Client Intake Form

Client Engagement Letter
Divine Consulting Associates

Info@divinconsultingassoc.com

Thank you for choosing Divine Consulting Associates for your tax preparation needs. This engagement letter outlines the scope of services, the fee structure, our mutual responsibilities, and other important terms for our working relationship. By signing this letter, you agree to the terms set forth below.

1. Scope of Services
We will provide tax preparation services for your individual or business tax return, as specified below:
- Preparation of Federal and State Income Tax Returns for the tax year 2025.
  Additional Services (if applicable): filing extensions, amendments, estimated tax calculations, etc.
- Our services do not include audits unless you select to add it on as additional service, representation before the IRS or other tax authorities, or legal advice unless otherwise specified in writing
2. Fee Structure
The fee for our services will be based on the complexity of your tax return and the time required to prepare it. The following outlines our fee structure:
- Form based Fees: Fees for tax preparation is determined based on the specific tax forms that need to be completed for a client's return.
- Additional services, such as amendments, back filing, or handling notices from the IRS, will be billed separately as a flat rate or as agreed upon in advance.
3. Payment Methods and Billing

Payment for services is due upon completion of your tax return and before filing. We accept the following payment methods:
- Cash
- Credit/Debit Cards
- Electronic Payments (e.g., Zelle, Apple Pay, CashApp)
You will receive an invoice upon completion of services, and payment is due on the same day the invoice is issued. If a refund is due, the fee can be deducted from the refund. However, if you owe taxes, payment for services must be made upfront before filing.

4. Client Responsibilities
As our client, you agree to:
- Provide accurate, complete, and timely information necessary for the preparation of your tax return. This includes but is not limited to income documentation (W-2s, 1099s), deduction details, and any other relevant financial documents.
- Review your tax return carefully before submission to ensure all information is accurate.
- Notify us of any changes to your financial situation that may affect your tax filings, such as changes in income, marital status, dependents, or address.
- Cooperate with us in providing any additional documents or clarifications requested during the preparation of your tax return.
Failure to provide accurate and timely information may result in delays in filing or an incorrect tax return, for which you may be responsible.

5. Our Responsibilities
As your tax preparer, we will:
- Prepare your tax returns in compliance with applicable federal and state laws based on the information you provide.
- Advise you on potential tax deductions, credits, and strategies to minimize your tax liability within the scope of our services.
- Maintain records of your tax return, including relevant documents, for a minimum of 3 years or as required by law.
- Keep you informed of any changes to tax laws that may impact your return during the preparation process.
6. Confidentiality
We are committed to safeguarding your personal and financial information. All information you provide to us will be kept confidential and will not be disclosed to third parties without your written consent, except as required by law or in the course of providing services to you (e.g., IRS filings).

We adhere to the highest standards of privacy and data protection, and all client information will be handled securely.

7. Termination of Agreement
Either party may terminate this engagement by providing written notice to the other party. The following conditions apply:
- You may terminate the agreement at any time before the completion of services by notifying us in writing. If termination occurs after work has begun, you will be responsible for payment of any work completed up to that point.
- We reserve the right to terminate this engagement if you fail to provide the necessary information or documentation within a reasonable time frame or fail to cooperate with our requests, or if there are any conflicts of interest.
In the event of termination, any fees for services performed up until that point will remain due and payable.

8. Acknowledgment and Acceptance
By signing below, you acknowledge and accept the terms outlined in this engagement letter. This agreement will be in effect for the tax year specified and will remain in effect until terminated by either party as described above.

We sincerely appreciate the opportunity to work with you and assist with your tax preparation needs. At Divine Consulting Associates, we are committed to providing you with the highest level of service and ensuring that your tax filing experience is as smooth and efficient as possible. Your trust in us is valued, and we look forward to supporting you throughout the process. Should you have any questions or require any additional information, we are here to help.

Thank you again for choosing Divine Consulting Associates.
Taxpayer Name*

First NameLast Name
By signing this form, you confirm that you have read, understood, and agree to the terms and conditions set forth.*

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Date*

MonthDayYear
Date

Client Intake Form

Divine Consulting Associates
Are you a New or Returning Client?*

New ClientReturning Client
Were you Referred by someone?*

YesNo
Who were your referred by?*
Which Tax Preparer are you interested in connecting with?*
Taxpayer Name*

First Name Middle NameLast Name
Date of Birth*

MonthDayYear
Social Security Number (SSN) or ITIN*
Phone Number*
Please enter a valid phone number.
Email Address*
example@example.com
Occupation *
Address where you currently live*

