OUR RESPONSIBILITIES
Our work (whether consultation, tax return, tax plan or related product) is based on data you provide.

• We are not responsible to audit or verify the data that you give to us.
• We may ask for clarification of your data or additional information.
• We are not responsible to discover fraud or other irregularities, should any exist.
• We will work to find all the credits and deductions you are legally entitled to.

YOUR RESPONSIBILITIES

• To provide all the information required for a complete and accurate finished product.
• To provide this information in a timely manner.
• To retain, with the completed work, all the documents, cancelled checks and other data that form the basis of income and deductions since you may later have to provide them to a taxing authority.
• To carefully review all work completed by our office before you sign. You have the final responsibility for anything submitted to a taxing authority.
• You are responsible not to commit fraud.
• You are responsible to let us know if received 1099k Form, and Unemployment 1099 Form.

PENALTIES, EXAMINATIONS AND NOTICES
The IRS and state taxing authorities impose penalties for certain offenses, including understatement of income, filing after the deadline, underpaying estimated taxes, or under withholding taxes (If you would like more information, please contact us.) They can also select any return for examination.

PRIVACY POLICY
Tax preparers are bound by professional standards of confidentiality. Therefore, we have always protected your right to privacy. For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law, and as is necessary to properly provide our services to you.

Types of Nonpublic Personal Information We Collect. We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

Parties to Whom We Disclose Information. We make available information to our employees and to nonaffiliated third parties who need to know that information to assist us in providing services to you. In all such situations, we require a contractual agreement that includes procedural safeguards that protect the confidential nature of the information being shared.

Protecting the Confidentiality and Security of Current and Former Client Information.
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

OUR FEES
We invoice for time spent, depending on schedules and forms completed and out-of-pocket expenses incurred. Our rates vary depending on the nature of the work performed. We may invoice for partially completed work that is placed on extension or remains undone.

TAX DOCUMENTS
All clients are provided a copy of their tax documents at the conclusion of their tax preparation, if return is e-filed to the IRS. Tax documents are issued via email or in office only. In order to provide you with a copy of your tax documents, tax return must be e-filed and submitted to the IRS. Any additional copies of your e-filed tax documents are $50 per year.

*A retainer will be required when working on ALL tax returns and before undertaking projects for new clients.

ARBITRATION
If a dispute arises out of or relates to this contract or engagement letter, or the obligations of the parties therein, and if the dispute cannot be settled through negotiation, the parties agree first to try in good faith to settle the dispute by mediation administered by the American Arbitration Association under its commercial Mediation Rules before resorting to arbitration, litigation, or some other dispute resolution procedure.

AGREEMENT
The foregoing is in accordance with my (our) understanding of your engagement to provide tax and financial services and you are hereby advised that each item of revenue or expense can be substantiated by receipts, cancelled checks, or other documents. This information is true, correct, and complete to the best of my (our) knowledge. Further, it is my (our) understanding that these terms will continue to be in force for the succeeding years of our engagement.

Please provide for your appointment

• Last year's tax return (new clients only)
• All statements (W2’s, 1098s, 1099s, Business Income Statements)
• Name and address label (from government booklet or card)

Please complete thisOrganizer before your appointment.Prior year clientsshould use the proforma Organizer provided

Dependent 1:

Dependent 2:

Dependent 3:

Additional Household Support Verification:

EITC Government Assistance Verification:

5. What address did you use in 2023 to claim housing assistance?

If yes, enter the sixdigit identity protection PIN number

ACCOUNT 

IRS Require Documents to file Section:

1. Tax Payer Identification Verification:

2. Tax Payer Filing Status and address verification

3. Tax Payer Dependent ID Verification:

4. Tax Payer Dependent Relationship Verification:

5. Tax Payer Dependent Residency Verification

6. Tax Payer Income Statement Verification-W2, 1099, Bank Statement, Income Statement, Receipt Log, Etc

Additional documents. (Please upload the following document if available)

To the best of my knowledge the information enclosed in this client tax organizer is correct and includes all income, deductions, and other information necessary for the preparation of this year's income tax returns for which I have adequate records.

How do you want your refund? (Check one of the following)

• 7-14 days (RT Refund Transfer: Check)

• In about 7-14 days from the date your return is accepted electronically by the IRS, you receive a check for the amount your refund less filing fees. (Check will be available in our office)

 

• 7-14 days (RT Refund Transfer: Debit Card)

• In about 7-14 days from the date your refund is accepted electronically by the IRS, for the amount your refund less filing fees will be deposited onto the debit card we issued you.
• 7-14 days(RT Refund Transfer: Direct Deposit)

 

• In about 7-14 days from the date your refund is accepted electronically by the IRS, for the amount your refund less filing fees will be deposited into your bank account.

 

The Following products require fees paid at the time of the service

• E-file: Direct Deposit

• Your refund will be deposited into your savings or checking account directly from IRS approximately 10-14 days after your return is accepted by IRS.

•  3-4 Weeks (E-file: Check)
• Your refund will be mailed to you directly from IRS in approximately 3-4- weeks after your return is accepted electronically by the IRS.
• Mail a paper return

 

• Your refund will be mailed to you directly from IRS in approximately 6-8- weeks after your mail your return to the IRS.

 

I hereby authorize the use of this identification above to electronically file my federal tax return according to IRS publication 1345

* NOTE: The IRS is now requiring us for an explanation on the other parent or Non Custodial Parent? Please provide a brief description of the other parent (Non Custodial, Incarcerated, Non Involve, Child is Solely in my care)

Fill out COMPLETLEY, if it does not apply Please leave blank. Use a separate worksheet for EACH SCH - C
**Please Note: If possible, it is preferred a trial balance, P&L and balance sheet be provided by the client.
If available, write “see next page” below and stuck under this page. If NOT AVAILABLE, Please use the input sheet below.

Income Questions: (Required if no P&L or Trial Balance Available)

General Expenses: (Required if no P&L or Trial Balance Available)

STANDARD DEPENDENT 1

STANDARD DEPENDENT2

STANDARD DEPENDENT 3

STANDARD DEPENDENT 4

NONSTANDARD DEPENDENTS (Grandchild, niece, nephew,stepchild, foster child, etc.):

ADULT DEPENDANTS

By signing below I certify all information is true, valid, and to the best of my knowledge. I accept full responsibility of the statements mentioned above. Any and all disputes regarding this matter shall be forwarded to me with the information found on my tax returns forms.

Note: If You received financial Aid your are not available to received the school Credit.

MEDICAL EXPENSES

Current Year

TAX EXPENSES

Current Year

Current Year

Current Year

Current Year

If you had any casualty or theft losses during the year, please provide detail below, including date, description, amount of casualty or loss, any insurance reimbursement & basis in the property.

Enclosed in your folder is any material you furnished for use in preparing the returns. If your return is examined, requests may be made for supporting documentation. Therefore, we recommend that you retain all pertinent records for at least five years.