Taxpayer Questionnaire

TAX PREPARATION ENGAGEMENT LETTER

This Engagement Letter confirms the terms under which Grandiose Financial Services, LLC (“we,” “our,” or “us”) will provide tax preparation services to you (“you” or “the client”).

1. Scope of Services

We will prepare your federal and/or state income tax return(s) for the tax year(s) specified, based solely on the information you provide. Our services are limited to tax preparation and do not include audit representation, bookkeeping, financial planning, legal advice, or ongoing tax monitoring unless separately agreed to in writing.

2. Client Responsibilities

You agree to:

Provide complete, accurate, and truthful information required to prepare your return
Maintain documentation to support income, deductions, credits, and other tax items
Review your completed tax return carefully before signing and authorizing electronic filing

You acknowledge that you are ultimately responsible for the accuracy of your tax return, even if prepared by us.

3. Tax Positions & Due Diligence

We rely on information provided by you and will not independently verify it unless required by law. We will exercise due diligence as required under IRS regulations, including for refundable credits. If we identify missing or inconsistent information, we may request clarification or documentation before filing.

4. Fees & Payment

Fees are based on the complexity of the return and services provided. Payment is due prior to electronic filing unless otherwise agreed. Fees are non-refundable once work has begun.

5. Electronic Filing Authorization

You authorize Grandiose Financial Services, LLC to electronically file your tax return(s) once you have reviewed and approved them. You understand that acceptance by the IRS or state agency does not guarantee the accuracy of the return.

6. Refunds & Balances Due

We are not responsible for refund delays, offsets, audits, penalties, or interest assessed due to information provided by you or actions taken by taxing authorities.

7. Record Retention

We may retain copies of your tax return and supporting documents for our records. You are responsible for retaining your original documents.

8. Identity Theft & Security

You acknowledge that tax-related identity theft is a known risk. While we use reasonable safeguards to protect your information, we are not responsible for breaches beyond our control, including those occurring at the IRS, state agencies, or third-party systems.

9. Limitation of Liability

Our liability for any claim arising from this engagement is limited to the amount of fees paid for the services rendered, except where prohibited by law.

10. Governing Law

This agreement shall be governed by the laws of the state in which Grandiose Financial Services, LLC operates.

11. Acceptance of Terms

By signing below, you confirm that you understand and agree to the terms of this engagement.

Signature

Taxpayer Name

First NameLast Name

Taxpayer Date of Birth

Date

Marital Status

Taxpayer Occupation

Check all that apply:

Spouse Name

First NameLast Name

Spouse Date of Birth

Date

Spouse Occupation

Check all that apply:

Taxpayer Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Taxpayer Phone Number

Format: (000) 000-0000.

Spouse Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Spouse Phone Number

Format: (000) 000-0000.

Taxpayer Email Address

example@example.com

Spouse Email Address

example@example.com

DEPENDENTS INFORMATION

Rows	FULL DEPENDENT NAME	DATE OF BIRTH	# OF MONTHS DEPENDENT RESIDE WITH TAXPAYER
DEPENDENT 1
DEPENDENT 2
DEPENDENT 3

Do you have a "Special Needs" child?

Does anyone listed on the Tax Return have an Identity Pin? If so, please list the name and Identity Pin below:

Please upload Identification cards for adults, SS cards for everyone, BCs for everyone and proof of relationship if dependent relationship is not son/daughter

DID YOU RECEIVE HEALTH COVERAGE (INSURANCE) THROUGH YOUR STATE MARKETPLACE OR HEALTHCARE.GOV? IF SO, PLEASE UPLOAD YOUR FORM 1095A

Please upload 1095A

Wages and Salaries (Attach W-2's)

Interest Income (Attach 1099's) (List and identify as non-taxable Interest Income)

Unemployment Compensation Received (FORM 1099G) PLEASE UPLOAD FORM BELOW:

File Upload

Were you, your spouse, or any dependent registered in college? Do you have a form 1098T?

File Upload

If you would like your tax refund (if any) deposited directly into your bank

Bank Name

Your Account Number

Bank Routing Number

Business Income & Expenses (Sole Proprietorship, LLC)

Owner Name

First NameLast Name

Business name

Employer ID number

Business Type

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Employer ID number (EIN)

Do you use any part of your home regularly and exclusively for business?

Estimated percentage of time spent in home office compared to total time spent in this business

Estimated of time in home office compared to total time in this business

Description of work done in home office

Description of work done outside of work office

Total area of home

Total area of home used regularly for business

Please upload all business income and expenses

Grandiose Financial Services LLC

Taxpayer Questionnaire

HEALTH INSURANCE COVERAGE: