The Maxx Finances Client Intake Form is designed to collect accurate and complete information required for the preparation of your tax return. This form helps streamline the process by gathering essential personal details, income documents, dependent information, and other relevant financial data.

Please ensure all information provided is correct and all required documents are uploaded, including identification, tax forms (W-2s, 1099s, etc.), and any supporting documents for dependents. Incomplete or inaccurate information may delay processing your return.

Acknowledgment

• I confirm that all information I have provided is true, complete, and accurate to the best of my knowledge.

• I authorize Maxx Finances to collect, store, and process my personal and sensitive information, including but not limited to personal identification and government-issued IDs, for the purpose of preparing my tax return.

• I authorize Maxx Finances to generate a signature PIN.

• I acknowledge that I have read and understood the terms and conditions, as well as the privacy policy, of Maxx Finances.

• I understand my responsibilities, including providing all required and accurate documentation on time, and I acknowledge the responsibilities of Maxx Finances in the preparation of my tax return

• By answering below, I confirm my agreement to the above statements.

If you have any questions or are unsure about any section, feel free to reach out for assistance.