Key Advisors Ent. Intake Form

1
Please Choose Your Tax Preparer That You Are Working With* This field is required.
Please Select
Please Select
1. Tabitha Scott
2.Terrance
3.. Tiara Scott
4.. Bre Black
5.. Maya Mock
6.. Tiara L
7. Bella
8. Quamaine Nunnery
9. Ashley Blackshire
10. Andrew M
11. Maia Smiley
12. Charla Ross
13. Reginald Funchess
14. Ophelia Epps
15. Raven Battle
16. Kimberly Blade
17. Alexus Rousell
18. Stephen Carey
19. Lanea Langston
20. Mya Brintley
21. Michael Anderson
22. Deborah Boyer
23. Simone Ratliff
24. Jackie Mitchell
25. Tanirra Bostick
26. Rynicia Caldwell
27. Tauryna Burrows
2
Tax Filing Year* This field is required.
Please Select
Please Select
2024
2023
2022
2021
2020
2019
2018
3
Please provide the name of the person who referred you to us or provide the place where you saw our business.
4
Filing Status* This field is required.
Head Of Household
Single
Married Filing Jointly
Married Filing Seperate
Qualifying Widower With Dependent
5
Your Full Name* This field is required.
Prefix
First Name
Last Name
6
Your Phone Number* This field is required.
Area Code
Phone Number
7
Your E-mail* This field is required.
8
Tax Payers Social Security Number* This field is required.
9
Tax Payers Date of Birth* This field is required.
Date
Year
Month
Day
10
What County Do You Live In* This field is required.
11
Address* This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
12
Did you live at this address all year?* This field is required.
Please Select
Please Select
Yes
No
13
Do you pay rent?
YESNO
14
If so, landlords name?
15
Rent amount?
16
Did you receive health insurance through the Market Place?* This field is required.
YESNO
17
Your Occupation* This field is required.
18
Did you work in different states this tax season?* This field is required.
Please Select
Please Select
Yes
No
19
If so, Please provide the following 1. States you worked in 2. Timeframe you worked in those statesSkip if this does not apply to you.
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Ok
Ok
20
Have you ever been audited by the IRS?* This field is required.
Please Select
Please Select
Yes
No
21
If so, Please provide the year/s of audit and what were the outcomes of the auditsSkip if this does not apply to you.
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Ok
22
Primary Taxpayer - Please Check Any That Apply
Taxpayer can be claimed as a dependent on someone else's return.
Taxpayer was over age 18 and a full-time student at an eligible educational institution.
Taxpayer is blind.
Taxpayer is deceased.
Taxpayer has received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year.
Taxpayer prefers to receive written communications from the IRS in a language other than English.
Taxpayer prefers to receive written communications from the IRS in an accessible format.
Taxpayer is disabled.
None of these apply.
23
Are you claiming a deceased Spouse, Child or Relative?* This field is required.
YESNO
24
Upload a copy deceased child/relative death certificate.Skip if this does not apply to you.
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Select files to upload
Max. file size: 10.6MB
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25
Upload Copy Of Your Previous Year Tax Return Including Schedule C If You Filed Self EmploymentSkip if this does not apply to you.
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Select files to upload
Max. file size: 10.6MB
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26
Spouse's NameSkip if you are not married.
First Name
Last Name
27
Spouse's Date of BirthSkip if you are not married.
Date
Year
Month
Day
28
Spouse's Social Security NumberSkip if you are not married.
29
Spouse's OccupationSkip if you are not married.
30
Spouse's Email AddressSkip if you are not married.
example@example.com
31
Spouse - Please Check Any That ApplySkip if you are not married.
Spouse can be claimed as a dependent on someone else's return.
Spouse was over age 18 and a full-time student at an eligible educational institution.
Spouse is blind.
Spouse is deceased.
Spouse has received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year.
Spouse prefers to receive written communications from the IRS in a language other than English.
Spouse prefers to receive written communications from the IRS in an accessible format.
Spouse is disabled.
None of these apply.
32
Dependent InformationPlease complete all fields for each dependent.
Name
Date of Birth
Social Security Number
Full Time Student? Yes or No
Disabled? Yes or No?
How Many Months Did The Child Live In Your Home?
