Client Engagement Form

Dear Valued Client,

This letter is to detail the terms of our engagement with you, and to clarify the nature and extent of the services we will provide.  To ensure an understanding of our mutual responsibilities, we ask all clients for whom returns are prepared to confirm the following arrangements. 

By providing us with your signature, you are accepting the terms and conditions specified in this letter.

We will prepare your federal, state, and local income tax returns from the information you supply. We will not audit or otherwise verify the data you submit, however it may be necessary to ask you to clarify some of the information that you have submitted. We will supply you with guides to assist you in gathering the information required to accurately complete your return. We reserve the right to assess additional bookkeeping charges if necessary. 

Tax preparation is a service-related business and clients are typically expected to pay their tax preparation fees upfront via credit card, debit card, e-check, or via Affirm. Clients may also choose to have their tax preparation fees deducted from their refund. If you opt to have your tax preparation fees withheld from your refund versus paying upfront, additional fees may apply such as service bureau fee, transmission fee, document fees, bank fees, and e-file fees.

I will return your original records to you at the end of this engagement, if you provided physical copies. You should securely store these records, along with all supporting documents, canceled checks, etc., as these items may later be needed to prove accuracy and completeness of a return. I will electronically retain copies of your records and our work papers for your engagement for seven years, after which these documents will be destroyed.

If your tax return is selected for audit by the IRS or by the state tax authorities, I am available to represent you or to prepare materials in response to correspondence. However, these are additional expenses not included in my tax preparation fees and I will render additional invoices for the time and expense incurred. We offer and recommed selecting Audit Protection before filing.  Please let me know right away if you receive any letters from the IRS or any other tax agency. I will correct your return for free and pay any penalties if I am at fault. However, I am not responsible for payment of any taxes owed.

Information you provide will be kept confidential. I restrict access to your information and maintain physical, electronic and procedural safeguards to protect your information. 

It is your responsibility to provide all of the information required for the preparation of complete and accurate returns. You should retain all documents that form the basis of income, expenses, credits, and deductions. These may be necessary to prove the accuracy and completeness of the returns to a taxing authority. We will keep a copy of all documents as a precaution, so as to be readily available in the event that they must be submitted on your behalf. 

Ultimately, you are responsible for the filing of your income tax returns and, therefore, you should review them carefully before signing and approving for IRS transmission.

Our work in connection with the preparation of your income tax returns does not include any procedures designed to discover defalcations and/or irregularities, should any exist. We will render such bookkeeping assistance as necessary to prepare your income tax return.

There are various penalties that may be imposed when taxpayers understate their tax liability. If you would like information on the amount or the circumstances of these penalties, please review the IRS website.

Your returns may be selected for review by the taxing authorities. Any proposed adjustments by the examining agent are subject to certain rights of appeal. We offer optional audit protection at an additional cost. 

You attest that you understand that this information is being provided to the IRS and state tax authorities. You attest that your tax preparer advised that any false and misleading information that you provide for income tax filing purposes is against the law and is subject to penalties.  You understand that DTi Taxes, LLC is only liable for any errors and omissions on their part and responsible for any interest and penalties and not tax due.  

If you are in agreement with the conditions set forth above, please sign this letter in the space indicated.  This letter will apply for all tax returns prepared for you by our tax preparers. 

We want to express our appreciation for this opportunity to work with you.

Sincerely,  

DTi Taxes, LLC

Consent To Use

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 use your tax return information for purposes other than the preparation and filing of your tax return without your consent. 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. 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. For your convenience, we have entered into an arrangement with certain companies to offer an Electronic Refund Disbursement Service and/or Loan product. To determine whether these offerings may be of interest to you, we will need to use your tax return information. If you would like us to use your tax return information to determine whether these offerings are relevant to you while we are preparing your return, please sign and date this consent to the use of your tax return information. By signing below, you authorize us to use the information you provide to us during the preparation of your tax return to determine whether to offer you an opportunity to apply for the Electronic Refund Disbursement Service and/or Loan product.

Consent to Disclosure of Tax Return Information
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 Refund Advantage. 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 tax return information to Refund Advantage. 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 tax return information to Refund Advantage for 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 Refund Advantage all of your 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 Refund Advantage, 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. 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 complaints@tigta.treas.gov. 

Consent for Payment
DTi Taxes, LLC is not responsible in the event the taxpayer omits or provides incorrect information (i.e. social security numbers, names, dates of birth, etc.).  These errors may delay your refund.  DTi Taxes, LLC does not control whether or not the IRS randomly selects your return for an audit, however all clients are welcome to purchase Audit Protection and we will always keep all necessary documents on file to dispute an audit on your behalf.  All information obtained from the taxpayer and/or spouse must be submitted if the IRS audits your tax return. 

DTi Taxes, LLC is not responsible for any incorrect tax figures provided by the taxpayer and/or spouse.  If your tax figures change you will need to submit an amendment.  DTi Taxes, LLC offers amendment preparation for an additional fee.  If you have any overdue debts (i.e. school loans, child support, DPP, DFCS, etc….) that are scheduled to offset your refund, you will be required to pay your tax preparation fees upfront.  You are able to call the IRS offset department at 1-800-304-3107 or 1-800-829-7650 to check the status of any scheduled offsets. If you are unaware of a potential offset and your refund is completely garnished, your prep fee will be drafted from the bank account you have on file with our office. 

DTi Taxes, LLC is not responsible for any changes the IRS or receiving bank may make on disbursement dates.  DTi Taxes, LLC is not responsible for any glitch issues that the IRS experiences that may cause a delay in receiving your tax refund. We DO NOT reimburse any bank fees in the event of this occurrence.

Consent for Review of IRS Offset Status
I give express written permission for a representative of DTi Tax Services, LLC to contact the IRS Offset Line to assess possible offsets that will affect disbursement of my tax refund.