Book Appointments

Client Intake Form

Please complete this form in its ENTIRETY and click SUBMIT when finished. Upload all documents at the end of the form.

Please wait until you have ALL of your documents before submitting this form.

Note: If you are claiming any dependents, be sure to upload their SS CARDS, BIRTH CERTIFICATES, and all items that show their address is the same as yours. (e.g. school records, medical records, doctor bills, Medicaid Statement, Social Services Records, or anything that shows your child’s name and current address).


    If you are filing multiple years you must complete a separate form for each year.
































    Dependent 1








    YesNo

    Dependent 2








    YesNo

    Dependent 3








    YesNo

    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 Torbert 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.

    Do not include yourself or your spouse. Please list everyone who lived in your home and anyone living outside your home that you support.