CLIENT ENGAGEMENT LETTER
Welcome! Thank you for choosing HOPE Dealers Financials. We are thrilled to welcome you as a new or returning client! My goal is to provide you with exceptional tax services tailored to your unique needs. We will prepare your individual/business tax return, including federal and state income tax returns, local tax returns (if applicable) and other related tax forms and schedules. As my client you agree to provide accurate and complete information and furnish any necessary documents at the time of filing so that we may conduct a thorough review and ensure a timely filing.Our STARTING rate is $599 for individual returns/$899 for business returns which may vary depending on the complexity of your return.We have a pay by refund option meaning you pay nothing out of pocket (only applies if you’re owed a refund). Additional services, such as audit representation, tax planning and book keeping will be billed separately. We promise to maintain confidentiality of all client information and look forward to working with you. Please feel free to reach out with any questions at (423)565-9690 or gpm@hopedealersfinancials.org. By signing the intake form, you acknowledge receipt and acceptance of these terms. Best Regards, HOPE DEALERS FINANCIALS
Are you a…
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RETURNING CLIENT
NEW TAX CLIENT
Taxpayer Name
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First Name
Middle Name
Last Name
Spouse Name
First Name
Middle Name
Last Name
PLEASE UPLOAD LAST YEARS TAX RETURN
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Filing Status
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Single(S)
Married Filing Jointly(MFJ)
Married Filing Separately(MFS)
Head of Household(HOH)
Qualifying Surviving Spouse(QSS)
Did you pay over half the expenses of maintaining your residence for the entire year?
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YES
NO
TAXPAYER OCCUPATION
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SPOUSE OCCUPATION
TAXPAYER SSN NUMBER
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SPOUSE’S SSN NUMBER
TAXPAYER PRIMARY CONTACT NUMBER
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SPOUSES PRIMARY CONTACT NUMBER
TAXPAYER IP (PIN)
SPOUSES IP (PIN)
Email
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example@example.com
Address
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Street Address
Apt #
City
State / Province
Postal / Zip Code
Did you receive your tax refund from last year?
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YES
NO
STILL WAITING
UPLOAD A CLEAR PHOTO OF YOUR VALID ID/DRIVERS LICENSE AND SSN CARD
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At any time during 2024 did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency?
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YES
NO
Someone can Claim:
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You as a dependent
Your spouse as a dependent
Spouse itemizes on a separate return or you were a dual status alien
None apply to me
You:
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We’re born before 01/02/1956
Are blind
No
Spouse:
We’re born before 01/02/1956
Is blind
No
Did you receive Marketplace Insurance?
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YES
NO
Please upload a clear photo of your 1095A Form
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College
1098 T Form
Did you attend college in 2024?
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YES
NO
Have you incurred any drug related charges while attending college?
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YES
NO
If yes, please explain.
Upload a clear photo of your 1098 T Form
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DEPENDENT INFORMATION
If applicable
Did you support a family member or child for more than 6 months out of the year?
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YES
NO
Did the dependent(s) have Medicaid the entire year?
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YES
NO
Did the child receive Food Stamps or WIC in 2024?
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YES
NO
Have you ever been disallowed the EIC or the CTC Credit in the past?
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YES
NO
Do you have any dependents? If so, please fill out the chart below. (Attach all information needed)
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YES
NO
How many dependents do you have?
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Is the child enrolled in school under your address?
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YES
NO
If no, please list the child’s name below and the reason the child isn’t enrolled under your address.
Be as detailed as possible
Please fill in your dependent information. Scroll to the right to review full chart.
First Name
Last Name
SSN Number
Relationship to you
Child Tax Credit
Credit for Other Dependents
Date of Birth
How many months did child live in your home?
IP PIN
1.
2.
3.
4.
5.
6.
If the dependent is not your biological child, why isn’t the parent claiming the child?
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Be as detailed as possible
Upload a clear photo of all children/children’s Birth Certificate and Social Security Cards.
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INCOME STATEMENTS
W2 Forms, 1099
Do you have all of your W2 forms, 1099’s and any other income statements? Keep in mind you will need ALL income statements to avoid audit.
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YES
No
Upload a clear photo of all your W2 Forms, 1099’s or any other income statements you may have. If you are self employed please upload proof of income
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DO YOU UNDERSTAND THAT YOU WILL BE SUBJECT TO AUDIT IF YOU MISS ANY W2 FORMS, UNREPORTED EARNINGS AND YOU WILL OWE THE IRS? If you need to amend your return due to unreported earnings a fee of $450 will be due UPFRONT to amend your return
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Did you receive unemployment in 2024? If yes, Upload the required document.
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Upload 1099 G Form
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SELF EMPLOYED BUSINESS
Do you own a business/Self Employed?
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YES
NO
What kind of business did you operate?
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Do you have a EIN number for your business?
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YES
NO
If yes, please provide your EIN number
How much profit was made in 2024 for your business?
Do you certify the profit made in 2024 is true, accurate and is given to use as a source of income for your 2024 federal and state return?
YES
NO
Mortgage Interest Statement
1098 Form
Do you have a Mortgage Interest Statement? If so, please upload your interest Statement Form.
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YES
NO
Upload a clear photo of your Mortgage Statement Form
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REFUND
Disbursement or refund
Are you applying for a Refund Advance?
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YES
NO
Did you receive a Refund Advance Loan last year?
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YES
NO
Is the Bank Account in your name? (Please note if the account is not under your name your refund will be rejected and held up by the IRS.)
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Type or Account
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Checking Account
Savings Account
Go2 Bank Debit Card
List the name of your Bank.
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Routing Number
Account Number
Upload an image of your Routing AND Account number
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Do you want to allow your tax professional to discuss your 2024 tax return with the IRS?
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WERE ALMOST THERE!
Please check and confirm all information including social security numbers, banking information and dependent information is accurate prior to submission. Please check and confirm all names are spelled correctly and all information is correct. Any missing files you didn’t submit please reach out to our office via email or phone to have your file updated.
I confirm and agree I double checked all information for any errors.
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YES
NO
I give HOPE Dealers Financials permission to prepare all forms related to my tax return and I have signed all necessary forms to file electronic income tax return. I take full responsibility for the accuracy of this client intake form and I understand that HOPE Dealers Financials holds no responsibility for any misrepresentation or false claims.
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I fully AGREE, all documents submitted are authentic and reflect accurate information.
SIGN HERE
Under penalties of perjury, I declare that I have examined this return, accompanying schedules and statement's. To the best of my knowledge and belief they are true, accurate and complete. Declaration of the preparer (other than taxpayer) is based on all information of which preparer has any knowledge,
Your signature
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Date
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Month
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Day
Year
Date
Spouses Signature
Date
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Month
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Day
Year
Date
Submit
Submit
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