Street Address

Apt #
CityStateZip Code
To verify your identity please upload a photo of your Drivers License*

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Please upload a photo of your Social Security Card*

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To confirm your identity, please take a selfie.*
Spouses Name*

First Name Middle NameLast Name
Spouse DOB*

MonthDayYear
Date
Spouses Social Security Number (SSN) or ITIN*
Spouses Email Address*
example@example.com
Spouses Phone Number*
Please enter a valid phone number.
Spouses Occupation *
Spouses Address*

Street Address

Apt #
CityStateZip Code
To verify your identity please upload a photo of your Drivers License*

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Please upload a photo of your Social Security Card*

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Filing Status
To qualify for Head of Household (HOH) status when filing your taxes, you must meet several requirements:
1. Be Divorced
2. Be unmarried or considered unmarried.
  1. If you are still married, you may still qualify as "considered unmarried" if you lived apart from your spouse for the last six months of the year. For example, you must not have lived with your spouse during the last six months and must meet the support requirements for a dependent.
3. Have a qualifying person (usually a child or relative) living with you for more than half the year.
4. Pay more than half the cost of maintaining your home. These costs may include:
  1. Lease in your name
  2. Rent Receipts
  3. Utilitie bill for year your filing (electricity, water, gas)
  4. Mortage Statements
  5. Divorce Decree
This means that you are financially responsible for the majority of the household expenses for both yourself and your qualifying person.
Were you Legally married at all through the year 2024?*

YesNo
When did you Get Married?*
Were you Legally Divorced or separated from you spouse for the last 6 months of the year?*

YesNo
When was the last time your spouse lived with you?*
What is your Filing Status as of Dec 31, 2024?*

SingleMarried Filing JointlyMarried Filing SeperateHead of HouseholdQualifying Widower
If your claiming head of Household, Please upload the above mentioned documents*

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Dependent Information
Will you be claiming dependents?*

YesNo
How many dependents will you be claiming?*
A dependent is a qualifying child or relative who relies on you for financial support and lived with you for more than half of the year.

In order to claim your dependent(s) you must provide the following documents listed below. If you can not provide any of these documents listed unfortunately we can not allow you to claim your dependent(s) due to compliance reasons...
- SOCIAL SECURITY CARD
- PROOF OF RELATIONSHIP
  - BIRTH CERTIFICATE
  - LEGAL DOCUMENTS SHOWING THE DEPENDENT(S) WERE LEGALLY PLACED IN YOUR CARE
- PROOF OF RESIDENCY
  - LEASE AGREEMENT W/ DEPENDENTS LISTED
  - SCHOOL / CHILD CARE RECORDS
  - MEDICAL RECORDS
  - GOVT BENEFITS
Please understand, if a child is the qualifying child of more than one person it is determined who can the child a qualifying child by the following “Tie Breaker” rules:
1. If only one of the persons is the child’s parent, the child is treated as the qualifying child of the parent.
2. If the parents do not file a joint return together but both parents claim the child as a qualifying child, the IRS will treat the child as the qualifying child of the parent whom the the child lived with the longest. If the child lived with each parent for the same amount of time, the IRS will treat the child as the qualifying child of the parent whom had the higher AGI for the year.
3. A non-parent, if no parent claims the child as a qualifying child although he or she may do so and only if the non-parent’s AGI is higher then the highest AGI of any parent who may claim the child.
4. If none of the persons is the child’s parent, the IRS treats the child as the qualifying child of the person with the highest AGI.
Sign to confirm that you understand the Tie Breaker rules.*

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Dependent 1*

First NameMiddle NameLast Name
Dependent DOB*

MonthDayYear
Date
Dependent Social Security*
Relationship to Dependent*
How many months has the Dependent lived in your home?*
Dependent 2*

First NameMiddle NameLast Name
Dependent DOB*

MonthDayYear
Date
Dependent Social Security*
Relationship to Dependent*
How many months has the Dependent lived in your home?*
Dependent Name 3*

First NameMiddle NameLast Name
Dependent DOB*

MonthDayYear
Date
Dependent Social Security*
Relationship to Dependent*
How many months has the Dependent lived in your home?*
Dependent Name 4*

First NameMiddle NameLast Name
Dependent DOB*

MonthDayYear
Date
Dependent Social Security*
Relationship to Dependent*
How many months has the Dependent lived in your home?*
Dependent Name 5*

First NameMiddle NameLast Name
Dependent DOB*

MonthDayYear
Date
Dependent Social Security*
Relationship to Dependent*
How many months has the Dependent lived in your home?*
Did you claim the dependent(s) last year?*

