Stellar Tax Co.

Tax Preparation Client Intake Form & Engagement Letter

📋 Tax Preparation Disclaimer

Stellar Tax Co. 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 Stellar Tax Co. to collect and process your tax information for the purpose of preparing and filing tax documents on your behalf.

Choose Tax Year

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

Select Your Tax Professional

First Name

Last Name

Age

Date of Birth

Phone Number

Street Address

Street Address Line 2

City

State

Postal / Zip Code

Occupation

Are you a full-time student?

Yes

Are you totally and permanently disabled?

Yes

Are you legally blind?

Yes

Final Step: Identity Verification & Intake Confirmation

One last step before submitting your intake

To help protect your identity, prevent unauthorized submissions, and maintain the integrity of the tax preparation process, all clients are required to submit a current verification photograph before their intake can be submitted.

1. Identity Verification Selfie *

Upload a recent photograph of yourself.

Your photograph will be reviewed by authorized personnel to help confirm that the individual completing this intake is the taxpayer identified in the application or an appropriately authorized representative.

Your entire face must be clearly visible.
Use adequate lighting.
Remove sunglasses, masks, and other face coverings.
Submit a recent, unedited photograph.
Do not upload screenshots, avatars, or another person's photograph.

Accepted formats: JPG, JPEG, PNG

Choose or take your photo

2. Identity Verification & Privacy Disclosure

By submitting your photograph, you acknowledge and agree to the following:

Purpose of Collection

Your photograph is collected to assist with identity verification, intake validation, fraud prevention, and reducing unauthorized submissions or impersonation.

How Your Photograph Is Used

Your photograph will be reviewed manually by authorized personnel for identity verification and intake validation. It will not be used for facial recognition, facial geometry mapping, or automated biometric identification.

Privacy & Confidentiality

Your photograph and associated intake information will be treated as confidential information and protected through appropriate administrative, technical, and physical safeguards. Access will be limited to authorized personnel and service providers with a legitimate business need, subject to applicable legal requirements.

Your photograph will not be sold or used for unrelated marketing purposes.

Professional Oversight & Taxpayer Protection

The collection of a verification photograph is an administrative identity protection measure. It does not replace government-issued identification, taxpayer authorization, required tax preparer due diligence, or any documentation necessary to prepare a tax return.

Submitting a photograph does not authorize anyone to sign or file a tax return on your behalf. Tax preparation decisions remain subject to appropriate human review and applicable federal and state requirements.

Incomplete or Inconsistent Information

If your photograph or intake information cannot reasonably establish your identity or authorization, additional documentation or verification may be requested before tax preparation services proceed. An incomplete verification may result in your intake being placed on hold.

Artificial Intelligence & Automated Technology

Any administrative automation used during the intake process is intended to support operational efficiency. Automated tools do not replace the professional judgment, independent review, or due diligence obligations of tax professionals.

Final Submission Confirmation

By submitting this intake, I certify that the information provided is true, accurate, and complete to the best of my knowledge. I understand that additional information or documentation may be requested before my tax return can be prepared.

Your intake is not considered fully submitted until all required fields, the verification photograph, and the acknowledgment above have been completed.

Disclosure provided by Stellar Tax Co..

3. Required Client Acknowledgment & Consent

Please read and check the box below before submitting your intake.

I acknowledge that I have read and understand the Identity Verification & Intake Disclosure. I consent to the collection and use of my photograph for the identity verification, intake validation, and fraud prevention purposes described above. I certify that the photograph submitted is a current and accurate representation of me.

Your photograph is stored securely and reviewed only by authorized personnel. It is never analyzed by facial recognition or automated identity matching, and it is not sent to public AI services.

Your intake cannot be submitted yet. Please upload your Identity Verification Selfie and check the required consent acknowledgment above.