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TAX PREP CONSULTATION

CHECK-IN FORM

To ensure a smooth and efficient consultation, we require all clients to complete this check-in form prior to their tax preparation appointment. This includes reviewing the disclosure, confirming the accuracy of your information, and signing the authorization allowing us to prepare and electronically file your return. Completing this form ahead of time helps us stay organized, protect your information, and focus fully on maximizing your results during your session.

When you submit this form:

Confirm your personal contact information

Review the tax preparation disclosure

Acknowledge responsibility for submitted information

Authorize electronic filing of your return

Provide your digital signature securely

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CONTACT INFORMATION

TAX PREPARATION DISCLOSURE & CLIENT ACKNOWLEDGMENT

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Licensed Life Insurance Agent in All 50 States • NPN 16261381

Serving clients across Miami, Palm Beach, Dade & Broward, and the greater Palm Beaches area.

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