Thank you for choosing TruLuxxe Financial, LLC as your tax preparation office and taking the time to complete your 2024/2025 Client Intake Form.

To all of our clients, this information is critical to ensure we accurately file your tax return.

***The page is highly secured. We use industry-leading technology Secured Socket Layer (SSL) to keep your information safe. Trust that all sensitive information will be securely transmitted in efforts to not be compromised.***

This questionnaire may take you up to 15 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form.

Type of Client *

New

Returning Client

Are you claiming any of the following on your tax return? (Check all that apply)

Who is your preparer? *

Referred By?

Taxpayer's Information

Taxpayer's First Name *

Taxpayer's Last Name *

Taxpayer's Date of Birth

Include Dashes

Taxpayer's Social Security Number

Taxpayer's Contact Number *

Taxpayer's Email *

Street Address *

City *

State *

Country

Postal code *

Taxpayer's Occupation

Select Filing Status *

Taxpayer's Documentation

Your Driver's License or State Id

Upload Taxpayer's Social Security Card

Taxpayer's Social Security Card

Upload 1st Taxpayer's Income Documents (W2, 1099s, Etc)

(W2, 1099s, Etc)

Upload 2nd Taxpayer's Income Documents (W2, 1099s, Etc)

Upload 3rd Taxpayer's Income Documents (W2, 1099s, Etc)

Upload 4th Taxpayer's Income Documents (W2, 1099s, Etc)

Upload 5th Taxpayer's Income Documents (W2, 1099s, Etc)

Upload Taxpayer's Prior Year Tax Return

Taxpayer's Other Docs

Upload one of the following to verify Head of Household : Lease, Utility Bill, Mortgage Statement

Spouse's Information

Spouse Full Name

Spouse's SSN

Spouse Date of Birth

Spouse Phone Number

Spouse's Email

Spouse's Occupation

Upload Spouse's Driver’s License/ State ID/ Passport/ Birth Certificate

Only upload one document. If you are a returning client and your document isn't expired, you don't have to resubmit.

Upload Spouse's Social Security Card

Only upload one document. If you are a returning client, you don't have to resubmit.

Upload Spouse's Income Documents (W2, 1099s, Etc)

Upload Spouse's 2nd Income Document (W2, 1099s, Etc)

Upload Spouse's Prior Year Tax Return

Spouse's Other Docs

Dependents

Do you have any dependents to claim on your selected tax year return?

Yes

How many dependents will you claim on your selected tax year return?

Can anyone else claim any of your dependents on their selected tax year return?

Yes

Dependent #1 Name

Dep #1 Social Security Number

Dep #1 Date of Birth

Dependent #1 Relationship to Taxpayer

Did you pay any childcare expenses for dependent #1?

Yes

Is Dependent #1 Blind or Disabled?

Yes

Upload Dependent#1 Social Security Card

Upload Required Documents

Upload Dependent#1 : Birth Certificate

Dependent #2 Name

Dep #2 Social Security Number

Dep #2 Date of Birth

Dependent #2 Relationship to Taxpayer

Did you pay any childcare expenses for dependent #2?

Yes

Is Dependent #2 Blind or Disabled?

Yes

Upload Dependent#2 Social Security Card

Upload Dependent#2 Documents

Upload Dependent#2 : Birth Certificate

Dependent #3 Name

Dep #3 Social Security Number

Dep #3 Date of Birth

Dependent #3 Relationship to Taxpayer

Did you pay any childcare expenses for dependent #3?

Yes

Is Dependent #3 Blind or Disabled?

Yes

Upload Dependent#3 Social Security Card

Upload Dependent#3 Documents

Upload Dependent#3 : Birth Certificate

Dependent #4 Name

Dep #4 Social Security Number

Dep #4 Date of Birth

Dependent #4 Relationship to Taxpayer

Did you pay any childcare expenses for dependent #4?

Yes

Is Dependent #4 Blind or Disabled?

Yes

Upload Dependent#4 Social Security Card

Upload Dependent#4 Documents

Upload Dependent#4 : Birth Certificate

Identity Protection PIN (IPPIN)

Was the taxpayer, spouse, or any of the dependents issued a IP PIN by the IRS?

