Thank you for taking the time to complete your tax intake form. This information is critical to ensure your tax return is filed accurately. Existing and new clients, please ensure your information is entered correctly so we can ensure our records are 100% correct.

This intake form may take 20-30 minutes to complete. Please be sure to gather all of your documents prior to completing this form.

Please be sure to hit submit to ensure the form is sent to us. If you close the browser before doing so, the information will be deleted and need to be re-entered.

Please remember to upload your documents securely before submitting.

This form helps us get the full picture so we can find every credit, deduction, and opportunity you qualify for. Please answer honestly and completely. It’s all to make sure you get the most out of your return.

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Street Address

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State

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Postal Code

I acknowledge that all information provided to New Lyfe Financial Group is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information provided. Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, that I am taking part in a potentially criminal penalty situation that is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment. I waive New Lyfe Financial Group and the preparer of any error due to incorrect information provided by me. By signing below, I authorize New Lyfe Financial Group to file my tax return.

I acknowledge by signing this form if I and/or my spouse owes a federal/government debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to New Lyfe Financial Group at the time of service.

Also, if the federal refund amount is mailed, I/we are still responsible for the tax preparation fees stated on the invoice. I understand that if I decide to have my tax preparation fees taken from my refund and my taxes are intercepted for whatever reason, I am still responsible for my tax preparation fees. By signing, I am agreeing to pay the preparation fee regardless of if my refund is received or not. If the tax preparation fees are not paid, I understand that once I have a confirm date of my tax return and it is taken to handle a previous debt, I/we understand that our account will be ACH debited within 3 business days from date it was taken. I do understand that I can reach out with one business day to setup a payment arrangement. If I/we fail to reach out the ACH debit will stay in place.

I understand New Lyfe Financial Group will take legal action to collect any unpaid tax preparation fees.

I understand New Lyfe Financial Group will provide the taxpayer with ONE complimentary copy of their tax return. Should I need any additional copies, I understand there will be a $25 fee per copy (federal and state included). New Lyfe Financial Group is not responsible for any discussions or changes the IRS or bank may make regarding disbursement dates, filing status or any other required information from the IRS. New Lyfe Financial Group is not responsible for any IRS glitches or problems that may cause a delay in your tax refund. New Lyfe Financial Group DOES NOT reimburse any bank fees in the event of this occurrence.

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.

By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.

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