YesNo
Please explain why this is your first year claiming the dependent(s).*
Please upload dependent(s) social security cards(s) *

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Please upload dependent(s) birth certificate(s).*

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Did you pay any child care expenses for you dependent(s)?*

YesNo
Did you pay an Individual or a Business for Child Care?*

IndividualBusiness
Name of the Individual who cared for your dependent(s)*

First NameLast Name
Social Security number of the Individual who cared for your dependent(s)*
Phone Number of the Individual who cared for your dependent(s)*
Please enter a valid phone number.
Address of the Individual who cared for your dependent(s)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Please upload your end of the year child statement from the child care center. If you paid for a babysitter please upload supporting documentation of payments made to the child’s Baby Sitter ( Zelle, Cashapp etc)*

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ACH Authorization Form
Authorization Details:

I, the undersigned, hereby authorize Divine Consulting Associates to initiate ACH (Automated Clearing House) transactions to my designated bank account listed above for payment of services rendered under the following conditions:
1. Payment for Tax Preparation Services: I authorize Divine Consulting Associates to charge my bank account for the preparation of my tax return if the agreed-upon fees have not been paid in full by the due date.
2. Tax Obligation Payment: I understand and agree that if my tax preparation fees remain unpaid due to tax obligations or other outstanding payments, Divine Consulting Associates may use ACH to collect the outstanding balance owed for the services provided.
3. Refund-Related Charges: If the IRS has issued a refund to me, I authorize Divine Consulting Associates to initiate ACH transactions for payment of fees owed in the event my refund is being used to pay for the services I received.
4. Unpaid Service Fees: If payment for the services rendered by Divine Consulting Associates has not been made in full, or if payment has not been received within the agreed-upon time frame, I authorize Divine Consulting Associates to initiate ACH payments from my bank account to settle any outstanding amounts.
5. Payment Amounts: The amounts to be debited from my account will be equal to the fees owed for services rendered, as outlined in the engagement agreement with Divine Consulting Associates. I understand that any fees charged by my bank for ACH transactions are my responsibility.
6. Responsibility for Payment: I acknowledge that it is my responsibility to ensure sufficient funds are available in my account to cover the ACH transactions. If any payment is returned due to insufficient funds or other reasons, I understand that I may incur additional fees, and I remain responsible for the full payment of any services rendered.
7. Accuracy of Information: I certify that the information provided in this form is accurate and up-to-date. I understand that it is my responsibility to notify Divine Consulting Associates promptly of any changes to my banking information. Failure to do so may result in delays or failed transactions.
Bank Name*
Account Holder Name*
Account Type

CheckingSavings
Routing Number*
Account Number*
Taxpayer Name*

First NameLast Name
By signing below, I confirm that I have read, understood, and agree to the terms and conditions outlined in this ACH Authorization Form. I authorize Divine Consulting Associates to initiate ACH transactions as described, and I understand that I will be held responsible for any fees owed for services rendered, whether paid directly or through ACH debits.*

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Date*

MonthDayYear
Date

Tax Advance
Will you be applying for a Tax Advance?*

YesNo
Which advance would you like to apply for?*

Under $1000 w/ no interestOver $1000 w/ interest
You understand that Tax Advances are approved by the bank and no amount is guaranteed?*

Yes, I understand
You understand that the Tax Advancement amount you are approved for will be subtracted from your total refund. For example, if your refund is $6,000 and you receive a $3,000 Tax Advance, your remaining refund after the advance, fees, and bank charges will be $3,000 minus those fees.*

Yes, I understand
You understand that by choosing a Tax Advance, you are agreeing to file your taxes with us. Once we submit your return to the bank, please be aware that we cannot stop or cancel the process.*

Yes, I understand
You understand that the method you choose to receive your Tax Advance will be the same method used for your refund. For example, if you choose to receive your Tax Advance by check, your refund will also be issued by check..*

Yes, I understand
You understand that if you receive a tax advance and are unable to repay it due to a tax obligation, you are still responsible for repaying the full tax advance amount, as well as any associated preparation fees. We will initiate an ACH transaction from the account you have on file to collect the outstanding balance. It is important to ensure that the funds are available to cover these amounts, as failure to do so may result in further actions to recover the owed balance.*

Yes, I understand
Name*

First NameLast Name
Date*

MonthDayYear
Date
Please sign here stating that you acknowledge how Tax Advances work.*

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Refund Payment Options
In order to receive your tax refund via check, direct deposit or prepaid debit card, please opt in by completing the information below:
Please check below if you would like to have your refund issued as a check or deposited on a‬‭ prepaid card.‬‭ All taxpayers have the option to receive their tax refunds via direct deposit‬‭ (recommended) , check, or prepaid debit card.*

