Address: 4780 W Commercial Blvd, Tamarac FL 33319
Phone Number: (954) 859 6399 Fax Number (954) 637-6249
Email: Info@PriorityConsultingInvestment@gmail.com

Filing Status (Check which Status number applies)

If: You were NOT married on or before December 31, 2023 Your dependents lived with you less than 6 months during the year. If: You were married as of December 31, 2023 or your spouse died during 2023.

* If MFS, did you live together at ANY time during the tax year?

If yes, did you live together during the final 6 months?

* If MFS, did your spouse itemize his/her deductions?

NOTE: If spouse itemized deductions, taxpayer must also Itemize deductions.

If: You were NOT married as of December 31, 2023 Your child, foster child, or grandchild lived with your more than 6 months.

If: Your spouse died during either 2021 or 2023, and Your child, stepchild or foster child lived with you for 12 months in 2023.

In order to comply with the Affordable Care Act, answer the following questions regarding healthcare insurance coverage.

Received health care coverage through employer for entire year (including COBRA Coverage)?

Received heallth care coverage from the government such as Medicaid, Medicare or Veterans Benefits?

Purchased private health insurance (NOT through the Marketplace") for the entire year?

Purchased health insurance through the "Marketplace" (Form 1095-A)?

If you have more than 3 dependents that you would like to add to your tax return please add the above information in the comments before submission

Home Mortgage Interest, from Form 1098

Points Paid (Principle Purchase of Residence OR Qualified Refinance)

Non-Cash Charitable Contributions (if more than $500 must attach Form 8283) Description

Other Miscellaneous Expenses (I.e. gambling losses-no more than reported winnings)

return during tax year 2023?

NOTE: If you answered "Yes", you are not able to qualify for the earned income credit (skip Part II and

To comply with the EIC knowledge requirement, you must not know or have reason to know that any information used to determine the taxpayer’s eligibility for, and the amount of, the EIC is incorrect. You may not ignore the implications of information furnished to or known by you, and you must make reasonable inquires if the information furnished appears to be incorrect, inconsistent, or incomplete. At the time you make these inquiries, you must document in your files the inquiries made and the taxpayer's responses.

The above information is true and correct, and I / we understand that the information given on this questionnaire will be used to complete my / our 2023 tax return(s I / We agree to hold this company harmless for any errors that they may make on my / our tax return. I / We also understand that error on my / our return will cause a delay in the processing of the return and the receipt of the refund, if any.

Complete the following for direct deposit

Some reasons for not getting a complete RT refund:

1. IRS says you owe back taxes 2. IRS says you have a current garnishment 3. IRS is auditing your Earned Income Credit 4. Earned Income Tax Credit (EITC) is claimed and an EITC qualifying child is a foster child 5. You have an outstanding debt with any bank that provides RAC/RT

PLEASE NOTE - WE DO NOT HAVE ANY CONTROL OVER THE ABOVE REASONS!

Disclosure Sheet

“Engagement Agreement” Dear Client: We appreciate the opportunity of working with you and advising you regarding your income tax. To ensure a complete understanding between us, we are setting forth the pertinent information about the services that we will perform on your behalf. By signing this document I acknowledge that all information in my 2021 federal and state tax return that include, but not limited to my earned and unearned income, expenses, deductions, dependents, and other information is true and accurate to my knowledge. This letter will serve as our agreement in this matter and we ask that you carefully review the letter and sign to confirm all of the information contained within. It is your responsibility to provide us with all the information needed to prepare complete and accurate tax returns. We will not or otherwise verify the data you submit, although we might ask you to clarify some of the data. If in the event that you supply us verbally with any tax information, by signing this letter you are confirming that the information provided is true and correct to the best of your knowledge. For those clients who are claiming the Earned Income Tax Credit, Additional Child Tax Credit, Education Credit, or The Head of Household (Filing Status), I acknowledge that all questions that were asked, information that was provided, and information regarding any dependents that allows me to qualify for any of these credits is true and correct to the best of my knowledge. Qualifying Children for EITC1. Relationship – The person must be related to you in some way. They can be your: Son, daughter, stepchild, eligible foster child, adopted child, or a descendant of any of them (e.g. your grandchild) Brother, sister, half brother, half sister, stepbrother, stepsister, or a descendant of any of them (e.g. your niece or nephew) 2. Age – The person can be either: Under age 19 at the end of the year – if you file a joint return, they must be younger than either you or your spouse. A full-time student under age 24 at the end of the year – if you file a joint return, they must be younger than either you or your spouse. Permanently and totally disabled at any time during the year, regardless of age 3. Residency – The person must have lived with you for more than 6 months 4. Joint return – You cannot claim anyone as a qualifying child who is filing a joint return. You can, however, claim someone as a qualifying child who is filing as married filing separately or any other filing status. A person cannot be claimed as a qualifying child by more than one person. If this is a situation you think you will encounter, the IRS has provided tiebreaker rules. I understand that this information is being provided to the IRS and State Revenue. I have been advised by my tax preparer that any false and misleading information that I provide for income tax filing purposes is against the law and are subject to penalties. I understand that Priority Consulting and Investments DBA United Financial Services and More is only liable for any Error and Omission on their part and will be responsible for any interest and penalties and not tax due. As you know, tax returns are subject to examination by various taxing authorities at both the state and federal levels. In the event of an examination or audit, you may be requested to produce supporting documents or records to substantiate the items of income or deductions. If an examination or audit takes place, Priority Consulting and Investments DBA United Financial Services and More stands ready to work with you. Upon completion of your returns and after you have paid your tax preparation fees we will provide you with a copy of your return. You should review the completed returns carefully. If you see anything that requires changing please bring it to our attention immediately and we will either explain the matter to you or correct it without delay and provide you with new, corrected copies. Fees for our services will be at our standard rates for tax matters. Our fees for tax preparation are based on the complexity of the return and the number of schedules and forms necessary and required by the taxing authorities to complete an accurate return. Our invoices are due and payable on presentation. The only exception to fees not being due on presentation is if the taxpayer chooses to select payment to be deducted from refund. Understand when using bank product other fees are applied which is out of our control. If refund is offset for any reason, the balance is still due and you will be billed for payment, which will be due immediately. As your Tax Preparer, we collect information provided by you from your tax organizer, worksheets, documents, discussions, and information that we develop as part of the engagement. We are required to keep all information about our engagement confidential so we will not make any disclosure about you unless we have your approval or are required/permitted by law. This applies even if you are no longer a client. We are committed to safekeeping of your confidential information and we maintain physical, electronic, and procedural safeguards to protect it. By signing this letter, you authorize us to communicate with you regarding any and all products which we offer via phone, email, fax, and/or letter format. If you choose not to be contacted please call us at . If the terms outlined in this letter are agreeable with you, please sign a copy of the letter. We appreciate the opportunity to be of service to you and look forward to working with you and on your behalf. If you have any questions or need additional information, please do not hesitate to call.