2025 TAX YEAR CLIENT INTAKE APPLICATION

Devotion TAX SERVICES – CLIENT ENGAGEMENT AGREEMENT

1. Purpose of This Agreement

Thank you for choosing Devotion Tax Services to prepare your federal and state income tax return(s).

This agreement outlines the terms, responsibilities, and conditions under which we will provide services.

By signing this agreement, you authorize Devotion Tax Services to prepare and file your tax return for the requested tax year.

2. Scope of Services

Devotion Tax Services will:

• Prepare your federal and state tax returns based solely on the information you provide.

• Perform limited accounting as needed to prepare your return.

• E-file your return upon your signed authorization.

• Assist with refund transfer products and (if selected) refund advance applications.

• Provide copies of your return electronically through our secure system.

Devotion Tax Services will not:

• Audit, review, or guarantee the accuracy of your records.

• Detect fraud, misstatements, or illegal acts.

• Guarantee any refund amount or refund timing.

If we discover material errors or suspected fraud, we will notify you immediately.

3. Client Responsibilities

You agree to:

• Provide complete, accurate, and truthful information.

• Maintain all supporting documentation (W-2s, 1099s, receipts, mileage logs, childcare records, etc.).

• Respond promptly when additional information is needed.

• Review your return before signing.

You acknowledge that knowingly providing false information to Devotion Tax Services for reporting to the IRS may result in:

• IRS penalties

• Restitution

• Criminal charges

• Possible imprisonment

You waive Devotion Tax Services of liability for errors resulting from incorrect or incomplete information that you provide.

4. Fee Structure

• Tax preparation fees start at $350 and increase based on complexity.

• Self-employment, multiple states, rentals, investments, or advanced credits may increase fees.

• Fees are for services rendered and are due in full regardless of your refund outcome.

Non-Filing Fee

If we complete your return and you choose not to file with us:

• A $150 non-filing fee is due immediately.

• If the $150 is not paid, your full tax preparation fee becomes due.

5. Payment Options

A. Refund Transfer (Standard Method)

Most clients choose to have preparation fees deducted from their refund.

With this option:

• The bank creates a temporary account.

• Your IRS refund is deposited into that account.

• Tax prep fees, software fees, and bank fees are deducted.

• Remaining funds are released to you.

B. Upfront Payment

Upfront payment is required for:

• Amendments (1040-X)

• Returns with no refund

• Clients who decline the refund transfer

• Clients with past-due balances

6. Refund Advance (Optional)

Refund advances are offered through a third-party bank partner.

Approval Is NOT Guaranteed

The bank solely determines approval.

Devotion Tax Services does not influence or guarantee approval.

How Advances Work

A refund advance is an advance on your expected refund, not additional money.

Advance Levels

• $250–$1,000: No APR / no finance charge

• $1,250–$7,500: Finance charge (APR) set by the bank applies

If approved:

• Your advance is paid out first

• All applicable fees (tax prep, bank fees, software fees, APR) are deducted from your final IRS refund

If the Advance Is Denied

A denial only means you cannot receive refund money upfront.

You may still use the refund transfer option.

A denial does not cancel, reduce, or change your obligation to pay tax preparation fees.

7. Refund Offsets

You understand you are still responsible for all tax preparation fees if your refund is:

• Offset for child support

• Offset for student loans

• Offset for IRS or government debt

• Delayed for identity verification

• Reduced due to IRS review or audit

• Mailed instead of direct deposited

• Subject to PATH Act delays

Fees are owed regardless of refund outcome.

8. Abandoned Return Policy

You agree that the bank account you provide may be drafted a $100 processing fee if:

1. Your return is rejected because you already filed or obtained a loan elsewhere; or

2. We complete your return, notify you it is ready for signature, and you do not sign within 24 hours.

• Your return will be marked abandoned, and you may owe full fees.

9. Document Retention

• Your original documents will be returned to you.

• You must keep your own copies for future IRS verification.

• We retain electronic copies for 3 years, after which they may be destroyed.

• Paper copies can be provided for an additional fee.

10. Liability & Legal Action

If fees remain unpaid:

• Devotion Tax Services may pursue legal action

• Devotion may report the balance to all credit bureaus

• Devotion may use collection processes under applicable law

You agree not to dispute fees for services rendered due to IRS delays.

11. Electronic Filing Authorization

By signing, you authorize:

• Devotion to prepare and e-file your federal and/or state returns

• Your electronic signature to be applied to Forms 1040, 8879,

8867, 7216, and any supporting forms required to complete your return

12. Communication Consent

You agree to receive SMS text messages, emails, and phone calls from Devotion Tax Services regarding:

• Your tax return

• Required documents

• Updates or requests

• Future offers or opportunities

13. Agreement

By signing below, you confirm:

• You have read this entire agreement

• You understand the terms and fee structure

• You understand your responsibilities

• You authorize Devotion Tax Services to prepare and submit your tax return

• You accept all payment terms, refund terms, and non-filing/abandonment policies

CONSENT TO USE OF TAX INFORMATION

For the purposes of this consent form, “we,” “us,” and “our” team. Federal law requires this consent form to 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 2025 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

[email protected]

CONSENT TO DISCLOSE

For the purposes of this consent form, “we,” “us,” and “our” team Devotion Tax Services, contractors, and affiliates.

