Client Questionnaire
Thank you for taking time to complete your 2025 Client Questionnaire. For new clients, this information is critical to ensure we accurately file your tax return. For existing clients, we kindly request you provide this information again to ensure our records are 100% accurate and up to date. After you submit this information, You will be prompted to schedule your appointment. We offer SAME DAY APPOINTMENTS!
IMPORTANT: 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 IT TO US. IT SHOULD BE NOTED THAT UPON CLICKING THE SUBMIT BUTTON YOU WILL GET A CONFIRMATION EMAIL THAT WE RECEIVED YOUR INFO.
Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid unexpired state issued photo identification card during your engagement.
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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.
DEPENDENT 1
DEPENDENT 2
DEPENDENT 3
4 OR MORE DEPENDENTS
If you have four or more dependents or qualifying children, please list their name(s) as it appears on their social security card, their social security number, date of birth and relationship to the taxpayer.
Banking Information
I acknowledge that all information provided to Major Tax Plus 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 Major Tax Plus and the preparer of any error due to incorrect information provided by me. By signing below, I authorize Major Tax Plus to file my tax return. I acknowledge 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 Major Tax Plus 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 Major Tax Plus will take legal action and or debt collection action to collect the unpaid tax preparation fees.
CONSENT FOR PAYMENT
We here at Major Tax Plus value the relationship we have with all of our clients. We are in the business to provide you with the absolute best service you can have. With saying that, we would like to remind you that we are providing you a service NOT a refund. You as a taxpayer have the choice to pay your tax preparation fees by one of the following: cash, check, money order, credit card, or directly from your refund*.
*If you choose to have the tax preparation fees taken/deducted from your refund and for whatever reason your taxes are intercepted/offset, YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES! Please contact us immediately at our office for payment or payment arrangements. By signing your return you are agreeing to pay the preparation fees regardless if your refund was received or not. After 90 days from the date the refund was scheduled to arrive if no payment or payment arrangement is made, we will be forced to put your account into collections and/or debit your bank account. We hope we never have to go this route, so please keep open communication with us so we can work with you!