• 8063 Madison Avenue #1263 Indianapolis, IN 46227

    8063 Madison Avenue #1263 Indianapolis, IN 46227

    (317) 519-4057 Info@mastersofthebookstaxservices.com

  • CLIENT INTAKE FORM

    Please take a moment to fill out the form with all applicable information. This form should ONLY be submitted AFTER speaking with your tax preparer, please DO NOT complete before.

  • Client Information:

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  • Spouse information

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  • Dependent information:

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  • IF YOU ARE CLAIMING A DEPENDENT, PLEASE ANSWER THE QUESTIONS BELOW THAT PERTAINS TO YOUR DEPENDENT RELATIONSHIP. PER THE IRS REQUEST, WE MUST PROVE THAT NOBODY ELSE IS ELIGIBLE TO CLAIM YOUR DEPENDENT BUT YOURSELF.

  • Income information:

  • Additional Services:

    *Services listed are done through a referral with a 3rd pary

  • Bank Information

    Please know bank information is needed in order to have your refund sent through direct deposit

  • Please select the name of the Tax Preparer who is preparing your Tax return.

  • By signing I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing Masters of the Books Tax Services & Partners 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.

    I agree that if requested from the IRS I am able to provide any documentation that supports the information provided above that was entered on my tax return.

    If there is a balance due, I agree to pay the tax preparation fee upfront. If for any reason i owe an entity and they take the entire refund, i agree that i am STILL responsible to pay the tax preparation fee for services rendered.

    I agree that if for any reason an amendment has to be filed with no fault of the tax preparer, i will pay the required fee of $150.00 which is required.

     

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