Tax Champions

Tax Preparation Client Intake Form & Engagement Letter

📋 Tax Preparation Disclaimer

Tax Champions provides tax preparation and administrative assistance services. Refund amounts, eligibility for credits, and acceptance of returns are determined by tax authorities. No outcomes are guaranteed.

🔒 Data & CRM Disclosure

Information submitted is used solely for tax preparation and client management purposes and stored securely within our CRM systems.

✓ Authorization Acknowledgment

By submitting this form, you authorize Tax Champions to collect and process your tax information for the purpose of preparing and filing tax documents on your behalf.

NOTE: A separate form must be completed if filing more than one year. Any return past 3 years CANNOT BE ELECTRONICALLY FILED (Paper Filed)

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Let's Get Your Taxes Done! 💰

Welcome! This form collects everything we need to prepare your tax return. Don't worry - I'll walk you through it step by step.