• Welcome to MisFitt Financial Solutions

    More Than Taxes — We Empower Your Financial Future. MisFitt Financial Solutions is your trusted partner for accurate, compliant tax preparation and strategic financial planning, delivering results that support long-term financial success nationwide.

  • Tax Preparation Client Intake Form

  • This intake form allows us to accurately prepare your tax return, identify all credits and deductions you may qualify for, and determine your eligibility for refund based options, including Refund Advantage cash advance programs.

    Why this matters:

    The IRS requires tax preparers to rely on complete and accurate client-provided information.Missing or incorrect details can result in:

    • Delays in processing

    • Reduced refunds

    • Denied advances

    • IRS rejections or notices

    Please provide as much detail as possible and upload all requested documents. The more complete your intake, the faster and smoother your filing experience.

  • Type of Client*
    • Taxpayer Information 
    • Format: (000) 000-0000.
    • Do you consent and opt-in to receive text messages regarding your tax return?*
    • Date of Birth*
       - -
    • Filing Status
    • Did you receive a W-2?*
    • Did you receive unemployment income (1099-G)?*
    • Did you receive Social Security or retirement income?*
    • Did you take an early retirement withdrawal (1099-R)?*
    • Did you pay more than half of the household expenses?*
    • Did you have health insurance for the entire year?*
    • Does any of the following apply? (Select all that apply)*
    • Spouse Information 
    • Format: (000) 000-0000.
    • Date of Birth
       - -
    • Does any of the following apply to your spouse? (Select all that apply)
    • Dependents 
    • Rows
    • Tax Related Questions 
    • Rows
    • Employment Status*
    • Are you contributing to 401k or other pre-tax account?*
    • Is this your first time opening a pre-tax account?
    • Please select what state return are you requesting?
    • Does your dependents have tuition expenses?
    • Do you have any expenses for child care?
    • Do you have energy star rated improvements to your home?
    • Are you currently renting?*
    • Do you have documents that shows you paid for property taxes? (For Homeowners)*
    • Did you sell any stock?*
    • Did you take money from your 401k?*
    • Do you have mortgage interest?*
    • Do you have real estate tax?
    • Did you pay for vehicle tax?
    • Did you purchase an EV or hybrid vehicle this year?
    • Did you receive a federal tax last year?*
    • Were you a victim of identity theft?*
    • Direct Deposit 

    • Banking Information

    • Account Type*
    • Acknowledgment & Signature 

    • By signing this intake form, you agree to the following terms and authorizations with MisFitt Financial Solutions:

      1. Privacy Policy Acknowledgment- By signing this form, I acknowledge that I have read, received, or been given access to the MisFitt Financial Solutions Privacy Policy. I understand that:

      • My personal information will be collected, used, and stored for tax preparation purposes only.

      • My information will be safeguarded through encrypted, secure systems.

      • My information will only be shared with the IRS, state agencies, or authorized staff involved in preparing my return, unless required by law or with my written consent.

      • I have the right to request copies, ask questions, or revoke authorization for optional services at any time.

      2. Engagement Letter Agreement- By signing this form, I confirm that I have read and agree to the Tax Preparation Engagement Letter, and I understand that:

      • My tax return will be prepared based on the information I provide.

      • I am responsible for providing complete, accurate documents and reviewing my return before signing.

      • MisFitt Financial Solutions is not responsible for refund delays, IRS offsets, identity verification issues, or agency errors.

      • All preparation fees are due at the time services are completed, even if I choose not to file the return. • Additional services (amendments, audit support, business services, bookkeeping, etc.) may involve separate fees.

      3. Communication Consent- By signing this form, I authorize MisFitt Financial Solutions to contact me via:

      • Phone

      • Text message

      • Email

      • Client portal or software

      regarding tax preparation, updates, or required documentation.

      4. IRS Offset Inquiry Authorization (if applicable)- I authorize MisFitt Financial Solutions to call the U.S. Treasury/Bureau of Fiscal Service Offset Line or IRS automated offset verification line to check whether any federal or state debt may reduce or intercept my refund.
      I understand this does not authorize them to discuss or resolve any debt on my behalf.

