TAX PREPARATION INTAKE FORM

By completing this intake form, you agree that the information provided is true and accurate to your knowledge.

Consent to Use Tax Return Information 7216

Federal law requires this consent form to be provided to you. Unless authorized by law, a tax preparer may not use your tax return information for purposes other than preparing and filing your tax return without your consent. You are not required to complete this form to engage our tax preparation services. However, without your consent, we will not be able to use your tax information for other purposes.

Part 2: Purpose for Use
The purpose for which we are requesting your consent is for Tax Preparation, Credit Repair, e.g., "offer additional financial services," "provide you with updates on tax law changes," "recommend financial planning services"

Part 3: Consent Statement
By signing below, you consent to the use of your tax return information for the purpose described above. Your information will not be shared with third parties without your additional consent.

Part 4: Duration of Consent
This consent will remain valid until [insert expiration date or "one year from the date of signature" unless revoked in writing.

Part 6: Taxpayer Acknowledgment and Signature
I, Signing taxpayer (s) , authorize The Tax Boutique Ky to use my tax return information for the purpose stated above.

Part 7: Revocation of Consent
You have the right to revoke this consent at any time by notifying us in writing at Taxexperts@Thetaxboutiqueky.com. Your revocation will not affect any disclosures already made with your prior consent.

The Tax Boutique KY Engagement Letter

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

Scope of Services
We will prepare your federal and state income tax returns as requested. It is your responsibility to provide the necessary information to prepare accurate and complete returns. Please be aware that underestimating your tax liability may result in penalties imposed by law. While we may request clarification on certain items, we will not audit or otherwise verify the information you provide.

We will perform accounting services solely as required to prepare your tax returns. This engagement should not be relied upon to detect errors, fraud, or other illegal acts. However, if any material errors, fraud, or illegal acts are discovered, we will notify you.

Client Responsibilities
You acknowledge that all information provided to The Tax Boutique KY is true and accurate to the best of your knowledge. It is your responsibility to maintain supporting documentation to validate the information provided. Knowingly providing false information on a tax return is illegal and may result in criminal penalties, including court proceedings, restitution, and imprisonment.

You waive The Tax Boutique KY and its tax preparers of any liability for errors resulting from incorrect information provided by you. By signing below, you authorize The Tax Boutique KY to file your tax return.

Financial Responsibility
If you or your spouse owes any federal or government debt (e.g., IRS, child support, student loans), you are still responsible for the tax preparation fees due at the time of service.
If your federal refund is mailed to you, you remain responsible for paying the tax preparation fees as stated on your invoice.
If you decide not to proceed with tax preparation services after the return is completed, you will be charged a $75 non-filing fee, payable immediately upon your decision not to file. Failure to pay this fee immediately will result in the full tax preparation fee being due as per the invoice.
If tax preparation fees are not paid, The Tax Boutique KY may take legal action to collect unpaid fees, including reporting to credit bureaus. You agree not to dispute tax preparation fees due to IRS delays.

Document Handling and Retention
Invoices are due and payable upon presentation. Your original records will be returned to you at the conclusion of this engagement. You are responsible for securely storing these records, along with supporting documents and canceled checks, as they may be needed to prove the accuracy and completeness of your return.

We will retain copies of your records and our work papers for three years, after which they will be securely destroyed. Paper copies of the tax return and other documents will be available for a fee.

Completion and Filing of Returns
Our engagement will conclude with the delivery of your completed returns to you (if paper-filing) or your signature and our subsequent submission of your return (if e-filing). If you choose not to e-file through our office, you are solely responsible for filing the returns with the appropriate taxing authorities.

Please review all tax return documents carefully before signing them. By signing this agreement, you authorize The Tax Boutique KY to file your tax return. Your signature on this document will apply to Forms 1040, 8879, 7216, and all other applicable forms in your finalized tax return.

Additional Acknowledgments
You agree to receive text messages and emails from The Tax Boutique KY regarding your tax return and future opportunities.
A processing fee of $100 will be charged to the bank account on file in the following cases:If your return is rejected due to already having filed or applied for a loan with another tax firm.
If our office completes your return and you fail to sign it within 24 hours of notification that it is ready for signature. In such cases, your return will be considered abandoned, assumed to have been filed elsewhere, and deactivated in our system.