Tax Services

Tax Preparation Client Intake Form & Engagement Letter

⚠️ IMPORTANT TAX DISCLOSURES - READ BEFORE PROCEEDING

• NO GUARANTEED REFUNDS: The Legacy Vault provides tax preparation and administrative assistance services only. Refund amounts, eligibility for credits, and acceptance of returns are determined solely by the IRS and state tax authorities. No outcomes, refund amounts, or tax savings are guaranteed.

• NOT AFFILIATED WITH IRS: The Legacy Vault is an independent tax preparation service. We are not affiliated with, endorsed by, or representing the Internal Revenue Service (IRS) or any government tax agency.

• DATA USAGE: Information submitted is used solely for tax preparation and client management purposes. All data is stored securely in our CRM systems in compliance with IRS Publication 4557 (Safeguarding Taxpayer Data).

• AUTHORIZATION: By submitting this form, you authorize The Legacy Vault to collect and process your tax information for the purpose of preparing and filing tax documents on your behalf.

Choose Tax Year

NOTE: A separate form must be completed if filing more than one year. Any return past 3 years CANNOT BE ELECTRONICALLY FILED (Paper Filed)

Select Your Tax Professional

First Name

Last Name

Age

Date of Birth

Phone Number

Street Address

Street Address Line 2

City

State

Postal / Zip Code

Occupation

Are you a full-time student?

Yes

Are you totally and permanently disabled?

Yes

Are you legally blind?

Yes

📋 Electronic Return Originator (ERO) Authorization

IRS Form 8879 — E-File Signature Authorization

Under penalties of perjury, I declare that the information provided for my tax return is true, correct, and complete to the best of my knowledge and belief.

I hereby authorize The Legacy Vault / Tax Services as my Electronic Return Originator (ERO) to:

Electronically transmit my federal and/or state income tax return to the Internal Revenue Service (IRS) and applicable state tax agencies
Receive from the IRS an acknowledgment of receipt or reason for rejection of my return
Receive information about any delay in processing my return or refund
Act as my authorized Electronic Return Originator solely for e-filing purposes

I understand this authorization does not grant The Legacy Vault permission to represent me in audits, appeals, or collection matters.

I understand that The Legacy Vault does NOT guarantee any specific refund amount or filing outcome. All results are determined solely by the IRS and applicable state tax authorities.

⚠️ By typing your full legal name below, you provide your legally binding electronic signature under 26 U.S.C. § 6061 and IRS e-file regulations — equivalent to signing IRS Form 8879.

I authorize The Legacy Vault / Tax Services to electronically transmit my tax return to the IRS on my behalf for tax year (selected above). I have read and agree to the ERO authorization above.

Full Legal Name — Digital Signature *

Signing Date: October 24, 2026