Tax Preparation Client Intake Form

FAST CASH ADVANCE INFORMATION

• If approved for an advance between $1 and $1,000, there is NO interest fee.
• If approved for an advance between $1,001 and $7,500, an interest fee of 36% of the loan WILL apply.

1. The approval amount is determined solely by the bank.
2. If your application is denied, you will be mailed a notification letter from the bank.
3. If approved, funds will be deposited into your account by the next business day.

Regarding Qualifying Children for Earned Income Credit

According to the information you provided in regards to the dependent(s), the dependent(s) is/are your biological child, grandchild, niece, or nephew, etc.

I discussed with you a qualifying child cannot be used by more than one person per tax period. One person is one of the parent(s) if married filing jointly.

If filing Head of Household, you attest that you can provide a lease or utility bill in your name at your current address.

Please note: You are stating that you provide over 50% of care and support for the dependent(s), you are the sole provider for the dependent(s), the dependent(s) lives with you for more than half the year, and no one else is eligible to claim the dependent(s).

By signing below, you are stating that the dependent(s) information on your tax return is true, correct, and has been documented by your preparer. You are stating that you are not providing your preparer with any false/fraudulent information.

By affixing your signature below, you affirm your consent for communication via SMS messages. You can opt-out of receiving messages at any time, and we provide various options for your convenience, like phone calls, emails, or text messages. By providing a telephone number and submitting the form you are consenting to be contacted by SMS text message from Preferred Wealth Financial.

 

By providing a telephone number and submitting the form you are consenting to be contacted by SMS text message from Preferred Wealth Financial. Message frequency may vary. Message & data rates may apply. Reply STOP to opt out of further messaging. Reply HELP for more information. See our Privacy Policy https://preferredwf.com/taxes2025

Please upload the following documents:

• Unexpired ID
• Social security cards for EVERYONE on the return
• Utility Bill/Lease (If filing Head of House)
• W2's
• 1099's
• 1098-T (college form)
• Childcare Statement
• Last year tax return (New Clients Only)
• Birth certificates for your children (optional)

We prepare EVERY file as if the IRS were was going to request it. We represent you with these files in the event of an audit. 

Preferred Wealth Financial is intentional on building generational wealth! We STRONGLY believes that we can be the change in the world by helping one family at a time.

We will prepare your tax return based on information you provide. In the event your return is audited, you will be responsible for verifying the items reported. It is important that you review the return carefully before signing to make sure the information is correct. You the taxpayer are responsible for the information on your return. Preferred Wealth Financial strongly urge you the taxpayer to provide all your tax documents at the time of filing to avoid IRS letters, tax penalties, and extremely long tax return delays.

Taxpayers Responsibilities

• You agree to provide us all the income and deductible information. If you receive additional information after we begin working on your return,you will contact us immediately to ensure your completed tax returns contain all relevant information.
• You affirm that all expenses or other deduction amounts are accurate and that you have all required supporting written records. In some cases,we will ask to review your documentation.
• You must be able to provide written records of all items included on your return if audited by either the IRS or state tax authority. We can provide guidance concerning what evidence is acceptable.
• You must review the return carefully before signing to make sure the information is correct.
• You should keep a copy of your tax return and any related tax documents for a minimum of 3 years.

Signatures,

By affixing your signature below, you hereby grant authorization and provide consent to Preferred Wealth Financial LLC to initiate contact with you through Short Message Service (SMS) text messaging.

 

By signing below, you acknowledge that you have read, understand, and accept your obligations and responsibilities. You state under penalty of perjury that all the forgoing information is true, complete, and accurate. You also release Preferred Wealth Financial from any liability related to the information file on your federal and State income tax returns. I give Preferred Wealth Financial permission to electronically deduct their final tax fee(s) from my IRS refund. Your signature also authorizes Preferred Wealth Financial to electronically file and or mail your income tax returns to the IRS for processing. For joint return, both taxpayers must sign.

By signing below, I am giving permission for Preferred Wealth Financial to prepare my taxes. I understand that Preferred Wealth Financial does not offer quotes.

 

 

 

This is an prevenative security measure to reduce fraudulent tax returns! Please take a photo of yourself to ensure that it matches your ID!