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Tax Preparation Intake Form

Whether it's personal, business, or an amendment, we've got you covered.
Submit your information below and book your consultation call today!

Are You A New Client
Yes
No
Will this be an amendment (corrected) return?
Yes
No
Were you previously issues an Identity Protection Pin (IPPIN) by the IRS?
Yes
No
Do you owe the IRS, Child Support or in default with student loans?
Yes
No
Do you receive any Government Assistance Programs such as Food stamps, TANF, Medicaid, or Medicare in during the year?*
Yes
No
Did anyone in your household attend college for the selected tax year?
Yes
No
Did you receive unemployment for the filing year?
Yes
No
Filling Status
Single
Married Filing Separately
Married Filling Joint
Head of Household
Qualifying Widow(er)
Are you interested in applying for an advance loan?
Yes
No

At Jannah Jabbar’s Management, we are committed to providing exceptional support for all your tax preparation needs. However, we understand that unforeseen circumstances may arise. Please note that if your refund is offset by the IRS due to past debts such as student loans, child support, or if your refund is mailed instead of direct deposit, you are still responsible for paying the fees associated with the preparation and filing of your tax return.


By signing below, I agree to the above statement and authorize Jannah Jabbar’s Management to prepare all necessary forms related to my tax return. I also grant permission for the company to apply for and secure Refund Anticipation Checks (RACs) and Refund Anticipation Loans (RALs) on my behalf, to sign all required documents, and to electronically file my return.


I accept full responsibility for the accuracy of the information provided on my tax return. I understand that Jannah Jabbar’s Management and any associated affiliates are not liable for any errors, misrepresentations, or false claims made in connection with the information I provided.

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