Thank you for choosing DCC Financial Group to assist you with your tax preparation for the requested tax year. This letter confirms the terms of our engagement with you and outlines the nature and extent of the services we will provide.

We will prepare your requested federal and state income tax returns. We will rely on you to provide the information needed to prepare complete and accurate returns. Please note that the law imposes penalties when taxpayers underestimate their tax liability. While we may ask you to clarify some items, we will not audit or otherwise verify the data you submit.

We will perform accounting services only as needed to prepare your tax returns.

Accordingly, our engagement should not be relied upon to disclose errors, fraud, or other illegal acts, though it may be necessary for you to clarify some of the information you submit. We will, of course, inform you of any material errors, fraud, or other illegal acts we discover.

Client Acknowledgment:
I acknowledge that all information provided to DCC Financial Group is true and accurate to the best of my knowledge. I understand that I must have supporting documentation to validate the information I provide. I further understand that knowingly providing false information on my tax return is a criminal offense punishable by law, which may include court appearances, restitution, and possible imprisonment.

I waive DCC Financial Group and the tax preparer of any liability due to errors resulting from incorrect information I provide. By signing below, I authorize DCC Financial Group to file my tax return.

Payment Terms:
I acknowledge that if I and/or my spouse owe any federal or government debts such as IRS balances, child support, student loans, or other obligations, I/we are still responsible for the tax preparation fees due to DCC Financial Group at the time of service.

Non-Filing Policy:
If you choose not to proceed with filing after your return(s) have been prepared, an abandonment fee of $150 will be due immediately. This fee will be automatically processed (ACH) using the bank account information provided on your intake form.
By signing this agreement, you authorize DCC Financial Group to collect this fee if your return is completed but not filed.

Additionally:

If the refund amount is mailed instead of directly deposited, I/we remain responsible for the tax preparation fees. Failure to pay tax preparation fees will result in legal action to collect the unpaid balance. I agree not to dispute tax preparation fees for services rendered due to IRS delays.

 

Record Retention:

Invoices are due and payable upon presentation. At the end of this engagement, your original records will be returned to you. You should securely store these records, along with all supporting documents, canceled checks, etc., as these may be needed to verify the accuracy of your return.

We will retain copies of your records and work papers for three years, after which they will be securely destroyed. If paper copies of your tax return are requested, they will be available for an additional fee.

E-Filing and Document Authorization:
Our engagement concludes with the delivery of your completed returns (if paper-filing) or upon your signature and our subsequent submission of your tax return (if e-filing).

If you choose not to e-file your returns through our office, you will be solely responsible for filing with the appropriate tax authorities. Review all tax-return documents carefully before signing.

By signing this agreement, your signature is transferrable to IRS Forms 1040, 8879, 7216, and any other applicable forms in the finalized tax return.

Final Acknowledgment:
To confirm that this letter correctly summarizes your understanding of the arrangements for this work and that you agree to allow DCC Financial Group to file your tax return, please sign below.

By signing below, I hereby certify the information given above is true and correct to the best of my knowledge. I have been informed if the information provided to preparer is incorrect it may result to a audit, fines and penalties associated.

By signing below, I hereby certify the information given above is true and correct to the best of my knowledge. Taxpayer has been informed that claiming a dependent for EITC/CTC/AOTC/HOH or other can result in audit, fines and penalties if the information is found to be incorrect. 

You may be able to claim the credit if you pay someone to care for your dependent who are under the age of 13 or for your spouse or dependent who are unable to care for themselves. The credit can be up to 35% of your expenses. To qualify you must of these expenses so your able to look for work or work. 

By signing below, I hereby certify the information given above is true and correct to the best of my knowledge. I have been informed if the information provided to preparer is incorrect it may result to a audit, fines and penalties associated.

Please do not count any money received under any governmental/public assistance/welfare/SNAP (food stamps) in the amount that you paid. But include costs paid with the public assistance in the total cost.

Taxpayer has provided all answers to the above questions to be true and correct to the best of the taxpayer’s knowledge. Taxpayer has been informed that claiming a dependent for HOH or other can result in an audit, fines, and penalties if information provided to a prepare is incorrect.

By signing below I certify all information is true, valid, and to the best of my knowledge. I accept full responsibility of the statements mentioned above. Any and all disputes regarding this matter shall be forwarded to me with the information found on my tax returns forms.

Tax Preparation Checklist
Please provide the following documentation:

• All Forms W-2 (wages), 1099-INT (interest), 1099-DIV (dividends), 1099-B (proceeds from broker or barter transactions), 1099-R (pensions and IRA distributions), Schedules K-1 from partnerships, S corporations, estates and trusts, and other income reporting statements, including all copies provided by the payer.

• Form 1095-A (for health insurance purchased through a public exchange), Form 1095-B (for health insurance purchased outside of a public exchange), or Form 1095-C (for employer-provided health insurance coverage).

• If you are a new client, provide copies of last year’s tax returns.

• The completed Individual Income Tax Organizer. Note: If you choose not to fill out the organizer, you must at least answer the “Yes” or “No” questions under “Questions — All Taxpayers.”

• Copy of the closing statement if you bought or sold real estate.

• Mileage figures for any automobile expenses claimed, including total mileage, commuting mileage, and business mileage.

• Details of estimated tax payments made, if any.
• Income and deductions categorized on a separate sheet for business or rental activities.

• List of itemized deductions categorized on a separate sheet for medical, taxes, interest, charitable, and miscellaneous deductions.

• Copy of all acknowledgment letters received from charitable organizations for contributions made in 2025.

Tax Return Preparation


We will prepare your tax return based on the information you provide. If your return is audited, you will be responsible for verifying the reported items. Please review the return carefully before signing to ensure the information is correct. Unless otherwise stated, the services for preparing your return do not include auditing, review, or any other form of verification or assurance.


Taxpayer Responsibilities


You agree to provide us with all income and deductible expense information. If you receive additional information after we commence work on your return, you will contact us immediately to ensure that your completed tax returns contain all relevant information. You affirm that all expenses or other deduction amounts are accurate and that you have all required supporting written records. In some cases, we may ask to review your documentation. You must be able to provide written records of all items included on your return if audited by either the IRS or state tax authority. We can provide guidance on what evidence is acceptable.


Before signing, carefully review the return to ensure the information is correct. Fees must be paid before your tax return is delivered to you or filed on your behalf. If you terminate this engagement before completion, you agree to pay a fee for work completed. A retainer is required for the preparation of late returns.


It is advisable to keep a copy of your tax return and any related tax documents. A fee may be assessed if you request a copy in the future.


By signing below, you acknowledge reading, understanding, and accepting your obligations and responsibilities.


For a joint return, both taxpayers must sign.



To be eligible for the Head of Household (HOH) credit, please provide either a lease agreement or a recent utility bill (Electric, Gas or Water bill). We require the Social Security card for each dependent and taxpayer, and/or birth certificate.

For all taxpayers: Before signing, please ensure that you submit a copy of your Social Security card and birth certificate.

Consent for Payment

We value our relationship with our clients. We are in the business to provide you with the best service possible. We want to remind you that you are being provided a service and not a tax refund. You as a taxpayer have the option to pay your tax preparation fees by: cash, money order, credit card, electronic payment, or directly from your refund.

If you choose to have the tax preparation fees taken from your refund and your taxes are intercepted, YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES!  By signing your return, you are agreeing to pay the tax preparation fees regardless of if your refund is released or not. 

Upon our notification of your refund being intercepted, we will send you an invoice for payment. If payment is not received within 30 days of the invoice then we will proceed with ACH processing or collections if no bank account is held by the client. 

NOTE: The Department of Treasury's Financial Management Services (FMS) can offset ANY UNPAID federal or government debt against your refund WITHOUT prior notice.

Most commonly, the offset is taken for: Past due child support, Debts owed to a federal/ state agency, Unemployment debts owed to state, and/or past due federal student loans.

ACH Authorization Form
I, hereby authorize DCC Financial Group LLC to initiate electronic debits to my bank account for the purpose of collecting payment for the services related to the preparation of my tax return. I understand and agree to the following terms:

Payment for Tax Preparation Services:  I acknowledge that I am engaging DCC Financial Group LLC for the professional service of preparing my tax return. Payment is not contingent upon the approval or funding of my tax refund.

Billing Authorization:  In the event that my tax refund is not approved and funded within 30 days through a bank product with a third-party bank, I authorize DCC Financial Group LLC to electronically debit my bank account for the full amount of the tax preparation fees as agreed upon. This debit will be initiated as soon as practicable after the 30-day period has lapsed.

Bank Account Information: I have provided accurate and current information regarding my bank account for the purpose of this electronic debit authorization.

Right to Revoke: I understand that I may revoke this authorization at any time by providing written notice to DCC Financial Group LLC. Such revocation will not affect any fees or charges that have already been incurred.

Record Keeping:DCC Financial Group LLC will retain a copy of this authorization form, and I will receive written notice of any changes in the payment amount or schedule at least 10 days prior to the initiation of any debits.

Before signing, you can edit and add forms. Please check your email for the edit link after cliking save, then submit.

By signing below, I confirm that I have read and understand the terms of this ACH Authorization Form and agree to be bound by them.