If you need to speak with a Xtreme Tax Team member before completing the INTAKE FORM, please call 504-596-9101

Please have the following items before filling out the form:

 Identification or Driver License (Unexpired), W2's , Social Security Card for everyone on the return, Utility Bill (If you are carrying a dependant/child)

Proof of Self-Employment (Proof of income ex .Cash App, Paypal or Profit and Loss Statement EIN#, Business Cards)

IF YOU CLICK THE SAVE BUTTON BELOW IT SAVES YOUR INFORMATION.

YOU CAN ALSO COME BACK LATER TO FINISH. 

AN EMAIL IS SENT WITH A LINK TO CONTINUE USING THE EMAIL ADDRESS ENTERED ON THE FORM 

CONSENT FOR PAYMENT

We here at Xtreme Tax & Service Solutions 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, check, money order, credit card, or directly from your refund*.

*If you choose to have 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 90 days from the date the refund was scheduled to arrive if no payment or payment arrangement is made, we will be forced to put your account into collections and/or debit your bank account. We hope we never have to go this route, so please keep open communication with us so we can work with you!

Letter of Engagement

Thank you for choosing Xtreme Tax & Service Solutions to assist you with your requested year taxes. This letter confirms the terms of our engagement with you and outlines the nature and extent of the services we will provide.

We will prepare your requested federal and state income tax returns. We will depend on you to provide the information we need to prepare complete and accurate returns. The law imposes penalties when taxpayers underestimate their tax liability. We may ask you to clarify some items but will not audit or otherwise verify the data you submit.

We will perform accounting services only as needed to prepare your tax returns.

Accordingly, our engagement should not be relied upon to disclose errors, fraud, or other illegal acts, though it may be necessary for you to clarify some of the information you submit. We will, of course, inform you of any material errors, fraud, or other illegal acts we discover.

I acknowledge that all information provided to Xtreme Tax & Service Solutions is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information provided. Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, that I am taking part in a potentially criminal penalty situation and is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment. I waive Xtreme Tax & Service Solutions and the preparer of any error due to incorrect information provided by me. By signing below, I authorize Xtreme Tax & Service Solutionsto file my tax return.

I acknowledge by signing this form if I and/or my spouse owes a federal/government debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to Xtreme Tax & Service Solutions at the time of service. Also, if the federal refund amount is mailed, I/we are still responsible for the tax preparation fees stated on the invoice. If the tax preparation fees are not paid, I understand Xtreme Tax & Service Solutions will take legal action to collect the unpaid tax preparation fees. I also agree that client won’t dispute tax preparation fees for services rendered due to IRS delays.

Invoices are due and payable upon presentation. We will return your original records to you at the end of this engagement. 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. We will retain copies of your records and our work papers for your engagement for three years, after which these documents will be destroyed. Paper copies of the tax return and other documents will be available for a fee.

Our engagement to prepare your tax returns will conclude with the delivery of the completed returns to you (if paper-filing), or your signature and our subsequent submittal of your tax return (if e-filing). If you have not selected to e-file your returns with our office, you will be solely responsible to file the returns with the appropriate taxing authorities. Review all tax-return documents carefully before signing them. You agree to allow Xtreme Tax & Service Solutions to file your tax return and understand we do not give quotes to be comparable to DIY tax software. By signing this agreement your signature is now transferrable to the forms 1040, 8879, 7216, and all other applicable form in the fianlized tax return from this document, for submission. 

You also agree to receive text messages and emails from Xtreme Tax & Service Solutions about your tax return and future opportunities with Xtreme Tax & Service Solutions

By signing this form you agree that the bank account on file will be drafted a processing fee of $100 (1) in the event your return is rejected due to you already filing or applying for a loan with another tax firm, (2) in the event our office completes your return and you do not sign your return within 24 hours of us notifying you that your return is ready for signature (we will consider your return filing abandoned and that you have filed elsewhere, and deactivate your return in our system)

To affirm that this letter correctly summarizes your understanding of the arrangements for this work, you agree to allow Xtreme Tax & Service Solutions to file your tax return and not just give a quote and your signature is transferrable to the tax return from this document, please sign this letter in the space below.

If you need to speak with a Xtreme Tax Team member before completing the INTAKE FORM, please call 504-596-9101