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.
***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 20 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form.
Please note: the $25 fee will be deducted from your total tax refund
I acknowledge that all information provided to Refund LabTax 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.
Taxpayer Signature is required