2026-2027 Intake Form

  • 2026-2027 Intake Form

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    • Filing Status 
    • Do you need to file any prior year?*
    • Do you owe*
    • Filing Status*
    • Taxpayer Information  
    • Format: (000) 000-0000.
    • Date of Birth*
       / /
    • Are you a full time student?*
    • Are you a totally and permanently disabled?*
    • Are you legally blind?*
    • Have you had any tax credits disallowed in previous years?*
    • Do you have any outstanding debts, like child support, student loans, or irs debt that can offset your refund?*
    • Have you ever received any tax letter from the IRS?*
    • Spouse Information  
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Are you a full time student?
    • Are you totally and permanently disabled?
    • Are you legally blind?
    • Are you a dependent of the tax payer?
    • Dependent Information  
    • Rows
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    • Tax Related Questions 
    • Employment Status*
    • Are contributing to 401K or other pre-tax accounts?*
    • Please select what type of return you are requesting.*
    • Do your dependents have tuition?*
    • Do you have expenses for childcare? (If yes, please provide child care expenses?*
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    • Are you currently renting your home?*
    • Do you own your own home?*
    • Do you have proper documentation that shows you paid property taxes?*
    • Did you sell any stocks?*
    • Did you take any money from your 401K?*
    • Do you have mortgage interest?*
    • Do you have real estate taxes?*
    • Did you receive your federal tax return last year?*
    • Are you a victim of identity theft?*
    • Expenses 
    • Rows
    • Bank Information  
    • Documents 
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    • Agreement 
    • Who is your preparer?*

    • TAX PREPARATION SERVICE AGREEMENT

       


      By signing below, I certify that all information and documents submitted to Crown Luxury Financial Partners are true, accurate, and complete to the best of my knowledge. I understand that my tax return will be prepared based solely on the information I provide.

       


      I acknowledge and agree to the following:

       


      • I am responsible for providing complete and accurate tax information. Any omitted, inaccurate, or false information may result in penalties, interest, audits, delayed processing, or additional tax liability.

       


      • Tax preparation fees are NON-REFUNDABLE once services have begun, regardless of the outcome of my tax return, refund amount, IRS processing delays, offsets, audits, denials, or any other circumstance.

       


      • I may choose to pay my tax preparation fee upfront before filing. Upfront payment is optional unless otherwise required by the preparer.

       


      • If I choose not to pay upfront, I authorize my tax preparation fee to be deducted from my federal refund, state refund, or other available refund proceeds, when applicable.

       


      • If my refund is reduced, delayed, intercepted, offset, denied, or otherwise unavailable due to prior tax obligations, child support, student loans, government debts, identity verification issues, or any other reason, I remain fully responsible for paying all tax preparation fees.

       


      • In the event that my refund does not fund or is insufficient to cover preparation fees, I agree to pay the remaining balance immediately upon request.

       


      • No guarantees have been made regarding the amount of any refund, tax liability, credit, or tax outcome.

       


      • Submission of documents does not guarantee acceptance by the IRS or any state tax agency.

       


      By signing below, I acknowledge that I have read, understood, and agree to all terms of this agreement.

       

    • Important Reminder Before Submission


      Please carefully review all documents before submission to ensure accuracy and completeness. Verify that all personal information, including Social Security numbers, bank account details, phone numbers, addresses, and dates of birth, is accurate and current. Please also confirm that all names are spelled correctly and match your official identification and supporting documents.


      Once your review is complete, all required documents may be submitted via email to crownlegacyfinancialpartners@gmail.com or sent directly to your assigned tax preparer.


      Your attention to detail helps prevent processing delays and ensures the timely and accurate completion of your tax return.

       

      THANK YOU!
      Shekinah Coleman-Cooper -      CEO/FOUNDER

    • Signatures & Date 
    • Date*
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