Tax Preparation | Refundlab Tax

RefundLab Tax

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.

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 TAX EXPERT. 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.

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

This questionnaire may take you up to 10 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form.

Taxpayer First Name

Taxpayer Middle Name

Taxpayer Last Name

Taxpayer Date of Birth required

Taxpayer E-mail Address

Taxpayer Social Security Number

Upload Taxpayer Social Security Card

Upload File

Upload supported file (Max 15MB)

Taxpayer Address

Please note: the $25 fee will be deducted from your total tax refund

Banking Information

Financial Institution Name(Bank Name)

Bank Acount number

Routing Number

Name on Bank Account

Taxpayer Signature

Taxpayer Signature is required