MENA FINANCIAL LRC

Tax preparer :Charmmisha Weathers CEO/Owner #103491

Thank you for trusting me to assist you with your 2025 tax preparation. I sincerely appreciate your business and look forward to working with you this tax season. This year, we are offering exciting incentives! For every client you refer, you will receive recognition for your referral. Additionally, we provide same-day cash advances with high approval rates, as well as guaranteed maximum refunds. If you have any questions or need assistance, please don’t hesitate to reach out to me at 859-368-1802 or via email at menasfinanciallrc@gmail.com
- Did you file with me last Year?
- What Tax Year Are You Filing?
- Referred by:
  Please put N/A if you were not referred by anyone
- Are you interested in a Refund Advance?
- Have you applied for a Cash Advance elsewhere this tax year (2025)? If so DO NOT proceed to the next question. Reach out to me please! thank you
- Do you Have Dependents?
- Do you have a small business, gig, or side hustle?
- How will you like to receive your refund?
- What is the name of your High School?
- Taxpayer’s Name
  
  First NameMiddle InititalLast Name
- Occupation?
  Job title
- Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- DOB
  
  MonthDayYear
  Birthdate
- SSN
  Social security number
- Filing Status?
- Marital Status as of 12/31/25
- Are you a U.S. citizen?
- What county do you reside in?
  surrounding counties
- Taxpayer’s Email
  example@example.com
- Photo ID (unexpired)
  
  Cancelof
- SSN Card
  
  Cancelof
- Spouse’s Name (leave blank if none)
  
  First NameMiddle Initial Last Name
- Spouse’s Occupation
  Job Title
- Spouse’s Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Spouse’s phone number
  Please enter a valid phone number.Format: (000) 000-0000.
- Spouse’s DOB
  
  MonthDayYear
  Birthdate
- Spouse’s SSN
  Social Security Number
- What is the name of your high school? (Spouse’s)
- Do you have a small business, gig, or side hustle? (Spouse’s)
- Spouse’s Email
  example@example.com
- Spouse’s Photo ID
  
  Cancelof
- Spouse’s SSN Card
  
  Cancelof
- Dependent’s Name1 (leave blank if none)
  
  First Name/Middle initial Middle Initial Last Name
- DOB
  
  MonthDayYear
  Birthdate
- SSN (PLEASE INPUT THIS INFO)
  Social Security Number
- Relationship
  
  Other
- SSN Card
  
  Cancelof
- Birth Certificate
  
  Cancelof
- Dependent’s Name2 (leave blank if none)
  
  First Name/Middle initial Middle Initial Last Name
- DOB
  
  MonthDayYear
  Birthdate
- SSN (PLEASE INPUT THIS INFO)
  Social Security Number
- Relationship
  
  Other
- SSN Card
  
  Cancelof
- Birth Certificate
  
  Cancelof
- Dependent’s Name3 (leave blank if none)
  
  First Name/Middle initial Middle Initial Last Name
- DOB
  
  MonthDayYear
  Birthdate
- SSN (PLEASE iNPUT THIS INFO)
  Social Security Number
- Relationship
  
  Other
- SSN Card
  
  Cancelof
- Birth Certificate
  
  Cancelof
- Do you or your dependents have a IP PIN(Identity Protection Personal Identification Number)? If yes please provide me with that information below.
- Name
  
  First NameLast Name
- Enter the IP PIN AND WHO IT’S for.
  IP PIN number
- Name
  
  First NameLast Name
- Enter the IP PIN AND WHO IT’S for.
  IP PIN number
- Name
  
  First NameLast Name
- Enter the IP PIN AND WHO IT’S for.
  IP PIN number
- Name
  
  First NameLast Name
- Enter the IP PIN AND WHO IT’S for.
  IP PIN number
- What type of income do you have?
- Would You Like to Donate $2 to Presidential Election Fund?
- If your dependents were born between 01/01/2025-12/31/2028 will you like to opened up a Trump Election Form 4547?
- Do you owe any back child support for which you are in arrears?
- Will the address on your current returns be different from that shown on your prior year returns?
- Has the IRS, or any state or local taxing agency, notified you of changes to a prior year's tax return? If yes, provide copies of all notices or correspondence received.
- Did you receive any income from any legal proceedings, cancelation of student loans, or other indebtedness during the year?
- Are you blind?
- Are you over the age of 65?
- Did you make any charitable contributions?
- Did you have an HSA form 8889 (Health Savings Account) with your employment?
- Have you ever been disallowed for EITC/AOTC/CTC/ACTC?
- Did you, your spouse, or a dependent have insurance under Affordable Care Act? (The MarketPlace) Form 1095-A
- Do you have a 1099-R Form? If so upload this form.
- Did you receive any Government Assistance Programs such as Food Stamps, TANF, Medicaid or Medicare?
- Did you receive any Government Assistance Programs such as Section 8 assistance, HUD, or base on your income living assistance?
- Do you currently owe the IRS for any previous tax years?
- Did anyone in your household attend college for the selected tax year?
  IF NONE put N/A
- Documents upload. Copy of your bank name, checking and routing number. W2’s, 1099,1099R, 1098T, 1098E
  
