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  • Client Intake Form

    You will need: Tax information such as Forms W-2, 1099, 1098, 1095, Social Security Cards or ITIN letters for all persons on your tax return, Picture ID (such as valid driver's license) for you and your spouse. PLEASE TAKE A CLEAR PICTURE OF ALL NECESSARY DOCUMENTS. For technical assistance email: forms@fas-tax.org.

  • Part 1: Your Personal Information

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  • Part II-Marital Status and Household Information

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  • Part III-Income: Last Year, Did You (or Your spouse) Receive-Check All that Apply

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  • Part IV: Expenses- Last Year, Did You (or Your spouse) Pay-Check All that Apply

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  • Life Events: Last Year, Did You (or Your spouse) -Check All that Apply

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  • I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing FAS-TAX to prepare my taxes based on that fact. I understand that I am financially responsible for any outstanding balance due to any false information given to FAS-TAX. 

    If for any reason you owe an entity, have a prior tax bill, and they take(offset) the entire refund, which may include but not limited to: child support arrears, student loan debt or tax debts, you are STILL responsible to pay the tax preparation fee for services rendered. Preparation fees are solely for tax preparation and are not contignent on receiving an anticipated refud.  If you are aware of any such debt, you must pay tax preparation fees upfront. FAS-TAX or an authorized instutuion representing FAS-TAX reserves the right to automatically debit the  preparation fees, if not paid in accordance to this agrrement. 

    *For any reason, if an amendment has to be filed with no fault of the tax preparer, an upfront fee of $150.00 is required! Please view your tax return, which is emailed to you and in your client portal. Any copy after the first copy is a  processing fee of $20.00.

     ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable! NO EXCEPTIONS TO THIS!!

    For any direct assistance please email forms@fas-tax.org or admin@fas-tax.org

    IRS Contact 800-829-1040

     

    Please click this link to check your federal refund status. You will need your filing status, social security number, and the total amount of the refund before fees

    https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp 

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