2025-2026 Client Intake Form

Thank you for choosing Jaror Consulting Group to file your 2025 tax return!

To ensure a smooth and efficient process, please complete the form to the best of your ability. If you have any questions or need assistance, please contact our office at your earliest convenience.

Referral Info (Full name and Phone Number)

First Name *

Last Name *

Address

Street Address *

City

State

Country

Postal code

Name of the County/Parish

Date of birth *

Social Security Number *

Email *

Phone *

Phone Carrier/Provider

As of December 31, 2024, what was your marital status?

Filing Status

Occupation/Job Title/Role

Will you be filing a tax return with your spouse?

Are you or your spouse owners or holders of any digital assets?

Do you or your spouse owe debt to any Government Agency; such as IRS, Student Loans, Child Support etc?

Amount of known Tax Debt

Do you or your spouse have any dependents you will be claiming on your taxes?

Can another taxpayer claim you, your spouse, or dependents as a dependent on their tax return?

Are you interested in the SAME DAY Cash Advance up to $7,000 with bank approval?

Refund Disbursement Method

What is the name of your bank?

What is the routing number?

What is your account number?

What is your mother's maiden name?

Taxpayers Required Documents: DL/ID, SS Card, IPPIN (if applicaple), Proof of Head of Household (utility bill, lease agreement, or mortgage statement),Income DL/ID, SS Card, IPPIN ( if applicable), Income ( W2(s), 1099(s),1098,1098-T,1095-A, Bank Statements/Expenses)

Spouse Required Documents: DL/ID, SS Card, IPPIN ( if applicable), Income ( W2(s), 1099(s),1098,1098-T,1095-A, Bank Statements/Expenses), Phone # and provide, Email, and Occupation

Dependent(s) Required Documents: SS Card, Birth Certificate or Shot/Medical Record, Report Card(if applicable) , Childcare Expense Form (if applicable)

Documents Upload for taxpayer(s) and dependent(s) *

To avoid delays in processing your return, please upload all required documents promptly to ensure a smooth and efficient process.

Terms and Conditions – Jaror Consulting Group LLC and Jaror Tax Group

1. Introduction
At Jaror Consulting Group LLC and Jaror Tax Group, we value our clients and aim to provide the best service possible. We are providing a tax preparation service — NOT A REFUND. The IRS determines your refund based on the information you provide.

2. Authorization to Transmit Tax Return
By submitting the intake form, you authorize us to prepare and electronically file your tax return with the IRS.

3. Federal Amount vs. Check Amount

Federal Amount – The total amount approved by the IRS and used to check your status on IRS2GO.
Check Amount – Your take-home amount after fees, loans, and advances are deducted.
If you receive an advance loan, it will be deducted from your check amount — not your federal amount.

4. Payment of Fees
You can pay your tax preparation fees using cash, check, money order, credit card, or deduction from your refund.

If your refund is intercepted, you are still responsible for paying the preparation fee.

5. Collections Policy
If payment is not made within 3 months of the scheduled refund date, your account will be sent to collections.

6. Tax Return Copies

You receive one free copy of your return after IRS acceptance.
Additional copies cost $15 each.

7. Referral Fees
Referral fees will only be paid if the referring person’s full name and phone number are listed on the intake form at the time of submission.

8. Notice of Defamation
Making false or defamatory statements about our companies is prohibited. This includes making negative claims about us or our tax preparers in the following states:
Mississippi, Tennessee, Georgia, Louisiana, Nevada, Texas, Illinois, Alabama, Arkansas.

Failure to comply may result in:

A $5,000 lawsuit for defamation.
Legal action to recover damages.

9. Acknowledgement
By submitting the intake form and signing your return, you agree to:

Payment terms and responsibility for fees.
Consequences of defamation.
Understanding that we are providing a service — not a refund.

10. Effective Date
These terms are effective upon submission of the intake form.