Yes

Please provide the 6 digit IP PIN provided by the IRS & the person who received one.

Childcare Expenses Information

Childcare Provider Information

Childcare Expenses Documents

Receipts, Payment Documents

College Students

Did you, your spouse, or any dependents attend college for the selected tax year?

Yes

Name of person that attended college in 2024?

Name of School

Did the student attend college at least half time?

Yes

School Expense Information

Upload Form 1098-T from college/university.

Tax Return Questions

Have you ever been disallowed for EITC/AOTC/CTC?ACTC?

Yes

Did you receive a federal/state refund last year?

Yes

Were you audited by the IRS last year?

Yes

Did you, your spouse or dependents receive health insurance through the Marketplace in the selected tax year and receive Form 1095-A?

Yes

Upload Form 1095-A Health Insurance Marketplace Statements

Other Information

Other Documents #2

Upload any additional files.

Schedule C Worksheet for Business

Are you self-employed, own a full time or side business, or 1099 contractor ?

Yes

If you answered yes, complete the Schedule C Worksheet by clicking this link

Make sure to return back to this client intake form to complete and click submit to ensure that your tax preparer receives your document.

Refund/Cash Advance Loans

Would you like to see if you PRE-QUALIFY for a SAME DAY CASH ADVANCE UP TO $9,600?

Yes

How would you like to receive your cash advance refund ?

Direct Deposit

Refund Check

How would you like to receive your refund ?

Direct Deposit

Refund Check

Type of Account

Personal Checkings

Personal Savings

Business Checkings

Direct Deposit: Bank Name

Account Number

Routing Number

Text Messages for Marketing

Would you like to receive a text message when your refund is funded?

Yes

List your cell phone provider here:

Other Services

⁠Do you need notary services for any personal or business documents? We offer professional notary services to meet your needs.

Yes

Are you in need of bookkeeping services to better organize your finances and maximize your tax savings?

Yes

⁠Do you know someone who needs bookkeeping services? Refer them to us and earn a referral fee for every successful connection!

Yes

Are you interested in receiving assistance with improving your credit score or repairing your credit history?

Yes

Refund Offset Agreement

An Offset Agreement is an important document that protects your tax office in the event a client’s tax refund is fully or partially offset by the IRS or other government agencies (for example, due to unpaid debts like student loans, child support, or back taxes). This agreement ensures that the client understands their responsibility to pay the agreed-upon tax preparation fees, even if their refund is reduced or eliminated due to an offset.

The primary purpose of this agreement is to make it clear that the client remains responsible for paying their tax preparation fees in full, regardless of whether their refund is offset. The document outlines the requirement that, in the event of an offset, the client must pay the fees immediately through another payment method. Additionally, it specifies that legal action may be taken if the client fails to comply, including collection efforts for unpaid fees.

For the tax preparer, this agreement offers legal protection and provides a clear understanding with the client about what will happen if their refund is reduced or eliminated. It ensures that the client cannot avoid their payment obligations by claiming they didn’t receive their refund, and it gives you the right to pursue legal action if necessary.

Refund Offset Agreement Signature *

Clear

Date *

ACH Authorization Agreement

An ACH Authorization Agreement is a document that allows your tax office to collect payments directly from your client’s bank account through the Automated Clearing House (ACH) network. This agreement is especially useful when clients have delayed or offset tax returns or other agreed-upon services that require alternative payment arrangements. By signing this agreement, the client authorizes your tax office to withdraw payments automatically, ensuring that you receive the fees owed for tax preparation or other services.

The purpose of this agreement is to provide a secure, automated method of payment collection, particularly when a client’s tax refund is delayed or offset, or when other payment methods have not been arranged. It ensures that your office can still collect fees in a timely manner while providing convenience for the client. The agreement also sets clear terms regarding when and how the payments will be collected, reducing the risk of disputes or payment delays.

