Virtual Tax Services

Legal Full Name*:
Date of Birth*:

Social Security Number:
Email*:
Phone Number*:
Who Referred You?:
Spouse Full Legal Name:
Spouse Social Security Number:
Spouse Date of Birth:

Spouse Email:
Spouse Phone Number:
Home Address:
City:
State, ZIP:

Do not include yourself or your spouse. Please list everyone who lived in your home and anyone living outside your home that you support.
Dependent 1 Full Legal Name:
Dependent 1 Social Security Number:
Dependent 1 Date of Birth:

Relationship: SonDaughterNephewNieceGrand DaughterGrand Son
Did Your Dependent Live With You More Than Half The Year?
YesNo
Dependent 2 Full Legal Name:
Dependent 2 Social Security Number:
Dependent 2 Date of Birth:

Relationship: SonDaughterNephewNieceGrand DaughterGrand Son
Did Your Dependent Live With You More Than Half The Year?
YesNo
Dependent 3 Full Legal Name:
Dependent 3 Social Security Number:
Dependent 3 Date of Birth:

Relationship: SonDaughterNephewNieceGrand DaughterGrand Son
Did Your Dependent Live With You More Than Half The Year?
YesNo

Routing Number:
Account Number:
Type of Account: CheckingSavings
By typing your name below, you agree to allow Refund Man Taxes to use this information to prepare your income tax return, and to apply for bank products if applicable.
Tax Payer Print Name*:
Today's Date*:

Please Out Form If You Have Dependents (If Applicable)
Name of Parent(s) or Guardian(s)
Dates the dependent(s) lived with you in Calendar Year 2022:
Address that your dependent(s) lived at with you in Calendar Year 2022. (If moved put address that they lived with you for more than half a year)
Home Address:
City:
State, ZIP:

I am certifying that the dependents listed above that I am claiming on my 2022 tax return has lived with me at the address above for more than 6 months in 2022 in the United States.
Single choice
School RecordsMedical RecordsDaycare RecordsLease AgreementOther
If Other, List Below:
I hereby affirm under penalty of perjury that the facts set forth in this statement are true
Tax Payer Print Name*:
Today's Date*:

“Engagement Agreement”

Dear Client:
We appreciate the opportunity of working with you and advising you regarding your income tax. To ensure a complete understanding between us, we are setting forth the pertinent information about the services that we will perform on your behalf. By signing this document I acknowledge that all information in my 2022 federal and state tax return that include, but not limited to my earned and unearned income, expenses, deductions, dependents, and other information is true and accurate to my knowledge.

This letter will serve as our agreement in this matter and we ask that you carefully review the letter and sign to confirm all of the information contained within. It is your responsibility to provide us with all the information needed to prepare complete and accurate tax returns. We will not or otherwise verify the data you submit, although we might ask you to clarify some of the data.

We are required to keep all information about our engagement confidential so we will not make any disclosure about you unless we
have your approval or are required/permitted by law. This applies even if you are no longer a client. We are committed to
safekeeping of your confidential information and we maintain physical, electronic, and procedural safe guards to protect it. By
signing this letter, you authorize us to communicate with you regarding any and all products which we offer via phone, email, fax,
and/or letter format.

If you choose not to be contacted please call us at 817-374-7745. If the terms outlined in this letter are agreeable with you, please sign a copy of the letter. We appreciate the opportunity to be of service to you and look forward to working with you and on your behalf. If you should have any questions or need additional information, please do not hesitate to call.
Tax Payer Print Name*:
Today's Date*:

Attach Your Documents Below:

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