Tax Preparation Client Intake Form

  • Tax Preparation Client Intake Form

    Thank you for taking time to complete the Client Tax Questionnaire. This questionnaire may take you up to 20 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form.

  • IMPORTANT: AFTER COMPLETING ALL REQUIRED SECTIONS OF THIS FORM, CLICK “SUBMIT” AT THE BOTTOM TO SEND YOUR INFORMATION TO OUR OFFICE. A CONFIRMATION EMAIL WILL BE SENT ONCE YOU SUBMIT.

    Please note: To comply with federal and state identity-theft prevention laws, our firm will request a valid, state-issued photo ID during your engagement.

  • Filing Status*
    • Taxpayer Information 
    • Date of Birth*
       - -
    • Format: (000) 000-0000.
    • Do you have an IP [Identity Protection] Pin issued by the IRS?*
    • Are you a full-time student?
    • Are you totally and permanently disabled?
    • Are you legally blind?
    • Will you be filing with a spouse?*
    • Spouse Information 
    • Date of Birth*
       - -
    • Format: (000) 000-0000.
    • Do they have an IP [Identity Protection] Pin issued by the IRS?*
    • Are they a full-time student?
    • Are they totally and permanently disabled?
    • Are they legally blind?
    • Are they your dependent?
    • Dependents 
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    • Tax Related Questions 
    • Employment Status
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    • Are you contributing to 401k or other pre-tax account?
    • Do you or your dependents have tuition expenses?
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    • Do you have any expenses for childcare?
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    • Do you have energy star rated improvements to your home?
    • Are you currently renting / paying mortgage?
    • Do you have documents that shows you paid for property taxes?
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    • Did you sell any stock?
    • Did you take money from your 401k?
    • Did you pay any vehicle tax for a new purchase?
    • Did you receive a federal tax refund last year?
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    • Are you a victim of identity theft?
    • Expenses 

    • Please fill-up the information within for your 2024 expenses only.

    • Rows
    • Do you have business income to report?*
    • Business Information 
    • Is the business address the same as your home / filing address?
    • Accounting Method
    • Did you start this business in 2025?
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  • Tax Refund Advance Loan

    If you want to apply for a tax advance loan, please complete all questions below. A tax advance loan allows you to receive a portion of your expected tax refund upfront, but approval is based on the lender’s review—not your tax preparer. Use this section to answer questions related to tax advance loans.
  • Are you applying for a tax advance loan?*
  • What is your expected loan amount?

  • Refund Advance / Loan-Related Terms

    Repayment Responsibility

    I understand and agree that I am solely responsible for repaying any refund-advance loan issued on my behalf. SavvyFi Solutions does not assume responsibility for repayment under any circumstances.

    I acknowledge that repayment is contingent upon the successful filing of my tax return and receipt of my tax refund. If I:

    • file my taxes with another provider,
    • fail to receive my tax refund due to federal or state offsets (e.g., student loans, child support, tax debt), or
    • experience a delay or denial of refund for any reason,

    I am still fully responsible for repaying the loan amount in full.


    Court, Collection, and Legal Fees
    I understand that if I fail to repay the loan, I may be responsible for all associated costs, including but not limited to court fees, collection agency fees, and legal expenses incurred during the recovery process.


    Garnishment & Legal Action
    In the event of non-payment or default, I acknowledge that SavvyFi Solutions may pursue all remedies allowed by law—including wage garnishment, bank levy, or other legal action—to recover the unpaid balance.

    • Tax Professional Choice 
    • Acknowledgment & Signature 
      • I confirmed that all information I entered here is accurate and true.
      • I allow SavvyFi Solutions to capture my sensitive data like personal id, government id, and other information.
      • I have read the terms and conditions and privacy policy of SavvyFi Solutions.
      • I understand that completion of this form is only for tax estimation purposes only. My taxes will not be filed without my official written permission. 
      • By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
         
    • Date Signed*
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    • Date Signed
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    • Should be Empty: