Thank you for choosing Prestige Tax Solutions, LLC to assist you with preparing your tax return this year.

To our returning clients, we truly appreciate your continued business, loyalty, and support. Thank you for trusting us year after year.To our new clients, welcome! We appreciate the opportunity to assist you this tax season and hope to exceed your expectations. We look forward to building a long-lasting relationship and serving you for years to come.

Please complete the questionnaire below in its entirety. Be sure to fill out all sections that apply to you.

• If you are filing jointly with a spouse, please complete all spouse information, including full name, phone number, and address.

• If your spouse shares the same address as you, you may leave the address section blank. However, if your spouse has a different address, please include it.

• If you are filing Married Filing Separately, please ensure all applicable information is completed accurately.

• If you have dependents, please complete the dependent section in full.

If you are applying for a Refund Advance, please note there is an $80 processing fee that will be deducted directly from your refund.

Once your questionnaire and documents are submitted, please allow 24–48 hours for your tax preparer to review your information and contact you directly to go over your tax return. If you need to speak with us before then, please schedule a time on our calendar so we can get back with you in a timely manner. Please keep in mind that we are assisting a large number of clients during tax season, and scheduling an appointment is the best way to ensure everyone is assisted and tax returns are prepared in a timely and efficient manner.

If you have any questions at any time, please feel free to contact the tax preparer assisting you.

Again, thank you for choosing Prestige Tax Solutions, LLC. We look forward to serving you this tax season.

TAXPAYER INFORMATION

DEPENDENT INFORMATION

IRS IDENTITY PIN INFORMATION

ACKNOWLEDGMENT & SIGNATURE

• I confirmed that all information I entered here is accurate and true.

• I allow Prestige Tax Solutions, LLC to capture my sensitive data like personal id, government id, social security number (SSN), and other information.

• I have read the terms and conditions and privacy policy of Prestige Tax Solutions, LLC.

• By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.