Client Intake Form 2025
Language
  • English (US)
  • Español

  • Client Engagement Letter

  • Divine Consulting Associates 

    Thank you for choosing Divine Consulting Associates to assist you with your requested year taxes. This letter confirms the terms of our engagement with you and outlines the nature, scope, and extent of the services we will provide. By signing this letter, you agree to the terms set forth below.

     

    1. Scope of Services

    • We will prepare your requested federal and state income tax returns for the specified tax year. We depend on you to provide the information needed to prepare complete and accurate returns.
    • We may ask you to clarify certain items, but we will not audit, review, or verify the data you provide. Our services do not include audits, IRS representation, legal advice, or any services outside the preparation of your tax returns unless otherwise stated in writing or selected by you as an additional service.
    • The law imposes penalties when taxpayers underestimate their tax liability. We will inform you of any material errors, fraud, or illegal acts we discover, but our engagement should not be relied upon to detect these issues.

     

    2. Payment, Fees, and Billing

    • Our fees are form-based, meaning the final tax preparation fee is determined by the specific forms required to file your return.
    • Additional services such as amendments, back-year filing, audit support, or handling IRS notices are billed separately as a flat rate or as otherwise agreed upon.
    • All payments must be made directly through your Client Portal. No tax return will be filed until the invoice is paid in full.
    • If you are due a refund, preparation fees may be deducted from the refund when applicable. If you owe taxes, preparation fees must be paid upfront before we file your return.
    • Invoices are due and payable upon presentation.


    3. Abandonment of Tax Preparation Services

    • Once a client completes and signs the intake forms and our team begins tax preparation services, those services are considered rendered.
    • If the client withdraws, discontinues communication, delays, or otherwise decides not to proceed with filing for a period exceeding twenty-four (24) hours after preparation has begun, the return will be considered abandoned.
    • Any tax return that is prepared but not filed due to abandonment will be subject to an Abandonment Fee, which may be equal to the full preparation fee, as professional time, labor, and expertise have already been applied.
    • The client remains fully responsible for all preparation fees incurred, regardless of whether the return is ultimately filed.

    Fees and the preparation process are communicated prior to work beginning. By submitting intake forms, the client confirms readiness to proceed. Divine Consulting Associates does not provide complimentary or unpaid tax preparation services.

     

    4. Client Responsibilities

    • You agree to provide complete, accurate, and timely information through your secure Intake Form, including all income forms, deduction details, proof of dependents, and any other required documentation.
    • You are responsible for:
      • Uploading all tax documents through the Intake Form.
      • Responding promptly to communication sent through your Client Portal.
      • Keeping your contact information updated in the Client Portal.
      • Reviewing your completed tax return carefully before signing.

    You acknowledge that all information provided to Divine Consulting Associates is true and accurate to the best of your knowledge. You understand that providing false or incomplete information may result in delays, incorrect filings, penalties, or legal consequences.

    You waive Divine Consulting Associates and the preparer from all liability caused by incorrect, incomplete, or false information you provide.

     

    5. Our Responsibilities

    As a virtual tax preparation firm, we will:

    • Prepare your tax return based solely on the information you provide through the Intake Form.
    • Communicate with you electronically through your Client Portal, email, or virtual meetings as needed.
    • Request additional documents or clarification if needed to complete your return accurately.
    • Deliver your completed tax return to you electronically for review and signature.
    • File your return electronically after receiving your signed Form 8879 or required authorization.

    Our engagement is complete once your return is  successfully e-filed after your authorization.

     

    6. Refund Offsets & Fee Responsibility


    By signing below, you understand and agree that:

    • If you or your spouse owe federal or government debts (IRS, child support, student loans, etc.), your refund may be offset.
    • You are still responsible for the tax preparation fees, regardless of any refund offset or IRS delays.
    • If your refund is mailed instead of direct-deposited, you are still responsible for paying the preparation fees listed on your invoice.
    • Failure to pay preparation fees may result in legal action to collect unpaid balances.
    • Clients agree not to dispute tax preparation fees for services already rendered due to IRS refund delays.

