Trisler Tax Terms of Service

Full Name*

First NameLast Name

Email*

example@example.com

Will you be filing jointly with your spouse?*

YesNo

Spouse's Name

First NameLast Name

For new clients: did someone refer you to me?

Name of Referrer

Services to be Rendered:

-Individual Federal Tax Return 2023
-State Tax Return 2023 (State(s) of Residence/Work), as Needed
-Previous Year Tax Returns, as Needed

Rates:

-Standard Rate: $100 per hour, 1.5 hour minimum

-$100 non-refundable deposit due to reserve client slot, to be deducted from final amount due

-Late Season Fee: $25/hour additional for clients who register and/or submit initial documents after March 15, 2024.

Terms of Rate:

Information transmission to Holli Trisler by 11:59pm EST on March 15, 2024, phone/email response to all questions within 72 hours, and payment of nonrefundable deposit guarantees submission by April 15, 2024 deadline. Information transmission after March 15, 2024 and/or untimely responses to questions during the preparation process will be subject to the late season fee and may require the filing of an extension depending on date of late information transmission, at Holli's discretion.

Preparation fees will be charged by the quarter-hour for any time spent preparing returns and reviewing them with the client. General preparation time is 2-4 hours per return; Holli cannot guarantee a set total price/hours budget before preparation of return due to the individualized nature of tax preparation.

A nonrefundable deposit of $100 is due prior to beginning any draft of a return or reviewing or filing a return. Payment may be made via Square below. The remainder owed will be invoiced after filing and is due in full 15 days after filing unless a payment plan is otherwise arranged. A late payment fee of 10%/per month will accrue for any full or partial month beyond 15 days.

Information Transmission Requirement:

Because Holli works with clients remotely, it is required that the client send all documents containing sensitive data through Holli’s encrypted client portal on Encyro. Holli Trisler will not be responsible for the clients' data should they choose to submit it in a non-secure format.

Waiver and Disclosure:

To protect me (the client), my tax preparer (Holli Trisler) follows accepted ethical procedures as specified by the Internal Revenue Code and/or applicable guidelines governing the conduct of professional tax preparer.

The specified income tax returns are prepared for me at my direction by Holli Trisler, tax preparer.

In the below section, please initial in the spaces following each statement.

I acknowledge that before my returns will be filed, I must review the completed returns and understand their contents. I will receive a copy of the returns for my records upon filing. I realize it is my responsibility to retain in my records all documentation necessary to substantiate all income, deductions, and credits reflected on the returns for at least 3 years, or 2 years after I complete paying my tax bill, whichever is later. *

Initials

Spouse's Initials

Before filing, I must and will confirm that all information on these returns is true and accurate according to the information furnished to me by my tax preparer and vice versa. Nothing has been added or deleted by me or the preparer that would understate my tax liability. *

Initials

Spouse's Initials

All taxable income has been reported, including any cash payments, any partnering and partnership interests, any sales of business or personal assets, and all interest and dividend income from all sources, including income for which I did not receive a tax form.*

Initials

Spouse's Initials

I will/have inform(ed) my tax preparer of any adjustments or correspondence between any taxing authority and me and/or my business during the past 3 years. *

Spouse's Initials

I have been informed that I must retain adequate records for all deductions and specifically for: any travel or meals, any business use of a vehicle, any business use of electronics or "listed property," and any cash and/or non-cash contributions to charity. *

Initials

Spouse's Initials

I understand my professional tax preparer has and will base the entries on my returns according to present laws, regulations, and other applicable authority. I understand that tax law and its interpretation is subject to continual change and therefore the rules and principles followed in the preparation of these returns may not be applicable for any other tax year.*

Initials

Spouse's Initials

My tax preparer has/will indicate(d) any aggressive applications of tax law to me, and I understand such a position may be questioned and/or overturned in the audit process. I agree to hold my preparer harmless from any examination and possible reversal on this/these issues.*

Initials

Spouse's Initials

I understand that my tax preparer must uphold due diligence requirements, and agree to furnish my preparer with any necessary documentation and answer all questions truthfully in order to prepare my return.*

Initials

Spouse's Initials

I understand that my tax preparer has prepared my taxes to the best interpretation of the law. I release my tax preparer from any liability of payment of additional taxes, penalties, or interest should a tax authority send me a letter assessing additional taxes. Should I receive such a letter, I have the right to send this letter to my tax preparer and receive an explanation of the letter's contents. *

Initials

Spouse's Initials

I understand that it is my responsibility as the taxpayer to pay all debts owed to the IRS and any state taxing entities. These debts may include taxes, penalties, and interest. My tax preparer is not responsible for any amount I owe. *

Initials

Spouse's Initials

I understand that if I am due a refund, it is my responsibility to keep track of my refund and ensure I receive it. Once a return is submitted, my tax preparer has no control over the timing of refunds and notices from the IRS.*

Initials

Spouse's Initials

By signing, I agree to the conditions of this service.*

Spouse's Signature

Deposit Payment: *

2024 Tax Prep DepositNon-refundable deposit, to be used toward your final balance

$100

Total

$0.00

Payment Methods

Credit Card

Apple Pay

2024 Terms of Service

Payment Methods