Income Tax Services

Tax Client:

First Name

Middle Name

Last Name

Home Phone:

Cell Phone

Email Address

DOB:

SSN #

Occupation:

Tax Spouse:

First Name

Middle Name

Last Name

Home Phone

Cell Phone

Email Address

DOB:

SSN #

Occupation:

Dep. Name

DOB:

SSN #

Dep. Name

DOB:

SSN #

Dep. Name

DOB:

SSN #

Consent - CHECK BOX

I (We) Undersigned, certify that all the information pertaining to my (our) income tax preparation return is accurate and also the Tax practitioner is not responsible for any mistake related to the information that I (we) provided. I (we) understand that the Tax Preparer is only using information that I have provided to prepare my tax return.

Federal law requires that consent form(s) must be provided to “you” (refers to each individual taxpayer, even if more than one taxpayer). We may not disclose, without your consent any of your tax (s) information to third parties; for any purposes other than the preparation and or filling of your tax return; unless authorized by law. If you should consent to the disclosure of your tax return information, Federal law may not protect your tax return information, from further use or distribution.

YOU ARE NOT required completing this form. This form is required only should you request to apply for Bank Products. By singing this form, you are giving First Class Income Tax Services full permission to complete your tax return services and or the disclosure of your tax returns information; if required or requested by law. Your consent is valid for the duration of the time that you specify: three (3), six (6), or twelve (12) months. If you do not specify the duration of your consent, therefore; your consent is valid for one year. You have indicated that you are interested, in applying for a “Refund Transfer product” (bank product) from “University National Bank” of Saint Paul, MN, C/O SANTA BARBARA BANK. In order to have your “bank product” application processed; First Class Income Tax Services must disclose the complete and, or all of your tax returns information for the current/subsequent years to the BANK. You may request a more limited disclosure of your tax returns information. Understand that, you are giving your authorization to the disclosure of your tax return information to the BANK, in order for your application to be considered.

If you would like First Class Income Tax Services to disclose your current and or subsequent tax return information to the BANK for this purpose. Please sign and date your consent to the disclosure of your tax return information.

By signing below, you (including each and all individual taxpayer, even if there is more than one taxpayer) authorize First Class Income Tax Services to disclose to the BANK, all your current/subsequent tax return information, so that the BANK can evaluate and process your application for a “bank product”. You understand that, if you are not willing to authorize First Class Income Tax Services to share your tax information with the BANK, you will not be able to obtain a bank product form BANK, note you can still choose to have your tax prepared and filed by First Class Income Tax Services for a fee.

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Disclaimer for your website (make sure your social media post links taxpayers to a page on your website that displays this disclaimer):
Fast Cash Advance is an optional tax-refund related loan provided by First Century Bank, N.A., member FDIC (it is not the actual tax refund) and is available at participating locations. The amount of the loan and applicable interest will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer from the refund. Fees for other optional products or product features may apply, and will be disclosed at the time of application. Tax returns may be filed electronically without applying for this loan. Loans are offered in amounts from $250–$6,000 and are offered both pre–IRS acknowledgment of the tax return and post-IRS acknowledgment of the tax return. Loans of $250–$500 currently have an APR of 0%, and such loans of $501–$3,000 have an APR of 15.95%, and such loans above $3,000 have an APR of 44.95%. For example, for a post-acknowledgment loan of $2,000 with a repayment period of 30 days, the total amount payable in a single payment is $2,026.30 including principal and interest. Covered military borrowers will have a military APR of up to 35.95% for loans of $3,001-$6,000. Not all consumers will qualify for a loan or for the maximum loan amount. Offer and terms subject to change at any time without prior notice.

A Leader in Income Tax Services

With thousands of clients and hundreds of thousands of dollars in refunds, Jean M. Sorel has became the go-to guy for most of South Florida’s residents to get their taxes done. His tenacity, speed of service and longevity in the financial field enables Mr. Sorel as President and CEO of First Class to help the average person get the most out of their income tax refunds.

Tax Solutions

– Health care solutions

– Obama care

– Refunds are payment ways to get your refund and pay for tax prep.

– Personal planning advice

– Get expert advice from the pros at First Class Income Tax Services, Inc.

– Come in today we find money others miss

– Tax Solutions fuel taxes

– Federal tax refund & payments

– Second look review

– Tax audit support

– Business Tax solutions

– Tax payment center

– Bank products

– Direct deposit/ E-file/ Paper file

Become a tax professional free income tax course every year

– Open-year-round

– Tax prep check list

– Find the best tax pro for you need

– Multi-State Income

– Individual

– Federal (all 50 States)

– Investment income

– Business Tax

– Retirement income

– Own a home Real State Rental

Financial Services

Manage your money

– Diamond plus card

– Refund anticipation check

– Cash advance from $250-$6,000 per client

– Tax & Health Care Review

– Enrollment Services about healthcare/ Obama care

– Ask About Getting a Refund Loan Today?

– No Money? No Problem? We’ll deduct our fees from your tax refund and get you a check as fast as possible. Ask your preparer for more info.