Tax Client Intake Form

Tell us about Your Refund for Last Year
Did you get your refund last tax season?*

Yes, I was entitled to a refund and I received it in full.Yes, I was entitled to a refund, but only received a portion of it due to an offset.No, I did not receive a refund last year.
Why do you think you didn't receive it yet?*

I owed the IRS and still have a balance with the IRS this year.I owed the IRS, but don't owe them this year. I do not have a balance with the IRS.My preparer put on a false credit (ie, fuel credit) and I could not verify the information.I was not able to get through the IRS verification process.Other

Tax Preparer's Information, IDs & Signatures
Last Page
Put Your Tax Preparer's Information

This is not for You to put Your Information.

In order for your Tax Preparer to receive a copy of this form, you must input their information correctly.
Tax Preparer's Name: They will receive a copy of this form. To be safe, call/text your Tax Preparer to confirm receipt. And IF NOT, forward the copy you receive in your email. (check SPAM).*

First NameLast Name
Tax Preparer's Email (do NOT put your email here; contact tax preparer for their correct email).*
example@example.com
Is there any other info you want your Tax Preparer to know?
Upload your ID
Upload the state issued ID for yourself (spouse is below)*

Cancelof
Upload your spouse's state issue ID.

Cancelof
Click below & sign to indicate that this form is your express permission for your tax preparer to prepare & submit your return. You will STILL need to sign your taxes & your Refund Advantage bank docs. Exit OUT OF THIS FORM IF YOU ARE NOT giving permission to do your taxes.*
Client Signature*
I understand that my Tax Preparer is required to provide me a copy of my Tax Return whether you ask for it or not; however, it is my responsibility to request my copy.*

I acknowledgeOther
I will ask my preparer to email/text me the encrypted link so that I can upload images of ID/W2s/SS Cards/etc. Fraud is rampant & texting/emailing docs is less safe then me uploading it within the encrypted link.*

I acknowledgeOther
Should be Empty:

Dependents Information