2026 Client Intake Form

Thank you for taking the time to complete our intake form.

For our new clients, this information is critical to ensure an accurate filing of your tax returns. We request that new clients submit their prior year tax return (preferably two years), to be used as comparison for your upcoming filing.

For our existing clients, while we may have some of this information from past engagements, we kindly request you provide it again so we can make sure our records are 100% accurate and up to date. IRS compliance is crucial, and for those who have worked with us before you know that we work extremely hard to get you every dollar that you deserve.

You may save and return at your leisure if you need to gather some of your documents. This is meant to add to the convenience that our tax office provides. Upon completion of ALL parts of this form, you must click the "SUBMIT" button at the bottom of the form to transmit to our office. Closing your browser before clicking "SUBMIT" will delete all info without sending it to us. You will receive a confirmation email after submission to ensure that we received your info.

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

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

We’re excited to work with you and help take the stress out of tax season. This letter is to detail the terms of our engagement with you, and to clarify the nature and extent of the services we will provide. To ensure an understanding of our mutual responsibilities, we ask all clients for whom returns are prepared to confirm the following arrangements.

By providing us with your signature, you are accepting the terms and conditions specified in this letter.

You attest that you understand that this information is being provided to the IRS and state tax authorities. You attest that your tax preparer advised that any false and misleading information that you provide for income tax filing purposes is against the law and is subject to penalties. You understand that Vivid Wealth Consulting and any preparers under us are only liable for any errors and omissions on their part and responsible for any interest and penalties and not tax due

If you are in agreement with the conditions set forth above, please sign this letter in the space indicated. This letter will apply for all tax returns prepared for you by our tax preparers.

We want to express our appreciation for this opportunity to work with you.

Please note that by signing this form you are affirming that you have read and understood the above-mentioned details

Sign Attestment Statement *

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LETTER OF ENGAGEMENT

We’re excited to work with you and help take the stress out of tax season. This letter is just to make sure we’re on the same page about what you can expect from us and what we’ll need from you to get your taxes done right. By moving forward with our services, you're agreeing that Vivid Wealth Consulting will prepare your federal and, if needed, state income tax return based on the info you provide. We’ll handle everything with care, accuracy, and in line with all the tax laws and rules that apply.

This agreement helps protect both of us, keeps things clear, and makes sure we’re working together smoothly. If you have any questions as you read through this—just ask! When you're ready, signing this lets us know you’re giving us the green light to get started. Let’s get it done!

SCOPE OF SERVICES

Here’s what we’ll be doing for you:

We’ll prepare your current-year federal income tax return, and state tax return(s) if needed, based on the information you give us. If you need help with multiple states, business returns (like a Schedule C), or extra forms, we’ve got you—but there may be additional fees (we’ll always let you know upfront).
We don’t offer legal, financial, or investment advice, and we don’t represent you in audits or legal matters unless we’ve agreed to that separately in writing. If you ever need more in-depth services just let us know!

Bottom line: we’re here to handle your tax return preparation with care, accuracy, and the same hustle we’d want for ourselves.

CLIENT RESPONSIBILITIES
We can only work with what you give us—so here’s what we need from you to make this process smooth and stress-free:

Be honest and accurate with the information you provide. We’re not here to judge—just to help. But if anything is missing or incorrect, it could delay your return or affect your refund.
Send all necessary documents—like W-2s, 1099s, business income/expenses, and anything else we ask for—on time.
Keep your records. Even though we’re doing the prep, you’re responsible for having proof to back up your income, expenses, and any credits or deductions you're claiming. The IRS may ask for it later.
Respond quickly if we reach out with questions. Delays in communication can hold up your return and may impact how soon you get your refund.
Review your return before it’s filed. We’ll always let you take a look before we hit submit.

OUR RESPONSIBILITIES

Working together means teamwork—you bring the receipts, and we’ll bring the results.

Here’s what you can count on from us:

We’ll prepare your tax return accurately based on the documents and details you give us.
We follow all IRS and state guidelines, and we meet all due diligence requirements to keep your return compliant and protected.
We keep your personal info secure and confidential—always. Your trust means everything to us.
We’ll communicate clearly and keep you in the loop throughout the process, especially if we need anything from you or if something looks off.
If we spot any issues or feel like something might trigger an audit or hold-up, we’ll let you know and offer our professional advice on how to move forward.