For tax preparers, having an ACH Authorization Agreement offers protection by ensuring that payments will be collected even if a client’s refund is not available. It simplifies the process of collecting fees for delayed services and can be used for recurring payments or one-time payments as agreed. This agreement also complies with banking regulations and offers legal protection for your business by securing consent for direct withdrawals.

ACH Authorization Agreement Signature *

Clear

Date Signed ACH Authorization Agreement
01/15/2026

Client Responsibility Agreement

A Client Responsibility Agreement is an essential form used to outline the duties and responsibilities of the client in the tax preparation process. The purpose of this agreement is to clarify what the client is expected to do in order for you, the tax preparer, to accurately and efficiently complete their tax return. This form ensures that both parties understand the importance of the client providing accurate, complete, and timely information.

One of the biggest challenges for tax preparers is receiving incomplete or incorrect information from clients, which can lead to mistakes, delays, or penalties from the IRS. This agreement helps mitigate those issues by making it clear that the client has a responsibility to provide the necessary documents on time and in full. It also informs the client of the potential consequences of submitting incorrect or missing information, such as delays in filing, rejected returns, or possible IRS penalties.

This form is crucial for setting expectations early in the process. It lets the client know that their participation is key to an accurate tax return and that they play an active role in ensuring that the information they provide is correct. In the event that problems arise, having a signed Client Responsibility Agreement can protect you, the tax preparer, by showing that the client was informed of their responsibilities and that any inaccuracies or omissions were their own responsibility.

Client Responsibility Agreement Signature *

Clear

Date Signed Client Responsibility Agreement
01/15/2026

Payment Authorization Agreement

A Payment Authorization Agreement is essential for any tax office, particularly when clients are given multiple options for how to pay for tax preparation services. This form ensures that there is a mutual understanding between the tax preparer and the client regarding the payment terms and methods. It is a safeguard to guarantee that the tax preparer gets paid, regardless of whether the client opts to pay upfront, through a bank product, or using some other financing option.

The purpose of this agreement is to lay out clear terms on how and when the payment will be made. This is particularly important if the client is using a bank product to have the tax preparation fees deducted from their refund. If the refund is insufficient or delayed, the agreement specifies that the client is still responsible for covering the fees.

This document also helps avoid misunderstandings later on, such as disputes over fees, late payments, or payment method confusion. In the case of clients using refund transfers, it ensures that they understand that the tax preparation fee will be deducted from their refund, along with any additional bank fees that apply. The agreement can also include clauses about late fees or penalties for non-payment, further protecting your business.

By having the client sign this agreement, you are legally ensuring they understand their obligation to pay, which minimizes the risk of payment issues. This is particularly crucial for tax preparers who rely on clients paying through refund transfers or loans, as the agreement ensures you have clear terms in writing in case there are any issues with the refund processing.

By signing below, you acknowledge that your signature represents your full understanding and acceptance of all the agreements presented in this form. This signature confirms your consent to and agreement with the terms and conditions outlined in each section.

Payment Authorization Agreement Signature *

Clear

Date Signed Payment Authorization Agreement
01/15/2026

Letter of Engagement

Thank you for choosing TruLuxxe Financial Group LLC to assist you with your requested year taxes. This letter confirms the terms of our engagement with you and outlines the nature and extent of the services we will provide.

We will prepare your requested federal 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, though it may be necessary for you to clarify some of the information you submit. We will, of course, inform you of any material errors, fraud, or other illegal acts we discover.

I acknowledge that all information provided to TruLuxxe Financial Group LLC is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information provided. Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, that I am taking part in a potentially criminal penalty situation and is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment. I waive TruLuxxe Financial Group LLC and the preparer of any error due to incorrect information provided by me. By signing below, I authorize TruLuxxe Financial Group LLC 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 TruLuxxe Financial Group LLC 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 the tax preparation fees are not paid, I understand TruLuxxe Financial Group LLC will take legal action to collect the unpaid tax preparation fees. I also agree that client won’t dispute tax preparation fees for services rendered due to IRS delays.

