PRIVACY POLICY | TERMS

2025 Tax Client Intake Form

Please complete the form below to securely submit your tax information. Should you have any inquiries or require assistance before completing this form, feel free to reach out to me via email at lmt@lawsonmobiletax.com or via phone at 855-722-8700. Thank you for choosing our services. Wishing you a pleasant day!!

How did you hear about us?

Who would you like to file with? *

First Name *

Middle Name

Last Name *

Suffix

Date of birth *

Occupation *

TAX ID/SSN# *

Address *

Street Address line 2

City *

State *

Postal code *

Phone *

Email *

Driver's License # *

State Driver's License Was Issued *

Date liscense was issued *

Date Driver License Expiration *

What is your filing status? *

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

Yes

Spouse Name

Write N/A if not applicable

Social Security Number

Occupation

Date of Birth

Phone Number

Address Line

City

State

Zip Code

Driver's License #

State Driver's License was Issued by:

Date Driver's License Was Issued

Driver's License Expiration Date

Child and Dependent Daycare Expenses

If the provider is a person, enter the care provider's SSN

Child Name

Amount Paid

Provider Phone Number

Provider

Name

Tax ID# / SSN

Address

City

State

Zip Code

Do you want to enter another child care provider?

Yes

Upload photos of your W-2,1099,and ALL documents

Attach an image of all documents that can be used to assist your tax preparer with the preparation of your tax return.

Section 1: Income Documents

W-2 Form(s) (from eacg employer):

1099 Form(s) (for self-employement, freelance work, interest, dividends, etc):

SSA-1099 (Social Security Benefits, if applicable):

Unemployment Income (1099-G, If applicable):

Other Income Documents (gambling winnings, jury duty, etc.):

Section 2: Deductions and Credit Documents

Mortgage Interest statment (Form 1098):

Property Tax Statements:

Education Expenses (Form 1098-T for tuition, 1098-E for student loan interest):

Medical Expenses Documentation (if applicable for itemizing):

Charitable Donation Receipts:

Childcare Expenses Documentation:

Section 3: Investment and Asset Documents

Investment Statements (stocks, bonds, mutual funds):

Cryptocurrency Transaction Records:

Retirement Account Contributions or Withrawals (e.g., IRA, 401(k), etc,)

Rental Property Income and Expenses Records:

File attachment

Upload here

Enter any additional information or comments that you would like the include for your tax preparer *

If you did not file your tax return with us last year, we recommend that you upload a copy of your previous year's tax return

Upload here

Do you owe from previous years? *

Yes

I have not filed previous years

Do you have a business that you would like to be included on your return? *

Yes

Business Owners Data Sheet

*Leave blank if not applicable

Name of Business

Employer ID Number

What is the legal structure of your business?

Business Address

Amount Paid ($)

Did you file a BOI report for this business?

yes

I want to file this with LMT

Business Income

All income receive during the fiscal year

Total Income

Business Expenses

Complete to the best of your ability. In each field enter the approximate amount you spent in each category.

Advertising

Contract Labor

Insurance

Interest

Legal & Professional Services

Office Expenses

Rent and Lease

Repairs and Maintenance

Supplies

Taxes and Licenses

Travel, Meals, and Entertainment

Utilities

Other Expenses

Is there any other information, questions, or concerns that you want to include to your tax preparer pertaining to your business?

Do you want to add bookkeeping services?

yes

Section 1: Electronic Signature Consent

By providing your consent, you agree to sign documents electronically, allowing us to complete necessary forms and agreements without the need for in-person signatures. This includes all documents related to tax preparation, financial planning, and other services provided by LMT Service. *

I agree to terms & conditions

Section 2: Consent for Electronic Communication

To keep you updated and to streamline our communications, we use electronic methods, such as email, SMS, and secure online platforms, to send important documents and updates. By consenting, you agree to receive all communications digitally, including invoices, notices, and any required disclosures.

I consent to receive all communications from LMT electronically.

Section 3: Consent to use Tax Return

Federal law requires this consent form 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 complaints@tigta.treas.gov.

Sign if you agree *

Clear

Section 4: Consent to Disclosute of Tax Return Information

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 Pathward, 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 Pathward.

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 2023 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 Pathward 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 Pathward, 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.

Sign if you agree *

Clear

PROMO CODE

Section 1: Scope of Service

Lawson Mobile Tax (LMT) will provide comprehensive tax preparation services for the tax year, including reviewing your financial documents, preparing your federal and state tax returns, and filing them electronically (or by mail, if necessary). Our services cover:

Income tax return preparation (Federal and applicable State returns)
Review of deductions, credits, and exemptions based on your provided information
Communication with tax authorities as needed (if authorized by client)

Section 2: Fee Structure and Payment

Fee Structure: Our fees are based on the complexity of your tax return, with options to suit your convenience. The fee structure is outlined below:

Standard Tax Preparation Fee: Starting at $480 for basic individual tax returns
Complex Return Fee: Starting at $699 for returns that include business income, rental income, or other complex cases
Additional Services: Fees for extra services, such as tax consulting or audit support, will be communicated prior to service.

Payment Terms: For clients expecting a refund, payment is automatically deducted from your refund at the time of disbursement from the IRS. If no refund is due, fees are collected at the time services are rendered. Please note that, as all services are final, no refunds will be issued after services have been completed

Section 3: Client Responsibilities

Client Responsibilities: As our client, you play a critical role in ensuring accurate tax preparation. You agree to:

Provide all required documentation and information in a timely manner
Disclose any income, deductions, credits, and other relevant financial information fully and accurately
Review the completed tax return before filing and confirm that all information is accurate

Failure to provide accurate or complete information may result in additional fees and penalties from tax authorities. LMT is not responsible for any inaccuracies resulting from incomplete or incorrect information provided by the client.

Section 4: LMT Responsibilities

LMT Responsibilities: LMT is committed to handling your tax preparation with the utmost professionalism, confidentiality, and accuracy. Our responsibilities include:

Providing accurate and timely tax preparation based on the information you provide
Ensuring compliance with all applicable tax laws and regulations
Maintaining strict confidentiality regarding your financial information, in compliance with data protection standards

Section 5: Confidentiality and Data Security

Confidentiality and Data Security: LMT is dedicated to protecting your personal and financial information. We use secure technology to safeguard your data and will not share it with unauthorized third parties without your written consent.

We retain your information as required by law, and you may request deletion of your data after tax processing is complete, in accordance with our data retention policy.

Section 6: Termination Clause

Termination Clause: Either party may terminate this agreement at any time with written notice. If terminated by the client, LMT reserves the right to invoice for any work completed up to the date of termination.

If LMT terminates the agreement due to non-compliance or failure to provide required documents, the client may be liable for additional fees if work has commenced.

Section 7: Signature and Acknowledgment

By signing below, you acknowledge that you have read, understood, and agreed to the terms outlined in this Tax Preparation Agreement, you consent to engage LMT for tax preparation service for the specified tax year and agree to fullfill your responsibilities as outlined. *

I agree to the terms and condition stated in this tax Preparation Agreement.

Signiture *

Clear

PRIVACY POLICY | TERMS

Join LMT Virtual Services today and take the first step towards achieving your financial goals.

**Join LMT Virtual Services today and take the first step towards achieving your financial goals.**