       

      FILING AUTHORIZATION
      Before we file anything, you’ll always have the final say.

      We’ll send you a copy of your completed return to review and approve. Once you’ve given us the green light (either with a signature or written approval), we’ll go ahead and e-file your return with the IRS and/or your state(s).

      By signing this engagement letter, you’re confirming that:

      You understand it’s your return and you’ve reviewed everything to the best of your ability.
      You give us permission to file your return electronically after your approval.
      If you're getting a refund, you’ve chosen how you want to receive it (direct deposit, refund advance, etc.).

      Important Note About Non-Filing:
      If you decide not to move forward with filing after we’ve completed the return, an abandonment fee of $150 will be due immediately. This fee will be automatically drafted (ACH) from the bank account listed on your intake form. By signing this engagement, you agree to this charge and authorize us to collect the fee if you abandon the filing.

      We don’t file anything without your approval. Your return, your rules—but our time still matters.

      FEES & PAYMENTS TERMS
      We believe in being upfront—no surprises when it comes to your money. Here’s how our pricing works:

      • Your tax prep fees covers your federal return and state(s) return and it is calculated based upon any forms, schedules, or other multi-state filings that you may have.
      • Bank products, refund advances, and any third-party services may also have separate fees, which will be disclosed to you before you choose those options.
      • If you decide to pay your prep fee out of your refund, additional fees for that convenience will apply.

      Payment Options:

      • You can pay upfront via card, Cash App, or other accepted methods, or
      • Choose to have fees deducted from your refund (bank product clients only).

      No Refunds:
      Once services are completed, no refunds will be issued—even if you choose not to file or if your refund is smaller than expected. You're paying for our time, experience, and the work already performed. We reserve the right to withhold e-filing or release of any documents until your balance is paid in full.

      Let’s make sure it’s fair, fast, and worth every penny. We’ll always do our best to maximize your refund—or minimize what you owe—based on the info you give us. But let’s be real for a second:

      • We can’t guarantee a specific refund amount, tax credit, or outcome.
      • Your final refund or balance due depends on IRS and state calculations, and the details you provide.
      • We’re not responsible for delays caused by the IRS, your bank, or third-party products (like refund advances or direct deposit timelines).
      • Once we’ve prepared your return—even if you decide not to file—it’s considered a completed service. That means no refunds for prep fees, time spent, or add-on services.


      We don’t promise magic—but we do promise to work hard, stay honest, and keep your best interest at the center of everything we do.

      RECORD RETENTION POLICY
      We keep copies of your tax return and related documents we prepare for our own records—but you should always keep your originals.

      Here's what you need to know:

      • We’ll retain a copy of your final return and any documents we’re required to keep for three (3) years.
      • It’s your responsibility to keep your original documents (like W-2s, 1099s, receipts, bank statements, and any proof of deductions or credits) in a safe place. The IRS may request them later.
      • If you lose your return and need a copy after the season, we’ll gladly resend it—just submit a request, and we may charge a $25 document retrieval fee.
      • We’ll handle the prep—but staying organized and audit-ready starts with you.

      TERMINATION OF AGREEMENT

      We hope we won’t need this section—but just in case, let’s talk about how either of us can part ways if needed.

      You can choose to end this agreement at any time before your return is filed—just let us know in writing. If work has already started, fees for time spent and services completed will still be due.


      We also reserve the right to end our working relationship if:

      • You don’t respond or provide documents within a reasonable time
      • You’re found to have submitted false or misleading information
      • Communication becomes disrespectful or abusive
      • We believe continuing the engagement could compromise our ethics or credentials

      If this agreement is ended for any reason, you’ll still be responsible for any fees owed for completed work, and the abandonment fee may apply if the return was finished but not filed.

      We’re here to help—not to chase people down or compromise our standards.

    • By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

    • Date Signed*
       - -
    • Date Signed
       - -
    •  
    • Should be Empty: