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File With Map

Please read this client intake sheet in its entirety. Please do not submit this form without uploading all supporting documents. Please ensure that all supporting documents are valid and current. If all directions are not followed your intake form will not be processed.

Thank you for taking out your time to complete our intake process and for trusting MAP Financial Services with your tax needs this season.

Taxpayer's First Name

Taxpayer's Last Name

Taxpayer's Social Security Number

Taxpayer's Phone Number

Street Address

Street Address Line 2

City

Region/State/Province

Postal / Zip code

Taxpayer's Email

Taxpayer's Driver's License/State ID (Stand directly over the item on a flat surface and zoom in for a clear shot)

Upload File

Upload supported file (Max 15MB)

Taxpayer's Social Security Card (Stand directly over the item on a flat surface and zoom in for a clear shot)

Upload File

Upload supported file (Max 15MB)

IP Pin IDENTITY THEFT IF APPLICABLE (Stand directly over the item on a flat surface and zoom in for a clear shot)

Upload File

Upload supported file (Max 15MB)

Please list programs.

Please list the programs along with the supporting documents. (Stand directly over the item on a flat surface and zoom in for a clear shot)

Upload File

Upload supported file (Max 15MB)

Upload W2 statements. (Stand directly over the item on a flat surface and zoom in for a clear shot)

Upload File

Upload supported file (Max 15MB)

Upload other Misc Income Documents such as 1099 INT, 1099 DIV, 1099 NEC (Stand directly over the item on a flat surface and zoom in for a clear shot)

Upload File

Upload supported file (Max 15MB)

Provide one of the following documents; Lease with children's name on it. Letter from Clergy, Rental Receipts, Housing Assistance document (Stand directly over the item on a flat surface and zoom in for a clear shot)

Upload File

Upload supported file (Max 15MB)

SELF EMPLOYED (Complete only if you have your OWN business, or in a partnership, or contractor)

DEPENDENT'S INFORMATION

Dependent's Birth Certificate (Stand directly over the item on a flat surface and zoom in for a clear shot)

Upload File

Upload supported file (Max 15MB)

Dependent's Social Security Card (Stand directly over the item on a flat surface and zoom in for a clear shot)

Upload File

Upload supported file (Max 15MB)

ADDITIONAL DOCUMENT UPLOADS

PLEASE UPLOAD ANY ADDITIONAL FILES THAT MAY BE NEEDED. IF NO ADDITIONAL UPLOADS ARE REQUIRED PLEASE SKIP TO THE NEXT SECTION.

Upload File

Upload File

Upload supported file (Max 15MB)

Upload File

Upload File

Upload supported file (Max 15MB)

Upload File

Upload File

Upload supported file (Max 15MB)

Upload File

Upload File

Upload supported file (Max 15MB)

STOP! DID YOU FINISH UPLOADING YOUR DOCUMENTS?
IF YOU DID NOT UPLOAD ALL NECESSARY DOCUMENTS YOUR INTAKE FORM WILL BE VOIDED.

CLIENT NON-PAYMENT OFFSET CLAUSE

At MAP Financial Services, we strive to assist all of our clients in their tax needs, however, we understand that situations arise. 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.

Routing Number

Primary Taxpayers Signature

Name of Bank

BankAccount Number

I am giving MAP Financial Services permission to prepare all forms related to my tax return. To apply for and secure RAC's and RAL's on my behalf, sign all necessary forms and file my taxes electronically. I take full responsibility for the accuracy of this form and understand that MAP Financial Services and/or associated affiliates hold no responsibility for any misrepresentation or false claims.

Primary Taxpayers Signature

Select a date

Thanks for submitting!

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