Client Questionnaire

2023 Client Questionnaire

Thank you for taking time to complete your 2023 Client Intake Form. For new clients, this information is critical to ensure we accurately file your tax return. For existing clients, we kindly request that you provide this information again to ensure our records are 100% accurate & up to date.

IMPORTANT INFORMATION:  UPON COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM YOU MUST CLICK THE “SUBMIT” BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO OUR OFFICE. CLOSING YOUR BROWSER BEFORE CLICKING THE “SUBMIT” BUTTON WILL DELETE ALL INFO WITHOUT SENDING TO US, UNLESS YOU CLICK THE “SAVE” BUTTON FIRST!  IT SHOULD BE NOTED THAT UPON CLICKING THE “SUBMIT” BUTTON, YOU WILL GET A CONFIRMATION EMAIL THAT WE RECEIVED YOUR INFO AND SOMEONE WILL FOLLOW UP WITH YOU IN 24-48 HOURS. IT SHOULD ALSO BE NOTED THAT UPON CLICKING THE “SAVE” BUTTON, YOU WILL GET A CONFIRMATION EMAIL WITH A LINK TO PICK UP WHERE YOU ORIGINALLY LEFT OFF.

Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid state issued photo identification card during your engagement.

***The page is highly secure. We use industry-leading technology Secured Socket Layer (SSL) to keep your information safe. All sensitive information are securely transmitted and can not be compromised***

This questionnaire may take you up to 20 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form.

Taxpayer Name *
DEPENDENTS
Please re-enter bank information for confirmation.
I acknowledge that all information provided to Extreme Tax Services 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 and is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment. I waive Extreme Tax Services and the preparer of any error due to incorrect information provided by me. By signing below, I authorize Extreme Tax Services to file my tax return.

I acknowlege by signing this form if I and/or my spouse owes a federal/governement debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to Extreme Tax Services 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. If the tax preparation fees are not paid, I understand Extreme Tax Services will take legal action to collect the unpaid tax preparation fees.
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