VIRTUFIN PRECISION SOLUTIONS INTAKE FORM

How did you hear about us?

Tax Preparer Name

If someone referred you, please type his or her name here.

Are you interested in a Credit Repair?

Are you trying to buy a new home within the next 2 years?

Are you interested in Travel planning services (at no charge to you)?

Are you applying for Advance loan?

Tax Payers Name

First NameLast Name

Taxpayer's Phone Number

Example: xxx-xxx-xxxx

Taxpayer's Date of Birth

Example: 01/01/2001

Taxpayer's SSN

Example: xxx-xx-xxxx

Taxpayer's Email Address

Spouse's Full Name

First Name

Spouse's SSN

Example: xxx-xx-xxxx

Spouse's Date of Birth

Example: 01/01/2001

Spouse's Phone Number

Example: xxx-xxx-xxxx

Spouse's Email Address

Example: example@example.com

Home Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Did you and your spouse live apart during the year?

What is your marital status as of December

Did you pay over half the expenses of maintaining your residence for the entire year?

Taxpayer's Job Title

Spouse's Job Title

Are you self employed?

Are you on any Government Assistance

If yes, please list: (snap,cash assistance,housing voucher,section 8 etc). List which programs and how much you recieve each month.

Can someone else claim you as a dependent?

How many dependents are you claiming?

Dependent #1

First NameLast Name

Dependent #1 Date of Birth

01/01/2001

Dependent #1 SSN

What is Dependent #1's Relationship to you (son, daughter, etc.)?

How many months did Dependent #1 live with you in 2024? (If all year, enter 12)

Dependent #2

First NameLast Name

Dependent #2 Date of Birth

Example: 01/01/2001

Dependent #2 SSN

What is Dependent #2's Relationship to you (son, daughter, etc.)?

How many months did Dependent #2 live with you in 2024? (If all year, enter 12)

Dependent #3

First NameLast Name

Dependent #3's Date of Birth

01/01/2001

Dependent #3s SSN

Example: xxx-xx-xxxx

What is Dependent #3's Relationship to you (son, daughter, etc.)?

How many months did Dependent #3 live with you in 2024? (If all year, enter 12)

Dependent #4's First Name

First Name

Dependent #4's Last Name

Last Name

Dependent #4's Date of Birth

01/01/2001

Dependent #4's SSN

Example: xxx-xx-xxxx

What is Dependent #4's Relationship to you (son, daughter, etc.)?

How many months did Dependent #4 live with you in 2024? (If all year, enter 12)

Do you have a side hustle? Hair, nails, plates, cakes. etc?

Input your side hustle.

Upload documents expenses/profits/losses statements and supporting bank statements (including cash app,zelle,vemo etc.)

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Do you and/or household members receive Medicaid?

List who in household recieves medicaid, type N/A if none.

Did you receive health insurance through the Affordable Care Act??

Have you ever been denied the Earned Tax Credit (EITC)?

Were you or any of your dependents in college in 2025?

Do you have a 1098-T Form for either you or your dependents?

If you have a 1098-T form, upload it here along with class schedule.(1098t will not be accepted without class schedule)

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How would you like to receive your tax refund?

Name of Bank

Which type of account would you like your refund deposited into?

Other

Routing Number

Bank Account Number

Are you interested in AUDIT PROTECTION?

Taxpayer's Driver's License (and spouse's if applicable)

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Taxpayer's W-2/ 1099'S (and spouse's of applicable)

Browse Files

Dependent(s) Proof of Residency (Lease/Utility Bill)

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Taxpayer's and Dependent(s ) Social Security Card(s)

Browse Files

Dependent(s) Birth Certificate(s)

Browse Files

Dependants school letter

Browse Files

Any questions or comments?

Engagement Letter

Thank you for choosing Virtufin Precision Solutions assist you with your tax preparation needs. This letter outlines the scope of our services, your responsibilities, and the terms of our engagement.

Scope of Services

We will prepare your federal and state income tax returns based on the information you provide. Our services include:

Preparation and electronic filing of your federal and state tax returns.

Assisting you in applying for available refund advance loans or refund transfers (Bank Products).

Reviewing your tax return with you to ensure accuracy before submission.

Bank Products

If you choose to apply for a Refund Advance Loan or use a Refund Transfer option, you authorize us to:

Use your tax return information to apply for the bank product.

Deduct our preparation fees from your tax refund.

Provide your tax information to the financial institution that offers the refund product.

Please note that we are not responsible for the approval or denial of any refund advance loans or for any delays caused by the IRS or state tax authorities. Additional fees may apply for bank products, which will be disclosed to you during the application process.

Your Responsibilities

You agree to provide complete and accurate information necessary for the preparation of your tax return.

You acknowledge that you are responsible for maintaining all relevant documents and receipts.

You agree to review your tax return carefully before signing the IRS e-file authorization (Form 8879). Fees

Our fee for tax preparation and bank product services will be deducted from your refund. If your refund is insufficient to cover our fees, you are responsible for paying the remaining balance.

Please note that additional fees for bank products may apply, as outlined by the financial institution.

Confidentiality

We are committed to protecting your personal and financial information. We will not disclose your tax return information to any third party without your consent, except as required by law or to facilitate the bank product.

Limitation of Liability

While we will make every effort to prepare your return accurately, it is your responsibility to provide correct and complete information. We cannot be held liable for any penalties or interest that may arise from incomplete or inaccurate information provided by you.

Acknowledgment

By signing below, you acknowledge and agree to the terms of this engagement letter and authorize us to proceed with preparing and filing your tax return. You also authorize the application of any bank products if requested.

Primary Taxpayer's Signature

Date

Spouse's Signature (If no spouse, leave blank)

Date

CLIENT FORM