Babe & Co. Financial | Tax Client Intake

Thank you for taking the time to complete your Client Intake Form.

If you are a new client, this information is required for us to prepare an accurate, compliant, and fully maximized tax return.

If you are a returning client, Babe & Co. Financial requires this information each year to ensure our records remain 100% accurate and up to date.

⏱ This questionnaire may take up to 20 minutes to complete.

Please take a moment to gather and organize all tax documents before starting to avoid delays.

⚠️ IMPORTANT – PLEASE READ CAREFULLY

• You must click the “SUBMIT” button at the bottom of the form once all applicable sections are completed.
• Closing your browser before clicking “SUBMIT” will result in all information being lost and NOT sent to our office.
• After submitting, you will receive a confirmation email verifying that we have successfully received your information.

Thank you for choosing Babe & Co. Financial.

We appreciate your trust and look forward to serving you this tax season.

Do you need to file prior-year tax returns? If so, please upload your income documents below.

Yes

How did you hear about us?

First Name

Last Name

Email *

Phone *

Street Address

City

State

ZIP Code

What is your filing status ?

Can another taxpayer claim you as a dependent on their tax return?

Yes

Please enter the taxpayer Social Security Number

Taxpayer/Spouse Photo Identification

Taxpayer/Spouse Social Security Card

Proof of residency (utility bill, lease agreement, rent receipts, etc)

Did the Taxpayer work in 2026?

Yes

If you are self employed what is your income ?

Please upload your 1099 NEC if applicable

Taxpayer/ Spouse Income Documents (W-2, 1099 etc)

If you are filing back taxes, please upload all W-2s from previous years.

Will you claim any dependents on your 2026 tax return?

Yes

If yes, please upload their SSN

Enter the full name and date of birth (DOB) for each dependent.

Did you or your Spouse receive government assistance in 2026? (ex: SNAP (food stamps), Medicaid or Section 8 housing assistance?

Yes

Did you, your spouse or any dependents attend college in 2026 ?

Yes

If yes, please upload your 1098-T up to $2,000 Tax Credit

Did you pay daycare or tution for a child under 13? If yes, please upload it here .

Did you or your spouse receive unemployment benefits in 2026?

Yes

If yes, please upload your 1099-G

Did you or your spouse pay any medical or dental expenses in 2026? (this does not include insurance premiums)

Yes

Do you or your spouse own a rental property?

Yes

Did you or your spouse have any gambling winnings in 2026?

Yes

Did you or your spouse sell, acquire, send, receive or exchange any virtual currency?

Yes

Did you or your spouse receive social security benefits in 2026?

Yes

If yes, please upload 1099-SSA

Did you or your spouse donate to any charities in 2026?

Yes

Did you or your spouse make any charitable cash contributions of $300 or more in 2026?

Yes

If yes, please upload your 1099-R

Did you or your spouse withdraw money from their 401k in 2026?

Yes

Did you or your spouse receive any earnings from interest or dividends in 2026?

Yes

Would you like to apply for a refund advance loan of up to $7,500? Subject to lender approval, eligibility, and current availability.

Yes

If yes, do you need a debit card or check?

Yes

Would you like your tax refund direct deposited into your bank account? If yes, please complete the bank information below.

Name of Bank

Enter your bank routing number.

Enter your bank account number.

Please double-check your bank account number. Incorrect information may delay your refund. BABE & CO. FINANCIAL is not responsible for IRS delays caused by inaccurate details.

Do you want to receive a text notification when your refund is funded?

Yes

Were you issued an Identity Protection PIN (IP PIN) by the IRS?

Yes

Enter your IP PIN here. This is required to file your tax return and failure to provide it will result in rejection.

I certify that all information provided to BABE & CO. FINANCIAL is true, correct, and complete to the best of my knowledge, and that I can provide documentation to support it. I understand that providing false or incomplete information may result in civil or criminal penalties.

I release BABE & CO. FINANCIAL and the tax preparer from liability for errors resulting from inaccurate or incomplete information provided by me, and I authorize BABE & CO. FINANCIAL to prepare and file my tax return(s).

I understand that I am responsible for all tax preparation fees regardless of refund offsets, government debts, delayed or mailed refunds, and that unpaid fees may result in legal collection action.

BABE & CO. FINANCIAL

TAX PREPARATION ENGAGEMENT LETTER

Dear Taxpayer,

Thank you for choosing Babe & Co. Financial to prepare your income tax return(s). This letter outlines the terms of our professional relationship and ensures a clear understanding of the services being provided.

Babe & Co. Financial will prepare your income tax return(s) based solely on the information you provide. We are not responsible for verifying the accuracy or completeness of the information supplied by you.

Upon completion, any original documents provided will be returned to you. Our office may retain electronic copies of documents for record-keeping purposes. You are responsible for maintaining all original records, including but not limited to income documents, bank and credit card statements, and records supporting deductions such as mileage, vehicle use, travel, meals, entertainment, gifts, and charitable contributions. These records are required in the event your return is selected for examination. We recommend retaining all tax documents and copies of filed returns for a minimum of five (5) years after filing or the due date, whichever is later.

Our services cannot be relied upon to detect errors, irregularities, or illegal acts, including fraud, within the information you provide. When tax law is unclear, we will use professional judgment to determine a reasonable position. Unless otherwise instructed, we will take positions favorable to you when supported by law. We cannot guarantee that any tax position will not be challenged or the outcome of any challenge. We are not responsible for issues resulting from omitted, incorrect, or late-provided information.

Unless specifically requested by you and agreed to in writing, this engagement does not include payroll tax services, sales or excise tax services, property or personal tax services, business compliance or licensing, human resources compliance, healthcare compliance, or retirement plan compliance.

Fees are charged on a per-form basis and are determined by the complexity of the return, time spent, and processing costs. Payment is due in full upon completion of your tax return. Tax returns, reports, schedules, advice, or documents will not be released without full payment. If collection action is required, you may be responsible for associated legal costs. We will attempt to provide a fee estimate in advance; however, final fees may change based on the information provided. You will be notified if material changes occur.

Upon completion of your return and receipt of full payment, you will be provided with a copy of your completed tax return, e-file authorization forms, and any applicable payment vouchers. You are responsible for reviewing your return carefully. If changes are required, notify us immediately. Signed authorization is required before e-filing. Tax authorities prohibit filing without your signed consent. If e-filing is unavailable, paper copies will be provided for mailing.

Audit or examination representation is not included in the tax preparation fee. Representation services are considered a separate engagement with additional fees. Audit Maintenance Protection is available for $99.99 and will be added to your tax preparation fees if selected.

Babe & Co. Financial takes your privacy seriously. Your personal information will never be sold or disclosed outside the firm. Limited internal use of contact information may occur for non-tax purposes such as newsletters or greetings. By signing this agreement, you consent to this limited use.

If this engagement is terminated prior to completion, Babe & Co. Financial reserves the right to invoice for time spent, work performed, and out-of-pocket expenses incurred.

By signing this agreement, you acknowledge that you understand and agree to the terms outlined in this engagement letter and authorize Babe & Co. Financial to perform the requested services.

We appreciate your trust and look forward to serving you.

BABE & CO. FINANCIAL

Where Women Win in Finance.

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