Tax Filing Portal

Tax Client

2026 Tax Season

Please complete the information below for our 2026 Priority Waitlist.

Personal Demographics

Provide primary taxpayer legal contact information

Section 01 of 03

Name *

First Name

Last Name

Phone Number *

Email *

ARE YOU A NEW OR RETURNING CLIENT THIS YEAR? *

NewFirst time filing with our firm

ReturningPrevious tax client on file

DO YOU HAVE ANY DEPENDENTS UNDER 18? *

YesNo

Refund Advance

Pre-season cash advance loan options for qualified filers

Section 02 of 03

Cash advances are available up to $7,500 subject to bank approval and anticipated tax refund. Funds are disbursed on a prepaid card or direct deposit once the IRS acknowledges intake.

DO YOU PLAN ON APPLYING FOR THE CASH ADVANCE UP TO $7,500 STARTING JANUARY 02, 2026? *

YesInclude cash advance pre-qualification

NoStandard IRS refund timeline

Tax Team

Referral details and professional assignment

Section 03 of 03

Where were you referred to us by Social Media?

If not, who referred you?We credit referring clients with our client appreciation rewards program.

SELECT YOUR TAX PROFESSIONAL:

Do You Understand That If You Are Not Local or Prefer Not to Come In, Your Tax Preparation Service Will Be Completed Virtually Through Zoom, Our Secure Client Portal, and Email Communication? *

I acknowledge that tax documents, identity verification, and final signature approvals can be handled 100% digitally through the encrypted client portal.

Disclaimer & Client Authorization

Legal terms, privacy, and digital signature

Client Information Accuracy & Representation:

By submitting this form and signing below, you certify under penalty of perjury that all information provided is true, correct, and complete to the best of your knowledge. You authorize Bright Beginnings Tax Solutions to contact you via telephone, SMS text messaging, and email regarding your tax appointment, document requests, and refund advance application status.

Refund advances are subject to financial underwriting, IRS acceptance of returns, and third-party bank terms. Submission of this waitlist form does not constitute a guarantee of loan approval or tax outcome. All client records and documents are maintained in accordance with federal Gramm-Leach-Bliley Act (GLBA) and IRS Publication 4557 security standards.

Signature*

Use mouse, trackpad, or touch screen to draw your official signature.

Today's Date *

Authorized IRS e-File Provider SOC-2 & GLBA Compliant Confidential Taxpayer Portal