Welcome & Purpose

Welcome to Consecrated Tax Solution.

We are honored that you have chosen our firm to assist with your tax preparation. Our commitment is to operate with integrity, accuracy, and diligence, ensuring every return is prepared in full compliance with IRS regulations.

Please read the following disclosures carefully. Continuing with this form confirms your understanding and agreement.

“A good name is rather to be chosen than great riches.” — Proverbs 22:1

⚠️ IMPORTANT DISCLOSURES & CLIENT RESPONSIBILITIES

Accuracy of Information

You are responsible for providing complete, accurate, and truthful information.
Consecrated Tax Solution relies solely on the information you submit.
We are not responsible for errors resulting from omitted, incorrect, or incomplete information.
Supporting documents may be required to satisfy IRS due-diligence rules.

Filing, Acceptance & Refund Timing

Submission of this intake form does not guarantee IRS acceptance or refund issuance.
Tax returns must be reviewed, completed, electronically filed, and accepted by the IRS.
Refund timing is determined entirely by the IRS and/or state agencies, not Consecrated Tax Solution.

Compliance & Verification

All returns are subject to identity verification, income verification, and IRS review.
Additional documentation may be requested prior to filing.
Delays, rejections, or holds may occur due to compliance reviews outside our control.

Fees & Payment

Preparation fees are based on return complexity.
Fees are not based on refund amounts.
Fees must be paid prior to or at the time of filing unless bank products are approved.

Communication Consent

By submitting this form, you consent to communication via phone, text, and email regarding your tax return, documentation requests, appointment reminders, and service updates.

CLIENT SIGNATURE & CONSENT

By signing below and submitting this intake form, I confirm that:

I have read and understand all disclosures, policies, and fee information provided by Consecrated Tax Solution.
I agree to provide complete, accurate, and truthful information to the best of my knowledge.
I understand that submission of this intake form does not guarantee that a tax return will be filed, accepted, or result in a refund.
I acknowledge that a $100 Non-Filing Fee may apply if my tax return is not filed due to incomplete documentation, non-responsiveness, ineligibility, or my decision to discontinue services.
I understand that all tax outcomes, processing times, and refund issuance are determined by the IRS and/or state tax authorities and are outside the control of Consecrated Tax Solution.
I consent to be contacted via phone, text message, and email regarding my tax return, documentation requests, appointments, and service updates.

By typing my name below, I understand that this constitutes my electronic signature and carries the same legal effect as a handwritten signature.

Address

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What kind of STATE benefits do you receive

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