Client Agreement & Authorization Page By submitting this onboarding form, I acknowledge that the information and documents provided to One Source Tax Solutions are true, complete, and accurate to the best of my knowledge. I understand that One Source Tax Solutions will rely on the information I provide to prepare my tax return and related filings. I agree to provide any additional documentation or clarification requested if needed to complete my return accurately.I understand that submitting this form does not guarantee any specific tax outcome, refund amount, refund advance approval, or processing timeframe from the Internal Revenue Service or any banking partner. I acknowledge that tax preparation fees may vary depending on the complexity of my return and additional services requested. I authorize One Source Tax Solutions to review, organize, and prepare my tax documents for tax preparation purposes. I understand that it is ultimately my responsibility to review my completed tax return before signing and filing.By signing below, I acknowledge and agree to the terms listed above.

By signing below, I acknowledge that electronic signatures are legally binding and authorize One Source Tax Solutions to communicate with me regarding my tax preparation services by phone, email, and/or text message.

Refund advance products, preseason advances, and bank-related services are offered through participating third-party banking partners and are subject to approval, eligibility requirements, and availability.