2026 Tax Preparation Intake Form
Please complete all required fields. Information provided is kept confidential and used solely for tax preparation purposes.
Dependents Information
Refund Question
Bank Information
I authorize Tax Queen Business Solutions to use the banking information provided solely for electronically filing my tax return and, if applicable, for IRS direct deposit of my refund. I understand that incorrect banking information may delay or prevent my refund.
IF YOU SELECTED DIRECT DEPOSIT, PLEASE ENTER YOUR INFORMATION BELOW. ** IF PRINTED CHECK OR PREPARED CARD IS SELECTED THERE WILL BE A PRINT FEE ADDED $10 THAT WILL BE ADDED TO THE PREP FEE**
Please read and acknowledge the disclosures below.
Tax Preparation Fees
Tax preparation fees start at $399.00 Additional software, transmission, bank, technology, and processing fees may apply. Software and technology fees are determined by the tax software provider and cannot be removed, waived, reduced, negotiated, or changed. Fees increase based on the complexity of the return, forms required, schedules filed, and additional services requested.
Refund Offset & Fee Responsibility
I understand that my tax refund may be reduced, delayed, intercepted, or offset by federal or state agencies due to: Child Support Obligations Federal Student Loan Debt IRS Tax Debt State Tax Debt Unemployment Overpayments Other Federal or State Debts.
I acknowledge that Tax Queen Business Solutions has no control over refund offsets or government debt collections. I further understand and agree that if my refund is intercepted, reduced, delayed, or taken for any reason, I remain fully responsible for paying all tax preparation fees and related charges.
Any unpaid balance must be paid in full within 90 days of the tax return completion date. Failure to pay the balance within 90 days may result in: Collection activity Additional collection costs Reporting to a third-party collection agency Legal action were permitted by law
Return Preparation & Non-Filing Fee Policy
Our tax preparation services require time, expertise, and resources to accurately prepare your tax return. Once your tax return has been completed, preparation fees are considered earned regardless of whether you choose to file your return through our office.
If you decide not to file your completed tax return after preparation has been finalized, a non-refundable Return Preparation Fee of $75.00 will be due immediately.
By engaging our tax preparation services, you acknowledge and agree to the following:
A $75.00 Return Preparation Fee will be charged if you choose not to file your completed return through our office.
Payment is due immediately upon notification that your return has been completed.
Failure to pay the outstanding fee may result in withholding of your completed tax documents until the balance is paid, where permitted by applicable law.
This fee covers the time and professional services provided in preparing your tax return and is separate from any IRS or state filing fees.
Tax Return Preparation
I understand that my tax preparer will prepare my tax return based only on the information and documents I provide. I agree to review my completed tax return before signing and submitting it to the Internal Revenue Service (IRS) and any applicable state tax agencies.
IRS Review & Processing
I understand that filing a tax return does not guarantee acceptance by the IRS or any tax authority. Processing times, refunds, credits, and payments are controlled by the IRS and state agencies and may be delayed due to additional reviews, identity verification, errors, missing information, or other circumstances.
Refund Information
I understand that my refund amount is determined by the information reported on my tax return and applicable tax laws. My tax preparer cannot guarantee a specific refund amount, tax outcome, or processing timeframe.
Required Documentation
I understand that additional documentation may be requested to support items reported on my tax return, including but not limited to income, dependents, credits, deductions, education expenses, business expenses, and filing status.
Electronic Communication Consent
I authorize communication regarding my tax preparation services through approved methods, including email, phone calls, and text messages. I understand that electronic communications may contain confidential information and agree to take reasonable steps to protect my personal information.
Accuracy of Information
I understand that I am responsible for providing complete, accurate, and truthful information and documentation necessary for the preparation of my tax return. I certify that all information provided to my tax preparer is true and correct to the best of my knowledge.