Contact Name *

Enter your first and last name as the contact person for questions regarding the preparation of this tax return

First Name

Last Name

Preferred Communication Method *

How would you like us to communicate with you about the tax return(s)?

Email

Text

Phone

Phone Number *

(###)

###

####

Tax Documents Received *

Have you given us all your tax related documents to completely prepare the return?

ALL of the tax documents

MOST of the tax documents

SOME of the tax documents

NONE of the tax documents

Tax Return Delivery Options *

How would you like to receive your tax return once completed?

Go Paperless to view/download via SmartVault Portal

Pickup a paper copy at our Grove City Office ($10 assembly fee)

Mail a paper copy to your address ($15 assembly & delivery fee)

Refund Preference *

What is your desired refund preference if one is issued?

Direct Deposit, same bank account from last year

Direct Deposit, new bank account

Physical Check

Not Applicable

Terms of Engagement *

AMS ProServ Terms of Engagement is located at http://amsproserv.com/toe/

Yes, I agree to the Terms of Engagement and this submission serves as my electronic signature.