Relationship To The Taxpayer
1st Dependent
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
Row 0, Column 4
Row 0, Column 5
Row 0, Column 6
2nd Dependent
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Row 1, Column 3
Row 1, Column 4
Row 1, Column 5
Row 1, Column 6
3rd Dependent
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Row 2, Column 3
Row 2, Column 4
Row 2, Column 5
Row 2, Column 6
4th Dependent
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Row 3, Column 3
Row 3, Column 4
Row 3, Column 5
Row 3, Column 6
5th Dependent
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
Row 4, Column 3
Row 4, Column 4
Row 4, Column 5
Row 4, Column 6
6th Dependent
Row 5, Column 0
Row 5, Column 1
Row 5, Column 2
Row 5, Column 3
Row 5, Column 4
Row 5, Column 5
Row 5, Column 6
1st Dependent
2nd Dependent
3rd Dependent
4th Dependent
5th Dependent
6th Dependent
Name
Row 0, Column 0
Date of Birth
Row 0, Column 1
Social Security Number
Row 0, Column 2
Full Time Student? Yes or No
Row 0, Column 3
Disabled? Yes or No?
Row 0, Column 4
How Many Months Did The Child Live In Your Home?
Row 0, Column 5
Relationship To The Taxpayer
Row 0, Column 6
Name
Row 1, Column 0
Date of Birth
Row 1, Column 1
Social Security Number
Row 1, Column 2
Full Time Student? Yes or No
Row 1, Column 3
Disabled? Yes or No?
Row 1, Column 4
How Many Months Did The Child Live In Your Home?
Row 1, Column 5
Relationship To The Taxpayer
Row 1, Column 6
Name
Row 2, Column 0
Date of Birth
Row 2, Column 1
Social Security Number
Row 2, Column 2
Full Time Student? Yes or No
Row 2, Column 3
Disabled? Yes or No?
Row 2, Column 4
How Many Months Did The Child Live In Your Home?
Row 2, Column 5
Relationship To The Taxpayer
Row 2, Column 6
Name
Row 3, Column 0
Date of Birth
Row 3, Column 1
Social Security Number
Row 3, Column 2
Full Time Student? Yes or No
Row 3, Column 3
Disabled? Yes or No?
Row 3, Column 4
How Many Months Did The Child Live In Your Home?
Row 3, Column 5
Relationship To The Taxpayer
Row 3, Column 6
Name
Row 4, Column 0
Date of Birth
Row 4, Column 1
Social Security Number
Row 4, Column 2
Full Time Student? Yes or No
Row 4, Column 3
Disabled? Yes or No?
Row 4, Column 4
How Many Months Did The Child Live In Your Home?
Row 4, Column 5
Relationship To The Taxpayer
Row 4, Column 6
Name
Row 5, Column 0
Date of Birth
Row 5, Column 1
Social Security Number
Row 5, Column 2
Full Time Student? Yes or No
Row 5, Column 3
Disabled? Yes or No?
Row 5, Column 4
How Many Months Did The Child Live In Your Home?
Row 5, Column 5
Relationship To The Taxpayer
Row 5, Column 6
1 of 6
33
IP (Identity Protection) PinList numbers for anyone who was issued an IP Pin by the IRS
Name
IP Pin
Taxpayer
Row 0, Column 0
Row 0, Column 1
Spouse
Row 1, Column 0
Row 1, Column 1
1st Dependent
Row 2, Column 0
Row 2, Column 1
2nd Dependent
Row 3, Column 0
Row 3, Column 1
3rd Dependent
Row 4, Column 0
Row 4, Column 1
4th Dependent
Row 5, Column 0
Row 5, Column 1
5th Dependent
Row 6, Column 0
Row 6, Column 1
6th Dependent
Row 7, Column 0
Row 7, Column 1
Taxpayer
Spouse
1st Dependent
2nd Dependent
3rd Dependent
4th Dependent
5th Dependent
6th Dependent
Name
Row 0, Column 0
IP Pin
Row 0, Column 1
Name
Row 1, Column 0
IP Pin
Row 1, Column 1
Name
Row 2, Column 0
IP Pin
Row 2, Column 1
Name
Row 3, Column 0
IP Pin
Row 3, Column 1
Name
Row 4, Column 0
IP Pin
Row 4, Column 1
Name
Row 5, Column 0
IP Pin
Row 5, Column 1
Name
Row 6, Column 0
IP Pin
Row 6, Column 1
Name
Row 7, Column 0
IP Pin
Row 7, Column 1
1 of 8
34
Are you self employed or a business owner?* This field is required.
YESNO
35
If so what kind of business do you have?Skip if you do not have a business.
36
Please provide your business EIN NumberSkip if you do not have a business.
37
How long have you been in business?Skip if you do not have a business.