    7. Confidentiality

    • All information you provide is kept confidential and will not be disclosed to third parties without your consent, except as required by law or as necessary to prepare and file your tax return. Your information is handled securely and in accordance with IRS regulations.


    8. Termination of Agreement

    • Either you or Divine Consulting Associates may terminate this engagement at any time with written notice. If terminated after work has begun, you are responsible for payment of work completed up to that point.
    • We reserve the right to terminate this engagement if you fail to provide required documentation, do not cooperate, or if a conflict of interest arises.


    9. Authorization to File
    By signing below, you:

    • Authorize Divine Consulting Associates to prepare and file your tax return.
    • Agree that your signature on this engagement letter authorizes us to file your tax return once complete. 

    10. Communication Consent

    • SMS & Email Consent - By signing this engagement letter, you consent to Divine Consulting Associates collecting and securely storing your information and contacting you via email and text message for tax-related updates, document requests, appointment reminders, and important service notifications. Message frequency may vary. Standard message and data rates may apply.

      You may opt out of text messages at any time by replying STOP or request assistance by replying HELP. Your mobile opt-in information will not be shared with third parties. Our Privacy Policy and Terms and Conditions are available on our website.

    Acknowledgment and Acceptance

    • To affirm that this letter accurately outlines your understanding of our engagement, and to authorize Divine Consulting Associates to file your tax return, please sign below.
  • Date*
     - -

  • Client Intake Form

  • Are you a New or Returning Client?*
  • Were you Referred by someone?*

  • Taxpayer Information

  • Date of Birth*
     - -
  • Format: (000) 000-0000.
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Did you receive an IP PIN?*
  • What is your Filing Status as of Dec 31, 2025?*

  • To qualify for Head of Household (HOH) status when filing your taxes, you must meet several requirements:

    1. Be Divorced
    2. Be unmarried or considered unmarried.
      1. If you are still married, you may still qualify as "considered unmarried" if you lived apart from your spouse for the last six months of the year. 
    3. Have a qualifying dependent living with you for more than half the year.
    4. Pay more than half the cost of maintaining your home. These costs may include:
      1. Lease in your name
      2. Rent Receipts
      3. Utilitie bill in your name for year your filing (electricity, water, gas)
      4. Mortage Statements
      5. Divorce Decree

    This means that you are financially responsible for the majority of the household expenses for both yourself and your qualifying person.

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Spouse Information

  • Spouse DOB*
     / /
  • Format: (000) 000-0000.
  • Did you receive an IP PIN?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Dependents

  • Will you be claiming dependents?*

  • Qualifying Dependent Information

    A qualifying dependent is somone who you supported financially and lived with you for more than half of the year.

    To claim your dependent(s), you must provide the documents listed below. If you cannot provide these documents, we cannot allow you to claim your dependent(s) due to compliance requirements.

    • SOCIAL SECURITY CARD
    • PROOF OF RELATIONSHIP 
      • BIRTH CERTIFICATE
      • LEGAL DOCUMENTS SHOWING THE DEPENDENT(S) WERE LEGALLY PLACED IN YOUR CARE 
    • PROOF OF RESIDENCY LEASE AGREEMENT W/ DEPENDENTS LISTED
      • SCHOOL / CHILD CARE RECORDS 
      • MEDICAL RECORDS 
      • GOVT BENEFITS

    Please understand, if a child is the qualifying child of more than one person it is determined who can the child a qualifying child by the following “Tie Breaker” rules:

    1. If only one of the persons is the child’s parent, the child is treated as the qualifying child of the parent.
    2. If the parents do not file a joint return together but both parents claim the child as a qualifying child, the IRS will treat the child as the qualifying child of the parent whom the the child lived with the longest. If the child lived with each parent for the same amount of time, the IRS will treat the child as the qualifying child of the parent whom had the higher AGI for the year.
    3. A non-parent, if no parent claims the child as a qualifying child although he or she may do so and only if the non-parent’s AGI is higher then the highest AGI of any parent who may claim the child.
    4. If none of the persons is the child’s parent, the IRS treats the child as the qualifying child of the person with the highest AGI.

