Welcome to LFR Financial. Please complete this form to provide us with the information to best serve you. If you have any questions please email us. We look forward to serving you!
Client Intake Form
If you had insurance through the marketplace, did you receive a 1095-A Health Insurance Marketplace Statement? (Failure to provide this form can delay your refund)
(if you received unemployent in 2021 you will need to provide your 1099-G)
( if your received advance child tax credit payments you will need to provide letter 6419)
Please check and confirm all names and numbers, and bank account information are all correct before submitting.