Please Read, Sign and Complete the form
CONSENT TO USE OF TAX RETURN INFORMATION For the purposes of this consent form, “we,” “us,” and “our” mean Gwenkeia M Simmons DBA "Simmons Tax Prep LLC". Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use your tax return information for purposes other than the preparation and filing of your tax return without your consent. You are not required to complete this form to engage in our tax return preparation services. If we obtain your signature on this form by conditioning our tax preparation services on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature. If you do not consent, you may still have your tax return prepared and electronically filed by us for a fee. For your convenience, we have entered into an arrangement with third parties to provide qualifying taxpayers with the opportunity to apply for an Electronic Refund Disbursement Service and/or Loan product. To determine whether these products may be available to you, we will need to use your tax return information in order to calculate the amount of your anticipated refund. If you would like us to use your tax return information to determine whether these products may be available to you while we are preparing your return, please sign and date this consent to the use of your tax return information. By signing below, you authorize us to use the information you provide to us during the preparation of your 2023 tax return to determine whether to present you with the opportunity to apply for these products and services. If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by e-mail at complaints@tigta.treas.go
-TERMS OF ENGAGEMENT
Thank you for allowing Simmons Tax Prep LLC the opportunity to prepare your Federal and/ or State income tax returns. To foster a complete understanding of our relationship, take a moment to review the following information. You have the final responsibility for your income tax returns, and therefore, you should review them carefully before you sign them. By signing this engagement, you are agreeing to compensate Simmons Tax Prep LLC for services you have requested. In the event you terminate the engagement prior to the completion of your tax return, Simmons Tax Prep LLC reserves the right to invoice you for any out-of-pocket expenses, for our time at our hourly rate, or other expenses that were incurred during this engagement.
We will prepare your returns based solely using the information you provide. We may ask for clarification of some items, but will not audit or otherwise verify the information you give to us. We’re responsible for taking the information furnished to us by you and ensuring your tax returns are accurate to the best of our knowledge. Our work in connection with the preparation of your income tax returns cannot be relied upon to disclose errors, irregularities or illegal acts, including, without limitation, fraud that may exist within the documents or figures you provided. We will use our professional judgment in resolving questions where the tax law is unclear or where there may be conflicts between the tax authority's interpretations of the tax law and other supportable positions. Unless instructed by you, we will take a tax position in your favor whenever reasonable. We cannot provide any assurance that tax positions taken will not be challenged or ensure the ultimate outcome of such a challenge. Moreover, we cannot be responsible for issues arising from any income, expenses or other information not provided to us at the time of tax preparation or prior to the filing of your returns
It is our policy to keep records related to this engagement for 3 YEARS. However, we do not keep any of your original records, so you should retain these records in secure storage. Upon the expiration of the 3 years period, we are free to destroy our records related to this engagement. Upon completion of your tax returns we will return any original tax documents to you. These records will be necessary to prove the accuracy and completeness of the returns to taxing authorities, should your returns be selected for examination. We recommend keeping all documents and copies of your returns for a minimum of five years after you file your tax returns or after their due date, whichever is later
Your tax returns may be selected for audit by a taxing authority. In the event of a tax examination, we can arrange to assist you with any correspondence or communication that is initiated by the IRS or STATE for an additional fee. Please be advised that if you receive any correspondence from a taxing authority that pertains to a tax return prepared by this office, we will be happy to address this matter on your behalf. Included in the cost of your tax preparation is 60 minutes of correspondence work per tax year at no additional charge. During that 60 minutes we will assess your situation and apprise you of the course of action we believe is best to take. If we can also compose and send off a reply to the appropriate taxing authority, then we will certainly do so. If the matter or issue will involve more than 60 minutes of work, each additional hour (or fraction thereof) will be billed at a standard hourly rate of one hundred and fifty dollars ($150) per 60-minute hour. When possible, we will do our best to inform you if we believe your issue will require more than 60 minutes to handle, however there may be a situation when we are unable to inform you in advance. If, during this work, it becomes apparent the correspondence received was due to an error or omission by this office there will be no charge for handling the correspondence regardless of the time involved. Please also note that audit/examination representation work is not included in the tax preparation fee and is considered a different engagement with a separate fee structure. If you have any questions regarding the specifics of audit/examination representation please feel free to ask any time before, during or after your appointment. Again, if your returns are audited or examined by any taxing authority, for any reason, the fee you paid for tax preparation does not include the costs to represent you with regard to any audit or examination
Unless specifically requested by you and agreed upon in writing we do not provide any services related to payroll tax, sales tax, excise tax, and personal or real property tax. Nor can we be relied upon to determine or report your compliance, or lack thereof, with any Federal, State, or Local business-related laws, health care or human resources regulations, retirement plan compliance or any business, property, or professional permitting/licensing.
