2027 C Intake

  • LEGENDARY TAX PROFESSIONALS

     

     

     

    Client Intake Form

     

    Secure Tax Intake Experience

     

    Please complete all applicable sections below

  • WELCOME TO LEGENDARY TAX PROFESSIONALS

     

    Please complete this intake in full to avoid delays in processing your tax return.


    Please complete your secure tax intake below.

    • Fast and accurate processing
    • Secure document submission
    • Virtual service available nationwide

    This intake is designed to help us properly review and prepare your tax return based on the information you provide.

    Please complete all required sections as accurately as possible. If a question does not apply to you, select the most appropriate response or leave it blank if permitted.

    This process takes approximately 10–15 minutes. You may save your progress and return later if needed.

  • Taxpayer Information

    Let’s begin with your basic information.
  • Taxpayer Date of Birth*
     - -
  • Format: (000) 000-0000.

  • By submitting this form, I agree to the Privacy Policy and Terms of Service of Legendary Tax Professionals.

  • Spouse Information

    Complete this section only if you are married or filing jointly.
  • Are you married or filing a joint return?*
  • Spouse Date of Birth
     - -

  • Household & Filing Status

    Please answer the following household and filing questions carefully.
  • Expected Filing Status*
  • Did you file a tax return last year?*
  • Did Legendary Tax Professionals prepare your taxes last year?*
  • Did you pay more than half the cost of maintaining your home during the tax year?*
  • Did any child live with you for more than half of the tax year?*

  • Quick Check Before We Continue

    You’re almost done with the first step.

    This process helps us:
    ✔ Accurately prepare your return
    ✔ Identify the maximum refund you qualify for
    ✔ Determine refund advance eligibility (if selected)

    Please continue to complete your intake so we can begin reviewing your file.

  • Dependents

    Complete this section if you are claiming any dependents.
  • Will you be claiming any dependents this year?*

  • Please list each dependent you plan to claim. If none, continue to the next section.

  • Rows
  • Did each dependent listed live with you for more than half the year?*
  • Can another person claim any of the dependents listed on their tax return?*

  • Income Summary

    Tell us what types of income you received during the tax year.
  • What types of income did you receive during the tax year? Select all that apply.*

  • Income Details

    Complete the sections below that apply to your income.

  • W-2 EMPLOYMENT INCOME

  • Did you receive any W-2s from employment?*
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  • SELF-EMPLOYMENT / BUSINESS INCOME

  • Did you actively work in and operate this business?*
  • Do you have records to support your income and expenses?*
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  • Did you receive unemployment benefits?*
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  • Did you receive Social Security benefits?*
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  • Did you receive retirement, pension, or annuity income?*
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  • Did you sell stocks, crypto, or other investments during the tax year?*
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  • Did you receive rental income from any property?*
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  • Deductions, Credits & Tax Situations

    Answer the following questions so we can properly review your return.
  • Did you or your spouse attend college or receive a Form 1098-T?*
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  • Did you pay for childcare so you could work or look for work?*
  • Did you receive health insurance through the Marketplace?*
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  • Did you make any estimated tax payments during the year?*
  • Did you owe the IRS or state taxes from a prior year?*
  • Did the IRS issue you an Identity Protection PIN (IP PIN)?*

  • Due Diligence & Compliance

    Please answer carefully. These questions are required to help us comply with IRS preparation standards.
  • Are all statements and documents you are providing true, accurate, and complete to the best of your knowledge?*
  • Can you provide support for any dependents, credits, deductions, or business income claimed on your return if requested?*
  • If you are self-employed or have business income, do you have records to support your income and expenses?*

  • DUE DILIGENCE STATEMENT

     

    The information provided in this intake will be used to prepare your tax return and may be submitted to the IRS and applicable state tax agencies.

    Providing false, incomplete, or misleading information may result in penalties, denial of credits, examination, audit, or other tax consequences.

    Legendary Tax Professionals follows IRS due diligence requirements and reserves the right to refuse service if information appears inaccurate, incomplete, inconsistent, or unverifiable.

  • Document Upload

    Please upload the documents needed for preparation. You may continue and upload missing documents later if needed.

  • UPLOAD YOUR DOCUMENTS BELOW

     

    Please upload all available documents that apply to your return.

    You may continue and upload any missing documents later if needed.