We take your tax return seriously, and we’ve got your back every step of the way.

FILING AUTHORIZATION

Before we file anything, you’ll always have the final say. We’ll send you a copy of your completed return to review and approve. Once you’ve given us the green light (either with a signature or written approval), we’ll go ahead and e-file your return with the IRS and/or your state(s).

By signing this engagement letter, you’re confirming that:

You understand it’s your return and you’ve reviewed everything to the best of your ability.
You give us permission to file your return electronically after your approval.
If you're getting a refund, you’ve chosen how you want to receive it (direct deposit, refund advance, etc.).

Important Note About Non-Filing:
If you decide not to move forward with filing after we’ve completed the return, an abandonment fee of $100 will be due immediately. This fee will be automatically drafted (ACH) from the bank account listed on your intake form. By signing this engagement, you agree to this charge and authorize us to collect the fee if you abandon the filing.

We don’t file anything without your approval. Your return, your rules—but our time still matters.

FEES & PAYMENTS TERMS

We believe in being upfront—no surprises when it comes to your money. Here’s how our pricing works:

Your tax prep fees covers your federal return and state(s) return and it is calculated based upon any forms, schedules, or other multi-state filings that you may have.
Bank products, refund advances, and any third-party services may also have separate fees, which will be disclosed to you before you choose those options.
If you decide to pay your prep fee out of your refund, additional fees for that convenience will apply.

Payment Options:

You can pay upfront via card or other accepted methods, or
Choose to have fees deducted from your refund (bank product clients only).

No Refunds:
Once services are completed, no refunds will be issued—even if you choose not to file or if your refund is smaller than expected. You're paying for our time, experience, and the work already performed. We reserve the right to withhold e-filing or release of any documents until your balance is paid in full.

Let’s make sure it’s fair, fast, and worth every penny. We’ll always do our best to maximize your refund—or minimize what you owe—based on the info you give us. But let’s be real for a second:

We can’t guarantee a specific refund amount, tax credit, or outcome. Your final refund or balance due depends on IRS and state calculations, and the details you provide.
We’re not responsible for delays caused by the IRS, your bank, or third-party products (like refund advances or direct deposit timelines).
Once we’ve prepared your return—even if you decide not to file—it’s considered a completed service. That means no refunds for prep fees, time spent, or add-on services.
We don’t promise magic—but we do promise to work hard, stay honest, and keep your best interest at the center of everything we do.

RECORD RETENTION POLICY
We keep copies of your tax return and related documents we prepare for our own records—but you should always keep your originals. Here's what you need to know:

We’ll retain a copy of your final return and any documents we’re required to keep for three (3) years.
It’s your responsibility to keep your original documents (like W-2s, 1099s, receipts, bank statements, and any proof of deductions or credits) in a safe place. The IRS may request them later.
If you lose your return and need a copy after the season, we’ll gladly resend it—just submit a request, and we may charge a $25 document retrieval fee.
We’ll handle the prep—but staying organized and audit-ready starts with you.

TERMINATION OF AGREEMENT
We hope we won’t need this section—but just in case, let’s talk about how either of us can part ways if needed.

You can choose to end this agreement at any time before your return is filed—just let us know in writing. If work has already started, fees for time spent and services completed will still be due.

We also reserve the right to end our working relationship if:

You don’t respond or provide documents within a reasonable time
You’re found to have submitted false or misleading information
Communication becomes disrespectful or abusive
We believe continuing the engagement could compromise our ethics or credentials

If this agreement is ended for any reason, you’ll still be responsible for any fees owed for completed work, and the abandonment fee may apply if the return was finished but not filed.

We’re here to help—not to chase people down or compromise our standards.

Sign the Engagement Letter *

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Consent to Use Tax Return Information

Federal law requires your consent before we can use the information from your tax return for any purpose other than preparing and filing your return.

By signing below, you authorize Vivid Wealth Consulting to use your tax return information to:

Offer or provide additional products and services that may benefit you.
Contact you regarding your file, future tax seasons, or related updates.
Maintain your records for compliance and customer support.

You are not required to sign this form. If you do not sign, your information will only be used to prepare and file your tax return.