38
Business AdressSkip if you do not have a business.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
39
Please upload your profit/expense records.Skip if you do not have a business.
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Max. file size: 10.6MB
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40
Did you have a vehicle you used for your business?Skip if you do not have a business.
YESNO
41
If so, list the year make and model of the vehicle.Skip if you do not have a business.
42
Do you have a separate personal vehicle?Skip if you do not have a business.
YESNO
43
Did Anyone Listed On This Return Attend College this Tax Season* This field is required.
YESNO
44
If so - please upload form 1098-T and other college related documents below.Skip if you no one attended college.
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Max. file size: 10.6MB
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45
Name(s) of the person who attended collegeSkip if you no one attended college.
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Ok
46
Did all students attend at least half time?Skip if you no one attended college.
YESNO
47
Were they seeking a degree?Skip if you no one attended college.
YESNO
48
How much money was spent on other books or materials in relation to college?Skip if you no one attended college.
49
How many tax years have you claimed the American Opportunity Tax Credit?Skip if you no one attended college.
50
Was the student ever charged with drug related felonies?Skip if you no one attended college.
YESNO
51
Do you have Student Loans in Forbearance or Deferment?
YESNO
52
Are You Currently Paying Student Loans?* This field is required.
YESNO
53
If so please upload your Form 1098-E - Student loan InterestSkip if you no one paid on student loans.
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Max. file size: 10.6MB
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54
Upload ID/DL (for anyone over 18 years old on this filing)* This field is required.
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Max. file size: 10.6MB
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55
Please upload a copy of utility bill* This field is required.
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Max. file size: 10.6MB
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56
Upload Social Security Card (for all listed on this filing)* This field is required.
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Max. file size: 10.6MB
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57
Please upload all W2's HERE - You can upload multiple files
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Max. file size: 10.6MB
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58
If you received Unemployment Please Provide 1099-G form
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Max. file size: 10.6MB
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59
Withdrawal out of 401K? Please attach documentation if available.
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Max. file size: 10.6MB
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60
Please provide Mortgage / Property Tax form(s) if paid taxes / insurance
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Max. file size: 10.6MB
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61
Please Upload any Additional Tax Forms that you have Received.
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Max. file size: 10.6MB
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62
Please upload Birth Certificates for all dependents.
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63
Do you owe or have you owed the IRS?* This field is required.
YESNO
64
Will you want any of the following Bank Products? (Choose All That Apply ) ** Please note all bank products must go through an approval process and will require a written authorization Form 7216 Bank Consent to Disclosure of Tax Return InformationChoose all that apply
No Bank Products
Tax Refund Advances
Deduct Tax Preparation Fee from your Refund
65
7216 Bank Consent to Disclosure of Tax Return Information* This field is required.Requesting Bank Products that include but are not limited to: Rapid Refunds, Withdrawing Tax Preparation fees from tax returns and other banking products require consumer consent of information disclosure. Federal law requires this consent form be provided to you (“you” refers to each taxpayer, if more than one). Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. You are not required to complete this form. Our need to disclose your tax return information to another a 3rd party - Refund Advantage affects the tax return representation service(s) that we provide to you and its (their) cost, we may decline to provide you with the tax return preparation service or change the terms (including the cost) of the tax return preparation services that we provide to you. 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. In order to process your return, we must disclose all of your tax return information to Refund Advantage. For your convenience, we have entered into agreements with a bank to provide qualifying taxpayers with the opportunity to apply for a (bank product) Refund Transfer (RT), or Electronic Refund Check or Electronic Refund Deposit. To determine whether these products may be available to you, we will need to use your tax return information by analyzing it and calculating the amount of your anticipated refund. By signing below, you (including each of you if there is more than one taxpayer) authorize us to disclose to Refund Advantage all of your tax return information. **TO APPROVE THIS DOCUMENT, PLEASE SIGN BELOW**
Powered by Jotform SignClear
66
How would you like your refund to be deposited when ready?* This field is required.
Check from IRS
Direct Deposit
Pre-Paid Debit Card
I have a Tax Obligation and will not be receiving a refund
67
Bank Name* This field is required.
68
Is this a Checking or Savings account?* This field is required.
Please Select
Please Select
Checking
Savings
69
Routing Number* This field is required.
70
Confirm Routing Number* This field is required.
71
Account Number* This field is required.
72
Confirm Account Number* This field is required.
73
Have you ever been disallowed the Earned Income tax Credit, The additional child Tax credit, or the Child tax credit?* This field is required.
