Self Employed Definition: An Individual who operates a business or profession as a sole proprietor, partner in a business relationship, independent contractor, or consultant. He/she must report self-employment income on Schedule C or Form 1040.

Affidavit for No Receipts OR Profit and Loss Statement

I declare that the above information is true and accurate to the best of my knowledge.

CLIENT NON-PAYMENT / OFFSET CLAUSE

We strive to assist all of our clients with their tax needs; however, we understand that unexpected situations may arise. If your refund is offset by the IRS, student loans, child support, or if 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 action may be taken to resolve the balance.

I give Sophisticated Tax Lab LLC and/or its affiliates permission to prepare all forms related to my tax return, and I have signed all necessary documents to file my income tax return electronically. I take full responsibility for the accuracy of this client intake form and understand that Sophisticated Tax Lab LLC and/or its affiliates are not responsible for any misrepresentation or false claims.