LETTER OF ENGAGEMENT(combined)

LETTER OF ENGAGEMENT
OUR RESPONSIBILITIES
Our work (whether consultation, tax return, tax plan or related product) is based on data you provide.
- We are not responsible to audit or verify the data that you give to us.
- We may ask for clarification of your data or additional information.
- We are not responsible to discover fraud or other irregularities, should any exist.
- We will work to find all the credits and deductions you are legally entitled to.
YOUR RESPONSIBILITIES
- To provide all the information required for a complete and accurate finished product.
- To provide this information in a timely manner.
- To retain, with the completed work, all the documents, cancelled checks and other data that form the basis of income and deductions since you may later have to provide them to a taxing authority.
- To carefully review all work completed by our office before you sign. You have the final responsibility for anything submitted to a taxing authority.
- You are responsible not to commit fraud.
- You are responsible to let us know if you received Child Tax Credit Payments in 2023, If you did not receive your stimulus payment 1, 2,and 3 payment, 1099k Form, and Unemployment 1099 Form.
PENALTIES, EXAMINATIONS AND NOTICES
The IRS and state taxing authorities impose penalties for certain offenses, including understatement of income, filing after the deadline, underpaying estimated taxes, or under withholding taxes (If you would like more information, please contact us.) They can also select any return for examination.

PRIVACY POLICY
Tax preparers are bound by professional standards of confidentiality. Therefore, we have always protected your right to privacy. For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law, and as is necessary to properly provide our services to you.

Types of Nonpublic Personal Information We Collect. We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

Parties to Whom We Disclose Information. We make available information to our employees and to nonaffiliated third parties who need to know that information to assist us in providing services to you. In all such situations, we require a contractual agreement that includes procedural safeguards that protect the confidential nature of the information being shared.

Protecting the Confidentiality and Security of Current and Former Client Information.
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

OUR FEES
We invoice for time spent, depending on schedules and forms completed and out-of-pocket expenses incurred. Our rates vary depending on the nature of the work performed. We may invoice for partially completed work that is placed on extension or remains undone.

TAX DOCUMENTS
All clients are provided a copy of their tax documents at the conclusion of their tax preparation, if return is e-filed to the IRS. Tax documents are issued via email or in office only. In order to provide you with a copy of your tax documents, tax return must be e-filed and submitted to the IRS. Any additional copies of your e-filed tax documents are $50 per year.

*A retainer will be required when working on ALL tax returns and before undertaking projects for new clients.

ARBITRATION
If a dispute arises out of or relates to this contract or engagement letter, or the obligations of the parties therein, and if the dispute cannot be settled through negotiation, the parties agree first to try in good faith to settle the dispute by mediation administered by the American Arbitration Association under its commercial Mediation Rules before resorting to arbitration, litigation, or some other dispute resolution procedure.

AGREEMENT
The foregoing is in accordance with my (our) understanding of your engagement to provide tax and financial services and you are hereby advised that each item of revenue or expense can be substantiated by receipts, cancelled checks, or other documents. This information is true, correct, and complete to the best of my (our) knowledge. Further, it is my (our) understanding that these terms will continue to be in force for the succeeding years of our engagement.
Print Taxpayer Name
Date

MonthDayYear
Date
Taxpayer Signature

Clear
Date

MonthDayYear
Date
Print Spouse’s Name or N/A (If applicable)
Date

MonthDayYear
Date
Spouse Signature (if applicable)

Clear
Date

MonthDayYear
Date

ACCOUNT
Owner of account

TaxpayerSpouseJoint
Type of account

CheckingSavings
Name of financial institution
Financial Institution Routing Transit Number
Your account number
IRS Required Documents to file Section:

1. Tax Payer Identification Verification:
Upload Tax Payer Indenificathion (ID or Passport)

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Upload Tax Payer Social Security Card

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2. Tax Payer Filing Status and address verification
Single: (mail with address or any type of bill with address)

