2025 TAX INTAKE FORM

Thank you for taking the time to complete the Client Intake Form. We look forward to serving you!

Please allow 48-72 hours for our team to review your information and contact you. Please keep an eye on your email or SMS for communication requesting any additional information if needed to start your services promptly.

Full Name *

Phone *

Email *

Primary Service *

Client Status

New Client

Returning Client

How Did You Hear About Us?

Referral Name (if "Referral" is selected above)

Prior Year Filing Inquiry *

Last Year's Outcome

Did you owe, break even, or receive a refund last year? (Select one)

Was your refund received? (Yes/No)

Have you ever received an IRS audit? (Yes/No)

Have you received any letters from the IRS in the last 12 months? (Yes/No)

If Yes above (Upload IRS Letters)

IRS Account Status

Have you set up your IRS account on IRS.gov? (Yes/No)

IRS Account Benefit Note

Information: Setting up your IRS account allows you to access transcripts, view balances owed, and retrieve official letters.

Dependent Information

Dependent Name

Dependent Date of Birth

SSN/ITIN

Relationship

Employment Type

W-2

1099 (Self-Employed)

Retirement Income

Other

Self-Employment/Business Information

Business Name

EIN/SSN

Type of Business

Gross Receipts

Detailed Expenses

Refund Preferences

Direct Deposit

Check

Split Refund

If Direct Deposit (Put Bank Information here)

Loan Option Inquiry

Are you interested in a Refund Advance/Tax Loan Option?

Yes

Required Document Uploads

State ID/Driver's License REQUIRED Secure file upload.
Tax Documents REQUIRED Secure file upload for W-2s, 1099s, 1098s, K-1s, etc.
Required Policy Agreements with Clear Checkboxes)

Payment & Refund Policy: I understand that all service fees must be paid in full before filing. I agree that fees are for services rendered, and refunds are subject to the terms outlined in the full service agreement.

Clear Communication Policy: I agree to respond to Vertex Consulting's communication requests (email/phone) within 24 hours to ensure timely service completion.

Document Submission Policy: I understand that the 48-72 hour turnaround time begins only after all required documents have been accurately submitted via the secure portal.

Accuracy & Verification Policy: I certify that all information and documents I provide are accurate and complete, and I understand that I am ultimately responsible for the information used in my filings.

Data & Privacy Security Policy: I consent to the electronic storage and secure handling of my private data, as outlined in the Vertex Consulting Services Privacy Policy.

Turnaround Time Policy: I acknowledge and agree to the standard 48-72 hour turnaround time for initial preparation review, effective after all documents are verified as complete.

Audit Support Policy

I choose to add Audit Support for $175 per tax year

I agree to the terms for audit support, which includes assistance responding to IRS/State letters concerning the service provided. This service is optional. If selected, payment options will be permitted at the time of filing.

Optional Fee: $175 per tax year