PERSONAL INFORMATION

Please allow up to 24 hours for a response via email. Please be advised, if you are submitting documents for a quote, you MUST still have all of your documents and dependents information in order, to ensure that you get a more accurate quote (our quotes are free)!

Filing Status *

If you selected "Married Filing Separately" Please list Spouses Full Name, DOB and Full Social (this is required by IRS"

First Name *

Last Name *

Spouses Full Name, DOB & Social Security Number

Today's Date * +

Your DOB * +

Social Security# *

Street Address *

Address Line 2

City *

State *

Zip Code *

Phone Number *

Email Address *

Spouses Email Address

NAME OF THE PERSON THAT REFERRED YOU? *

INCOME INFORMATION

Occupation *

Do you own and operate a small business/home based business? *

Yes

What is the name of your business? *

Business Entity Type (LLC/Non-Profit..etc) *

What is your EIN#? *

Do you operate out of your home or do you have an outside rented space? *

If you rent an outside space, what is the business address?

Did you receive a 1099? *

REFUND OPTIONS

How would you like your refund to be deposited? *

Check

Direct Deposit

Pre-Paid Debit Card

Direct Deposit Info (Routing, Account & Name of the bank) *

Are there any other isues or concerns regarding this year or any previous year tax returns? If so, please explain *

DEPENDENT INFORMATION

Number of dependents *

Please provide full name, date of birth, social security number, and your relation to each dependent. *

Did you pay any childcare in 2023? *

Yes

Please provide name of provider, address, phone number, tax id number, and the amount of fees paid *

Please provide your 6 digit Identity Pin Number if one was mailed and issued by the IRS. HERE IS THE LINK TO REQUEST IT ONLINE. THIS PREVENTS YOUR RETURN FROM BEING DELAYED DUE TO VERIFICATION. https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin *

DOCUMENTS UPLOAD

W2 or Income Verification Documentation/1099

Dependents Birth Certificate & Social Security Cards

Upload Your ID & Social Security Card *

College/Tuition or Daycare Receipts *If filing for college credits a 1098T must be included

Upload all supporting documents for your business (IF APPLICABLE). (DBA, receipts, log sheet, flyers, business cards or price list)

Upload form 1098 if you are claiming mortgage interest. (Homeowners Only)

Upload form 1099-G if you received Unemployment Benefits

Upload Previous 1040 if this is an Amendment

DUE DILIGENCE QUESTIONNAIRE

The United States Congress have, as a reaction to the substantial tax fraud resulting from their original error of choosing to distribute federal social welfare program benefits via the tax return, placed new excessive inappropriate “due diligence” requirements on paid tax return preparers whose clients are claiming certain tax credits. This added to the excessive and inappropriate requirements previously implemented by the Internal Revenue Service, the IRS has forced tax preparers to, in many cases, become Social Workers and verify that their clients qualify to receive certain credits i.e. EIC, CTC, ACTC and now HOH.

We preparers are not compensated by the IRS or the government for doing their job for them but must pass the costs of this required additional work on to our taxpayer clients.

You will be claiming an Earned Income Credit, Child Tax Credit, Additional Child Tax Credit, HOH, and/or an American Opportunity Credit on your 2023 tax return. Because of this you must complete, sign, and return this questionnaire to me. I will keep the original signed copy of this questionnaire with my file copy of your 2023 tax return and will include a photocopy of the completed questionnaire in the package I send you with the finished returns.

1. I/we certify that the child(ren) for whom the tax credit(s) will be requested can be claimed as my/our dependent(s), as per the information provided at the end of this questionnaire. *

Yes

N/A

2. The child(ren) for whom the tax credit(s) will be requested lived with me/us for the year, except for temporary absences. *

Yes

N/A

3. I am the custodial parent of the child(ren) for whom the tax credit(s) will be requested, and I released the dependency deduction to my former spouse for 2023 by signing Form 8332 (Release/Revocation of Claim to Exemption for Child by Custodial Parent). *

Yes

N/A

4. I am not the custodial parent of the child(ren) but I have been given a signed Form 8332 by my former spouse, the custodial parent, allowing me to claim the child(ren) as the dependent(s) on my 2023 tax returns (you must give me the Form 8332) *

Yes

N/A

5. I/we, or my child(ren), have documentation to substantiate the credit(s) being claimed, such as Form 1098-T, bills, statements, and receipts for college tuition, fees, and book and material costs (you are responsible for keeping this documentation and providing it to the IRS if you are audited or questioned) *

Yes

N/A

6. Was a Child Tax Credit, Additional Child Tax Credit, or American Opportunity Credit claimed by you disallowed or reduced by the IRS on a past tax return? *

Yes

N/A

7. I claim I am unmarried or separated, support a qualifying person as your dependent, and pay more than half the cost of maintaining your household. *

