This form helps us get the full picture so we can find every credit, deduction, and opportunity you qualify for. Please answer honestly and completely — it’s all to make sure you get the most out of your return.

Personal Info

Spouse Info

Income Sources

Business Use of Home

Mileage Deduction

I acknowledge that all information provided to {{location.name}} is true and accurate to the best of my knowledge.  I understand that I am required to have any supporting documentation to validate the information provided.  Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, that I am taking part in a potentially criminal penalty situation and is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment.  I waive {{location.name)) and the preparer of any error due to incorrect information provided by me.  By signing below, I authorize {{location.name}} to file my tax return.

I acknowledge by signing this form if I and/or my spouse owes a federal/government debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to {location.name}} at the time of service.

Also, if the federal refund amount is mailed, I/we are still responsible for the tax preparation fees stated on the invoice. If the tax preparation fees are not paid, I understand that once I have a confirm date of my tax return and it is taken to handle a previous debt, I/we understand that our account will be ACH debited within 3 business days from date it was taken. I do understand that I can reach out with one business day to setup a payment arrangement. If I/we fail to reach out the ACH debit will stay in place.

I understand {{location.name}} will take legal action to collect the unpaid tax preparation fees.

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