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 Refund Advantage, a division of MetaBank, 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 2025 tax return information necessary for evaluating the request to Refund Advantage. 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 Refund Advantage all of your 2025 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 Refund Advantage, 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.

Please select an option below *

I confirm I have read and agree to the consent to disclose

Select an an option below *

I have read and agree to the consent to use

Date of sign *

Signature *

Clear

Choose your Preparer *

How did you hear about us? *

PLEASE ANSWER ALL QUESTIONS TRUTHFULLY AND TO THE BEST OF YOUR ABILITY; IF YOU NEED ASSISTANCE, CALL (470)660-3535 OR CONTACT YOUR TAX PREPARER DIRECTLY FOR IMMEDIATE ASSISTANCE!

Once you complete and submit your application, please allow us up to 24 to 72 hours for virtual tax processing (most times sooner). You will be notified via text/email on the status of your application.

To speed up your process, New Clients, please upload all documents to ensure a fast turn around! Upload any documents needed. You may be required to send us additional documents if needed!

Previous year clients some of your documents may be onfile, if you have submitted ALL Documents required. IF YOU'RE UNSURE PLEASE SUBMIT ALL DOCS.

You can always schedule an appointment with your Tax Pro to have your return completed by phone typically on the same day! (Please allow 1 hour to 1 hour and a half, and be in a quiet environment with no distractions!)

PLEASE UPLOAD ALL DOCUMENTS ON THIS SECURE SITE.

PLEASE SUBMIT THE ALL DOCUMENTS THAT APPLIES TO YOU. YOUR RETURN CAN'T BE COMPLETED UNTIL ALL DOCUMENTS ARE RECEIVED! PLEASE VIEW THE DOCUMENT CHECKLIST BY CLICKING THE LINK BELOW. IF YOU ARE NOT SURE WHAT DOCS YOU NEED OR NEED HELP OBTAINING DOCS CALL THE OFFICE @ 470-660-3535 (SOME DOCS CAN BE SUBSTITUTED)*

DOCUMENTCHECKLIST- https://docs.google.com/document/d/1S5e0HHbvKSOeKI_ixjmN-IR74zMYYdzXt_JD0vFCE6s/edit?usp=sharing

Client Status *

New Client

What tax year are you filing? Check all that apply. You can e-file the past 3 years. *

FILING STATUS

PLEASE SELECT YOUR FILING STATUS FOR 2b3l (copy) 53xtm 531lc 536q5 *

Filing status is determined by IRS rules, not preference. Incorrect filing status may result in penalties, delays, or audits.

All uploads must show client/dependent name address, and be dated within the tax year

If Head of Household please upload lease agreement, or mortgage statement.

If head of household please upload lease agreement, or mortgage statement.

Upload Front Of Photo ID (Required) *

Upload Front Of Photo ID (Required)

Upload Back Of ID (Required) *

Upload Back Of ID (Required)

Upload Taxpayer's Social Security Card

Upload Social Security Card

I understand false documents will result in immediate disengagement and fees due.

I Agree

Personal Information

First Name *

Last Name *

Date of birth *

Phone *

Address

Street Address *

City *

State *

Country *

Postal code *

Email *

Social Security Number *

Client's Occupation *

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply. Text HELP to (470) 660-3535 for assistance. You can reply STOP to unsubscribe at any time.

Spouse Information

Spouse's Full Name

Spouse's Social Security Number

Spouse's Date Of Birth

Spouse's Phone Number

Spouse's Email

Spouse's Occupation

Spouse ID Back

Spouse Social Security Card

Spouse ID Front

Additional Information

Are you a homeowner? *

Are you filing an eligible spouse on your tax return? *

Are you self-employed

If you have an EIN number enter it below

If self-employed, would you like to apply for an EIN/LLC and register your business with the state for $250? Payment can be deducted from your tax refund. *

If single and age 24 & under, can someone claim you as a dependent? *

In order to qualify for AOTC you or dependent must have been enrolled in an accredited school and must submit form 1098-T. If you do not have the form please contact the school and request a copy.

Are you a college student or are you claiming a college student? *

If a student or claiming a student, do you have a 1098-T from the school the student attended in 2025? *

If over the age of 25 why did you choose to go back to school?

UPLOAD FORM 1098-T

(New Clients) Did you file taxes last year? If yes, do you have a copy of your previous year tax return? *

Did you receive a full refund? *

UPLOAD A COPY OF YOUR PRIOR YEAR TAX RETURN IF YOU'RE A NEW CLIENT

Have you or anyone on the tax return ever been issued an IP PIN form the IRS? *

If yes, Please enter persons name and IP PIN

The IRS issues new IP PINS each year, once issued an IP PIN you will receive a new one the beginning of each year. You can not file your taxes without it. If you haven't received your new pin you can obtain it from the IRS website here https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin

DEPENDENT'S INFORMATION

Do you have any Dependents? *

PLEASE LIST ALL DEPENDENTS NAME, SSN, DATE OF BIRTH, RELATIONSHIP TO YOU) *

IF NEW CLIENT, PLEASE UPLOAD SSC & BIRTH CERTIFICATES FOR ALL DEPENDENTS, REFER TO THE DOCMENT CHECKLIST TO SEE A LIST OF ACCEPTABLE DOCUMENTS.

