Tax Client Intake Form & Agreement

HOW DID YOU HEAR ABOUT US?

TRUE TAX STUDIO LLC (the firm) maintains the highest standard of ethical behavior and responsibility to our clients. The firm has also always been diligent in
guarding its clients’ privacy and protecting personal information. However
the government has precise regulations to ensure that all tax preparation firms
have taken the appropriate steps to protect client information and properly inform
their clients of issues related to tax preparation.

To fulfill the acknowledgement requirements of these various government
regulations, this set of compliance documents has been prepared.

The documents include:
1. ENGAGEMENT AGREEMENT- Our engagement agreement details the
services this firm provides, outlines the responsibilities of both this firm and
client during the tax preparation process, and states how conflicts of interest
that may arise between spouses and former spouses are handled.

2. CONSENT TO USE YOUR TAX RETURN INFORMATION- By signing this
document, you are providing this firm with your consent to use your tax return
information for the purposes indicated.
If you have questions, please email info@trutaxstudio.com.

Engagement Letter
The firm appreciates the opportunity prepare your individual income tax return. This letter sets for the services the firm provides as part of the tax preparation process, states potential conflicts of interest, and outlines your responsibilities as a client.

The return will be prepared based on the information and documentation you
provide without independent verification by the firm. The firm will provide you
with a tax organizer to assist you in the gathering and organizing the required tax
return data in order to keep the tax preparation fees to a minimum. You will make
available information about all of your income and deductions so that
substantially correct amounts of income and tax can be properly reported. It is
your responsibility to maintain, in your records, the documentation necessary to
support the data used in preparing your tax returns.

This firm is not responsible for the disallowance of doubtful deductions or
inadequately supported documentation, nor for resulting taxes, penalties and
interest. You are expected to promptly provide required follow-up materials and any
missing information. If the firm has not received all of your tax return information
in early April, we may not be able to complete the return before the filing
deadline. If this happens you may be subject to late filing and/or late payment
penalties. The preparation fee does not include responding to inquiries or
examination by taxing authorities. However, the firm is available to represent you
and the fees for such services are at the firm’s standard rates and would be
covered under a separate engagement letter.

FEES FOR SERVICES will be at the firm’s standard rates plus out-of-pocket
expenses. In some circumstances, a retainer may be required. Payment for
services is due when rendered and, in some circumstances, interim billings may
be submitted as work progresses and expenses are incurred.

You will be provided with copies of the completed returns. It will be your
responsibility to review the documents before signing and filing the returns or
signing the authorization for the firm to electronically file the returns to verify that
the information is correct and accurate.

Signature indicates you have read,understand, agree, & give consent as spelled out above.

SIGN IN BOX BELOW WITH YOUR MOUSE OR A STYLUS IF USING A TOUCHSCREEN ENABLED DEVICE

 

CONSENT TO USE OF TAX RETURN INFORMATION
For the purposes of this consent form, “we,” “us,” and “our” mean True Tax Studio LLC
Federal law requires this consent form be provided to you. 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 in our tax return preparation services. If we obtain your signature on this form by conditioning our tax 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.

If you do not consent, you may still have your tax return prepared and electronically filed by us for a fee. For your convenience, we have entered into an arrangement with third parties to provide qualifying taxpayers with the opportunity to apply for an Electronic Refund Disbursement Service and/or Loan product. To determine whether these products may be available to you, we will need to use your tax return information in order to calculate the amount of your anticipated refund. If you would like us to use your tax return information to determine whether these products may be available 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 present you with the opportunity to apply for these products and services.

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 e-mail at
complaints@tigta.treas.gov.

Signature indicates you have read,understand, agree, & give consent as spelled out above.

SIGN IN BOX BELOW WITH YOUR MOUSE OR A STYLUS IF USING A TOUCHSCREEN ENABLED DEVICE

 

CONSENT FOR PAYMENT FORM 

We here at TRUE TAX STUDIO LLC, value the relationship we have with all of our clients. We are in the business to provide you with the absolute best service you can have. With saying that, we would like to remind you that we are providing you a service NOT a refund. You as a taxpayer have the choice to pay your tax preparation fees by one of the following: cash, credit/debit card, or directly from your refund*.
 
*If you choose to have  the ramaining balance of the tax preparation fees taken from your refund and for whatever reason your taxes are intercepted, YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES!  Please contact us immediately at our office for payment or payment arrangements. By signing your return you are agreeing to pay the preparation fees regardless if your refund was received or not. After 30 business days from the date the refund was scheduled to arrive if no payment or arrangement is made, we will be forced to put your account into collections. We hope we never have to go this route so please keep open communication with us so we can work with you!
 
Thank you!
 
Warm Regards,

TRUE TAX STUDIO LLC 

Signature indicates you have read,understand, agree, & give consent as spelled out above.

SIGN IN BOX BELOW WITH YOUR MOUSE OR A STYLUS IF USING A TOUCHSCREEN ENABLED DEVICE