Tax Return Drop Off Form

Tax Return Drop Off Form

Please complete this form to the best of your ability to assist us in preparing your tax return. Thank you!
Are you a prior client of MTFS?*

Prior ClientNew Client
Select Your Requested Tax Preparer*
How do you prefer to receive your completed tax return?*

Send to me by secure emailI'll pick up a paper copyI want a paper copy mailed to me ($10 min. added charge)
How do you plan to get your documents to us?*

Drop off at MTFS officeSubmit through secure portalSend by Mail

Taxpayer Information
Taxpayer:
First Name*   Last Name*     Occupation*

Area Code*   Phone Number*

Email*

Street Address   Address Line 2   City   State   Zip
Was Taxpayer issued an Identity Protection PIN (IP PIN) by the IRS for this tax year? (If yes, we will contact you by phone for your PIN)*

YesNoI don't know.
Are you married?

YesNo

Spouse Information
Spouse:
First Name*   Last Name*      Occupation*

Area Code*   Phone Number*

Email*
Was Spouse issued an Identity Protection PIN (IP PIN) from the IRS for this tax year? (If yes, we will contact you by phone for your PIN)*

YesNoI don't know.

Miscellaneous Questions
If you have a refund, do you want it sent to your bank by Direct Deposit or Paper Check? (If Direct Deposit, we will contact you by phone to obtain/verify your banking instructions)*

Direct DepositPaper Check Mailed to My Address
Can we leave a detailed message (ie. tax return results) on your phone/email?*

YesNo
What is the best time of day to call you? *
By signing below, you acknowledge that you have provided complete and accurate information on this form. You further acknowledge that your failure to provide complete and accurate information could result in the preparation and filing of incorrect tax returns and, as a result, penalties and interest being assessed against you by one or more taxing authorities as well as additional fees to file amended tax returns and for assistance in the resolution of any such issues. *

Clear

New Clients Only