Carters Tax Angels Client Engagement Letter 2024

Thank you for selecting Carters Tax Angels & Bookkeeping to prepare your 2024 federal and state tax return based upon the information you provided. This letter confirms the terms of our engagement with you and the nature and extent of services we will provide. We may ask clarification for some items, but we will not audit or otherwise verify the data you submit. Unless authorized by law, we cannot use your tax return information for purposes other than the preparation and filing of your tax return without your consent. The tax information may not be disclosed or used by Carters Tax Angels & Bookkeping for any purposes other than that permitted by this consent document.

**Please note that by signing this form below you have fully read and understand everything listed above. You are in full agreement with Carters Tax Angels & Bookkeeping completing your tax return, and making sure that your return is filed with all of the available deductions given your filing circumstances. Since your return is unique to your circumstances, we CANNOT GUARANTEE the outcome of what happens after your return is sent to the IRS. If your return is used to fulfill an offset, this DOES NOT RELIEVE YOU OF YOUR OBLIGATION TO PAY for services provided**

Name*

First NameMiddle NameLast Name

Spouse

First NameLast Name

Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Phone Number*

Please enter a valid phone number.

Email*

example@example.com

It is your responsibility to provide accurate information and source documents required for preparation for complete and accurate returns. You agree to cooperate in responding to any of our request for documents, and make available to use complete and accurate records. We rely upon you to ensure that such information is complete, authentic, and accurate. In preparing tax returns, we will assure the information you supply us is complete, authentic, and accurate.

Carters Tax Angels Preparer Name

Filing Status*

Single- Normally, this status is for taxpayers who are unmarried, divorced, or legally separated under a divorce or separated maintenance decree governed by state law.Head of Household- Unmarried taxpayers may be able to file using this status, but special rules apply. For example, the taxpayer must have paid more than half the cost of keeping up a home for themselves and a qualifying person living in the home for half the year.Married Filing Jointly- If a taxpayer is married, they can file a joint return with their spouse. When a spouse passes away, the widowed spouse can file a joint return for that year.Married Filing Separate- Married Couples can choose to file separate tax returns. When doing so it may result in less tax owed than filing a joint return. A qualifying widow with dependent(s), this status may apply to the taxpayer if their spouse died during one of the previous two years and they have a dependent child. Other conditions also apply.Non-Resident Alien- If you are not a U.S. Citizen, you are considered a nonresident of the United States for U.S. tax purposes unless you meet one of the two tests. You are a resident of the United States for the purpose if you meet either the green card test or the substantial presence test for the calendar year. (January 1-December 31)

PAYMENT PROCESS

All invoices are deducted from your tax refund. This does not include applicable bank fees. In the event no refund is due, then preparation fees are due at the time of tax preparation. To the extent permitted by law, an interest charge may be added to all accounts not paid within thirty (30) days.

PENALTY FEES AND CHARGES

In the event the client's refund is held for any reason, the client is still responsible for all applicable fees. We reserve the right to take legal actions to collect monies owed and interest applicable by law, in the event the fees are not paid, or payment arrangements are not made in timely manner.

SEVERABILITY

If any provision of this agreement is held to be invalid or unenforceable under the law the validity of this agreement as a whole shall not be affected, and other provisions of the agreement shall remain in full force and effect.

Date*

Date

Name*

First NameLast Name

Signature*

Spouse Name

First NameLast Name

Signature

Upload Documents

All Drivers Licenses*

All Social Security Cards*

W2 Forms*

All other documents*