Yes

N/A

8. Do you want to File or receive a free Quote? *

File

Quote

ROYALE TAX & FINANCIAL SVCS is not responsible if the taxpayer provides us with incorrect information (i.e. social security numbers for self, spouse, or dependents, last names, birth dates). This may delay your refund. ROYALE TAX & FINANCIAL SVCS is not responsible for any IRS audits. All information obtained from the taxpayer and/or spouse must be presentable if the IRS audits your tax return. ROYALE TAX & FINANCIAL SVCS is not responsible for any incorrect tax figures provided by the taxpayer and/or spouse. If your tax figures change you will need to do an Amendment. Prices Vary. If you have any federal or government debts (i.e. school loans, child support, DPP, DFCS, etc….) there is a chance that your refund will be applied towards your debt. You can call the offset department at 1-800-304-3107 or 1-800-829-7650 to see if your refund will be partially or fully taken. If your refund is fully taken you are responsible for paying the preparation fees. ROYALE TAX & FINANCIAL SVCS provides the taxpayer with ONE complimentary copy of their tax return. Should you need any additional copies, there is a $15 fee per copy (federal and state included). ROYALE TAX & FINANCIAL SVCS is not responsible for any discussions or changes the IRS or bank may make on disbursement dates, filing status or any other required information from the IRS. ROYALE TAX & FINANCIAL SVCS is not responsible for any IRS glitch problems or IRS problems that may cause a delay in your tax refund. We DO NOT reimburse any bank fees in the event of this occurrence. *

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CONSENT TO USE: Federal law requires this consent form be provided to you (“you” refers to each taxpayer, if more than one). 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 our tax return preparation services. If we obtain your signature on this form by conditioning our tax return 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. For your convenience, we have entered into an arrangement with certain companies to offer an Electronic Refund Disbursement Service and/or Loan product. To determine whether these offerings may be of interest to you, we will need to use your tax return information. If you would like us to use your tax return information to determine whether these offerings are relevant 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 2023 tax return to determine whether to offer you an opportunity to apply for the Electronic Refund Disbursement Service and/or Loan product. *

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CONSENT TO DISCLOSURE OF TAX RETURN INFORMATION: Federal law requires this consent form be provided to you (“you” refers to each taxpayer, if more than one). 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 our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation 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 utilizing the Electronic Refund Disbursement Service and/or Loan product from Refund Advantage or Santa Barbara Trust. To provide you with the opportunity to apply for and/ or receive the Electronic Refund Disbursement Service and/or Loan product, we must disclose all of your 2023 tax return information to Refund Advantage. You may request a more limited disclosure of tax return information, but you will not be eligible to submit an application for the Electronic Refund Disbursement Service and/or Loan product. If you would like us to disclose your 2023 tax return information to Refund Advantage 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 the designated bank all of your 2023 tax return information so that it can evaluate and process your application for the Electronic Refund Disbursement Service and/or Loan product. You understand that if you are not willing to authorize us to share your tax information with our designated banks, you will not be able to obtain the Electronic Refund Disbursement Service and/or Loan product, but you can still choose to have your tax return prepared and filed by us for a fee. 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 email at complaints@tigta.treas.gov. * *

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The information contained in this office or on this website is of a general nature. It should not be construed as legal advice nor should it be acted upon in your specific situation without further details and/or professional assistance. Any use of information contained in this office or on our web site is done so at the risk of the user, and ROYALE TAX & FINANCIAL SVCS is not responsible for the result or outcome of its use. ROYALE TAX & FINANCIAL SVCS does not guarantee and is not liable for the truthfulness, accuracy, effectiveness, or any resulting effects of the use of any information contained in this office or on the web site. It is advised and it is the responsibility of the visitor of this office or web site to seek proper instruction and/or seek professional assistance in all matters regarding taxes and the IRS. ROYALE TAX & FINANCIAL SVCS is thus held harmless, released of, and users of information contained in this office or on this web site assume full responsibility for, any violation of Tax laws and/or IRS procedure, and any other legal liability resulting from use of any information contained in this office or on this web site. I attest that all information contained in this income tax return was obtained from the taxpayer or spouse and is true and correct to the best of his/her knowledge. *

