action will be taken. We hope we can avoid this route, so please keep open communication with us so we can work with you! 

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