The Tax Plug Onboarding Form

Full Name*

First NameLast Name

Current Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Phone Number*

Area CodePhone Number

Email Address*

SS #*

Date of Birth*

Date

Spouse Information

First NameLast Name

Spouse SS #

Spouse Date of Birth

Date

What is your filing status?*

SingleHead of HouseholdMarried Filing JointMarried Filing Single

Upload ID and SS card of tax filer(s)

Upload File(s)

Do you have any dependents?*

YesNo

Attach Birth Certificates & SS cards of dependents:

Upload File(s)

Upload Income Documents

Upload File(s)

Please advise of the Tax Professional you are working with or referred by at The Tax Plug. If this doesn't apply type N/A.*

Do you owe the IRS or any other governmental agency?*

YesNo

If you answered "yes" to the above question please explain in the box provided. If no put N/A.*

Will you need a Pre-Refund Loan? (Approval decision is made by the bank not The Tax Plug, LLC)*

YesNo

After submitting your information, please expect a phone call from a tax professional once onboarding is complete.

By signing below, you acknowledge and authorize The Tax Plug and its employees to prepare and file your tax return based solely on the information you provide. You affirm that all information submitted is true, accurate, and complete to the best of your knowledge.

You understand that providing incomplete or incorrect information may result in delays, rejected returns, adjustments by the IRS, or potential penalties, and that The Tax Plug is not responsible for any issues arising from false, omitted, or inaccurate information supplied by the taxpayer.

By signing, you agree to comply with IRS regulations, respond promptly to requests for additional documentation, and take responsibility for the accuracy of your tax return.

Signature*

Client Onboarding