This consent is valid for one year from the date signed unless you revoke it in writing sooner.

Signature: Consent to Use

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Consent to Disclose Tax Return Information

Federal law requires your written consent before we can disclose your tax return information to any third party for any purpose other than preparing and filing your return.

By signing below, you authorize Vivid Wealth Consulting to disclose your tax return information to authorized third-party service providers or affiliated partners as needed to provide or support the services you request — including, but not limited to, processing refund transfers, refund advances, and other related bank products.

You are not required to sign this form. However, if you do not sign, you will not be eligible for any bank products such as refund advances, refund transfer options, or similar financial services. In that case, all preparation fees must be paid upfront before filing.

This consent is valid for one year from the date signed unless revoked in writing sooner.

Signature: Consent to Disclose

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Select Your Tax Professional *

If someone referred you, please type his/her name here

Type of Client *

Taxpayer Information

First & Last Name *

Phone Number *

Email *

Address

Home Address *

City *

State *

Postal Code *

Date of birth *

Social Security Number *

Occupation *

As of December 31st, what was your state of residence? *

Were you issued an IP PIN by the IRS? *

Yes

Taxpayer's IP PIN

Upload your driver's license or state ID *

If you have your prior year tax return, please upload it.

What is your marital status as of December 31, 2025? *

Spouse's Full Name

Spouse's SSN

Spouse's Date of Birth

Spouse's Occupation

Spouse's Phone Number

Spouse's Email

Spouse's driver's license or state ID

Spouse's IP PIN (if applicable)

Upload Additional Documents

Please upload one or more files into the areas below. Uploads will accept JPG, PNG, and PDF files only. You can select multple files to upload for each section.

Taxpayer's and/or Spouse's, and Dependent(s) Social Security Card(s) *

Taxpayer's and/or Spouse's Income Documents (W-2, 1099, etc.) *

Dependent(s) Birth Certificate (if applicable)

Proof of Residency for dependent(s) and/or Head of Household status (if applicable)

Upload any other received tax related documents here (if applicable)

Vivid Wealth Consulting is not responsible in the event the taxpayer omits or provides incorrect information (i.e. social security numbers, names, dates of birth, etc.). These errors may delay your refund. Vivid Wealth Consulting does not control whether or not the IRS randomly selects your return for an audit, however all clients are opted in to Audit Protection (unless they otherwise state to their chosen tax preparer to opt out/ decline) and we will always keep all necessary documents on file to dispute an audit on your behalf. All information obtained from the taxpayer and/or spouse must be submitted if the IRS audits your tax return.

Vivid Wealth Consulting is not responsible for any incorrect tax figures provided by the taxpayer and/or spouse. If your tax figures change you will need to submit an amendment. Vivid Wealth Consulting offers amendment preparation for an additional fee. If you have any overdue debts (i.e. school loans, child support, DPP, DFCS, etc.) that are scheduled to offset your refund, you will be required to pay your tax preparation fees upfront. You are able to call the IRS offset department at 1-800-304-3107 or 1-800-829-7650 to check the status of any scheduled offsets. If you are unaware of a potential offset and your refund is completely garnished, your prep fee will be drafted from the bank account you have on file with our office.

Vivid Wealth Consulting is not responsible for any changes the IRS or receiving bank may make on disbursement dates. Vivid Wealth Consulting is not responsible for any glitch issues that the IRS experiences that may cause a delay in receiving your tax refund. We DO NOT reimburse any bank fees in the event of this occurrence.

MUTUAL NON-DISPARAGEMENT

Vivid Wealth Consulting agrees to refrain from any disparagement, defamation, libel, or slander of any of the Releasees, and agrees to refrain from any tortious interference with the contracts and relationships of any of the Releasees. Client agrees to refrain from any disparaging statements about Vivid Wealth Consulting. Any instances of this found by Vivid Wealth Consulting will result in a $1000 penalty per occurrence payable by the client to Vivid Wealth Consulting.

Clerical/Banking Errors

Vivid Wealth Consulting tries its best to ensure that all client information is entered correctly. In the event a clerical error is discovered that causes an incorrect deposit into your account, you give Vivid Wealth Consulting permission to debit your account for the amount of the deposit to reverse this error.

Sign to Complete *

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