Are you a new tax client? *

Yes

What tax year/ years are you filing for? *

Preferred Tax Preparer?: *

Tax Office: *

How did you hear about us? *

Referred by?:

Taxpayer's Information

Taxpayer's Name: *

Taxpayer's Date of Birth: *

Taxpayer's Social Security Number *

Phone Number: *

Address

Street Address

City

State

Country

Postal Code

Taxpayer's Occupation *

Email *

Taxpayer's Status: *

Upload a Valid Government-issued Photo ID (Driver’s License, Passport, etc.) *

Upload Taxpayer's Social Security Card: *

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

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

Upload 3rd Taxpayer's Income Documennnts (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 Information

Spouse 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:

Upload Spouse's Social Security Card:

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 2025 tax return?: *

Yes

How many dependents will you claim on your 2025 tax return?: *

Can anyone else claim any of your dependents on their 2025 tax return? *

Yes

Dependent #1

Dependent #2 Name:
Dep #2 Social Security Number:
Dep #2 Date of Birth:
Dependent #2 Relationship to Taxpayer:
Is Dependent #2 Blind or Disabled?:
Did you pay any childcare expenses for dependent #1?:

Upload Dependent#1 Social Security Card:

Upload Dependent#1: Birth Certificate:

Dependent #2

Dependent #2 Name:
Dep #2 Social Security Number:
Dep #2 Date of Birth:
Dependent #2 Relationship to Taxpayer:
Is Dependent #2 Blind or Disabled?:
Did you pay any childcare expenses for dependent #2?:

Upload Dependent#2 Social Security Card:

Upload Dependent#2: Birth Certificate:

Dependent #3

Dependent #3 Name:
Dep #3 Social Security Number:
Date of Birth
Dep #3 Date of Birth:
Dependent #3 Relationship to Taxpayer:
Is Dependent #3 Blind or Disabled?:
Did you pay any childcare expenses for dependent #3?:

Upload Dependent#3 Social Security Card:

Upload Dependent#3: Birth Certificate:

Dependent #4

Dependent #4 Name:
Dep #4 Social Security Number:
Dep #4 Date of Birth:
Dependent #4 Relationship to Taxpayer:
Is Dependent #4 Blind or Disabled?:
Did you pay any childcare expenses for dependent #4?:

Upload Dependent#4 Social Security Card:

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:

College Students

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

Yes

Name of person that attended college in 2025?:

Name of School

Did the student attend college at least half time?:

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

Any situations that applies for the taxpayer, spouse, or dependents listed (to help us maximize your refund) *

Did you, your spouse or dependents receive health insurance through the Marketplace in 2025 and receive Form 1095-A?: *

Yes

Upload Form 1095-A Health Insurance Marketplace Statements:

Other Information:

Schedule C Worksheet for Business

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

Yes

What is our preferred payment method for LLC, EIN, Income and Expenses? *

Self-Employed

Are you filing self-employed? (Sch C)

Yes

Self-Employed's Name *

Business Name (Optional)

Employer Identification Number (If applicable) or SSN

Do you have a Profit and Loss Statement for your business?

Yes

Upload Profit/Loss Statement (If applicable)

If you were not able to upload Profit and Loss Statement. Can you provide proof of income and expenses?

Yes

Affidavit for No Receipts OR Profit and Loss Statement
I declare that the above information is true and accurate to the best of my knowledge.

Signed your name for Affidavit for No Receipts OR Profit and Loss Statement

By entering your Schedule C expenses, you certify that all amounts are accurate, complete, and supported by proper records and receipts. You understand that our firm prepares your return based solely on the information you provide, and you accept full responsibility for the accuracy and substantiation of these expense in the event of an IRS or state inquiry.

Business Expenses

Advertising - ads, flyers, business cards, online marketing, website costs.

Car and Truck Expenses - standard mileage rate OR actual expneses (gas, repairs, insurance, depreciation).

Commissions and Fees - payments to non-employees not on 1099-NEC (sales commissions, referral fees).

Contract Labor - independent contractors (must issue 1099-NEC if $600+).

Do you owe any State or Federal Agencies that may cause an offset to your refund? (i.e. Child Support, Unemployment Repayment, Federal or State Taxes)

Legal and Professional Services - Attorney, CPA, book keeping consulants

How will you pay your tax prep fees?

Repairs and Maintenance - for business equipment or property.

Taxes and Licenses - business licenses, permits, real estate taxes on business property, employer payroll taxes.

Interest (Other) - business credit cards, business loans, lines of credit.

Legal and Professional Services - attorney, CPA, book keeping, consultants.

Insurance (Other than Health) - liability, E&O, business property, business vehicle insurance.

Rent or Lease (Other Business Property) - office, storefront, storage unit.

Rent or Lease (Vehicle, Machinery, Equipment).

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?: *

How would you like to receive your refund?: *

Type of Account: *

Direct Deposit- Bank Name *

Direct Deposit- Bank Routing # *

Direct Deposit- Bank Account # *

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

Yes

List your cell phone provider here:

CLIENT ENGAGEMENT LETTER

Tax Preparation Services

This Client Engagement Letter (“Agreement”) confirms the terms under which B&T Tax Solutions will provide income tax preparation services to you (“Client”).

Scope of Services

B&T Tax Solutions will prepare your federal and, if applicable, state income tax return(s) based solely on the information and documentation you provide. Services are limited to tax preparation only and do not include legal, financial planning, or investment advice.

Refund amounts are estimates only and are not guaranteed.

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Client Responsibilities

You are responsible for providing complete, accurate, and truthful information necessary to prepare your tax return, including all income, expenses, deductions, credits, dependents, and supporting documents.

You acknowledge:

• You reviewed your information for accuracy

• False or incomplete information may result in penalties, audits, delays, or denial of credits

• You remain legally responsible for your tax return

⸻

Due Diligence & Credit Eligibility

Certain credits and filing statuses are subject to strict Internal Revenue Service due-diligence rules. We are required to ask questions and request documentation. Credits may be denied if documentation is insufficient.

⸻

Fees & Payment Terms

Fees are based on complexity and services rendered. Fees are earned once the return is prepared and are non-refundable after preparation or submission. Bank product fees are separate if applicable.

⸻

Refund Timing Disclaimer

Refund timelines are controlled by the IRS and state agencies. The commonly referenced 21-day timeframe is not guaranteed. Delays may occur due to verification or government review.

⸻

Audit Protection

Audit protection is included and covers assistance with IRS or state notices related to the return prepared by B&T Tax Solutions.

Audit protection does not include:

• Fraud or intentional misrepresentation

• Information not disclosed during preparation

• Court appearances or litigation

Additional services may require a separate agreement.

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Termination

We reserve the right to withdraw if information appears false, incomplete, or misleading.

⸻

Client Acknowledgment

Taxpayer's name: *

Taxpayer's Signature *

Clear

Electronic signature is valid and binding.

Date Signed *

PRIVACY POLICY

Safeguarding Client Information

B&T Tax Solutions is committed to protecting your personal and financial information.

Information We Collect

We collect information necessary to prepare your return, including personal identifiers, income documents, dependent information, and banking details if applicable.

⸻

Use of Information

Information is used solely to:

• Prepare and file tax returns

• Comply with tax laws

• Respond to taxing authorities

• Provide audit protection services

We do not sell or rent your information.

⸻

Disclosure of Information

Information may be disclosed only:

• As permitted or required by law

• To the IRS or state agencies

• To necessary third-party tax processors

• With your written consent (including IRS Form 7216)

⸻

Safeguards

We maintain physical, electronic, and procedural safeguards. Access is limited to authorized personnel only.

⸻

Record Retention

Records are retained per federal and state requirements and securely destroyed thereafter.

⸻

Acknowledgment:

Taxpayer Name: *

Tax Payer Signature *

Clear

Date: *

IRS FORM 7216 – CONSENT TO USE & DISCLOSE TAX INFORMATION

(Presented as an embedded DocuSign form) I authorize B&T Tax Solutions to use and disclose my tax return information as permitted by law and for the purpose of preparing and filing my tax return and related services.

I CONSENT

I DO NOT CONSENT

Full Name *

Signature of Taxpayer *

Clear

Signature Date *

DUE DILIGENCE DISCLOSURE

IRS Compliance Notice

Federal law requires tax preparers to meet due-diligence standards when preparing returns that include certain credits and filing statuses.

By signing below, you acknowledge:

• You were asked questions to determine eligibility

• You provided truthful and complete information

• You understand credits may be denied if documentation is insufficient

Providing false information may result in penalties, audits, or repayment of credits.

Full Name of Taxpayer: *

Taxpayer Signature *

Clear

Submission Date *