Simmons Tax Prep LLC takes your privacy and personal information very seriously. We will take whatever steps are necessary to safeguard that information and will never sell or disclose said information to anyone outside the firm for any reason.
Please also note that in an effort to help combat the increasing threat of identity theft and to ensure the returns filed by our firm are accurate, true, and pertain to the proper client or taxpayer, Simmons Tax Prep LLC reserves the right to request, as condition of our providing services, certain documents to verify your identity and the identity of others you may be listing on your tax returns. This is for your protection and for the protection of your spouse and/or dependents and these documents will be safeguarded to the best of our ability and in accordance with our document protection procedures. Such documents requested by our firm may include but are not limited to; government issued photo identification, Social Security Cards, birth certificates, or visa and immigration related documents.
We’re also responsible for the timely electronic filing of your tax returns.
During our engagement with you, we may provide you with an estimated refund date. We do not however have any influence over the IRS or STATE issuing your refunds. These authorities do not guarantee a specific date that a tax refund will be issued.
. The charges for our services are on a «perform" basis with references to time spent by our professional staff to perform the work, and costs incurred for related supplies and expenses, including copy charges, long distance phone charges and computer processing charges. Our fee for the preparation of your tax returns will be due and payable upon presentation of your completed income tax filing. Should a situation arise where services have been rendered but payment is not received and our firm is forced to or elects to seek legal assistance to collect fees due to us, please note that you may be asked to reimburse our firm for the legal costs to collect any outstanding balance due. will contact you if such a situation arises after you receive an estimate. You should review the completed returns carefully. Because we understand that cost is an important issue for many clients, we will do our best to provide you with an estimate of our fees prior to completing your returns but please understand that circumstances arise which may raise or lower the estimated fee. If you see anything that requires changing, please bring it to our attention immediately and we will either explain the matter to you or correct it without delay and provide you with new, corrected copies. If you are satisfied with the returns and see no issues, please sign and date the e-file signature authorizations and return them to this office immediately. Please note that all taxing authorities prohibit us from transmitting your tax returns without signed authorization from you. Please also note that if your returns can not be e-filed we will provide you with paper copies to sign and mail to the taxing authorities. If you sought in person consultation services, received advisory services by phone or email, sought representation work or received any tax accounting services, by signing this engagement letter you are agreeing to compensate Simmons Tax Prep LLC for these services, even if you terminated the engagement prior to our firm completing the work requested or required.
Services may be provided with no payment due at the time of service but client agrees to pay the full amount for service within 90 days of service. Client understands that if fees are not received within the 90 days of service, we will turn your account over to magistrate court for collection and/or payroll garnishment. In addition to tax prep fees client agrees that they will be responsible for any court cost plus interest and any other applicable fees accrued in this collection process
Clients that received the Holiday Advance Loan understand and agree that fees will be deducted from the refund amount.
Tax preparer has discussed, and reviewed intake sheet with client and the client agrees and also understands if audited by the IRS “THEY” must provide documentation for items listed on the tax return.
You are responsible to provide all the information required for the preparation of complete and accurate tax returns. You should retain all documents, cancelled checks, and other data that support your reported income and deductions. These may be necessary to prove the accuracy and completeness of the returns to a taxing authority.
To the best of my knowledge and belief the information provided is true, and correct and complete. I understand any false or misleading information may result in an incorrect tax refund/fraud. I also agree to and accept the Terms of Engagement.