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  • Products & Disclosures

    Final Step: Review & Authorizations. You’re almost done. Please review the following important information and authorizations related to your tax preparation.

  • AUDIT MAINTENANCE PROTECTION DISCLOSURE

     

    Audit Maintenance Protection is available to all clients and provides added support in the event of IRS or state inquiries related to your filed return.

    This service includes:

    • General guidance
    • Assistance with certain notices
    • Added support for applicable returns

    For self-employed and business-related returns, this protection is required and will be included as part of your tax preparation service.

    A one-time fee of $79.99 will be added to applicable returns unless otherwise stated prior to preparation.

  • REFUND ADVANCE (OPTIONAL)

  • A refund advance is an optional loan offered by a third-party bank based on your expected tax refund and eligibility.

    If approved, you may receive a portion of your refund early.

    Please note:

    • Approval is not guaranteed
    • Advance amounts may be available up to $7,500, depending on eligibility
    • The advance is repaid from your refund when it is issued by the IRS
    • Full loan details and terms will be provided for your review before you choose to accept the loan

  • Funding times may vary, but in some cases funds may be available as soon as the same day or within 24-48 hours after approval. Bank processing times vary.

  • HOW THE REFUND ADVANCE WORKS

     

    • Your tax return is prepared and submitted
    • Your application is reviewed by the partner bank
    • The bank determines approval and loan amount
    • If approved, you may receive funds before your refund is issued
    • When your IRS refund is released, it is used to repay the loan through the bank process

  • IMPORTANT CONDITIONS

     

    You understand that:

    • Approval is not guaranteed
    • Loan amounts vary based on eligibility
    • Not all applicants will qualify
    • Legendary Tax Professionals does not make loan decisions
    • Funding times are not guaranteed
    • Your actual refund may be reduced due to offsets or IRS actions
    • Applying does not guarantee receipt of funds or refund timing

  • Would you like to be considered for a refund advance if available?*
  • If eligible, what advance amount would you prefer?

  • Requested amount does not guarantee approval or funding at that amount. 

    Refund Advance products are offered through a third-party bank. Legendary Tax Professionals does not determine approval, loan amount, or funding decisions.

    Approval and funding times are determined solely by the lending bank and may be affected by factors outside of our control.

    If approved, loan terms, fees, and repayment details will be disclosed in your final tax documents prior to signing.

  • Client Engagement Letter

    Please review the following engagement terms carefully.

  • CLIENT ENGAGEMENT LETTER

     

    This agreement confirms that Legendary Tax Professionals will prepare your tax return based solely on the information and documentation you provide.

    You are responsible for providing complete, accurate, and timely information. We will rely on the information you provide and do not independently audit, verify, or examine all information submitted.

    Legendary Tax Professionals does not guarantee any specific refund amount or outcome. Tax results are based solely on the information provided and applicable tax laws.

    Our services include tax return preparation only, unless otherwise stated in writing. Audit representation, legal representation, financial planning, bookkeeping, and other separate services are not included unless specifically agreed upon.

    You understand and agree that:

    • Tax laws are subject to change and interpretation
    • Refund amounts are not guaranteed
    • You are ultimately responsible for the accuracy of your return
    • Missing, incomplete, or inaccurate information may delay processing or affect tax outcomes

    You acknowledge that you are solely responsible for the accuracy and completeness of all information provided. Legendary Tax Professionals is not responsible for errors resulting from incomplete or inaccurate information submitted by you.

    By continuing, you acknowledge that you have read, understood, and accepted this engagement letter.

  • Payment Terms & Authorizations

    Please review the following payment terms and authorizations carefully.

  • PAYMENT TERMS

     

    You understand that tax preparation fees may be paid in one of the following ways:

    • Upfront, or
    • Through an authorized bank product, if applicable

  • If your refund is reduced, delayed, offset, intercepted, garnished, denied, or not issued for any reason, you remain fully responsible for all tax preparation and related service fees.

  • Legendary Tax Professionals may collect outstanding balances for services rendered in accordance with the authorizations you provide in this intake.

  • You acknowledge that services begin upon submission of this intake, and fees may be earned once work has started, regardless of whether the return is completed or filed.

  • All tax preparation and related service fees are non-refundable once work has begun, regardless of outcome.