  • Dependent Information

  • Date of Birth*
     / /
  • Is the Dependent a College Student?*
  • Is the Dependent Disabled?*
  • Date of Birth*
     / /
  • Is the Dependent a College Student?*
  • Is the Dependent Disabled?*
  • Date of Birth*
     / /
  • Is the Dependent a College Student?*
  • Is the Dependent Disabled?*
  • Date of Birth*
     / /
  • Is the Dependent a College Student?*
  • Is the Dependent Disabled?*
  • Date of Birth*
     / /
  • Is the Dependent a College Student?*
  • Is the Dependent Disabled?*
  • Do any of the dependents listed above have an IP PIN?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Did you pay any child care expenses for you dependent(s)?*
  • Did you pay an Individual or a Daycare?*
  • Format: (000) 000-0000.
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Income and Wages

  • Income Type*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Do you or your spouse have any of the following tax obligations or past debts? If yes, please select all that apply.*

  • ***If your refund is subject to garnishment due to outstanding tax debts, you are still responsible for paying the preparation fee.***

  • Schedule C Worksheet

    Business Expense Inofrmation
  • Are you filing income from a business, self-employment, side job, or cash job?*

  • Business / Self-Employment Details

  • Is your business home based?*
  • Do you have an EIN?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • How do you keep track of your business income and expenses?*
  • How do you receive payment form your customers and or clients?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Rows
  • Did you purchase any major equipment?*
  • Did you have an Office in your home?*

  • Car and Truck Expenses

  • You cannot claim both actual expenses and mileage for the same vehicle. You may either claim actual expenses or mileage.

  • Do you have a vehicle you use for work?*
  • Date you placed your vehicle in service for your business*
     - -
  • Check the following that apply*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Date*
     / /

  • Additional Tax Related Questions

  • Did you, your spouse, or a dependent have health insurance under the Affordable Care Act?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Please be advised that without Form 1095-A, we will not be able to file your taxes, as the system will reject your return.

  • Did you attend college last year?*
  • Were you Full-Time or Part-Time?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Refund Payment Options

  • In order to receive your tax refund via check, direct deposit or prepaid debit card, please opt in by completing the information below:

  • How would you like to receive your Tax Refund?*
  • Are you in the San Antonio Area?*
  • Please indicate how you would like to cover the shipping cost for your check or card.*

  • Refund Delivery Advisory
    If you are located outside of the San Antonio area and choose to receive your refund via Paper Check or Prepaid Debit Card, the refund will be mailed to you. By selecting either of these refund methods, you acknowledge and agree that you are responsible for all applicable mailing fees. Mailing costs for clients outside of the San Antonio area may vary based on location.

    Once the check or prepaid debit card has been issued and mailed, Divine Consulting Associates is not responsible for checks that are lost, delayed, or stolen in the mail. If your check is not received, it is your responsibility to promptly notify your tax preparer so that a cancellation and reissue request can be initiated. Additional processing time may apply.

  • Bank Product Verification: 

    Since you have opted to have fees withheld from your refund, the bank requires verification responses. Please review the bank product fees below. These fees are for the refund bank transmission fee and service bureau. They are not included in your quoted tax preparation fees. 

    • Service Bureau: $50
    • Bank Fees: $39.95
    • Transmission Fee: $53
    • Efile Fee: $25
    • Document Prep Fee: $ 35

     

  • Direct Deposit Information

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • ACH Authorization Form

  • Authorization Details:

    I authorize Divine Consulting Associates to initiate ACH transactions to my designated bank account listed below for payment of services rendered under the following conditions:

    1. Payment for Tax Preparation Services: I authorize Divine Consulting Associates to charge my bank account for the preparation of my tax return if the agreed-upon fees have not been paid in full by the due date.
    2. Tax Obligation Payment: I understand and agree that if my tax preparation fees remain unpaid due to tax obligations, unpaid tax advances or other outstanding payments, Divine Consulting Associates may use ACH to collect the outstanding balance owed for the services provided.
    3. Refund-Related Charges: If the IRS has issued a refund to me, I authorize Divine Consulting Associates to initiate ACH transactions for payment of fees owed in the event my refund is being used to pay for the services I received.
    4. Unpaid Service Fees: If payment for the services rendered by Divine Consulting Associates has not been made in full, or if payment has not been received within the agreed-upon time frame, I authorize Divine Consulting Associates  to initiate ACH payments from my bank account to settle any outstanding amounts.
    5. Payment Amounts: The amounts to be debited from my account will be equal to the fees owed for services rendered, as outlined in the engagement agreement with Divine Consulting Associates. I understand that any fees charged by my bank for ACH transactions are my responsibility.
    6. Responsibility for Payment: I acknowledge that it is my responsibility to ensure sufficient funds are available in my account to cover the ACH transactions. If any payment is returned due to insufficient funds or other reasons, I understand that I may incur additional fees, and I remain responsible for the full payment of any services rendered.
    7. Accuracy of Information: I certify that the information provided in this form is accurate and up-to-date. I understand that it is my responsibility to notify Divine Consulting Associates promptly of any changes to my banking information. Failure to do so may result in delays or failed transactions.
  • Date*
     - -

  • Tax Advance

  • Will you be applying for a Tax Advance?*
  • Which advance would you like to apply for?*
  • Date*
     / /

  • Additional Services

  • We’d love to help you with other services. Please select the following services you’re interested in!*

  • Taxpayer Signature and Waiver Form

  • Acknowledgment and Consent                              
    I hereby authorize DIVINE CONSULTING ASSOCIATES to prepare my tax return for the tax year 2025. I understand that all the information I provide will be used to accurately prepare my tax return, and I certify that the information I have provided is true, correct, and complete to the best of my knowledge. 

    I understand that the accuracy of my tax return is dependent on the information I provide. I understand and acknowledge that DIVINE CONSULTING ASSOCIATES may request additional information if needed.

    Waiver of Liability
    I understand and agree that DIVINE CONSULTING ASSOCIATES is not liable for any errors or omissions that result from the information I provide. I agree to review my tax return before it is filed and will notify DIVINE CONSULTING ASSOCIATES immediately if any errors are found.

    I understand that tax laws are complex and subject to change. I acknowledge that DIVINE CONSULTING ASSOCIATES has made every effort to accurately apply current tax laws to my tax return. However, I agree that DIVINE CONSULTING ASSOCIATES is not responsible for any penalties, interest, or additional taxes assessed due to changes in tax laws or regulations after my return has been filed.

    Privacy and Data Protection
    I understand that DIVINE CONSULTING ASSOCIATES will take all reasonable precautions to protect my personal and financial information. I consent to the use of my data in accordance with the firm's privacy policy, which I have reviewed.

    Electronic Filing and Signature
    I consent to the electronic filing of my tax return by DIVINE CONSULTING ASSOCIATES . I understand that by signing this document, I authorize DIVINE CONSULTING ASSOCIATES to submit my tax return electronically to the IRS or other relevant tax authorities.

    Acknowledgment of Understanding
    I have read and understand this waiver and the terms of service provided by DIVINE CONSULTING ASSOCIATES. I acknowledge that I have been given the opportunity to ask questions and that all of my questions have been answered to my satisfaction.

    Offset Acknowledgment
    I acknowledge that in the event of an offset by the IRS, STUDENT LOANS, CHILD SUPPORT, ANY OTHER GARNISHED WAGES OR IF MY REFUND CHECK IS MAILED, I am still responsible for paying the fees associated with the preparation and filing of my Tax Return to DIVINE CONSULTING ASSOCIATES. I also authorize DIVINE CONSULTING ASSOCIATES to initiate an ACH DEBIT from my account for any outstanding balances and or fees.

  • Date*
     / /
  • Date*
     / /
  • Should be Empty: