2026 Client Intake Form

This form helps us get the full picture so we can find every credit, deduction, and opportunity you qualify for. Please answer honestly and completely, it’s all to make sure you get the most out of your return.

Thank you again for choosing Diamond Prestige Tax Services! You had many options when selecting a tax firm, and we truly appreciate the opportunity to serve you. We don’t take your trust lightly.

Estimates & Accuracy
At Diamond Prestige Tax Services, we do not provide estimates because an accurate quote requires a complete file and fully completed intake. This allows us to properly review your situation and prepare your return with precision.

Once your intake is received, our team will begin processing your file. We will then contact you to review your return and refund details, confirm whether you would like to proceed with an advance loan (if applicable), and send your documents for signature. Abandonment fees may apply.

Tax Preparation Fees
Diamond Prestige Tax Services operates on a Fee by Form pricing structure. This means your tax preparation fee is based solely on the tax forms required to accurately file your return.


Our base preparation fee starts at $299, with additional fees applied as necessary depending on the complexity and forms involved in your filing.

Our goal is full transparency throughout the entire process so you feel informed, confident, and satisfied with your experience. If you have any questions at any point, please don’t hesitate to contact our office. We’re happy to help.

Preparation & Abandonment Policy

Diamond Prestige Financial does not provide estimates or quotes for tax preparation services. Fees are determined based on the complexity of your return, forms required, and time involved.

If your tax return is fully prepared and you choose not to proceed with filing, an Abandonment Fee will be assessed. This fee must be paid within 72 hours of notification that the return has been completed.

Failure to pay the abandonment fee within 72 hours will result in the full tax preparation fee becoming immediately due. Unpaid balances may be:

• Submitted to collections
• Reported to credit bureaus
• Subject to additional collection costs
• Referred for legal action

By submitting your intake and documents, you acknowledge and agree to these terms.

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Notice Regarding Head of Household Filing: If you are filing as Head of Household, you are required to provide supporting documentation such as a Utility Bill, Lease, Mortgage Statement, Rent Receipt, or Grocery Receipts. Please be advised that if you cannot provide these documents, you do not qualify for HOH and will be filed as "Single." Please Note: Filing as "Single" does NOT prevent you from claiming your dependents or receiving a refund; it simply ensures your return is filed accurately according to IRS guidelines.

Personal Info

Spouse Info

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Identification

Dependent(s)

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Income Sources

Deductions & Credits

Business Information

Please upload any of the following that apply to your business:

  • Profit & Loss Statement (P&L)

  • 1099 Forms (if issued)

  • Income reports from payment processors (Cash App Business, Square, Stripe, PayPal, etc.)

  • Large receipts or invoices for major business purchases

  • Handwritten income and expense log

Business Use of Home

Provide Monthly Totals

Mileage Deduction

Health Insurance

If yes, you must upload Form 1095-A (Marketplace Statement). The IRS will automatically REJECT your return if this form is missing. This is a specific tax document mailed to you or found on Healthcare.gov. It is NOT your insurance card.

Prior Year Return

Payment & Refund Options

Direct Deposit

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Additional Info

Acknowledgment

I acknowledge that all information provided to Diamond Prestige Financial is true and accurate to the best of my knowledge.  I understand that I am required to have any supporting documentation to validate the information provided.  Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, that I am taking part in a potentially criminal penalty situation and is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment.  I waive Diamond Prestige Financial and the preparer of any error due to incorrect information provided by me.  By signing below, I authorize Diamond Prestige Financial to file my tax return.

 

I acknowledge by signing this form if I and/or my spouse owes a federal/government debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to Diamond Prestige Financial at the time of service.

Also, if the federal refund amount is mailed, I/we are still responsible for the tax preparation fees stated on the invoice. If the tax preparation fees are not paid, I understand that once I have a confirm date of my tax return and it is taken to handle a previous debt, I/we understand that our account will be ACH debited within 3 business days from date it was taken. I do understand that I can reach out with one business day to setup a payment arrangement. If I/we fail to reach out the ACH debit will stay in place.

I understand Diamond Prestige Financial will take legal action to collect the unpaid tax preparation fees.

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