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THANK YOU FOR CHOOSING TO FILE WITH BOSSLADI TAX SERVICES

New Clients: We Are Elated To Have You. Please Fill Out The Form To The Best Of Your Ability. We will reach out via email or phone with updates throughout the process. You will have an opportunity to review and sign your return before it is transmitted to the IRS. If you have questions, please utilize the contact information below.

Returning Clients: Welcome Back! If you are a returning client, please fill out all of the fields on this form so that we can make sure we have the most up-to-date information in your file. We look forward to providing you excellent service again this year!

📞 734-258-3546
📧 Bossladi465@gmail.com

What tax year is this submission for? (Please do not attach documents that are not for the tax year you selected. If you need more than 1 year filed it needs to be submitted as a seperate submission for each year.

Taxpayer Date of Birth

Tax Payer Social Security #

Social Security Card

New Or Returning Client

New Client Returning Client

What is your normal filing status?

Is this a new address with the IRS?

Yes No

Can another taxpayer claim you as a dependent on their tax return?

Yes No

Income Documents (W2, 1099, Bank Statements, Cash App etc)

Will you be filing a tax return with your spouse?

Yes No

Are you claiming any dependents on this return?

Yes No

Do you receive any form of government assistance or benefits?

Yes No

Did you pay any child care expenses for any dependents listed above?

Yes No

Did you, your spouse or any dependents attend college in 2024?

Yes No

Did you receive health insurance through the Market Place?

Yes No

If you own your home, have you received form 1098 from your mortgage lender?

Yes No

Do you owe debt to any Government Agency; such as IRS, Student Loans, Child Support etc?

Yes No

Do you have an IRS IP PIN?

Yes No

Are you self employed? (Do you have a business or "side hustle"?

Yes No

Do you want to apply for a same day cash advance loan?

Yes No

Refund Dispersement Method

Please acknowledge you have provided ALL income for the tax year selected and that Bossladi Tax Services is NOT responsible for wage verification holds or audits resulting from missing income that was not provided during this intake.

Who Referred You to Me?

Would you like to add a CREDIT BLAST for $399? Results as soon as 7-30 days.

Anything you'd like us to know when preparing your return?

I acknowledge that all information provided to Bossladi Tax Services 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 Bossladi Tax Services and the preparer of any error due to incorrect information provided by me. By signing below, I authorize Bossladi Tax Services to file my tax return.

Letter of Engagement

Dear [Client Name],

Thank you for the opportunity to work with you in preparing your income tax returns. To foster a complete understanding of our relationship, take a moment to review the following information.

We will prepare your income tax returns based solely on the information you furnish to us. Upon completion of your tax returns we will return any original tax documents to you. From time to time our office may retain scanned copies of your documents for our records, however you should retain all documents, cancelled checks and other data that form the basis of income and deductions and other tax return forms, schedules, elections and disclosures. Such documents include but are not limited to, proper records to support deductions claimed for meals, entertainment, travel, business gifts, charitable contributions, and vehicle use (if applicable), as well as bank and credit card statements. These records will be necessary to prove the accuracy and completeness of the returns to taxing authorities, should your returns be selected for examination. We recommend keeping all documents and copies of your returns for a minimum of five years after you file your tax returns or after their due date, whichever is later.

Our work in connection with the preparation of your income tax returns cannot be relied upon to disclose errors, irregularities or illegal acts, including, without limitation, fraud that may exist within the documents or figures you provide. We will use our professional judgment in resolving questions where the tax law is unclear or where there may be conflicts between the tax authority’s interpretations of the tax law and other supportable positions. Unless instructed by you, we will take a tax position in your favor whenever reasonable. We cannot provide any assurance that tax positions taken will not be challenged or ensure the ultimate outcome of such a challenge. Moreover, we cannot be responsible for issues arising from any income, expenses or other information not provided to us at the time of tax preparation or prior to the filing of your returns.

PLEASE NOTE: If you change your mind and choose not to allow us to file your return and we have completed it, there will be a charge of $75.00 that will be due immediately. Should a situation arise where services have been rendered but payment is not received and our firm is forced to or elects to pursue legal action to collect fees due to us, you may be asked to reimburse our firm for the costs to collect any outstanding balance.

Consent to Use of Tax Return Information

For the purposes of this consent form, “we,” “us,” and “our” mean.

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use your tax return information for purposes other than the preparation and filing of your tax return without your consent. You are not required to complete this form to engage in our tax return preparation services.

If we obtain your signature on this form by conditioning our tax preparation services on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature. If you do not consent, you may still have your tax return prepared and electronically filed by us for a fee.

For your convenience, we have entered into an arrangement with third parties to provide qualifying taxpayers with the opportunity to apply for an Electronic Refund Disbursement Service and/or Loan product. To determine whether these products may be available to you, we will need to use your tax return information in order to calculate the amount of your anticipated refund. If you would like us to use your tax return information to determine whether these products may be available to you while we are preparing your return, please sign and date this consent to the use of your tax return information.

By signing below, you authorize us to use the information you provide to us during the preparation of your 2024 tax return to determine whether to present you with the opportunity to apply for these products and services.

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by e-mail at complaints@tigta.treas.gov.

Consent to Disclosure of Tax Return Information

For the purposes of this consent form, “we,” “us,” and “our” mean.

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution.

You are not required to complete this form to engage in our tax preparation services. If we obtain your signature on this form by conditioning our services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.

You have indicated that you are interested in receiving an Electronic Disbursement Service and/or Loan (or collectively, “Products or Services”) from Pathward, National Association. In order to provide you with the opportunity to apply for one of these Products or Services, we must disclose all of your 2024 tax return information necessary for evaluating the request to Pathward.

If you request a more limited disclosure of tax return information, you will not be eligible to submit an application request for these Products or Services. If you would like us to disclose your 2024 tax return information for this purpose, please sign and date your consent to the disclosure of your tax return information.

By signing below, you authorize us to disclose to Pathward all of your 2024 tax return information necessary for the evaluation and processing of your request for a Product or Service. You understand that if you are unwilling to authorize the disclosure and sharing of your tax return information with Pathward, you will not be able to obtain a Product or Service, but you may still choose to have your tax return prepared and filed by us for a fee.

We’d love to work with you and your team

Create new Work!

At Bossladi Tax Resolutions, we specialize in providing expert tax preparation, resolution, and consulting services with a personal touch