Prestige Solution Services Client Intake Form Logo
  • Prestige Solution Services Client Intake Form

    Tax Year: 2025
  • Responsibilities:

  • OUR RESPONSIBILITIES
    Our work (whether consultation, tax return, tax plan or related product) is based on data you provide.
    • We are not responsible to audit or verify the data that you give to us.
    • We may ask for clarification of your data or additional information.
    • We are not responsible to discover fraud or other irregularities, should any exist.
    • We will work to find all the credits and deductions you are legally entitled to.

    YOUR RESPONSIBILITIES
    • To provide all the information required for a complete and accurate finished product.
    • To provide this information in a timely manner.
    • To retain, with the completed work, all the documents, cancelled checks and other data that form the basis of income and deductions since you may later have to provide them to a taxing authority.
    • To carefully review all work completed by our office before you sign. You have the final responsibility for anything submitted to a taxing authority.
    • You are responsible not to commit fraud.
    • You are responsible to let us know if you did not receive your 1099k Form, and Unemployment 1099 Form.

    PENALTIES, EXAMINATIONS AND NOTICES
    The IRS and state taxing authorities impose penalties for certain offenses, including understatement of income, filing after the deadline, underpaying
    estimated taxes, or under withholding taxes (If you would like more information, please contact us.) They can also select any return for examination.

    PRIVACY POLICY
    Tax preparers are bound by professional standards of confidentiality. Therefore, we have always protected your right to privacy. For current and former
    clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law, and as is
    necessary to properly provide our services to you.
    Types of Nonpublic Personal Information We Collect. We collect nonpublic personal information about you that is provided to us by you or obtained by us
    with your authorization.
    Parties to Whom We Disclose Information. We make available information to our employees and to nonaffiliated third parties who need to know that
    information to assist us in providing services to you. In all such situations, we require a contractual agreement that includes procedural safeguards that protect
    the confidential nature of the information being shared.
    Protecting the Confidentiality and Security of Current and Former Client Information.
    We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases,
    to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards
    that comply with our professional standards.

    OUR FEES
    We invoice for time spent, depending on schedules and forms completed and out-of-pocket expenses incurred. Our rates vary depending on the nature of
    the work performed. We may invoice for partially completed work that is placed on extension or remains undone.

    TAX DOCUMENTS
    All clients are provided a copy of their tax documents at the conclusion of their tax preparation, if return is e-filed to the IRS. Tax documents are issued via email or in office only. In order to provide you with a copy of your tax documents, tax return must be e-filed and submitted to the IRS. Any additional copies of your e-filed tax documents are $25 per year.*A retainer will be required when working on ALL tax returns and before undertaking projects for new clients.

    ARBITRATION
    If a dispute arises out of or relates to this contract or engagement letter, or the obligations of the parties therein, and if the dispute cannot be settled through
    negotiation, the parties agree first to try in good faith to settle the dispute by mediation administered by the American Arbitration Association under its
    commercial Mediation Rules before resorting to arbitration, litigation, or some other dispute resolution procedure.


    AGREEMENT
    The foregoing is in accordance with my (our) understanding of your engagement to provide tax and financial services and you are hereby advised that each
    item of revenue or expense can be substantiated by receipts, cancelled checks, or other documents. This information is true, correct, and complete to the best of my (our) knowledge. Further, it is my (our) understanding that these terms will continue to be in force for the succeeding years of our engagement.

  • Taxpayer Information

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  • Spouse Information

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  • Tax Related Questions

  • Household/Living Expense form for Self Employed

  • Banking Information

  • Consent to Use

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  • Consent to Disclosure

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  • BUSINESS INCOME & EXPENSE WORKSHEET

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  • Dependent #1

  • Dependent #2

  • Dependent #3

  • Earned Income Assistance Verification

  • Child & Other Dependent Care Expenses

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  • Acknowledgement & Signature

  • I confirm that all information I have provided to Prestige Solution Services is accurate and true.

    I allow Prestige Solution Services to capture my sensitive data such as personal Id, government Id, and other information.

    I have read the terms and conditions and privacy policy of Prestige Solution Services.

    By signing below, you acknowledge that you have read and understood your responsibilities and Prestige Solution Services responsibilities upon completion of this tax return.

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