Schedule Your Call To File Your Taxes

Thank you for choosing to file with Sterling Tax Group !
We are eager to serve you! Please complete the intake form to the best of your ability.

Note : If you have any questions or need any assistance, please don't hesitate to reach out via emai or call !

Taxpayer Occupation *

Address

Street Address *

City *

State *

Country *

Postal Code *

Can another taxpayer claim you as a dependent on their tax return? *

Yes

No

Will you be filing a tax return with your spouse? *

Yes

No

Taxpayer Photo ID - FRONT IMAGE *

Taxpayer Photo ID - BACK IMAGE *

Taxpayer Income Documents *

Dependent Information

Do you have any dependents you will claim on your 2025 tax return? *

Yes

No

Was dependent (2) claimed on your tax return last year? *

Yes

No

Can anyone else claim dependent (2) on their 2025 tax return? *

Yes

No

How many months did dependent (2) live in your household in 2025? *

Is dependent (2) your biological child? *

Yes

No

Dependent 3

Was dependent (3) claimed on your tax return last year? *

Yes

No

Can anyone else claim dependent (3) on their 2025 tax return? *

Yes

No

Dependent (3) Last Name *

Relationship ( D3 ) *

Four or more dependents

If you have four or more dependents or qualifying children, please list their name(s), date of birth, and relationship to the taxpayer. *

Child Care Expense Information

Did you pay any child care expenses for any dependents listed above? *

Yes

No

Did you, your spouse, or any dependents attend college in 2025? *

Yes

No

Did you, your spouse or dependents receive health insurance through the Marketplace in 2025 and receive Form 1095-A? *

Yes

No

Did you or your spouse receive unemployment benefits in 2025? *

Yes

No

Mortgage and Other Information

Do you rent or own your current residence? *

Rent

Own

Did you or your spouse make payments on your student loans in 2025? *

Yes

No

Did you or your spouse pay any medical or dental expenses in 2025? (This does not include insurance premiums) *

Yes

No

Do you or your spouse own a rental property? *

Yes

No

Did you or your spouse have any gambling winnings in 2025? *

Yes

No

Did you or your spouse receive social security benefits in 2025? *

Yes

No

Did you make any charitable contributions in 2025? *

Yes

No

Did you purchase a vehicle in 2025? *

Yes

No

Did you or your spouse withdraw money from your 401k in 2025? *

Yes

No

Did you receive any earnings from interest or dividends in 2025? *

Yes

No

Are you self-employed? *

Yes

No

Do you or your spouse owe debt to any Government Agency; such as IRS, Student Loans, Child Support etc? *

Yes

No

Do you plan to purchase a home within the next one or two years? *

Yes

No

Would you like your tax refund direct deposited into your bank account? If so, please complete bank information below: *

Yes

No

Engagement Letter

I, hereby affirm that all the information provided above is true and accurate to the best of my knowledge. I authorize Sterling Tax Group to prepare my taxes based on this information.

I acknowledge that I am financially responsible for any outstanding balance resulting from false or inaccurate information I provide. If a balance is due, the tax preparation fee must be paid upfront. Additionally, if my refund is withheld by any entity (e.g., IRS, state agencies) and no refund is issued, I remain responsible for paying the tax preparation fee for services rendered. Failure to pay the tax preparation fee will result in Sterling Tax Group taking legal action to recover the unpaid fees. Sterling Tax Groupis not liable for any penalties, interest, or tax liabilities resulting from false, incomplete, or omitted information provided by the client.

Please allow up to 8 weeks from the submission date before contacting the IRS with tracking inquiries. IRS Contact Number: 832-247-3115. For assistance from Sterling Tax Group email us at [email protected].

Click the link below to check the status of your federal refund. Ensure you have your filing status, Social Security number, and the total refund amount (before fees) ready:Get Refund Status

Thank you for choosing Sterling Tax Group for your tax preparation needs.

Taxpayer Signature

Clear

By signing, you are indicating that you agree with the above engagement letter.

Consent to Use of Tax Return Information

By signing this form, you consent to Sterling Tax Group, its owner, employees, and staff using your tax return information for purposes such as responding to your direct inquiries or requests regarding your tax returns, situations, or issues, fulfilling requests for copies of your documents or information, and connecting you with other professionals at your request for expertise outside our scope of services. Additionally, you consent to us providing notifications of important tax law changes, updates affecting our engagement, and informational communications like appointment reminders, email correspondences, holiday greetings, deadline notifications, and firm updates, including changes to our contact details or office location.

This consent remains valid for the duration you specify, and if no duration is provided, it will remain valid for three years from the date of your signature. By signing below, you confirm your consent to the use of your tax return information as outlined above.

Taxpayer Signature

Clear

By signing, you are indicating that you agree with the above consent to use of tax return information terms and conditions.

Bank Product & Refund Transfer Disclosure

If you elect to use a Refund Transfer Bank Product (such as Refund Advantage, SBTG, EPS, or any other funding product), please read and acknowledge the following:

Refund transfer fees will be deducted from your refund once funds are received from the IRS or state agency.

You remain fully responsible for all fees even if your refund is delayed, intercepted, offset, reduced, or denied by any government agency.

If no refund is issued, or if the refund is not sufficient to cover all fees due, you authorize Sterling Tax Group to collect payment directly from you for any unpaid balances.

You further authorize Sterling Tax Group to electronically debit (auto-draft) your bank account or debit/credit card on file for any remaining balance due, if your refund is not funded or insufficient to cover the preparation and processing fees.

You understand that failure to make timely payment may result in your account being forwarded to collections and/or legal recovery action.

This consent remains valid for the duration you specify, and if no duration is provided, it will remain valid for three years from the date of your signature. By signing below, you confirm your consent to the use of your tax return information as outlined above.

Taxpayer Signature (copy)

Clear

By signing, you are indicating that you agree with the above consent to use of tax return information terms and conditions.

Fill out the form below to send your docs over to your tax professional