2023 Client Tax Questionnaire

IMPORTANT: Upon completion of all applicable parts of this form you must click the "SUBMIT" button at the bottom of the form to send this information to our office. Closing your browser before clicking the "SUBMIT" button will delete all info without sending it to us.  It should be noted that upon clicking the "SUBMIT" button you will get a confirmation email that we have received your information.  Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid state issued photo identification card during your engagement.

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This questionnaire may take you up to 20 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form.

I acknowledge that all information provided to Turner & Associates, 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 Turner & Associates, LLC and the preparer of any error due to incorrect information provided by me.  By signing below, I authorize Turner & Associates, 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 Turner & Associates, 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 Turner & Associates, LLC will take legal action to collect the unpaid tax preparation fees. 

Dear Taxpayer, 

You have requested our firm’s assistance with preparation and filing of your 2023 Federal and State income tax returns. In addition to preparing your returns for filing, we will supply you with a copy of the returns for your records.

We are required by law to file most income tax returns electronically. If your return cannot be filed electronically, or you request a waiver from the electronic filing requirement, we may require your approval and signature on a waiver document. In this case we will supply you with paper copies and envelopes for sending to the appropriate Federal and State agencies.

For preparation and filing services you will be charged applicable fees.  Unless other arrangements have been made in advance, we require full payment of preparation fees before we file your returns.

I will prepare your returns based on information you provide. You agree that you will provide all requested documents and answer all questions truthfully and fully so I can accurately prepare your returns. Preparation of your tax returns does not imply any verification or other assurances related to the information you provide, and we will not perform any auditing functions related to this engagement. You acknowledge that it is your responsibility to provide any and all documentation and verification of items on your returns in the case of an audit or other inquiry from a government agency. Note that some items such as auto expenses, travel expenses, and certain charitable contributions require contemporaneous written records to allow a deduction.

Information you provide will be kept confidential. However, our discussions are not protected by any form of attorney-client privilege. I will advise you to consult with an attorney at any time I feel it may be appropriate.

This agreement covers only the preparation of your tax return and does not apply to services related to an audit of the return by a government agency, additional correspondence with a government agency, or other services that may be required after filing of your returns. If additional services are required, a separate agreement will be executed.

We want to thank you for putting your trust in Turner & Associates, LLC and look forward to a long and mutually satisfying relationship.  

Warm Regards, 

Fabray & Tabitha 

O: 205.994.6398

F: 205.994.6415

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution.

You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, 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.

The tax information may not be disclosed or used by Turner & Associates, LLC, its owner, employees, or staff, for any purpose other than that which is permitted by this consent document. 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 by email at complaints@tigta.treas.gov.

We at Turner & Associates, LLC value the relationship we have with all of our clients. We are in the business to provide you with the absolute best service. 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, check, money order, credit/debit 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 offset, YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES!  We will send you an invoice for preparation fees to be paid via cash, check, money order, credit/debit card or ACH.