A Unique Intake Form 2025

Client Intake Form
Please note: Our office does not provide free estimates or quotes. Every tax situation is unique, and accurate information can only be determined after a full review of your documents. Consultation fees apply to all services, which are credited toward your preparation fee once you proceed. Consultations fees are $150 per hour.
Client Engagement*
Notice Regarding Tax Preparation Services

Please be advised that A Unique Experience, LLC does not provide free quotes or estimates. Once your intake form is received and work begins on your tax return, tax preparation fees will apply, regardless of whether you choose to file through our office.

If you decide not to file with us after work has begun, you authorize A Unique Experience, LLC to deduct the applicable preparation fee and a non-refundable inconvenience fee.

If your tax refund is intercepted or reduced due to obligations such as child support, student loans, unemployment overpayments, or wage garnishments, you remain responsible for payment of the preparation fee in full.

By signing this engagement, you agree to pay all applicable preparation fees, regardless of refund status or outcome.

Clients have 24 hours to communicate any questions, concerns, or changes regarding their decision to proceed. We encourage open communication to discuss any necessary arrangements in a timely manner.

By signing below, you acknowledge that you have reviewed and understand the terms, conditions, and privacy policy of A Unique Experience, LLC, and accept your responsibilities and ours in the preparation and processing of your tax return.PLEASE READ!
Do you understand that you are giving us permission to ACH Draft from your account in the event of you not filing with us or your refund has an offset?*

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How Would You Like to Receive Your Refund?
Are you interested in applying for a cash advance? Up to 7,500?*

Yes (bank fees do apply)No
Select below the method that you prefer to receive your refund*

Direct DepositCheck
Account Type*

CheckingSavings
Bank Name:*
CURRENT MAILING ADDRESS*

Street Address

Street Address Line 2

CityState

Zip Code
Bank Account Number:*
Bank Routing Number*
Please Upload A Selfie *

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Please UPLOAD a Picture of your Social Security Card/ Birth Certificate for Identification Purposes. *

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Client Intake Form

How Would You Like to Receive Your Refund?

Dependents

Upload photos of your W-2,1099, and ALL Income documents

Spouse Information

Health Insurance

Schedule C - Business Owner Information

Business Details

Income Information