First Name *

Last Name *

Phone *

Email *

Address

City

State

Country

Postal Code

Your Peoples Connector *

Social Security Number *

Date Of Birth *

Occupation *

How did you hear about us? *

Filing Status *

Important: The following items must be included with this form for your return to be processed. Please review the required items and select the check box for each item you have that applies to proceed. *

Driver's licenses/Government Issued ID

Social Security Cards (Everyone on Return)

Income Documents (W-2,1099, ECT)

Supporting Documents (If Applicable)

Home Based Business Proof (If Applicable)

Drivers License Information

Driver's License or ID Number *

Issued Date *

Expiration Date *

Spouse Information

Spouse Name

Spouse Social Security Number

Spouse Date of Birth

Spouse Occupation

Spouse Driver's License or ID Number

Issued Date - Spouse

Expiration Date - Spouse

Dependent Information

Dependent Information 1: Name, DOB, SSN, Relationship

Dependent Information 2: Name, DOB, SSN, Relationship

Dependent Information 3: Name, DOB, SSN, Relationship

Dependent Information 4: Name, DOB, SSN, Relationship

Dependent Information 5-10: Name, DOB, SSN, Relationship

Upload Supporting Documents (Drivers License, ID, SS Cards, W2 and any and all Tax Related Forms.

Banking Information

Bank Name

Routing Number

Account Number

Acknowledgement & Signatures

I, the above mentioned taxpayer/spouse, solemnly swear that the information that was forwarded to the tax preparer is true to the best of my knowledge. In no way am I attempting to file a fraudulent claim by providing the tax preparer with false documentation. I understand that if the information is false or conjured, that I am liable to a fine and/or imprisonment by the federal and/or my local government. I also want to acknowledge that any wrong doing on my behalf, is not a reflection of the tax preparer. I also agree that if I receive a bank product and the IRS does not fully deposit all or none of the fees that I am liable to Peoples Tax Solutions for all or the unfounded portion of the fees, as well as any collection, and attorney fees in connection with the collection of my fees if I fail to pay the feels after thirty (30) days of being notified by Peoples Tax Solutions. I agree to receive automated phone calls and/or text messages at the phone numbers I provided regarding my tax return status and future reminders/offers (not a condition for purchase). Upon completion of your intake form an electronic signature will be required for all other forms.

By checking this box, I consent to receive transactional messages 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.

Your Signature *

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Spouse Signature

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