Please be advised that TruLuxxe Financial Group LLC does not provide free estimates or quotes for tax services. Determining your exact refund amount requires the same time and effort as completing a full tax return. Should you choose to proceed with the intake form and tax return process, and later decide not to proceed, a $50 fee will be applicable. TruLuxxe Financial Group LLC reserves the right to debit this fee from the provided account, using the information supplied in the intake form.

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 TruLuxxe Financial Group LLC 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 TruLuxxe Financial Group LLC about your tax return and future opportunities with TruLuxxe Financial Group LLC

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 TruLuxxe Financial Group LLC 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.

In the event your tax return is offset for a debt owed, held up for any reason and not disbursed for any reason because you failed to communicate or negligence, you are still responsible to pay for services rendered. Payment options are available upon request. TruLuxxe Financial Group LLC will reserve the right to seek legal action for tax preparation fees.

Fees

Our fee for tax preparation and bank product services will be deducted from your refund. If your refund is insufficient to cover our fees, you are responsible for paying the remaining balance.

Please note that additional fees for bank products may apply, as outlined by the financial institution.

Confidentiality

We are committed to protecting your personal and financial information. We will not disclose your tax return information to any third party without your consent, except as required by law or to facilitate the bank product.

Limitation of Liability

While we will make every effort to prepare your return accurately, it is your responsibility to provide correct and complete information. We cannot be held liable for any penalties or interest that may arise from incomplete or inaccurate information provided by you.

Acknowledgment

By signing below, you acknowledge and agree to the terms of this engagement letter and authorize us to proceed with preparing and filing your tax return. You also authorize the application of any bank products if requested.

Letter of Engagement Signature *

Clear

Date Signed Letter of Engagement
01/15/2026

Consent for Use and Consent for Disclosure

The Consent for use and Consent for Disclosure is an essential document that helps protect both your clients' sensitive information and your business’s compliance with privacy laws. The purpose of this form is to inform clients about how their personal and financial data will be collected, used, stored, and shared. In a tax preparation business, you handle a significant amount of sensitive data, including Social Security numbers, income details, and banking information. This agreement not only reassures clients that their information is being handled securely but also establishes trust in your services.

The need for a Data Privacy Agreement has grown in recent years due to increasing concerns about data breaches, identity theft, and cyber threats. It helps clients understand the measures you are taking to protect their data and ensures they are aware of the situations in which their information might be shared (for example, with third-party vendors like banks or payroll services). This agreement is also important for compliance with privacy laws like the Gramm-Leach-Bliley Act (GLBA) and any applicable state laws regarding the protection of consumer information.

By having clients sign a Data Privacy Agreement, you are also protecting your business from potential legal consequences in the event of a data breach or misuse of information. It sets clear expectations with clients about how their information will be handled and provides a record that you have informed them of your data privacy practices. If issues arise, you have documentation that proves your clients were made aware of your policies.

This Data Privacy Agreement outlines how your personal and financial information will be collected, used, and protected by TruTaxx Solutions during the tax preparation process. By signing this agreement, you acknowledge that you have read and understood our privacy practices and consent to the collection and use of your information as described below.

Information Collection

We will collect the necessary personal and financial information required to accurately prepare your federal and state tax returns. This may include:

Personal identification information (e.g., Social Security numbers, birthdates)
Income documentation (e.g., W-2s, 1099s, business income)
Dependent information (e.g., birth certificates, Social Security numbers)
Banking details (e.g., for direct deposit of refunds)

Information Usage

The information you provide will be used exclusively for the preparation of your tax return and related services, such as applying for tax credits, refund advance loans, or bank products if requested. We will not use your information for any other purpose without your consent.

Information Sharing

We will not disclose your information to third parties except under the following circumstances:

To financial institutions involved in the processing of tax-related services (e.g., refund transfers, refund loans)
To comply with legal obligations, such as a subpoena or audit by the IRS or other authorities
To third-party service providers who assist with electronic filing, tax software support, or other essential services (all third parties are required to protect your information to the same standard as our firm)

Consent for Use and Consent for Disclosure Signature *

Clear

Date Signed Consent for Use and Consent for Disclosure
01/15/2026