RETURNING CLIENT INTAKE

Continue Your Tax Preparation with

Ferrin Lambert

Tailoring Tax Solutions to Your Unique Needs

STEP 1

WHY CHOOSE OUR CLIENT INTAKE PROCESS?

Hello and welcome! I’m Ferrin Lambert, and I’ve created a streamlined, client-focused intake process designed to make tax preparation clear, efficient, and stress-free.

Instead of traditional virtual interviews, we now begin with a Client Intake Form that allows us to gather accurate information upfront while respecting your time and schedule.

How Our Client Intake Process Works

  • Get Started on Your Time

    Begin by completing our Client Intake Form at your convenience. There’s no need to schedule a call or attend a virtual interview. You can start whenever it works best for you.

  • Complete It Anywhere

    The Client Intake Form can be completed from any location—at home, at work, or on the go. This flexible approach ensures a smooth and efficient experience without the pressure of a scheduled meeting.

  • Guided, Thoughtful Questions

    The intake form includes carefully designed questions that help us understand your financial situation in detail. This allows us to gather the necessary information accurately and reduces the need for repeated follow-ups.

  • Personal Review & Strategic Preparation

    Once your intake form and documents are submitted:

    • Your information is carefully reviewed

    • A representative may reach out briefly if clarification is needed

    • We move forward with preparation using a detail-driven, organized approach

    This process helps ensure accuracy, compliance, and a smoother overall experience.

  • Why This Approach Works

    • No phone or virtual interview required

    • Less back-and-forth communication

    • More accurate information upfront

    • A more efficient and organized process

Form banner image

Thrilled to have you back! Let's make this tax season smooth and tailored just for you. Share any updates, and let's get started!

Please provide your full legal name as it appears on your official documents.

Contact Information

Please provide your current contact information for communication purposes.

Life Changes Since Last Year:

  • Have there been any significant life changes since we last met?

Filing Status and Dependents:

  • Have there been any changes in your filing status or dependents since the last tax year?

Income Updates:

  • Any changes in your sources of income since last year?

🔁 If “YES” is selected, show the following instructions

Required Documents & Forms

Please complete BOTH of the following:

2️⃣ Download, complete, and upload the Schedule C Worksheet (if you had self-employed or independent contractor income). 👉 Download the Schedule C Worksheet here: https://storage.googleapis.com/msgsndr/xxwHrtwtCdALfWXzh3U0/media/6955bafdd54dd871172ee349.pdf

Deductions and Credits:

  • Updates on your eligibility for deductions and credits:

Review of Last Year's Return:

  • Did you encounter any issues or have questions about your last year's tax return?

If yes, make sure you upload your form  in  the  Taxes To Go  App / Customer Portal  or your  return  will  be rejected  by the IRS.

INCOME INFORMATION

Please choose how your tax preparation fees will be paid and how you would like to

receive your refund.

Banking Account Info

Client Certification & Acknowledgment

By signing below, I certify that all information I have provided in this intake form is true, correct, and complete to the best of my knowledge. I understand that all tax preparation services are based solely on the information I provide. I acknowledge and agree to the following:

1. Accuracy & Truthfulness — I confirm that the information submitted is accurate and that no material facts have been omitted. Any changes to my information must be communicated to my tax professional immediately.

2. Offset Disclosure — I understand that if my refund is reduced, delayed, or taken due to any offset (including child support, IRS tax debt, student loans, unemployment overpayment, state tax debt, treasury offset, or any other government-held debt), I am still fully responsible for all tax preparation fees.

3. Refund Advantage Eligibility — I understand that certain debts, identity verification issues, or refund-based requirements may prevent me from qualifying for a Refund Advantage Bank Product or Refund Advance. In such cases, I may be required to pay my tax preparation fees upfront before my return is filed.

4. Fee Responsibility — I understand that tax preparation fees are owed regardless of my refund amount, refund status, or offset outcome. These fees are not waived, forgiven, or contingent upon receiving a refund.

5. Fee Collection Notice — I understand that unpaid fees may be collected through a secure invoice, an authorized debit by F & S Tax Service LLC from my bank account (if applicable), or a payment arrangement. Failure to resolve my balance may result in collection activity and denial of future services.

6. Electronic Communication Consent — I consent to receive communication, updates, and documents electronically via text message and email.

Clear

Referral Program:

  • Participate in our referral program! Refer a friend, family member, or colleague and receive a discount on your next service.

Thank you for completing your 2025 Tax Intake Form. Your tax professional will review your submission and contact you if additional information is needed.

BOOK AN APPOINTMENT

STEP 2

Please let us know what date and time you are available to discuss your submitted Returning Client Interview.

Office:

700 South German Lane, Conway, AR 72034

Call

+1 501 669 889

+1 501 790 4029

Site:

www.fandstaxservice.com

Copyright 2025 | F and S Tax Service with Ferrin Thomas Lambert . All rights reserved