Welcome to the TCJ Tax Services & Business Solutions Family. We are honored that you have chosen TCJ Tax Services & Business Solutions as your trusted tax services & business solutions partner. If you need to speak with a TCJ Tax Services & Business Solutions team member before completing the client assessment form, please call. If we are not available, please leave a voice message or text message at (804) 477.9013, and your call will be returned in the order it is received.

As a gentle reminder, we do not provide free quotes or estimates. If you are here for an estimate, the cost is $35 for a W-2 estimate filing per filing year and $65 for a Self-Employment/Contractor estimate filing per filing year. If you are prepared to proceed with your tax estimate today, please have your estimate fee prepared. If not, please reschedule when you are ready for TCJ Tax Services & Business Solutions to prepare an estimate or complete a successful tax return.

By completing and signing this form, you are in full agreement with a quote fee if you decide not to file with TCJ Tax Services & Business Solutions of either $35 or $65 per filing year for our efforts spent on your estimate preparation. 

 

Please add initials below to acknowledge that you have read and agree to the estimate filing fee, even if you are not receiving an estimate and plan to complete a return successfully. 

 

 

Letter of Engagement

TCJ Tax Services & Business Solutions

 Thank you for choosing TCJ Tax Services & Business Solutions to assist with the preparation of your tax returns for the applicable tax year(s). This Letter of Engagement outlines the terms, conditions, and responsibilities of both parties for the provision of tax preparation services.

Scope of Services
We will prepare your Federal and State individual income tax returns based on the information you provide.

You are responsible for providing accurate, complete, and truthful documentation.

We will not audit or verify the data you submit, though we may request clarification.

We are not responsible for any penalties, interest, or fees resulting from inaccurate or incomplete information provided by you.

Legal & Financial Disclosures
Our services do not include audit protection or financial advisory services unless separately contracted.

You are responsible for maintaining supporting documentation to substantiate income, deductions, and credits.

Filing false or misleading information may subject you to criminal penalties, including fines and/or imprisonment.

You waive TCJ Tax Services & Business Solutions of any liability for errors resulting from incorrect or omitted information you provide.

Fee Agreement & Payment Terms
Tax preparation fees are due at the time of service, regardless of refund status or outcome.

If you owe a federal debt (e.g., child support, student loans, IRS back taxes), you remain responsible for our invoice.

Suppose you choose not to file your return after preparation is completed. In that case, you will be charged a non-filing estimation fee of $35 (Standard Estimate Individual Return) or $65 (Standard Estimate Business Return). If the invoice is not paid, legal action and credit reporting may be pursued to collect unpaid fees.

No refunds or fee disputes will be honored due to IRS refund delays.

Filing & Authorization
By signing this engagement, you authorize us to e-file your return using the forms: 1040, 8879, 7216, and all applicable schedules.

If you opt not to e-file, you accept full responsibility for mailing and submitting your return.

If you do not sign within 24 hours of being notified that your return is ready, we will mark your file as abandoned and assess a $35 or $65 processing fee, which will be charged to your account on file.

Confidentiality & Communication Consent
You authorize TCJ Tax Services & Business Solutions to contact you via email and text regarding your return and future service offerings.

All personal and financial information will remain confidential under IRS and federal data privacy laws.

Client Acknowledgment
By signing below, you affirm the following:

All information I’ve provided is accurate and complete to the best of my knowledge.

I understand my responsibilities, including maintaining documentation for tax records.

I consent to electronic filing and authorize TCJ Tax Services & Business Solutions to use my signature for all applicable forms related to my tax return.

 

Client Information Consent Agreement

By submitting this application, I hereby acknowledge and provide my informed consent for the collection, use, and processing of my personal information. This information includes, but is not limited to, my full name, date of birth, Social Security number, and banking details. I understand that the collection and use of this data are essential for the purposes of identity verification and the accurate preparation and filing of my tax return by my tax professional.

I further acknowledge that my personal information will be handled in accordance with applicable data protection and privacy laws. My tax professional is authorized to use this information exclusively for tax preparation and filing purposes and is bound by a duty of confidentiality to safeguard my personal data against unauthorized use or disclosure.

By signing below, I affirm that the information provided is true, accurate, and up-to-date to the best of my knowledge. I understand that providing false or misleading information may result in legal consequences, including but not limited to the rejection of my tax return or potential liability for misrepresentation.