YESNO
74
Did you live in the United States all year?* This field is required.
YESNO
75
If you are a single parent, Where's the other parents of your child/children?
76
What is the name of the other parent(s)
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77
Why is the other parent not claiming the child?
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Ok
78
If you are divorced or separated, when did you last live in the same home?
79
Do you have joint custody of your child? (If so which child/children)
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Ok
80
How long did your child/children live in the other parent's home during the tax year? (in months)
81
Do you have a signed form 8332 granting the right to claim this child/children?
YESNO
82
Did anyone else live in the home that provides financial support for your child/dependents?
YESNO
83
Can or could anyone else be eligible to claim this dependent on their tax return?If so list which dependent
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84
Did you pay someone to watch your child/children?* This field is required.
YESNO
85
If so please upload any childcare statements.
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Max. file size: 10.6MB
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86
Did you receive any type of supplemental, non taxable income such as child support, Welfare benefits, Social security, etc?* This field is required.
YESNO
87
Are there other people living in the home not reported on the tax return? if so, what are their names and how much do they earn?
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Ok
88
Client Engagement Letter* This field is required.Thank you for choosing Key Advisors Ent. to assist you with filing your Taxes. This letter confirms the terms of the engagement and outlines the nature and extent of the services we will provide. We will prepare your federal and state* income tax returns(*if applies). We will depend on you to provide the information we need to prepare complete and accurate returns. We may ask you to clarify some items but will not audit or otherwise verify the data you submit. The Questionnaire/Organizer this is enclosed is to help you collect the data required for your return. The Questionnaire/Organizer will help you avoid overlooking important information. By using it, you will contribute to the efficient preparation of your returns and help minimize the cost of our services. We will perform accounting services only as needed to prepare your tax returns. Our work will not include procedures to find defalcations or other irregularities. Accordingly, our engagement should not be relied upon to disclose errors, fraud, or other illegal acts, though it may be necessary for you to clarify some of the information you submit. We will inform you of any material errors, fraud, or other illegal acts we discover. The law imposes penalties when taxpayers underestimate their tax liability. Call us if you have concerns about such penalties. Should we encounter instances of unclear tax law, or of potential conflicts in the interpretation of the law, we will outline the reasonable courses of action and the risks and consequences of each. We will ultimately adopt, on your behalf, the alternative you select. 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. The charges for our services are on a “per-form” 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. You will be given a full break down with the total of Tax Preparation charges and Refund Advance Fees(If applied and approved)before the return is submitted.PLEASE NOTE. If you change your mind and choose not to allow us to file your return and we have fully completed it, there will be a charge of $100.00 that will be due immediately!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. Also please note that an additional fee of one hundred and fifty dollars may be applied to certain accounts who begin the preparation process after September 25th each year. This fee is to cover the additional labor and administrative costs that arise when beginning a tax return so close to a terminal filing deadline. Should arrangements in writing have been made prior to September 25th or should arrangements have been made in writing with Key Advisors Ent. at any time this fee may be waived upon request. We also have fees based on the time required to help in other tax situations, which is billed at standard billing rates plus out-of-pocket expenses. Invoices are due and payable upon presentation unless you have opted to have your preparation fee taken from your Tax Refund. All accounts that had their tax preparation fees requested to be taken from their refund and end up not getting funded (Due to audit, offset, etc.), getting a mailed check from the IRS, or any other situation what causes your fees to not get paid, thirty (30) days after said issue all fees are subject to interest charges to the extent permitted by state law. Please note that this engagement, and this firm’s services, include but are not limited to general and annual income tax related services. 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. We will return your original records to you at the end of this engagement if you have provided original records to us and not copied, scanned or pictures. You should retain all documents, cancelled checks and other data that form the basis of income and deductions and other tax return forms, schedules, elections and disclosures. Such documents include but are not limited to, proper records to support deductions claimed for meals, entertainment, travel, business gifts, charitable contributions, and vehicle use (if applicable), as well as bank and credit card statements. 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 aminimum of five years after you file your tax returns or after their due date, whichever is later. Upon completion of your returns and after you have paid your tax preparation fees (Or agreed to have them taken from your refund) we will provide you with a copy of your returns as well as the e-file signature authorizations and any applicable payment vouchers to complete your tax filing. You should review the completed returns carefully. 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. By signing this engagement, you are agreeing to compensate for services you have requested. In the event you terminate the engagement prior to the completion of your tax accounting work<,strong> Key Advisors Ent. reserves the right to invoice you for any out-of-pocket expenses, time at our hourly rate, or other expenses that were incurred during this engagement. 