📋 Tax Preparation Disclaimer
Malone Method Tax Services 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 Malone Method Tax Services to collect and process your tax information for the purpose of preparing and filing tax documents on your behalf.
Welcome! This form collects everything we need to prepare your tax return. Don't worry - I'll walk you through it step by step.