2025Tax Preparation Client Intake

Engagement Letter

Dear Tax Client,

This letter serves to confirm our understanding of the terms of our agreement and to outline the nature and scope of the services we will provide. Based on the information you provide to us, we will prepare your federal and applicable state income tax returns for the years specified.

We will not audit or verify the information you provide, but we may request clarification if necessary. It is your responsibility to ensure that all the information you provide is accurate, complete, and includes everything required for the preparation of your tax return. You should retain all documents, canceled checks, and other records that support your income, expenses, credits, and deductions, as these may be needed to substantiate your returns to taxing authorities.

Our work in preparing your income tax returns does not include procedures to detect fraud or irregularities, if any exist. We may provide bookkeeping assistance as necessary for the preparation of your tax return. Please note that this service will be billed separately and is subject to an additional fee.

If required, we will prepare estimated tax vouchers for the following tax year based on your current income and withholding information. If you anticipate significant changes in your income or withholding for the upcoming tax year, please notify us as soon as possible so that we can determine whether adjustments to your tax estimates are needed.

Your tax returns may be subject to review by taxing authorities. Any issues resolved against you by an examiner are subject to certain rights of appeal. In the event of an examination, we are available, upon request, to represent you or to review the findings of the examination. Additional services related to such representation will be billed at our standard rates.

The charges for our services are based on our fee schedule and the complexity of the returns. Please note that all fees are non-refundable once your return is submitted.

You have the final responsibility for the accuracy of your income tax returns. We encourage you to review them carefully before signing or submitting them.

Please sign below if you authorize Level Tax Service to process your tax return and all related forms. Understand that Level Tax Service holds no responsibility for any misrepresentation or false claims based on the information you submitted. The Taxpayer/s is fully responsible for the accuracy of this information.

Thank you for taking the time to complete your Client Intake Form. This information is critical to ensure your tax return is filed accurately. Please take your time and review all information before you submit. Please note that if documents are missing or information is incorrect this will result in a delay in processing your return.

Please complete this form in its ENTIRETY and click SUBMIT when finished.

Please wait until you have ALL of your documents before submitting this form.

Note: If you are claiming any dependents, be sure to upload their SS CARDS, BIRTH CERTIFICATES, and all items that show their address is the same as yours. (e.g. school records, medical records, doctor bills, Medicaid Statement, Social Services Records, or anything that shows your child's name and current address).

If you are filing multiple years you must complete a separate form for each year.

First NameLast NameSuffix

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Please enter a valid phone number.Format: (000) 000-0000.

First NameLast NameSuffix

Please enter a valid phone number.Format: (000) 000-0000.

If you are a returning client we do not need your social security card because we should have it on file already.

First NameLast NameSuffix

If you are a returning client and you are not claiming any additional dependents we do not need your social security cards because we should have them on file already.

Profit and Loss Statement (if you don't have one we will reach out for additional information)

All Expenses will required Proof of purchase/payment. Please upload statement/tax documents above

This information being requested for a quality review to make sure you aren't missing any credits or deductions and to verify that you don't have any credits that rolled over to the next year. If you are a returning client, we do not need a copy of your tax return.

Please sign below if you authorize Levels Tax Services to process your tax return and all related forms. Understand that Levels Tax Services holds no responsibility for any misrepresentation or false claims based on the information you submitted. The Taxpayer/s is fully responsible for the accuracy of this information.

Consent for Payment

We here at Levels Tax Services 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, ach, 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!