CheckPrepaid Debit CardDirect Deposit
If you are located outside the San Antonio area and have selected a check or prepaid card, we will need to mail it to you. How would you like to pay for shipping for you Check/Debit Card*

Standard (up to 3-5 business days) FREEPriority $8 (1-3 business days)Overnight $35 (next business day)
Please Note:
- Checks and Prepaid Debit Cards can be picked up at our virtual office or mailed to the address on file. If you choose to have your check or prepaid debit card mailed, any fees for overnight or expedited shipping will be the client’s responsibility.
- If picking up in person, you must present a valid ID.
- Prepaid debit cards and checks will be mailed in a sealed envelope.
Bank Product Verification:

Since you have opted to have fees withheld from your refund, the bank requires verification responses. Please review the bank product fees below. These fees are for the refund bank transmission fee and service bureau. They are not included in your quoted tax preparation fees.

TPG (Santa Barbara)-
- Service Barbara: $40
- Bank Fees: $44.95
- Transmission Fee: $99
- Efile Fee: $25
- Document Prep Fee: $ 35
Refund Advantage-
- Bank Fees: $39.95
- Service Bureau: $40
- Software Transmission Fee: $81
- Software Technology Fee: $18
- Electronic Filing Fee: $25
- Document Prep Fee: 25
Bank Name*
Routing Number*
Account Number*
Please upload a photo of your Routing and Account number. This is to verify the accuracy of your banking information.*

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Name*

First NameLast Name
Date*

MonthDayYear
Date
By signing below, you confirm that your mailing address on file is accurate and up to date. If your address has changed, please update it with us before your refund is processed. *

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Taxpayer Signature and Waiver Form
Acknowledgment and Consent
I hereby authorize DIVINE CONSULTING ASSOCIATES to prepare my tax return for the tax year 2025. I understand that all the information I provide will be used to accurately prepare my tax return, and I certify that the information I have provided is true, correct, and complete to the best of my knowledge.

I understand that the accuracy of my tax return is dependent on the information I provide. I understand and acknowledge that DIVINE CONSULTING ASSOCIATES may request additional information if needed.

Waiver of Liability
I understand and agree that DIVINE CONSULTING ASSOCIATES is not liable for any errors or omissions that result from the information I provide. I agree to review my tax return before it is filed and will notify DIVINE CONSULTING ASSOCIATES immediately if any errors are found.

I understand that tax laws are complex and subject to change. I acknowledge that DIVINE CONSULTING ASSOCIATES has made every effort to accurately apply current tax laws to my tax return. However, I agree that DIVINE CONSULTING ASSOCIATES is not responsible for any penalties, interest, or additional taxes assessed due to changes in tax laws or regulations after my return has been filed.

Privacy and Data Protection
I understand that DIVINE CONSULTING ASSOCIATES will take all reasonable precautions to protect my personal and financial information. I consent to the use of my data in accordance with the firm's privacy policy, which I have reviewed.

Electronic Filing and Signature
I consent to the electronic filing of my tax return by DIVINE CONSULTING ASSOCIATES . I understand that by signing this document, I authorize DIVINE CONSULTING ASSOCIATES to submit my tax return electronically to the IRS or other relevant tax authorities.

Acknowledgment of Understanding
I have read and understand this waiver and the terms of service provided by DIVINE CONSULTING ASSOCIATES. I acknowledge that I have been given the opportunity to ask questions and that all of my questions have been answered to my satisfaction.

Offset Acknowledgment
I acknowledge that in the event of an offset by the IRS, STUDENT LOANS, CHILD SUPPORT, ANY OTHER GARNISHED WAGES OR IF MY REFUND CHECK IS MAILED, I am still responsible for paying the fees associated with the preparation and filing of my Tax Return to DIVINE CONSULTING ASSOCIATES. I also authorize DIVINE CONSULTING ASSOCIATES to initiate an ACH DEBIT from my account for any outstanding balances and or fees.
Taxpayer Name*

First NameLast Name
Date*

MonthDayYear
Date
Taxpayer Signature*

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Taxpayer Spouse

First NameLast Name
Date

MonthDayYear
Date
Spouse Signature

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Should be Empty:

Client Engagement Letter

Client Intake Form

Filing Status

Dependent Information

Income Information

Business/Self-Employment Form

Additional Tax Related Questions

Additional Services

ACH Authorization Form

Tax Advance

Refund Payment Options

Taxpayer Signature and Waiver Form