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Head of Household: (Utility Bill, Lease, Rent Statement, Separation Agreement, Bank Statement, etc)

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Married Filing Jointly: (Marriage Certificate)

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Married Filing Separately: (Marriage Certificate)

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Qualified Widower: (Death Certificate)

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3. Tax Payer Dependent ID Verification:
Upload Dependent One Social

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Upload Dependent Two Social

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Upload Dependent Three Social

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Upload Dependent Four Social

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Upload Dependent Five Social

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4. Tax Payer Dependent Relationship Verification:
Upload Dependent One Birth Certificate

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Upload Dependent Two Birth Certificate

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Upload Dependent Three Birth Certificate

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Upload Dependent Four Birth Certificate

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Upload Dependent Five Birth Certificate

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5. Tax Payer Dependent Residency Verification
Upload Dependent One School, Medical, or Shot Records

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Upload Dependent Two School, Medical, or Shot Records

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Upload Dependent Three School, Medical, or Shot Records

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Upload Dependent Four School, Medical, or Shot Records

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Upload Dependent Five School, Medical, or Shot Records

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6. Tax Payer Income Statement Verification-W2, 1099, Bank Statement, Income Statement, Receipt Log, Medical/Dental Expense, Taxes paid,Interest expense (1098-Int), Charitable contribution, or any additional documentation
W2'S, 1099NEC, 1099's, W2G, ETC.

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Small Business/Self-Employed: Bank Statements, Receipt log, Summary of Income & Expenses, Reconstruction of Income and Expenses, or other income documents

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1095A Form or 1095 Insurance Form

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Additional documents. (Please upload the following document if available)

Property Sold Income, IRA (Individual Retirement), Dividend income, Partnership Trust, Estate, Property sold Income, Pension, Annuity Income, Child and dependent care expenses, Education Expense (College 1098T form), Business mileage, or any other additional documents.
Additional Documents

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To the best of my knowledge the information enclosed in this client tax organizer is correct and includes all income, deductions, and other information necessary for the preparation of this year's income tax returns for which I have adequate records.
Taxpayer Signature

Clear
Date

MonthDayYear
Date
Spouse Signature

Clear
Date

MonthDayYear
Date

BUSINESS INCOME & EXPENSE WORKSHEET

For business use and self-employed only
Name

First NameLast Name
YEAR
NAME OF BUSINESS
WHAT IS YOUR BUSINESS EMAIL?
Federal ID #
ADDRESS OF BUSINESS

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
BUSINESS ACTIVITY (Check all that apply):

SalesManufacturingService
PRODUCT SOLD OR SERVICE PERFORMED
How many months was this business in operation during the year?

12 MonthsFrom ________ To
How many hours during the year did you and/or your spouse devote to this business?

FULL TIME# of hours
Is any portion of your investment in this business not subject to payback by you?

YesNo

	Name	Soc. Sec. No.	Date of Birth	Occupation	Work Phone
Taxpayer
Spouse

	Taxpayer	Spouse
Blind
Disabled
Pres. Campaign Fund

	Name(First, Last)	Relationship	Date of Birth	Social Security Number	Months Lived With You	Disabled	Full Time Student	Dependent's Gross Income	ID Protection PIN
1
2
3
4
5

	Name of Care Provider	Address	Soc. Sec. No. or Employer ID	Amount Paid
1
2
3
4
5

	Monthly Expenses $	Yearly Expense $
Advertising
Car & Truck
Insurance
Legal Professional
Office Supplies
Rent
Repairs
Business Supplies
Taxes & Licenses
Travel
Utilities
Cell Phone
Fuel
Other:
Other:
Other:
Other:
Other:
Other:
Other:

LETTER OF ENGAGEMENT

Client Data Organizer

1. Personal Information

2. Dependents (Children & Others)

EITC Dependent Section (Relationship/Support/Residency):

Please answer the following questions to determine maximum deductions

BUSINESS INCOME & EXPENSE WORKSHEET