2025 Client Intake Form

If you need to speak with your tax professional please contact them at the number above.

Letter of Engagement

Thank you for choosing Keen Taxes & Associates, LLC  to assist you with your requested year taxes. This letter confirms the terms of our engagement with you and outlines the nature and extent of the services we will provide.

I acknowledge by signing this form if I and/or my spouse owes a federal/government debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to Keen Taxes & Associates at the time of service. Also, if the federal refund amount is mailed, I/we are still responsible for the tax preparation fees stated on the invoice. If the tax preparation fees are not paid, I understand Keen Taxes & Associates will take legal action to collect the unpaid tax preparation fees. I also agree that client won’t dispute tax preparation fees for services rendered due to IRS delays.

Invoices are due and payable upon presentation. We will return your original records to you at the end of this engagement. You should securely store these records, along with all supporting documents, canceled checks, etc., as these items may later be needed to prove accuracy and completeness of a return. We will retain copies of your records and our work papers for your engagement for three years, after which these documents will be destroyed. Paper copies of the tax return and other documents will be available for a fee.

Our engagement to prepare your tax returns will conclude with the delivery of the completed returns to you (if paper-filing), or your signature and our subsequent submittal of your tax return (if e-filing). If you have not selected to e-file your returns with our office, you will be solely responsible to file the returns with the appropriate taxing authorities. Review all tax-return documents carefully before signing them. You agree to allow Keen Taxes & Associates to file your tax return and understand we do not give quotes to be comparable to DIY tax software. By signing this agreement your signature is now transferrable to the forms 1040, 8879, 7216, and all other applicable form in the fianlized tax return from this document, for submission. 

You also agree to receive text messages and emails from Keen Taxes & Associates about your tax return and future opportunities with Keen Taxes & Associates.

By signing this form you agree that the bank account on file will be drafted a processing fee of $75.00 (1) in the event your return is rejected due to you already filing or applying for a loan with another tax firm, (2) in the event our office completes your return and you do not sign your return within 24 hours of us notifying you that your return is ready for signature (we will consider your return filing abandoned and that you have filed elsewhere, and deactivate your return in our system) (3) You will receive a copy of your tax return upon completetion. Should you request an additional copy, you will be accessed a fee of $25.00. 

To affirm that this letter correctly summarizes your understanding of the arrangements for this work, you agree to allow Keen Taxes & Associates to file your tax return and not just give a quote and your signature is transferrable to the tax return from this document, please sign this letter in the space below.

                                               Privacy Policy

 
The nature of our work requires us to collect certain nonpublic information. We collect financial and persoanl information from applications, worksheets, reporting statements, and other forms, as well as interviews and conversations with our clients and affiliates. We may also review banking and credit card information about our clients in performance of receipt of payment. Under our policy, all information we obtain about you will be provided by you or obtained with your permission. Our firm has procedures and policies in place to protect your confidential information. We restrict access to your confidential information to those within our firm who need to know in order to provide you with services. We will not disclose your personal information to a third party without your permission, except where required by law. We maintain physical, electronic, and procedural safeguards in compliance with federal regulations that protect your personal infromation from unauthorized access.

Consent to Use of Tax Return Information

Keen Taxes & Associates (“we”, “us” and “our”)

Federal law requires this consent form be provided to you (“you” refers to each taxpayer, if more than one). 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.

You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.

For your convenience, we have entered into an arrangement with Santa Barbara Tax Products Group, LLC, a division of Green Dot Corporation, a Delaware corporation (“Processor”), using banking services of Green Dot Bank, to provide qualifying taxpayers with the opportunity to apply for refund processing services offered by and through Processor. To determine whether these services may be available to you, we will need to use your tax return information by analyzing it and calculating the amount of your anticipated refund.

If you would like us to use your tax return information to determine whether these services may be available to you while we are preparing your return, please sign and date this consent to the use of your tax return information.

By signing below, you (including each of you if there is more than one taxpayer) authorize us to use the information you provide to us during the preparation of your 2024 tax return to determine whether to present you with the opportunity to apply for refund processing services through Processor.

Consent to Disclosure of Tax Return Information

Keen Taxes & Associates (“we”, “us” and “our”)

Federal law requires this consent form be provided to you (“you” refers to each taxpayer, if more than one). Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent.

If you consent to the disclosure of your tax return information, Federal law may not
protect your tax return information from further use or distribution. You are not required to complete this form to engage our tax return preparation services. If we
obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.

You have indicated that you are interested in applying for a Refund Transfer (“RT”) product from Santa Barbara Tax Products Group, LLC, a division of Green Dot Corporation, a Delaware corporation (“Processor”) using banking services of Green Dot Bank (“Bank”). In order to have your refund processed by and through Processor, we must disclose all of your 2024 tax return information to Processor and Bank.
If you would like us to disclose your 2024 tax return information to Processor and Bank for this purpose, please sign and date your consent to the disclosure of your tax return information.

By signing below, you (including each of you if there is more than one taxpayer) authorize us to disclose to Processor and Bank all of your 2024 tax return information so that Processor can evaluate and process your application and Bank can provide banking services for the RT product. You understand that if you are not willing to authorize us to share your tax information with Processor and Bank, you will not be able to obtain an RT product from Processor, but you can still choose to pay us directly to have your tax return prepared and filed.

TAX SEASON

IMPORTANT TELEPHONE NUMBERS

Tech Support

 (561)450-6422 ext 672

IRS General Phone
# (800) 829-1040
Retrieve your ID/PIN

# (800) 908- 4490
Access your transcript
# (800) 908-9946
Tax Advocates
# (877) 777-4778

 Offset Line (to find out if they owe)

# (800) 304-3107
 Refund Status
# (800) 829-1954
IRS for Individuals
# (800) 829-1040
IRS for businesses
# (800) 829-4933
 Collections Dept.
# (800) 829-7650
Holds Dept
# (866) 897-3315
. Local Taxpayer Assistance
#(844) 545-5640