Complete Our Client Intake Form Today!

Let Xpress Tax & Biz Solutions LLC help position your finances and tax situation in the best way possible.


Complete the form below, so we can get a better idea of your tax situation and create a plan that will help you get back what belongs to you!

Complete Our Client Intake Form Today!

Let Xpress Tax & Biz Solutions LLC help position your finances and tax situation in the best way possible.


Complete the form below, so we can get a better idea of your tax situation and create a plan that will help you get back what belongs to you!

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Resources for Individuals and Businesses

Tax Checklist for Individuals

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Tax Checklist for Businesses

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FREE DOWNLOAD

Resources for Individuals and Businesses

Tax Checklist for Individuals

Your Paragraph text goes Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisquam et deserunt, recusandae. here

Tax Checklist for Businesses

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Complete Our Client Intake Form Today!

Client Intake Form
Dear client: We would like to start out by saying Thank You for trusting us to serve you in this years tax season... To minimize the possiblity of any misunderstanding between us, we are detailing out pertinent information about the services that we will be providing to you. PLEASE NOTE that this section must be signed before we perform any work on your tax return. Be sure to also keep a copy of this section for your records.
We will prepare your federal and state income tax returns from the information that you provide to us. While we will not audit what the documents that you submit, we may verify any information that you provide, or ask you to clarify any questions that we may have. It is your responsibility to maintain your supporting documents for your records. If you have any questions in regards to your records, feel free to ask us for help in regards to this matter.
To protect sensitive data, client copies of tax returns will be delivered in person or via email.
Make sure that you have all of your supporting documents available and ready. We will not be preparing your return without supporting documents.
***Please note that by signing this form below you have fully read and understand everything listed above. You are in full aggreement with Xpress Tax & Biz Solutions completing your tax return, and making sure that your return is filed with all of the available deductions given your filing circumstances. If your return is used to fulfill an offset, this DOES NOT RELIEVE YOU OF YOUR OBLIGATION TO PAY for services provided***
If you have any questions or concerns feel free to email us at info@xpresstaxsolutions.org
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Filing Status
Health Insurance
Spouse Information (Leave Blank If N/A)
Spouse Address (If Different)
Did the dependent live in your home for more than 6 months in the past year?
Can the taxpayer, spouse, or any dependents be claimed by anyone else?
Were any credits disallowed or reduced in a previous tax year?
In case of an audit, can you prove residency and responsibility for the dependents being claim?
Do you have supporting documents to prove your relationship to the child
Are any of the dependents disabled?
Would you like to apply for a Refund Advance Loan
Refund Advance options are discussed in office, and are subject to bank approval...
How would you like to receive your refund?
Type Of Account
Student Acknowledgement
Supporting Documents
By signing below, I hereby certify the information provided above is true and accurate to the best of my knowledge. As the taxpayer, I have been informed that claiming a dependent for EITC/CTC/AOTC/HOH can result in audit, fines, and other consequences if the information provided is incorrect.
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Call, text or email your preparer once form is completed, and all documents are loaded, so that you will be in queue to have your return completed. All services will be provided in the order of which your intake form is received.

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Looking to save $1,000's in taxes this year?

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Email: info@xpresstaxsolutions.org

Tel: 877-697-3998

Address: 515 4th Ave So. ste11

Nashville, T.N. 37210