1. Establishment of Client Relationship
By completing and submitting this Client Intake Form, you acknowledge and agree that a formal client relationship with The Tax Lyfe is not established until the required payment for tax preparation services is received. This form serves as the initial step in our engagement process, allowing us to gather necessary information to assess your tax preparation needs.
2. No Guarantee of Tax Return Preparation
Submitting this form does not guarantee that The Tax Lyfe will prepare your tax return. The information provided will be reviewed to determine the scope of services required and the associated costs. Following this assessment, you will receive a work order detailing the estimated fees. Tax preparation services will commence only after the work order is approved and the payment is received in full.
3. Payment Terms
Upfront Payment Required: All fees for tax preparation services must be paid prior to the commencement of any work. The Tax Lyfe does not accept payments from tax refunds or allow for post-service payments.
No Refunds from Refunds: We do not take a percentage of your tax refunds or any payments after the service has been rendered. All financial obligations must be settled before we begin work on your tax return.
4. Data Consent and Secure Information Handling
Authorization to Collect All personally identifiable information (PII) must be uploaded to our secure portal, ensuring that your data is protected and handled in accordance with our Privacy Policy.
Privacy Policy Agreement: By submitting this form, you confirm that you have read and understood The Tax Lyfe’s Privacy Policy, which outlines how your data is collected, used, and protected.
5. Accuracy of Information
I confirm that all information entered in this form is accurate, complete, and true to the best of my knowledge. I understand that providing false or misleading information may result in the termination of services or legal action.
6. Responsibilities Acknowledgment
Client Responsibilities: I acknowledge that it is my responsibility to provide all necessary documentation and accurate information required for the preparation of my tax return.
The Tax Lyfe’s Responsibilities: I understand that The Tax Lyfe, represented by Umair Nazir, Enrolled Agent, is responsible for preparing my tax return based on the information provided and will notify me if additional information is required.
7. Terms and Conditions Agreement
I have read, understood, and agree to abide by the Terms and Conditions and Privacy Policy of The Tax Lyfe. I acknowledge that these documents govern the provision of tax preparation services and my use of The Tax Lyfe’s website and services.
8. Liability Disclaimer
Limitation of Liability: While The Tax Lyfe strives to provide accurate and timely tax preparation services, we shall not be held liable for any errors, omissions, or inaccuracies in the information provided by the client or any consequences arising from the use of the prepared tax return.
Tax Advice Disclaimer: As a licensed Enrolled Agent, Umair Nazir provides tax advice based on the information provided. However, The Tax Lyfe does not guarantee specific tax outcomes and advises clients to consult with additional financial or legal advisors for comprehensive financial planning.
Acknowledgment
By submitting this form, you acknowledge that you have read, understood, and agree to the above disclaimers and the Terms and Conditions and Privacy Policy of The Tax Lyfe. You also agree to proceed with the engagement based on the terms outlined herein.