  Cancelof
- Self Employed, Side Hustle (Please send ALL proof of income receipts, or screen shot the following: Total income, expenses, including supplies, advertisement, rent, electricity, internet, cell phone bills, ETC. QuickBooks, wave accounting, FreshBooks, Xero, Zoho Books, Zip books, Nolapro, ETC.
  
  Cancelof
- Copy of your Lease agreement, any other documents. Upload here please.
  
  Cancelof
- NAME OF BANK
  BANKING INFORMATION
- ROUTING NUMBER
  BANKING INFORMATION
- CHECKING/ACCOUNT NUMBER
  BANKING INFORMATION
- Did you receive employment income as an employee or contractor?
- Did you receive any Unemployment Compensation?
- Did you receive any Social Security Benefits?
- Did you have any gambling winnings or losses, including lottery, bingo and raffles?
- Do you have a 1098 Mortgage Interest Statement?
- Dear Client(s)Thank you for choosing Mena’s Financial LRC to assist you with the preparation and filing of your income tax return(s). This letter confirms the terms of our engagement and outlines the nature and extent of the services we will provide. Scope of Services We will prepare your federal and applicable state income tax return(s) for the tax years you have selected based on the information you provide. It is your responsibility to provide complete and accurate information, including but not limited to :Income statements (e.g., W-2s, 1099s, etc.) Deduction and credit information Any additional documents or records required to complete your return. Our work is limited to the preparation of your tax return(s) and does not include auditing or verifying the information you provide. If necessary, we will request additional documentation to ensure compliance with applicable tax laws. Client Responsibilities you are responsible for maintaining adequate records to substantiate the items reported on your tax return(s). You must review your completed tax return(s)carefully before signing to ensure accuracy and completeness. The ultimate responsibility for the accuracy of the return(s) rests with you. Fees and Payment the fees for preparing your tax return(s) will be communicated to you prior to the commencement of services. If you decide to file your return elsewhere or do not sign your return within 24 hours of its completion, you will be charged a $125 disengagement fee. This fee covers the time and resources already expended in the preparation of your tax return(s). Payment for our services is due at the time of filing unless otherwise agreed upon in writing. Failure to remit payment may result in delays in filing your return(s). Confidentiality All information provided will be kept confidential in accordance with applicable laws and regulations. We will not disclose your information to any third party without your explicit consent, except as required by law. IRS Inquiries and Audits While we strive for accuracy, please note that the Internal Revenue Service (IRS) or state tax authorities may select your return(s) for review or audit. In the event of such an occurrence, our engagement does not include responding to inquiries, audits, or examinations unless specifically engaged to do so in a separate agreement. Termination of Services We reserve the right to terminate this engagement if the necessary information is not provided in a timely manner, if full payment is not received, or if there is a failure to adhere to the terms outlined in this letter. Acknowledgment and Agreement By signing this letter, you acknowledge that you have read, understand, and agree to the terms of our engagement. You also acknowledge that you are responsible for the information provided and for the timely signing and filing of your tax return(s).Please indicate your acceptance of these terms by signing and returning a copy of this letter. Sincerely, Charmmisha Weathers Tax Preparer (ERO) Mena’s Financial LRC Mutual Non-Disparagement Mena's Financial LRC agrees to refrain from any disparagement, defamation, libel, or slander of any of the Releasees, and agrees to refrain from any tortious interference with the contracts and relationships of any of the Releasees. Client agrees to refrain from any disparaging statements about Mena's Financial LRC . Any instances of this found by Mena's Financial LRC will result in a $2500 penalty per occurrence payable by the client to Mena's Financial LRC.
- Referrals are not required but are definitely appreciated.
  
  We do offer a referral fee for every referral you send that successfully completes the intake process.
  
  When their return pays out you will receive your referral fee.
  
  Would you like to refer a client to us?
  
  If So, please list Reference name and phone number below.
- Reference
  
  First NameLast Name
- Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Should be Empty:

Tax preparer :Charmmisha Weathers CEO/Owner #103491