2026 Client Intake
All fields marked with * are required and must be filled.
Thank You for taking the time to complete your Client Intake Form. This information is critical to ensure your tax return is filed accurately. Please take your time and review all information before you submit. Please note that if documents are missing or information is incorrect this will result in a delay in processing your return.
If you are filing multiple years you must complete a separate form for each year
INCOME
CURRENT LIVING SITUATION
SELF EMPLOYED (Complete only if you have your OWN business ,or in a partnership, or Contractor)
DEPENDENT'S INFORMATION
ACKNOWLEDGMENT & SIGNATURE
STOP!
Did you finish uploading your documents?
IF YOU DID NOT UPLOAD ALL NECESSARY DOCUMENTS YOUR INTAKE FORM WILL BE VOIDED.
If your refund is offset by the IRS, student loans, child support or your check is mailed, you are still obligated to pay our company the fees associated with filing your tax return.
By signing this agreement you acknowledge that if payment is not made in full within 30 days legal actions will be sought to resolve payment.
Client Responsibility Agreement
Thank you for choosing S&B Capital Wealth, LLC to assist you with your tax preparation needs. This letter outlines the scope of our services, your responsibilities, and the terms of our engagement.
Scope of Services
We will prepare your federal and state income tax returns based on the information you provide. Our services include:
Preparation and electronic filing of your federal and state tax returns.
Assisting you in applying for available refund advance loans or refund transfers (Bank Products).
Reviewing your tax return with you to ensure accuracy before submission.
Bank Products
If you choose to apply for a Refund Advance Loan or use a Refund Transfer option, you authorize us to:
Use your tax return information to apply for the bank product.
Deduct our preparation fees from your tax refund.
Provide your tax information to the financial institution that offers the refund product.
Please note that we are not responsible for the approval or denial of any refund advance loans or for any delays caused by the IRS or state tax authorities. Additional fees may apply for bank products, which will be disclosed to you during the application process.
Your Responsibilities
You agree to provide complete and accurate information necessary for the preparation of your tax return.
You acknowledge that you are responsible for maintaining all relevant documents and receipts.
You agree to review your tax return carefully before signing the IRS e-file authorization (Form 8879).
Fees
Our fees for tax preparation and any selected bank product services will be deducted directly from your tax refund. If your refund is not sufficient to cover the full amount, you are responsible for paying the remaining balance. The bank may also make additional attempts to collect any unpaid balance after 30 days.
Please be aware that additional bank product fees may apply, as determined by the financial institution.
Confidentiality
We are committed to protecting your personal and financial information. We will not disclose your tax return information to any third party without your consent, except as required by law or to facilitate the bank product.
Limitation of Liability
While we will make every effort to prepare your return accurately, it is your responsibility to provide correct and complete information. We cannot be held liable for any penalties or interest that may arise from incomplete or inaccurate information provided by you.
Acknowledgment
By signing below, you acknowledge and agree to the terms of this engagement letter and authorize us to proceed with preparing and filing your tax return. You also authorize the application of any bank products if requested.
BEFORE YOU SUBMIT GO BACK AND REVIEW
Make sure you have uploaded current and valid documents. If we find that you are missing documents or documents are not valid, we will place your return on hold and WILL NOT EFILE until we receive the proper documents.