  • ACH Authorization

    Please review and authorize electronic payment terms below.

  • ACH AUTHORIZATION AGREEMENT

    I hereby authorize Legendary Tax Professionals to initiate electronic debit entries (ACH) to the bank account provided in this intake for the purpose of collecting any amounts owed for services rendered.

    This authorization includes, but is not limited to, the collection of:

    - Tax preparation fees
    - Administrative and service fees
    - Bank product fees
    - Abandonment or processing fees, including a $200 fee if I fail to complete the tax preparation process, sign required documents within the stated timeframe, or submit conflicting filings with another provider

    I understand and agree that:

    - This authorization applies to any and all balances owed under this agreement
    - The bank account provided may be used for both direct deposit of my tax refund and authorized debit transactions
    - Authorized debits may be processed without additional notice once this authorization is granted
    - I am responsible for maintaining sufficient funds in the account to cover any authorized transactions
    - A $45 non-sufficient funds (NSF) fee may be assessed for any returned or failed transactions

    This authorization shall remain in full force and effect until all outstanding balances are paid in full or until I provide written notice of revocation prior to any scheduled debit. Revocation does not apply to any balance that is already due or authorized under this agreement.

    Amounts may vary based on services selected, fees incurred, or balances due as outlined in this agreement and related service documentation.

    By signing below, I certify that I am the authorized account holder and have the authority to approve transactions from this account.

    To revoke this authorization, written notice must be submitted to our office at least 3 business days prior to the next scheduled debit.

  •  


    BANKING INFORMATION & PAYMENT AUTHORIZATION NOTICE

     

    The bank account information provided in this intake will be used for:

     


    1. Direct deposit of your tax refund, when applicable
    2. Authorized electronic debits (ACH) for any fees, balances, or charges owed

     


    By providing your banking information, you expressly authorize Legendary Tax Professionals to use this account for both deposit and payment processing.


    You understand and agree that:

     
    • This account will be used for both receiving and debiting funds
    • Authorized charges include tax preparation fees, administrative fees, bank product fees, and abandonment or processing fees
    • Debits may be processed without additional notice once authorized
    • You are responsible for maintaining sufficient funds
    • Incorrect banking information may result in delays or rejected transactions

     

  • Account Type*

  • Abandonment Clause

    Please review the following service abandonment terms.

  • ABANDONMENT OF SERVICE

     

    By submitting this intake, you authorize Legendary Tax Professionals to begin review and preparation of your tax return based on the information and documents provided.

    A $200 abandonment or processing fee will be charged if you fail to complete the tax preparation process after services have begun.

    This includes, but is not limited to:
    - Failing to sign required documents within 24 hours of notification
    - Submitting incomplete or unresponsive information
    - Filing or attempting to file with another provider after authorizing services with us

    You agree that this fee is reasonable and necessary to cover time, administrative costs, and work performed.

  • Final Agreements & Authorizations

    Please complete the final acknowledgments and sign below.

  • FINAL CLIENT ACKNOWLEDGMENT

     

    By signing below, you confirm that:

    • The information you provided is true, complete, and accurate to the best of your knowledge
    • Legendary Tax Professionals will rely on the information you submitted to prepare your tax return
    • You have reviewed all disclosures, agreements, and authorizations in this intake
    • You agree to the terms, policies, and conditions outlined throughout this form

    Incomplete or inaccurate information may affect your tax return and may result in delays, adjustments, or other tax consequences.

  • Please review and confirm the following:*

  • By signing below, you authorize Legendary Tax Professionals to proceed with the preparation of your tax return based on the information provided.

     

    Your information is securely submitted and will be used solely for the preparation of your tax return.

  • This agreement is legally binding and enforceable upon submission and authorizes Legendary Tax Professionals to proceed with services immediately.

  • Date Signed*
     - -

  • WHAT HAPPENS NEXT:

    - Your return will be reviewed and prepared
    - You will receive documents to review and sign
    - You must complete signing within 24 hours to avoid delays or fees

  • By submitting this form, you agree to receive SMS and email communication from Legendary Tax Professionals and its affiliated brands (Nikki The Source, Legendary Tax Network) regarding your inquiry, services, and updates. Message frequency varies. Message and data rates may apply. Reply STOP to opt out.


    Your information is encrypted and securely stored. We do not share or sell your personal data.

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