Tax Client Intake Form

File with us! Advances up to $7,500 starting Jan. 2nd

File with us! Advances up to $7,000 starting Jan. 2nd

The Tax professional you select will be your point of contact for the entire tax season. please be patient with the time frame it takes for them to reach back out to you. Each professional has a high volume client base and will be sure to reach out to you within 24-48 business hours of your submission.

IN ORDER FOR US TO FILE YOUR FEDERAL AND STATE RETURN, WE NEED THE FOLLOWING INFORMATION. THE INFORMATION YOU PROVIDE TO US WILL REMAIN CONFIDENTIAL. WE VALUE YOU AS OUR CLIENT AND PROMISE NOT TO SHARE YOUR INFORMATION WITH ANY THIRD PARTY VENDORS.

Primary Taxpayer

First Name *

Last Name *

Email *

Phone *

Taxpayer Social Security # *

Filing status *

Choose your desired tax professional. *

Taxpayer Drivers License/ I.D. *

PDF, JPEG, JPG or PNG ( max 2 Files )

Taxpayer Social Security Card *

PDF, DOCX, DOC, JPEG, JPG or PNG ( max 2 Files )

Address- please use your current address and one that matches documents that will be uploaded, if you have recently moved and have yet to update your address, we advise you to do so, but this will not stop you from filing

Street Address *

Country *

State *

City *

Postal Code *

Spouse Information

Spouse First Name *

Spouse Last Name *

Spouse Social Security # *

Do you have any dependents? *

Yes

Dependent 1

Dependent 1 First name *

Dependent 1 Last Name *

Dependent 1 Date of Birth *

Dependent 1 Number of months lived? *

Dependent 1 Social Security Card *

PDF, DOCX, DOC, JPEG, JPG or PNG ( max 2 Files )

Dependent 1 Gender *

Male

Female

Do you have another dependent aside from dependent #1? *

Yes

Dependent 2

Dependent 2 First name *

Dependent 2 Last Name *

Dependent 2 Number of months lived? *

Dependent 2 Date of Birth *

Dependent 2 Social Security Card *

PDF, DOCX, DOC, JPEG, JPG or PNG ( max 2 Files )

Dependent 2 Gender *

Male

Female

Do you have another dependent aside from dependent 1&2? *

Yes

Dependent 3

Dependent 3 First Name *

Dependent 3 Last Name *

Dependent 3 Date of Birth *

Dependent 3 Number of months lived? *

Dependent 3 Social Security Card *

PDF, DOCX, DOC, JPEG, JPG or PNG ( max 2 Files )

Dependent 3 Gender *

Male

Female

Do you have another dependent aside from dependent 1, 2 &, 3? *

Yes

Dependent 4

Dependent 4 First name *

Dependent 4 Last Name *

Dependent 4 Date of Birth *

Dependent 4 Number of months lived? *

Dependent 4 Social Security Card *

PDF, DOCX, DOC, JPEG, JPG or PNG ( max 2 Files )

Dependent 4 Gender *

Male

Female

Do you have another dependent aside from dependent 1, 2, 3, & 4? *

Yes

Dependent 5

Dependent 5 First Name *

Dependent 5 Last Name *

Dependent 5 Date of Birth *

Dependent 5 Number of months lived? *

Dependent 5 Social Security Card *

PDF, DOCX, DOC, JPEG, JPG or PNG ( max 2 Files )

Dependent 5 Gender *

Male

Female

Did you file your 2024 Tax Return? *

Please upload your 2024 transcript (login to your IRS.GOV account) *

PDF, JPEG, JPG or PNG ( max 20 Files )

Please upload your 2024 Tax Return copy

PDF, JPEG, JPG or PNG ( max 20 Files )

Please upload a screenshot of you IPPIN ( if applicable) *

PDF, DOCX, DOC, JPEG, JPG or PNG ( max 20 Files )If you have placed a Identity Protection PIN on your social and know that it is needed to file your tax return yearly for you or any dependents on the return please login to your IRS portal and screen shot your PIN. A return or advance application cannot be submitted and processed without it. Your loan approval will be delayed without Your NEW PIN for the year.

NEW & FIRST TIME CLIENTS

If you are a NEW CLIENT, a copy of your previous year Tax Transcript . Will be required for our tax professionals to verify you have no previous or current outstanding balances, holds, audits or adjustments. This will also verify that you in fact received your 2024 tax refund. Failure to produce this document could result in our REFUSAL TO PERFORM SERVICES to you as a Client. We base the foundation of our services on a relationship of HONESTY and TRUST. All information will remain confidential and will NOT be sold or traded.

Are your a returning Client ? *

Yes

Would you like to apply for the Advance Refund? *

Yes

Please select your Advance option

$500 - $7000

NO, I do not want to apply for the advance I want all my money with no additional fees taken out.( HIGHLY RECOMMENDED)

EXAMPLE:

Refund amount: $10,000
Advance amount $7,000
Tax prep fee :$500
Interest rate 35.99% (if not funded by IRS within 21 or End of season whichever comes first.)
7,000x35.99%=2,519.3 interest amount

7,000+2,519.30=9,519.3 total deducted from full refund amount if you are not funded before the season ends.( not including prep fees). Intrest rates on advances are often higher, so if you want your full refund do not request one if you think you have a previous year IRS debt or will not receive your refund within 21 days of acknowlegment.

PLEASE understand as tax professionals we are here to advise you of what to do to make sure you make the best decisions pertaining to your refund. We offer Advances but we do not suggest them if your a high risk client because of the high interest rates they come with if you are not funded. We strongly suggest you wait for IRS to process your full refund amount and get all the money you deserve with no additional fees taken out outside of the original tax prep fee. If you have never had issues receiving your refund during tax season then you are a good canidiate for the $7,000 advance and we would love to help you get approved

ROUTING # (please verify your entry) *

ACCOUNT# (please verify your entry) *

INCOME DOCUMENTS

Proof of incomes *

PDF, DOCX, DOC, JPEG, JPG, PNG, XLSX, XLS, CSV or SVG ( max 100 Files )

Do you have “additional” forms? *

SIGNATURE DATE:
11/13/2026

Taxpayer Signature *

Clear

Spouse Signature *

Clear

Tax Client Intake Form

Primary Taxpayer

Spouse Information

Dependent 1

Dependent 2

Dependent 3

Dependent 4

Dependent 5

NEW & FIRST TIME CLIENTS

EXAMPLE:

INCOME DOCUMENTS

fILE YOUR tAXES NOW AND GET UP TO $7000 ADVANCE