2024 LifePlan Tax Facilitation Service Response Required by December 17

Name*

First NameLast Name

Email*

example@example.com

Would you like us to facilitate your tax return preparation this year?*

Please upload your return to your LifePlan Vault once complete. We will use your completed return for our Annual Strategy Session.

Additionally, upload your preparer's invoice, you might be eligible for a credit on your preparation fees. Please reach out with any questions.

Please upload your return to your LifePlan Vault once complete. We will use your completed return for our Annual Strategy Session.

Is this your first year participating in our Tax Prep Service?

Do you have a Tax Preparer preference?

Are you able to upload all of your tax documents to an online portal?

What best describes your tax return for this year?

We will be reaching out to schedule an intake meeting with you and your tax preperer in February or early March. Please bring ALL tax documents to this meeting.

You will be receving an email on December 20th with tax preparer and instructions on how to submit your tax documents.

Do you agree to the following: Provide ALL tax documents by March 17th; Not planning to file an extension; No S or C Corporate returns; Not currently under Audit.*

Yes

Request Intake Mtg?

Number

Entity ID

Blank

LIFEPLAN GROUP TAX SERVICE AGREEMENT AND AUTHORIZATION TO RELEASE CLIENT INFORMATION

We appreciate that you have requested LifePlan Tax & Insurance Group, INC (LifePlan Group) to coordinate the completion and filing of your personal income tax returns by a qualified Tax Firm. We offer this service as part of our comprehensive planning, including providing proactive tax strategies specific to your benefit.

You will work directly with the Tax Firm to provide all necessary tax information so they may accurately complete and file your tax returns. The Firm has sole responsibility to prepare, and with your approval, electronically submit your State and Federal income tax returns. You acknowledge LifePlan Group does not assume responsibility for: providing your tax documents; for your income tax preparation; for filing of your tax returns. You are under no obligation to use this tax facilitation service as part of your relationship with LifePlan Group.

Cost for Services: There is no additional fee to you for this service if we are your primary advisor, this is provided inclusive of your LifePlan Investment Advisors, INC advisory fee.

Authorization To Release Client Information: I/We authorize our confidential information to be shared in person, by phone, or electronic means, between LifePlan Group and Staff along with The Tax preparation firm we will be referred to and notified of, prior to the release of any information.

This authorization amends any restrictions stated in the privacy practices previously agreed to by the signing client(s) with LifePlan Group and Staff along with the tax preparation firm you will be referred to. I/We are authorizing the sharing of information related to: Our accounts as disclosed to either named persons/entities; Content of our discussions and financial plan including our LifePlan Map as related to tax issues; Our tax documents, those needed to complete our tax returns, as well as our completed and filed tax return. I/We understand this authorization to release client information does not relieve me/us from our direct responsibility to provide thorough and complete information to the Tax Firm. This authorization is valid until revoked in writing by me/us.

This agreement must be signed by December 17th for these tax preparation services to be provided.

Named Persons We Are Authorizing:

LifePlan Group Financial Professionals and Staff
LifePlan Group
7201 Creedmoor Rd, Ste. 147
Raleigh, NC 27613

and

The Tax Preparation Firm Engaged by LifePlan Group on our behalf
You will be notified of the specific firm by LifePlan around December 20th.

Accepted By:*

First NameLast Name

Signature:*