Tax Terms of Service 2024

Name*

First NameLast Name

Date*

Date

Services to be Rendered:

Individual Federal Tax Return 2023
State Tax Return 2023 (State(s) of Residence/Work)
Previous Year Tax Returns, as Needed

Rates/Methods of Payment:

Individual Standard Rate: $115 per hour
Individual rate applies to single-owner LLCs and Qualified Joint Ventures (LLCs where the only two owners are a married couple filing jointly)
For Partnership rates (usually multi-owner LLCs wherein the owners are not a married couple), please contact Carly for a separate agreement.
$50 deposit due to reserve client slot, to be deducted from final amount due
$50-$200 rush fee may apply due to late transmission of documents (see within)
Remainder of invoice due no later than 30 days after filing unless otherwise agreed upon by both parties

Payment Methods Accepted:

Check: Inquire for address
PayPal : carlyjanecrawford@gmail.com
Zelle/QuickPay: carlyjanecrawford@gmail.com
Venmo: @thatcarlyjane

Terms of Rate:

Information transmission to Carly Crawford by 11:59pm on Wednesday, February 28, 2024 (unless otherwise expressly agreed to in writing at time of discount offering), phone/email response to all questions within 48 hours, and payment of nonrefundable deposit guarantees submission by April 15, 2024 deadline.

Information transmission to Carly Crawford after February 28, 2024, and/or failure to timely respond to questions during the preparation process, may result in the accumulation of rush fees at $50-$100/return. Information transmission on or after March 15, 2024, and/or failure to timely respond to questions during the preparation process, may result in the accumulation of rush fees at $100-$200/return. Additionally, information transmission on or after February 28, 2024 may require the filing of an extension depending on date of late information transmission, at Carly's discretion.

Preparation fees will be charged by the quarter-hour for any time spent preparing returns and reviewing them with the client. General preparation time is 2.5 to 4.5 hours per return; Carly cannot guarantee a set total price/hours budget before preparation of return due to the individualized nature of tax preparation.

A nonrefundable deposit of $50 is due prior to beginning any draft of a return or reviewing or filing a return. Payment may be made via Check, PayPal, Zelle/QuickPay, or Venmo. The remainder owed will be invoiced after filing and is due in full 30 days after filing unless a payment plan is otherwise arranged.

Due to the changing nature of the tax code, items may be treated differently during this preparation season than in previous filings. Carly Crawford will make every effort to explain these changes when the client has questions.

Information Transmission Recommendation:

If the client is working with Carly Crawford remotely, it is recommended that the client sends all documents containing sensitive data through Carly's encrypted client portal, SmartVault. Carly will create an account for you and invite you to SmartVault upon receipt of your deposit and signed Terms of Service. Carly Crawford will not be responsible for the clients' data should they choose to submit it in a non-secure format.

Waiver and Disclosure:

To protect you (the client), your tax preparer (Carly Crawford) follows accepted ethical procedures as specified by the Internal Revenue Code and/or applicable guidelines governing the conduct of professional tax preparer.

The specified income tax returns are prepared for me and/or my business at my direction by Carly Crawford, tax preparer.

In the below section, please initial in the spaces following each statement.

I acknowledge that before my returns will be filed, I must review the completed returns and understand their contents. I will receive a copy of the returns for my records upon filing. I realize it is my responsibility to include in my records all documentation necessary to substantiate all income, deductions, and credits reflected on the returns for at least 3 years, or 2 years after I complete paying my tax bill, whichever is later.*

Initials

Before filing, I must and will confirm that all information on these returns is true and accurate according to the information furnished to me by my tax preparer. Nothing has been added or deleted by the preparer that would understate my tax liability.*

Initials

All taxable income has been reported, including any cash payments, any partering, and partnership interests, any sales of business or personal assets, and all interest and dividend income from all sources, including income for which I did not receive a tax form.*

Initials

I have informed my tax preparer of any adjustments or correspondence between any taxing authority and me and/or my business during the past 3 years.*

Initials

I have been informed that I must have adequate records for all deductions and specifically for: any travel or meals, any business use of a vehicle, any business use of electronics or "listed property," and any cash and/or non-cash contributions to charity.*

Initials

I understand my professional tax preparer has and will base the entries on my returns according to present laws, regulations, and other applicable authority. I understand that tax law and its interpretation is subject to continual change and therefore the rules and principles followed in the preparation of these returns may not be applicable for any other tax year. *

Initials

My tax preparer has/will indicate(d) any aggressive applications of tax law to me, and I understand such a position may be questioned and/or overturned in the audit process. I agree to hold my preparer harmless from any examination and possible reversal on this/these issues.*

Initials

I understand that my tax preparer must uphold due diligence requirements, and agree to furnish my preparer with any necessary documentation and answer all questions truthfully in order to prepare my return. *

Initials

I understand that my tax preparer has prepared my taxes to the best interpretation of the law. I release my tax preparer from any liability of payment of additional taxes, penalties, or interest should a tax authority send me a letter assessing additional taxes. Should I receive such a letter, I have the right to send this letter to my tax preparer and receive an explanation of the letter's contents. *

Initials

I understand that it is my responsibility as the taxpayer to pay all debts owed to the IRS and any state taxing entities. These debts may include taxes, penalties, and interest. My tax preparer is not responsible for any amount I owe. *

Initials

By signing, I agree to the conditions of this service. *

Full Legal Name according to the Social Security Administration, including Middle Initial

Your Name (if it's different from the Social Security Administration)

First NameLast Name

Your Pronouns

ex. they/them, she/her

Email*

example@example.com

Phone Number*

Area CodePhone Number

Mailing Address, if in US

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Thank you for your cooperation and understanding of the responsibilities we must accept as professional tax preparers. I look forward to working with you.

Please feel free to print this page for your records.

For a full list of documents required for tax preparation, please visit http://carlydoesbooks.com/taxterms and click "Individual Documents and Information Required."