New/Returning Client Intake Form

Are you a returning or a new client? *

What year are you filing for? *

What is your filing status? *

Number of Dependants *

Tax Payer Information

Full Name *

Phone *

Email *

Date of Birth *

Social Security Number *

Occupation *

Address *

Street Address
City
State/Province
Postal/Zip Code

Do you have any W-2 income? *

Yes

Are you self-employed? *

Yes

How do you receive your paycheck from your job? *

Check

Direct Deposit

Do you have a Driver's License or State ID? *

Driver's License

State ID

Upload Your Driver's License Or State ID Here. (Not Expired) *

What your Taxpayer IP PIN (ISSUES FROM IRS YEARLY)

Credits

WHICH OF THE FOLLOWING APPLIES TO YOU (MUST SELECT ONE) *

INCOME AND WAGES

Did you work a job this year? *

Yes

Unsure

Did you start your own business? *

Yes

Did you do any contract/self employment work? *

Yes

UPLOAD ADDITIONAL DOCUMENTS *

Please upload one or more files into the area. Uploads will accept JPEG, PNG, PDF files only. You can select multiple files to upload for each section by shift or Ctrl clicking files in the prompt. (Upload any additional or misc. forms.) (Upload social security cards for everyone on the return)

Misc. Information

Did you have marketplace insurance? Healthcare.gov or Obamacare.gov *

UPLOAD YOUR 1095-A HERE (If Applicable)

Who refereed you? ( Get $25 off your prep fee)

How would you like to get your refund? *

Paper Check (Print in office)

Direct Deposit

Would you like to apply for the refund advance? (Jan 2-March 2) *

Yes

Do you have any questions or concerns about your tax return or the filing?

Letter Of Engagement

Thank you for choosing Alpha Pro Tax Prep to assist you with your requested year taxes. This letter confirms the terms of your engagement with you and outlines the nature extent of the services we will provide.

We will prepare your requested deferral and state income tax returns. We will depend on you to provide the information we need to prepare complete and accurate returns The law imposes penalties when taxpayers underestimate their tax liability. We may ask you to clarify some items but will not audit or otherwise verify the data you submit.

We will perform accounting services only as needed to prepare your tax returns. Accordingly, our engagement should not be relied upon to disclose errors, fraud, or other illegal acts, I acknowledge that all the information provided to Alpha Pro Tax Prep is true and accurate to the best of my knowledge. I waive Alpha Pro Tax Prep and preparers of any error due to incorrect information provided by me. By signing below, I authorize Alpha Pro Tax Prep 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 Alpha Pro Tax Prep 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 you for some reason decide that you no longer want the tax preparation service after we have completed the return, you will be responsible for a $75 non filing fee. This fee is due immediately upon discovery that tax preparation from Alpha Pro Tax Prep will not submit the tax return. If the fees are not paid immediately, you will need to pay the full tax preparation fee on your invoice attached to tax return.

If the tax preparation fees are not paid, I understand Alpha Pro Tax Prep will take legal action to collect the unpaid tax preparation fees. This includes reporting to all credit bureaus immediately. I also agree that client won’t dispute tax preparation fees for services rendered due to IRS delays.

Invoices are due and payable upon presentation. We will return your original records to you at the end of this engagement. You should securely store these records, along with all supporting documents, canceled checks, etc., as these items may later be needed to prove accuracy and completeness of a return.

We will retain copies of your records and our work papers for your engagement for three years, after which these documents will be destroyed. Paper copies of the tax return and other documents will be available for a fee.

Our engagement to prepare your tax returns will conclude with the delivery of the completed returns to you (if paper-filing), or your signature and our subsequent submittal of your tax return (if e-filing). If you have not selected to e-file your returns with our office, you will be solely responsible to file the returns with the appropriate taxing authorities. Review all tax-return documents carefully before signing them.

You agree to allow Alpha Pro Tax Prep to file your tax return and understand we do not give quotes to be comparable to DIY tax software. By signing this agreement your signature is now transferrable to the forms 1040, 8879, 7216, and all other applicable form in the fianlized tax return from this document, for submission. You also agree to receive text messages and emails from Alpha Pro Tax Prep about your tax return and future opportunities with Alpha Pro Tax Prep.

By signing this form you agree that the bank account on file will be drafted a processing fee of $100 (1) in the event your return is rejected due to you already filing or applying for a loan with another tax firm, (2) in the event our office completes your return and you do not sign your return within 24 hours of us notifying you that your return is ready for signature (we will consider your return filing abandoned and that you have filed elsewhere, and deactivate your return in our system.

To affirm that this letter correctly summarizes your understanding of the arrangements for this work, you agree to allow Alpha Pro Tax Prep to file your tax return and not just give a quote and your signature is transferrable to the tax return from this document, please sign this letter in the space below.

Sign Here If You Agree With The Letter Of Engagement *

Clear

SIGN HERE