
CFS - Tax Client Intake Form
Spouse Information
Scope of Work
We will prepare your tax return(s) using the information you provide. You may also request additional services such as bookkeeping, clean-up, or business formation.
Your Responsibilities
You confirm that all information you provide is accurate and complete. You agree to respond promptly to any missing items or follow-ups.
Our Limitations
We do not audit or verify your information and are not responsible for issues caused by incomplete or incorrect data.
Authorization
By signing below, you agree to these terms and authorize CFS to prepare and file your tax return(s).