Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. You are not required to complete this form. If we obtain your signature on this form by conditioning our services on your consent, your consent will not be valid. 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.

Before we continue, we need your permission to check your tax return to see if you are eligible for certain options in our program. Specifically, we would like to check your age, whether you have a refund and the amount, your state of residence and whether you are a U.S. resident.

The following statements apply:
Sign this agreement by signing your name and the date below.

Childs Relationship to Taxpayer

Any children in Daycare? If yes please provide amount paid for the year $

Thank you for selecting A1 Tax Man & Associates to assist you with your tax affairs. This letter confirms the terms of our engagement with you and the nature and  extent of services we will provide. We will prepare your 2023 federal and all state
income tax returns you request using information you provide to us. We may ask for clarification of some items, but we will not audit or otherwise verify the data you submit.

It is your responsibility to provide information required for preparation of complete and accurate returns. You should keep all documents and all other data that support your reported income and deductions since you are solely responsible for the returns and providing any documentation requested by the IRS.

In the event a particular form, expense, or information is used to prepare your tax return such as but not limited to Sch. A, Sch. D, Sch. C, American Opportunity Credit (AOTC), Earned Income Credit (EIC), and/or Child Tax Credit (CTC) and the IRS requested documentation, you are solely responsible to provide documentation or you could be responsible for full repayment
and/or penalties/fees.

If Applicable: I am aware that my return may include AOTC, EIC, CTC, and/or Sch. C forms. After my preparer has reviewed all requirements to be eligible for these forms, I verify that I meet the requirements. If necessary, I will provide documentation to the IRS. I verify any business income/expenses are provided and verified by me on the Taxology self-employment ledger and/or actual Sch-C form. If I did not provide a 1098t for the AOTC, I verified any qualified education expenses are provided and verified by me on the Taxology Education Expense Form and/or actual Education 8863 form.

We must use our judgment in resolving questions where the tax law is unclear, or where there may be conflicts between the taxing
authorities’ interpretations of the law and other supportable positions. In order to avoid penalties, we will apply the “more likely
than not” reliance standard to resolve such issues. Our work will not include any procedures to discover defalcations or other
irregularities. You agree to honor our decisions regarding the need to make protective disclosures in your returns.

I acknowledge, accept, and understand that tax preparation is based on the complexity of the return, the number of schedules and forms necessary and required by the taxing authorities to complete an accurate final return plus any
out-of-pocket the transmitter (ETax Filing ) may incur. Further, I have been advised by my preparer that there is a payment for the preparation of the return and he/she has provided me with all information, cost and fees required and
in connection with the preparation of my return. I have read, understood, and acknowledged the above items have been disclosed and explained to me in regards to the preparation of my tax return and accept all fees related to it

Penalties can be imposed on you for failing to disclose participation in “reportable transactions,” that is, certain arrangements the IRS has identified as potentially abusive. The law imposes penalties when taxpayers understate their tax liability. If you have concerns about such penalties, please call us. To affirm that this letter correctly summarizes your understanding of the arrangements for this work, please sign this form either manually or via electronic signature.

Sincerely,
A1 TAX MAN AND ASSOCIATES
2135 Broadway Suite 3
Riviera Beach, FL 33404