EPS, LLC DBA ELITE PROFESSIONAL SERVICES (“we,” “us” and “our”) Federal law requires this consent form be provided to you (“you” refers to each taxpayer, if more than one). Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you 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 to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature. You have indicated that you are interested in utilizing the Electronic Refund Disbursement Service and/or Loan product from. To provide you with the opportunity to apply for and/or receive the Electronic Refund Disbursement Service and/or Loan product, we must disclose all of your 2020 tax return information to REPUBLIC OR SBTPG. You may request a more limited disclosure of tax return information, but you will not be eligible to submit an application for the Electronic Refund Disbursement Service and/or Loan product. If you would like us to disclose your 2020 tax return information to REPUBLIC OR SBTPGfor this purpose, please sign and date your consent to the disclosure of your tax return information. By signing below, you authorize us to disclose to YOUR BANK PRODUCT SERVICER all of your 2019 tax return information so that it can evaluate and process your application for the Electronic Refund Disbursement Service and/or Loan product. You understand that if you are not willing to authorize us to share your tax information with REPUBLIC OR SBTPG you will not be able to obtain the Electronic Refund Disbursement Service and/or Loan product, but you can still choose to have your tax return prepared and filed by us for a fee. EPS, LLC DBA ELITE PROFESSIONAL SERVICES may use any information contained in the taxpayer’s tax returns for the additional following purposes:
The tax information may not be used by the tax preparer for any other purpose than that permitted by this consent document.All consents must require the taxpayer’s affirmative consent to a tax return preparer’s use of tax return information. A consent that requires the taxpayer to remove or “deselect” disclosures or uses that the taxpayer does not wish to be made, i.e., an “opt-out” consent, is not permitted.A tax return preparer may not request a taxpayer’s consent to use tax return information after the tax return preparer provides a completed tax return to the taxpayer for signature. If a taxpayer declines a request for consent to the use of tax return information, the tax return preparer may not solicit from the taxpayer another consent for a purpose substantially similar to that of the rejected request.
If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by email at email@example.com
TAXPAYER(S): First Name* Last Name* As a result of substantial tax fraud, a “due diligence” requirement has been placed upon paid tax return preparers whose clients are claiming certain tax credits. This added requirement requires tax professionals to verify that their clients qualify to receive certain credits i.e. EIC, CTC, ACTC. AOTC and now HOH filing Status . If you will be claiming an Earned Income Credit, Child Tax Credit, Additional Child Tax Credit, HOH, and/or an American Opportunity Credit on your 2020 tax return. You must complete & sign, this questionnaire. 1. I/we certify that the child(ren) for whom the tax credit(s) will be requested can be claimed as my/our dependent(s), as per the information provided at the end of this questionnaire. Yes No* 2. The child(ren) for whom the tax credit(s) will be requested lived with me/us for the entire year, except for temporary absences. Yes No* 3. I am the custodial parent of the child(ren) for whom the tax credit(s) will be requested. Yes No*
4. I am not the custodial parent of the child(ren) but I have been given a signed Form 8332 by my former spouse, the custodial parent, allowing me to claim the child(ren) as dependent(s) on my 2020 tax returns (you must give me the Form 8332). Yes No*
5. I/we, or my child(ren), have documentation to substantiate the credit(s) being claimed, such as Form 1098-T, bills, statements, and receipts for college tuition, fees, and book and material costs (you are responsible for keeping this documentation and providing it to the IRS if you are audited or questioned). Yes No*
6. Was a Child Tax Credit, Additional Child Tax Credit, Earned Income Credit or American Opportunity Credit claimed by you disallowed or reduced by the IRS on a past tax return? Yes No* 7. I claim I am unmarried or separated, support a qualifying person as your dependent, and pay more than half the cost of maintaining your household. Yes No* I certify that my answers to the above items are true. Taxpayer Signature* Date*Sposue Signature Date
Tax Return Preparation
ENGAGEMENT POLICY STATEMENT
First Name* Last Name* (Print tax payer and/or spouse name)
We are pleased to be able to serve you in preparing your 2020 federal income tax return. This letter is to specify and confirm the terms of our engagement with you and to ensure a complete understanding between us, we are setting forth the pertinent information about the services that we propose to provide for you.
Elite Professional Services will prepare your federal income tax return from information you will furnish us. We will not audit or otherwise verify the data you submit, although it may be necessary to ask you for clarification of the information provided through our required due diligence. We may/may not furnish you an organizer to guide you in gathering the necessary information. However, your voluntary use of an organizer will assist in keeping pertinent information from being overlooked. It is your responsibility to provide all the information required for the preparation of complete, comprehensive and accurate tax returns. You should retain all the documents, cancelled checks, and other data that form the basis of income and deductions. These may be necessary to support the accuracy of the tax returns to a taxing authority. Current tax laws state that you have the final responsibility for the income tax returns. You therefore should review them carefully before signing them. PREPARATION FEES & ESTIMATES
Any estimate we give is based upon information you initially provide to us. Actual fees may vary as circumstances change and/or new corrected information is made available. All fees and costs incurred to prepare your income tax returns are due and payable before the returns are released from our office.
You will receive a full paper or pdf of your return. Any additional copies will incur a service charge of $20.00. We reserve the right to hold the completed returns until your account is paid in full. An E-file authorization signature and payment in full is required before any tax return can be electronically filed or released.
TO BE COMPLETED BY the TAXPAYER AND SPOUSE
Having read and fully understood the engagement letter, I/we agree to engage Elite Professional Services in accordance with the terms indicated. I/we understand the returns are to be prepared from information I/we provide and that the final responsibility for a complete and accurate return/services rests with me/us. It is also my/our responsibility to review and understand the information on the returns prior to signing and filing them.
Taxpayer and Spouse also agrees to the record retention and privacy policies set forth in this letter. Taxpayer Signature* Date* Spouse Signature Date
TAX REFUND DEPOSIT AUTHORIZATION
I First Name Last Name authorize ELITE PROFESSIONAL SERVICE to disburse my Tax Refund via the indicated option below:LIVE CHECK Type option 2 PREPAID CARD Checking/ Savings Account Type option 1 Type option 2 Name on Acct: First Name Last Name Bank Name: Account Number: Bank Routing #: Bank City/State:
LIVE CHECKS MAY BE PICKED UP AT
3536 LOCKWOOD DR STE B2 HOUSTON, TX 77026
YOU MUST PRESENT A VALID NON-EXPIRED PHOTO ID UPON PICK UP
YOU WILL BE EMAILED AND CALLED WHEN YOUR TAX REFUND IS READY FOR PICK UP.
IDSocial Security Source of Income Notice of EIP (if applicable)Dependent(s) Social and Birth CertificateChildcare Records Self Employed: -1099 -Records of expensesSupporting documents of any deduction/expenses you're claiming.