Thank you for trusting Leigh-Erin LLP to serve your tax needs. Please note that there will be a $150 deposit required upon completion of your Tax Intake Form that will be applied to your final invoice. We take great pride in the work that we provide for you and securely manage all sensitive information provided to us as required by IRS Publication 4557 and FTC Safeguards Rule security standards. We look forward to working with you for years to come!                         

Tax Kick-Off Intake Form
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Basic Taxpayer Information

Tax Filing Questionnaire

Spousal Information

Dependents

Dependent 1

Dependent 2

Dependent 3

Dependent 4

Do you own a business? 

Tax Refund Deposit Information

Terms and Conditions

I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing Leigh-Erin LLP. to prepare my taxes based on that fact. I understand that I am financially responsible for any outstanding balance due to any false information given.

If there is a balance due, you must pay the tax preparation fee upfront. If for any reason you owe an entity and they take the entire refund, you are STILL responsible to pay the tax preparation fee for services rendered. 

ALL FEES (bank and service fees) resulting in the filing of your return(s) are non-refundable and non-negotiable! 

Please utilize irs.gov for all federal refund tracking. Please utilze your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal, and state taxes are state when tracking your status. Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have any tracking questions. 

IRS Contact 800-829-1040

Please click this link to check your federal refund status. You will need your filing status, social security number, and the total amount of the refund before fees

https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp 

By providing your mobile number and opting in, you consent to receive text messages (SMS and MMS) from Leigh-Erin LLP, updates related to your tax filings, appointment reminders, document requests, deadlines, and other accounting or financial service communications. Message and data rates may apply. Message frequency may vary. You can opt out at any time by replying "STOP" to any message. For assistance, reply "HELP" or contact us at info@leigherin.com or (713) 832-1958.

For any direct assistance please email info@leigherin.com or Delarro.Greer@leigherin.com.

Authorization to Prepare Tax

Signed Acknowledgement

I hereby agree to the Terms and Conditions stated within the section above and authorize Leigh-Erin LLP to prepare my taxes on my behalf.