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 Key Advisors Ent. for these services, even if you terminated the engagement prior to our firm completing the work requested or required. Please be advised that if you receive any correspondence from a taxing authority that pertains to a tax return prepared by this firm, we will be happy to address this matter on your behalf. Included in the cost of your tax preparation is 30 minutes of correspondence work per tax year at no additional charge. During that 30-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 30 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 30 minutes to handle, however there may be a situation when we are unable to inform you in advance. Even if we are unable to inform you, the standard hourly rate listed above will apply and is payable upon completion of this work. At any time in the process, you may choose to have us cease our work in connection with your correspondence, but we will require said request in writing with your name and signature included. If, during the course of 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 note that except in cases where our office is deemed at fault, a flat $50 dollar handling charge will be assessed for all matters where our assistance is requested in handling any such correspondence from any taxing authority. This charge is not included in your annual tax preparation fees and is payable upon completion of our work in connection with said correspondence. 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 their preparation does not include the costs to represent you with regard to any audit or examination. You can opt in to receive Audit Protection for an additional fee of $49.95. Key Advisors Ent. 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 note that while we will protect your confidential information, our firm, from time to time, will need to utilize some of your information for internal purposes not related directly to your current year tax preparation. An example of this usage would be mailing you a newsletter or holiday card to your confidential home address or perhaps a personal phone call to wish you or a member of your family greetings or a happy birthday. By signing this letter, you agree to allow our staff limited access to your information for such informal, non-tax preparation related situations. 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, Key Advisors Ent. 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. If you agree with the terms of our engagement as described in this letter, please sign below. Please be aware that by signing below and giving us your income tax information, you expressly agree to the terms of this engagement letter. We want to thank you for putting your trust in Key Advisors Ent. and look forward to a long and mutually satisfying relationship. Warm Regards, Key Advisors Ent. **TO APPROVE THIS DOCUMENT, PLEASE SIGN BELOW**
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Consent To Use Of Tax Return Information* This field is required.Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. However, federal law also prohibits us from revealing any personal or financial information to any third party. Therefore as a matter of fact, we will never reveal your financial or personal information in any way, to anyone, unless you specifically request we do so, and provide in writing to us the specific person or persons to whom you wish that disclose to be made, which is done on a wholly separate consent form from this. For the purposes of this consent form please note we are seeking consent only to satisfy requirements set forth by federal law so we may speak with you on the phone, send you email correspondences of any kind, send you mailings, newsletters, email reminders, holiday and occasional cards and greetings, and reminders of upcoming deadlines, etc. You are not required to complete this form. If we obtain your signature on this form by conditioning our service 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 a period of three years from the date you have signed the consent. The undersigned hereby consents to the use; by Key Advisors Ent. its owner, employees, and staff; of any and all tax return information pertaining to: - Direct questions, inquiries or requests you make regarding your tax returns, situation, or issues. - Requests you make for copies of your documents, figures, numbers, or information. - Upon your direct request in order to connect you with another professional in another field or profession so you may gain further information on a certain topic not available or in the realm of expertise of this firm. - Notification of important tax law changes. - Notification of changes or information that will impact our engagement, such as a change of firm website address, email address, physical location, or other such contact, biographical or geographical information. - Other reasonable business purposes including but not limited to: appointment reminders, holiday mailings, birthday greetings and other informational mailings. The tax information may not be disclosed or used by Key Advisors Ent. , its owner, employees, or staff, for any purpose other than that which is permitted by this consent document. TO APPROVE THIS DOCUMENT, SIGN BELOW
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Consent To File Tax Return Electronically* This field is required.We are in the process of completing your tax return and are preparing it to transmit it to the IRS. Because we are virtually preparing your tax return and before we can transmit your tax return, we will need permission from you to electronically sign your tax return. To grant us permission purpose, please sign below Once we receive your authorization, we will complete your tax return and provide you copies of your signed and completed tax return. Please let me know if you have any questions or concerns. Thanks so much Key Advisors Ent. TO APPROVE THIS DOCUMENT, SIGN BELOW
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By Typing Your Name, Signature & Date you agree that everything entered on this form is true and correct. * This field is required.- I have confirmed that all information I entered here is accurate and true. - I allow Key Advisors Ent. to capture my sensitive data like personal id, government id, social security number (SSN), and other information. - By typing your name below, and signing your signature you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
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