Thank you for completing our client intake package. This information is essential to ensure the accurate preparation of your tax returns.

For new clients, we may request access to prior-year tax transcripts to verify information, compare filings, and assess any prior-year obligations.

For returning clients, even though we may have some information on file, we ask that all information be reviewed and resubmitted to ensure our records are fully accurate and up to date. You will have the option to indicate if certain sections have not changed since your prior filing, in which case re-entry may not be required.

IRS compliance is critical to our process. Our team works diligently to ensure accuracy and to identify all credits and deductions you are legally entitled to claim.

 

Important Intake Instructions
• A checklist of commonly required documents is included for your convenience
• You may save your progress and return later if needed
• All sections must be completed before submission
• You must click “SUBMIT” at the end of the form to transmit your information
• Closing your browser before submitting will result in loss of information
• A confirmation email will be sent once your intake is successfully received

To comply with federal and state identity theft protection requirements, a valid government-issued photo ID will be required during your engagement.

This agreement outlines the terms of our engagement and the responsibilities of both parties. By signing, you acknowledge that you have read, understand, and agree to the conditions below.

 

OUR RESPONSIBILITIES

Legendary Tax Professionals will prepare your federal, state, and local income tax returns using the information you provide.

• We do not audit or independently verify the information submitted
• We may request clarification if information is incomplete or inconsistent
• We are not responsible for discovering fraud or irregularities
• We will work to identify all allowable credits and deductions
• Additional bookkeeping or services may result in additional fees

YOUR RESPONSIBILITIES

You agree to:

• Provide complete, accurate, and truthful information
• Respond promptly to requests for clarification
• Retain records supporting income, expenses, credits, and deductions
• Review all returns carefully before signing for IRS transmission
• Not knowingly provide false or misleading information

You understand that you are ultimately responsible for your tax returns, even after preparation.

PENALTIES, EXAMINATIONS AND NOTICES

Tax authorities may impose penalties for issues including, but not limited to:

• Understated income
• Late filing
• Underpayment of estimated taxes
• Insufficient withholding

Returns may be selected for examination by federal or state authorities. Any adjustments are subject to appeal rights. Optional audit protection may be available at an additional cost.

PRIVACY & CONFIDENTIALITY

We protect your privacy in accordance with professional standards and applicable laws.

• Nonpublic personal information is collected only as provided or authorized by you
• Information is shared only with employees or third parties necessary to provide services
• All parties are contractually required to protect confidentiality
• We maintain physical, electronic, and procedural safeguards
• Records are retained as required by professional and legal guidelines

FEES

Fees are based on the time required, forms completed, and services rendered. Fees are not dependent on refund amounts and are due regardless of whether a refund is issued.

DISPUTE RESOLUTION

If a dispute arises out of or relates to this contract or engagement letter, or the obligations of the parties therein, and if the dispute cannot be settled through negotiation, the parties agree first to try in good faith to settle the dispute by mediation administered by the American Arbitration Association under its commercial Mediation Rules before resorting to arbitration, litigation, or some other dispute resolution procedure.

 
ACKNOWLEDGMENT & AGREEMENT

By signing this form, you confirm that:

• The information provided is true, complete, and accurate to the best of your knowledge
• You understand this information is submitted to federal and state tax authorities
• You understand that providing false information may result in penalties
• You understand that Legendary Tax Professionals is responsible only for errors or omissions on our part, not tax due, interest, or penalties resulting from client-provided information
• These terms apply to the current and future years unless otherwise stated

 

We appreciate the opportunity to serve you and look forward to working with you.

LEGENDARY TAX PROFESSIONALS

Do not attach documents that are not for the tax year you have selected. If you need more than one year filed, please create a separate submission for each year.

By completing and submitting this Form, the Client acknowledges and agrees to the automatic enrollment in Audit Maintenance Pro (“the Service”). The Service provides limited assistance related to IRS or state tax notices, audits, or examination correspondence, including general guidance, document preparation review, and response support. The Service does not include representation before the IRS or state taxing authorities, legal services, or any services beyond those expressly described herein.

A one-time, non-refundable fee of $79.99 will be assessed and added to the Client’s invoice for the tax preparation services rendered. Enrollment in the Service is automatic for all Clients unless a written opt-out request is submitted and acknowledged prior to the commencement of tax return preparation.

By proceeding with the tax preparation process, the Client affirms that they have read, understood, and voluntarily consent to the terms of this Audit Maintenance Pro Enrollment Agreement. The Client further agrees that their electronic or physical signature on this form constitutes a legally binding acknowledgment and acceptance of these terms.

The maximum amount for a Refund Advance Loan is $7500. If approved for a Refund Advance Loan greater than $1,000, you will be charged interest. The amount of interest you are charged depends on how many days it takes to repay the advance from your tax refund. In other words if your tax refund is processed and deposited by the IRS or State quickly, you’ll pay less than if your tax refund takes longer to be released. Interest charges are capped at 60 days. So, the charges to you will stop at 60 days if your refund is delayed.

**DISCLAIMER: DESPITE APPROVAL ODDS, REFUND ADVANCES ARE NOT GUARANTEED. THE REFUND BANK HAS THE OPTION TO APPROVE THE AMOUNT REQUESTED, APPROVE THE APPLICATION FOR A LESSER AMOUNT, OR DENY THE APPLICATION**

If you apply for a refund advance loan, the deposit method you choose for the refund advance will be the same method used for your refund deposit. The method can't be changed in the event the loan application is denied.

Please upload all documents necessary for the preparation of a complete and accurate tax return. This includes all documents that report income, support deductions or credits, and verify tax-related information for the applicable tax year.

Documents to be uploaded may include, but are not limited to:

*All W-2 and 1099 forms (including 1099-NEC, *1099-MISC, 1099-INT, 1099-DIV, and 1099-R)
*Records of self-employment, business, or gig income
*Business or self-employment expense documentation
*Records supporting deductions or credits (such as childcare, education, retirement contributions, or medical expenses, if applicable)
*Prior-year tax returns or transcripts, if requested
*Any additional documentation required based on your specific tax situation

All documents uploaded in this section will be reviewed and used solely for tax preparation purposes. Providing complete and accurate documentation helps ensure timely processing and reduces the need for follow-up requests.

Abandonment of Services
If the client fails to provide required information, documentation, signatures, or responses necessary to complete tax preparation services, or otherwise ceases communication for a period of three (3) consecutive days, the engagement may be deemed abandoned at the sole discretion of the preparer.

In the event services are deemed abandoned, the client acknowledges and agrees that an abandonment fee of $200.00 shall become immediately due and payable. This fee compensates for time spent, administrative work performed, professional review, reserved capacity, and opportunity costs incurred by the preparer.

The client understands that no tax return will be filed, transmitted, or finalized until all outstanding balances are paid in full.

Any unpaid balance resulting from abandonment may be subject to standard collection efforts as permitted by law, including invoicing, formal payment demands, referral to a collections agency, or legal remedies. The client agrees to be responsible for any reasonable costs incurred in the collection of unpaid balances, to the extent allowed by law.

This abandonment provision applies regardless of whether the client ultimately chooses to complete services elsewhere.