DOCUMENT CHECKLIST- https://docs.google.com/document/d/1S5e0HHbvKSOeKI_ixjmN-IR74zMYYdzXt_JD0vFCE6s/edit?usp=sharing

DID YOU HAVE CHILD CARE EXPENSES? *

Provider name, address, EIN or SSN required to claim this credit.

If child went to a daycare facility, upload a copy of form 2441

Are you claiming a totally disabled dependent? *

Did you provide 50% or more of your dependents support? *

Did anyone else provide support for your dependents, if so, who? *

How many Months did your dependents live with you? *

Did your dependents have income, if so, how much? *

Is there a custody agreement? *

Income

What type of income did you receive this tax year(select all that apply). *

UPLOAD ALL INCOME DOCUMENTS *

UPLOAD ALL INCOME DOCUMENTS

Did you receive unemployment payments this tax year? If so, do you have your 1099 G? *

UPLOAD 1099-G IF RECEIVED

Deductions

Do you have a rental property to report? *

Are you an AirBnb Host? *

Are you or your spouse totally blind? *

Did you live in a city/town that was declared a natural disaster by Homeland Security? i.e. (Earthquakes, Floods, Hurricanes, Tornadoes, Wildfires and Winter storms) *

Did you receive a state return last year? *

Did you receive Obama Care/ Marketplace Insurance this tax year? *

Upload 1095-A for everyone who received Marketplace/Obama care.

Have you ever been disallowed Earned Income Credit? *

If yes, what tax year and was form 8862 required?

If Self- Employed, what type of business do you have?

Do you use your car for business?

Yes

Please provide the following information:

Do you have a milage log or tracking app?

Total business miles for the year?

Year

Make

Model

Mileage

DO YOU WANT A COPY OF YOUR TAX RETURN EMAILED TO THE EMAIL LISTED ON THIS APPLICATION? *

PAYMENTS

Are you applying for a cash advance loan? *

How would you like to receive your refund/advance? *

Direct Deposit, Please enter routing and account numbers twice for verification. *

Bank Name
Account Type
Routing Number
Routing Number
Account Number
Account Number

Upload a voided check or direct deposit form from your bank so that we can ensure your deposit goes to the right account.

DUE DILIGANCE QUESTIONS

Have you ever been disallowed the additional child tax credit, or the child tax credit? *

If you are a single parent, Where's the other parents of your child/ children? *

Why is the other parent not claiming the child/children? *

Have you or your dependent been convicted of a drug related felony? *

HEAD OF HOUSEHOLD (HOH) — MUST ASK

You don’t just “pick” HOH. Prove it.

Were you unmarried or considered unmarried on 12/31? *

If married but separated: Did you live apart from your spouse the last 6 months of the year? *

Did you pay more than half of the total household expense for the year (rent, utilities, food, insurance, repairs, etc.)? *

Who lived with you in the home? *

Did the qualifying person live with you over half the year? *

Do you have mortgage interest? *

How much did you pay: Rent/mortgage? *

How much did you pay: Food?

How much did you pay: Utilities?

How much did you pay: Property Taxes?

Anyone else help pay household bills? *

If yes to the above questions then how much? *

If does not apply then N/A

Can anyone else claim your dependents? *

Has another preparer ever told you that you can't file HOH? *

Document: Lease, utility bills, school/medical records.

All must show client/dependent name, address, and be dated within the tax year.

Document Uploads: Lease/ Utility bills *

max 5 docs

Document Uploads: School/ Medical records *

max 5 docs

Did you have and/or take money from your 401K? *

Do you have real estate tax? *

Do you have documents that shows you paid for property taxes? *

Are you a victim of identity theft? *

Any Additional Information Needed.

Additional Information Supporting Documents

Are you interested in other services offered by Devotion Tax Services?

Select all that apply

Tax Classes

Small Business Start-up

Resume Writing

Bookkeeping

Would you like to pay for any service listed above from your tax refund?

I give Devotion Tax Services, staff, and or contractors permission to verify I do not owe any outstanding debt by calling the IRS Offset line and by checking my IRS account with the login credentials I provided. *

I understand that if my tax refund is offset and Devotion Tax Services does not receive full payment for tax preparation services, I authorize Devotion Tax Services to debit the bank account I provided for deposit. If I do not provide a deposit account, I understand that I am responsible to pay my invoice in full on or before the due date. *

I understand that if I choose not to use Devotion Tax Services after the tax preparation process has begin, I am responsible to pay my prep fee in full! I authorize Devotion Tax Services to debit the account listed on my application, if no account listed I will receive an invoice and render payment immediately upon receipt. *

Taxpayer Signature *

Clear

Spouse Signature

Clear

Today's Date *