EZ Client Intake

I agree to have my federal and state tax return prepared by EZ Financial Solution. I agree that this contract will be in effect from the date signed and valid for the current year tax return. I acknowledge that I have physically submitted all information, Dependent information, Child Care Expenses, Itemized deductions or anything that will require me to prove as being true. I agree to examine everything on my tax return for accuracy prior to submission to the IRS for approval. Should my return be rejected by the IRS, EZ Financial Solution will inform me of the rejection and what is needed from me prior to re submission. Corrections will then be made and there will be no additional charges for re submission. Upon approval, I shall expect my return in the form of a check, direct deposit or debit card in about 21 days of acceptance. Should my return be held by the IRS for review of some sort, I am responsible for paying EZ Financial Solution their fees. Should my return be released later, Refund Advantage will deduct fees as pre-planned. I agree that should I be audited by the IRS, it is my responsibility to provide all necessary information to them and not the responsibility of EZ Financial Solution. I understand that EZ Financial Solution will not discuss my tax return with anyone except myself. I also must authorize EZ Financial Solution to allow someone other than myself to pick up my tax refund check. This person must sign for the check and show a valid photo government issued ID, in order for that person to receive my refund check. I agree that EZ Financial Solution will deduct their fees from my refund or I will pay the fees upfront at the time of service unless other arrangements are made. I am aware that the bank has charges that will be deducted from my refund as well. By signing this agreement, I am acknowledging that I have read, understand and agree with the terms of this agreement.
Taxpayer (print)*
Sign*

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Spouse(if applicable)
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Date*

MonthDayYear
Date

Client Information
Please select tax year.*
Name*

First NameLast Name
Spouse

First NameLast Name
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Who was your preparer?*
What is your social security number*
What is your social security number? (spouse)
Date of birth*

MonthDayYear
Date
Date of birth (spouse)

MonthDayYear
Date
Do you have dependents?*
Are all dependents your biological children? If no, why?*
Enter all dependents name, social, date of birth and relationship. Put N/A for no dependents. *
Did your dependent(s) live with you more than 6 months?*
If claiming a dependent with special needs can provide proof?*
Did you pay for childcare?*
Do you pay more than 50% of household bills?*
Do you/spouse/ dependents have an IP Pin?
Please enter IP Pin(s) below.
Can anyone claim you as a dependent?*
Do you have a disallowance?*
Do you have a debt with the IRS?*
Did you receive unemployment?*
Did you go to school and can provide a 1098T?*
Did you have marketplace insurance?*
Do you need bookkeeping service?*

Did you receive a W-2?*
Are you self-employed?*
Did you receive a 1099 NEC/MISC?*
What is your principle business?*
Do you have and EIN/DBA/LLC?
What is your EIN number?
Do have a dedicated workspace in your home?
Can you provide documents if required by the IRS?
Please note if you answer no we will not be able to move forward with your tax return.
What was your annual business income?*
If you are not self-employed please put "0".
Do you want to apply for a tax advance?*
Account number blanks* Routing number
Upload your direct deposit form.

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I certify that all answers are honest and true.*

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I certify that all answers are honest and true. (spouse)

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Client Information