Disclosure Sheet
“Engagement Agreement” Dear Client: We appreciate the opportunity to work with you and advise you regarding your income tax. To ensure a complete understanding between us, we set forth the pertinent information regarding the services we will perform on your behalf. By signing this document, I acknowledge that all information in my 2025 federal and state tax return, including, but not limited to, my earned and unearned income, expenses, deductions, dependents, and other information, is true and accurate to my knowledge. This letter constitutes our agreement in this matter, and we request that you carefully review it and sign to confirm the information contained herein. It is your responsibility to provide us with all the information needed to prepare complete and accurate tax returns. We will not otherwise verify the data you submit, although we may request clarification of certain data. If you supply us verbally with any tax information, by signing this letter, you are confirming that the information provided is true and correct to the best of your knowledge. For those clients who are claiming the Earned Income Tax Credit, Additional Child Tax Credit, Education Credit, or The Head of Household (Filing Status), I acknowledge that all questions that were asked, information that was provided, and information regarding any dependents that allows me to qualify for any of these credits is true and correct to the best of my knowledge. Qualifying Children for EITC1. Relationship – The person must be related to you in some way. They can be your: Son, daughter, stepchild, eligible foster child, adopted child, or a descendant of any of them (e.g. your grandchild) Brother, sister, half brother, half sister, stepbrother, stepsister, or a descendant of any of them (e.g. your niece or nephew) 2. Age – The person can be either: under age 19 at the end of the year; or, if you file a joint return, younger than either you or your spouse. A full-time student under age 24 at the end of the year – if you file a joint return, they must be younger than either you or your spouse. Permanently and totally disabled at any time during the year, regardless of age, 3. Residency – The person must have lived with you for more than 6 months 4. Joint return – You cannot claim any individual as a qualifying child if you are filing a joint return. You can, however, claim someone as a qualifying child who is filing as married filing separately or any other filing status. A person cannot be claimed as a qualifying child by more than one person. If this is a situation you anticipate encountering, the IRS has provided tiebreaker rules. I understand that this information is being provided to the IRS and State Revenue. My tax preparer has advised me that any false or misleading information I provide for income tax filing purposes is unlawful and subject to penalties. I understand that Refundman Taxes is liable only for any errors and omissions on its part and will be responsible for any interest, penalties, and taxes due. As you know, tax returns are subject to examination by various taxing authorities at both the state and federal levels. In the event of an examination or audit, you may be requested to produce supporting documents or records to substantiate the items of income or deductions. If an examination or audit takes place, Refund Man Taxes stands ready to work with you. Upon completion of your returns and payment of your tax preparation fees, we will provide you with a copy of your return. 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. Fees for our services will be at our standard rates for tax matters. Our fees for tax preparation are based on the complexity of the return and the number of schedules and forms necessary and required by the taxing authorities to complete an accurate return. Our invoices are due and payable on presentation. The only exception to the requirement that fees be due upon presentation is if the taxpayer elects to have the payment deducted from the refund. If the refund is offset for any reason, the balance remains due, and you will be billed for payment, which is due immediately. As your Tax Preparer, we collect information from you, including your tax organizer, worksheets, documents, discussions, and information we develop as part of the engagement. We are required to keep all information about our engagement confidential, so we will not disclose any information about you unless we have your consent or are required/permitted by law. This applies even if you are no longer a client. We are committed to safeguarding your confidential information and maintaining physical, electronic, and procedural safeguards to protect it. By signing this letter, you authorize us to communicate with you regarding any products that we offer via phone, email, fax, and/or letter format. If you choose not to be contacted, please call us at 817-374-7745. If the terms outlined in this letter are agreeable to you, please sign a copy of the letter. We appreciate the opportunity to serve you and look forward to working with you and on your behalf. If you have any questions or need additional information, please do not hesitate to call.