2025 Client Tax Questionnaire

I acknowledge that all information provided to Y & J TAX GROUP LLC 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 Y & J TAX GROUP LLC and the preparer of any error due to incorrect information provided by me.  By signing below, I authorize Y & J TAX GROUP LLC to file my tax return.  I acknowlege by signing this form if I and/or my spouse owes a federal/governement debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to Y & J TAX GROUP LLC 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 Y & J TAX GROUP LLC will take legal action to collect the unpaid tax preparation fees. 

Federal law mandates the provision of this consent form. Unless authorized by law, we cannot use your tax return information for any purpose other than preparing and filing your tax return without your consent. However, federal law also prohibits us from disclosing any personal or financial information to third parties. Consequently, we will never reveal your financial or personal information to anyone unless you specifically request it in writing. This request must be made on a separate consent form. For the purposes of this consent form, we are seeking consent solely to comply with federal law requirements. This consent allows us to contact you via phone, email, mail, newsletters, email reminders, holiday and occasional cards, and reminders of upcoming deadlines. You are not obligated to complete this form. If we obtain your signature by conditioning our service on your consent, that consent will be invalid. Your consent is valid for the duration you specify. If you do not specify the duration, your consent is valid for three years from the date you sign the consent. The undersigned hereby consents to the use of any and all tax return information by Y & J Tax Group LLC, its owner, employees, and staff for the following purposes: Direct questions, inquiries, or requests regarding your tax returns, situation, or issues. Requests for copies of your documents, figures, numbers, or information. Upon your direct request, to connect you with another professional in a different field or profession to gain further information on a topic not available or within the firm’s expertise. Notification of important tax law changes. Y & J Tax Group LLC will notify you of any changes or information that may affect our engagement, such as a change in our firm website address, email address, physical location, or other contact details. This includes biographical or geographical information. We may also send you appointment reminders, holiday mailings, birthday greetings, and other informational mailings for reasonable business purposes.Please note that the tax information you provide to us will not be disclosed or used by Y & J Tax Group LLC, its owner, employees, or staff for any purpose other than what is permitted by this consent document. If you believe that your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you can contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484 or by email at complaints@tigta.treas.gov.

At Y & J Tax Group, LLC, we value the relationship we have with our clients. Our goal is to provide you with the best possible service. However, it’s important to remember that we’re providing a service, not a refund. As a taxpayer, you have the option to pay your tax preparation fees by cash, check, money order, credit card, or directly from your refund. If you choose to have the tax preparation fees deducted from your refund, and for some reason, your taxes are intercepted, you are still responsible for paying the fees. Please contact our office immediately to arrange payment or payment arrangements. By signing your return, you agree to pay the preparation fees regardless of whether your refund is received. If no payment or payment arrangement is made within 90 days of the scheduled refund date, we will be forced to place your account into collections. We hope this never happens, so please maintain open communication with us so we can work together.