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ENGAGEMENT LETTER: Dear Taxpayer, 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 that this engagement, and this firm’s services, include but are not limited to general and annual income tax related services. Unless specifically requested by you, and agreed upon in writing we do not provide any services related to payroll tax, sales tax, excise tax, and personal or real property tax. Nor can we be relied upon to determine or report your compliance, or lack thereof, with any Federal, State, or Local business related laws, health care or human resources regulations, retirement plan compliance or any business, property, or professional permitting/licensing. The charges for our services are on a “per form” basis with references to time spent by our professional staff to perform the work, and costs incurred for related supplies and expenses, including copy charges, long distance phone charges and computer processing charges. Our fee for the preparation of your tax returns will be due and payable upon presentation of your completed income tax filing. It is company policy not to release tax returns or any tax related reports, schedules, information, advice, or notes without payment in full. Should a situation arise where services have been rendered but payment is not received and our firm is forced to or elects to seek legal assistance to collect fees due to us, please note that you may be asked to reimburse our firm for the legal costs to collect any outstanding balance due. Because we understand that cost is an important issue for many clients, we will do our best to provide you with an estimate of our fees prior to completing your returns but please understand that circumstances arise which may raise or lower the estimated fee. We will contact you if such a situation arises after you receive an estimate. Upon completion of your returns and after you have paid your tax preparation fees we will provide you with a copy of your returns as well as the e-file signature authorizations and any applicable payment vouchers to complete your tax filing. You should review the completed returns carefully. If you see anything that requires changing please bring it to our attention immediately and we will either explain the matter to you or correct it without delay and provide you with new, corrected copies. If you are satisfied with the returns and see no issues, please sign and date the e-file signature authorizations and return them to this office immediately. Please note that all taxing authorities prohibit us from transmitting your tax returns without signed authorization from you. Please also note that if your returns can not be e-filed we will provide you with paper copies to sign and mail to the taxing authorities. By signing this engagement you are agreeing to compensate ROYALE TAX & FINANCIAL SVCS for services you have requested. In the event you terminate the engagement prior to the completion of your tax accounting work, ROYALE TAX & FINANCIAL SVCS reserves the right to invoice you for any out of pocket expenses, time at our hourly rate, or other expenses that were incurred during this engagement. If you sought in person consultation services, received advisory services by phone or email, sought representation work or received any tax accounting services, by signing this engagement letter you are agreeing to compensate VIP TAX AGENCY for these services, even if you terminated the engagement prior to our firm completing the work requested or required. Please be advised that if you receive any correspondence from a taxing authority that pertains to a tax return prepared by this firm we will be happy to address this matter on your behalf. Included in the cost of your tax preparation is 120 minutes of correspondence work per tax year at no additional charge. During that 120 minutes we will assess your situation and apprise you of the course of action we believe is best to take. If we can also compose and send off a reply to the appropriate taxing authority then we will certainly do so. If the matter or issue will involve more than 120 minutes of work, each additional hour (or fraction thereof) will be billed at a standard hourly rate of one hundred and fifty dollars ($99) per 60 minute hour. When possible, we will do our best to inform you if we believe your issue will require more than 120 minutes to handle, however there may be a situation when we are unable to inform you in advance. Even if we are unable to inform you, the standard hourly rate listed above will apply and is payable upon completion of this work. At any time in the process you may choose to have us cease our work in connection with your correspondence but we will require said request in writing with your name and signature included. If, during the course of this work, it becomes apparent the correspondence received was due to an error or omission by this office there will be no charge for handling the correspondence regardless of the time involved. Please note that except in cases where our office is deemed at fault, a flat $50 dollar handling charge will be assessed for all matters where our assistance is requested in handling any such correspondence from any taxing authority. This charge is not included in your annual tax preparation fees and is payable upon completion of our work in connection with said correspondence. Please also note that audit/examination representation work is not included in the tax preparation fee and is considered a different engagement with a separate fee structure. If you have any questions regarding the specifics of audit/examination representation please feel free to ask any time before, during or after your appointment. Again if your returns are audited or examined by any taxing authority, for any reason, the fee you paid for their preparation does not include the costs to represent you with regard to any audit or examination unless you opt in for the Audit Maintenance Protection for $49.99 which will be added in with your tax preparation fees. ROYALE TAX & FINANCIAL SVCS takes your privacy and personal information very seriously. We will take whatever steps are necessary to safe guard that information and will never sell or disclose said information to anyone outside the firm for any reason. Please note that while we will protect your confidential information, our firm, from time to time, will need to utilize some of your information for internal purposes not related directly to your current year tax preparation. An example of this usage would be mailing you a newsletter or holiday card to your confidential home address or perhaps a personal phone call to wish you or a member of your family greetings or a happy birthday. By signing this letter you agree to allow our staff limited access to your information for such informal, non-tax preparation related situations. Please also note that in an effort to help combat the increasing threat of identity theft and to ensure the returns filed by our firm are accurate, true, and pertain to the proper client or taxpayer, ROYALE TAX & FINANCIAL SVCS reserves the right to request, as condition of our providing services, certain documents to verify your identity and the identity of others you may be listing on your tax returns. This is for your protection and for the protection of your spouse and/or dependents and these documents will be safeguarded to the best of our ability and in accordance with our document protection procedures. Such documents requested by our firm may include but are not limited to; government issued photo identification, Social Security Cards, birth certificates, or visa and immigration related documents. If you agree with the terms of our engagement as described in this letter please sign below. Please be aware that by signing below and giving us your income tax information, you expressly agree to the terms of this engagement letter. We want to thank you for putting your trust in ROYALE TAX & FINANCIAL SVCS and look forward to a long and mutually satisfying relationship. *

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