MADDOX TAX SERVICES, LLC

  • MADDOX TAX SERVICES, LLC

    LETTER OF ENGAGEMENT TO PREPARE TAX RETURN

    OFFICE (404) 585-2760                                          MOBILE (770) 771-3809

    The undersigned person(s) has authorized MADDOX TAX SERVICES, LLC or any authorized representative of MADDOX TAX SERVICES, LLC to prepare their federal and /or state tax return(s). The accuracy of the return(s) will be directly related to the information that you, the taxpayer(s), provided to MADDOX TAX SERVICES, LLC or any authorized representative of MADDOX TAX SERVICES, LLC. The information received by MADDOX TAX SERVICES, LLC will be used in compliance with the rules and regulations of the Internal Revenue Service (IRS).


    Electronically filed tax return refund, anticipated loan, etc., MADDOX TAX SERVICES, LLC makes no claim guarantees regarding the time for expected delivery. All dates and/or responsibility of this LETTER OF ENGAGEMENT
    TO PREPARE TAX RETURN is limited to the preparation of the return for electronic transmission. After electronic transmission, any DELAYS caused by the IRS, BANK(S), and/or any other government agency involved is not the
    responsibility of MADDOX TAX SERVICES, LLC.


    ***IMPORTANT if your TAX REFUND is offset (taken by a Federal Agency including the IRS) YOU are still responsible to pay your Tax Preparation fees to MADDOX TAX SERVICES, LLC***


    By signing this LETTER OF ENGAGEMENT TO PREPARE TAX RETURN, you have agreed to fully compensate and authorize MADDOX TAX SERVICES, LLC to prepare your tax return(s) for payment of services rendered. It is to be
    electronically deducted from your refund. If the tax preparer does not qualify for Bank Product, you the taxpayer is still required to pay the preparation fees. The Tax Preparation fee is due to the Tax Preparer for  preparing your tax return even if you owe taxes. Preparation fees are for services rendered. The taxpayer(s) are fully responsible for any unpaid
    balances.



  • MADDOX TAX SERVICES, LLC

    CLIENT INTAKE FORM
  • Date*
     - -
  • Date
     - -
  • How did you hear about us?
  • Did you file a Tax Return in 2024?*
  • Did you OWE any back taxes?*
    • TAXPAYER INFORMATION 
    • FILING STATUS*
    • Date*
       - -
    • Format: (000) 000-0000.
    • Are you or any dependent totally / permanently disabled?
    • Does client have an IP PIN number?
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    • SPOUSE INFORMATION if applicable 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Is the spouse disabled?
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    • DEPENDENTS 
    • Rows
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    • Are any of the dependents(s) in daycare?
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    • If YES, did you all live together at anytime after June 30, 2024?
    • INCOME INFORMATION 
    • Which tax documents you received to file your 2024 Tax Return?*
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    • Did you sell any stock?
    • Did you have a business in 2024?
    • Business Type
    • Did you have contractors that you paid?
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    • DUE DILIGENCE QUESTIONAIR 
    • Did you and your spouse live apart this year?
    • Did you pay over half the expenses to maintain your home for the entire year?
    • Did you support a child(ren) or family member at least 6 months out of the year?
    • If YES, did you all live together at anytime after June 30, 2024?
    • Have you ever been denied the Earn Income Tax Credit (EITC)?
    • Did any other dependent(s) lived with you other than your dependent(s) in the tax year of 2024? If YES, who?
    • Did you support the other dependent(s)?
    • Did you received any type of government assistant?
    • Can someone else claim you as a dependent?*
    • TAX RELATED QUESTIONAIR 
    • Employment Status*
    • Employment Status
    • Are you contributing to 401K or other pre-tax account? If so, please upload your 1099 below.
    • Is this your first time opening a pre-tax account?.
    • Did you take money from your 401K? If so, please upload your 1099R below.
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    • Retirement Information

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    • EXPENSES 
    • Rows
    • HEALTH INFORMATION 
    • Did you, your spouse, and/or your dependents had health insurance from the market place within 12 months last year? (FORM 1095-A) *Information about the amount of advanced premium tax credit (APTC) you received during the previous year**
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    • Real Estate Questionaire 
    • Are you a 2024 New Homeowner?
    • Are you currently Renting?
    • Do you have Mortgage Interest?
    • Do you have Real Estate Tax?
    • Do you receive a Federal Tax last year?
    • Do you have Energy star rated improvements to your home?
    • Do you have documents that shows you paid for property taxes? If YES, please upload form below.
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    • EDUCATION 
    • Do you, your spouse, and/or dependent(s) have tuition expenses form college?
    • Do you, your spouse, and/or dependent(s) have the 1098T form? If YES, please upload below.
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    • BANKING INFORMATION 
    • How would you like to receive your refund?*
    • How would you like to receive your refund?*
    • ACKNOWLEDGMENT & SIGNATURE 

    • I confirmed that all information I entered here is accurate and true.

      I allow Maddox Tax Services to capture my sensitive data like person ID, and other information that was uploaded by the taxpayer.

      I have read the terms, and conditions above from Maddox Tax Services.

      By signing below, I acknowledge that I've have read and understood my responsibilities and Maddox Tax Services responsibilities in doing this years tax return.

       

       

    • Date*
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    • Should be Empty: