STOP!

Did you finish uploading your documents?

IF YOU DID NOT UPLOAD ALL NECESSARY DOCUMENTS YOUR INTAKE FORM WILL BE VOIDED.

If your refund is offset by the IRS, student loans, child support or your check is mailed, you are still obligated to pay our company the fees associated with filing your tax return.

By signing this agreement you acknowledge that if payment is not made in full within 30 days legal actions will be sought to resolve payment.

Client Responsibility Agreement

Thank you for choosing S&B Capital Wealth, LLC to assist you with your tax preparation needs. This letter outlines the scope of our services, your responsibilities, and the terms of our engagement.

 

Scope of Services

We will prepare your federal and state income tax returns based on the information you provide. Our services include:

• Preparation and electronic filing of your federal and state tax returns.
• Assisting you in applying for available refund advance loans or refund transfers (Bank Products).
• Reviewing your tax return with you to ensure accuracy before submission.

 

Bank Products

If you choose to apply for a Refund Advance Loan or use a Refund Transfer option, you authorize us to:

1. Use your tax return information to apply for the bank product.
2. Deduct our preparation fees from your tax refund.
3. Provide your tax information to the financial institution that offers the refund product.

Please note that we are not responsible for the approval or denial of any refund advance loans or for any delays caused by the IRS or state tax authorities. Additional fees may apply for bank products, which will be disclosed to you during the application process.

Your Responsibilities

1. You agree to provide complete and accurate information necessary for the preparation of your tax return.
2. You acknowledge that you are responsible for maintaining all relevant documents and receipts.
3. You agree to review your tax return carefully before signing the IRS e-file authorization (Form 8879).

Fees

Our fee for tax preparation and bank product services will be deducted from your refund. If your refund is insufficient to cover our fees, you are responsible for paying the remaining balance.

Please note that additional fees for bank products may apply, as outlined by the financial institution.

 

Confidentiality

We are committed to protecting your personal and financial information. We will not disclose your tax return information to any third party without your consent, except as required by law or to facilitate the bank product.

 

Limitation of Liability

While we will make every effort to prepare your return accurately, it is your responsibility to provide correct and complete information. We cannot be held liable for any penalties or interest that may arise from incomplete or inaccurate information provided by you.

 

Acknowledgment

By signing below, you acknowledge and agree to the terms of this engagement letter and authorize us to proceed with preparing and filing your tax return. You also authorize the application of any bank products if requested.

BEFORE YOU SUBMIT GO BACK AND REVIEW

 

 Make sure you have uploaded current and valid documents. If we find that you are missing documents or documents are not valid, we will place your return on hold and WILL NOT EFILE until we receive the proper documents.