Tax Payer Information

First Name *

Last Name *

Phone *

Email *

Occupation

Address *

Street Address
City
State/Province
Postal/Zip Code

Spouse Information

Spouse First Name

Spouse MI

Spouse Last Name

Spouse Date Of Birth

Email Address

Spouse Occupation

Address

Street Address
City
State/Province
Postal/Zip Code

Date of Divorce/Separation

Year of Spouse’s Death

Enter your dependents here

Name
D.O.B
Name
D.O.B.
Name
D.O.B

Employment Status

IRS Holds, Balances & Prior Issues (If Applicable)

The IRS may delay or hold refunds for certain outstanding issues.
Please indicate any situation that may apply to you or your spouse so we can prepare your return accurately and avoid unnecessary delays.

Do any of the following apply to you or your spouse?

I owe back taxes from a prior year

I am currently on an IRS payment plan

I have unfiled tax returns from prior years

I owe child support

I owe student loans in default

I have other federal or state debts

I am not aware of any outstanding issues

Have you received any IRS notices or letters in the past 12 months?

Yes

If yes, upload the notice if available.

Disclosure of these items does not automatically prevent filing or receiving a refund. Providing this information helps us prepare your return accurately and address potential issues in advance.

By checking this box, I consent to receive SMS messages from Protect the Refund and Financial Protection Lady related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.

By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.

Taxpayer Certification & Acknowledgment

By signing below, I certify that the information and documents I have provided are true, correct, and complete to the best of my knowledge. I understand that I am responsible for the accuracy of all information provided, including income, expenses, dependents, and supporting documents.

I acknowledge that the tax preparer will rely on the information and documents I submit and is not responsible for verifying their authenticity beyond what is required by law. I further confirm that I am not knowingly submitting false, altered, or fraudulent information and that doing so may result in penalties, interest, or legal consequences imposed by taxing authorities.

I authorize the tax preparer to use this information for the purpose of preparing and filing my tax return.

Please Sign *

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