Client Consent and Acknowledgment Disclosure

By submitting this form, I acknowledge and agree to provide my personal information, including but not limited to my full name, date of birth, social security number, current address, banking information, and any other necessary details.

I understand that this information is required for verification purposes, accurate tax return preparation, and to ensure the timely processing of any refunds, credits, or payments I may be eligible to receive.

I confirm that all the information provided is accurate and up to date. I further consent to the use of this information solely for the purposes outlined above and acknowledge that it will be handled with the utmost confidentiality and in compliance with applicable laws.

By providing my signature below, I also authorize W2GGROUP to use the documents and information I have submitted to facilitate the preparation and submission of my tax return. I affirm that all information I have provided is true, accurate, and complete to the best of my knowledge. I understand that any inaccuracies or omissions are my responsibility and may impact the outcome of my tax return.

I acknowledge that while W2GGROUP is committed to safeguarding my personal and financial information, I am ultimately responsible for the accuracy and completeness of my tax return.

My information will not be shared with third parties without my explicit consent, except as required by law.

 

Engagement Letter (Section A)

 Thank you for choosing W2G Group to assist with filing your taxes. This letter confirms the terms of engagement and outlines the nature and extent of the services we will provide.

 We will prepare your federal and state (if applicable) income tax returns based on the information you provide. While we may request clarification, we will not audit or verify the data submitted. The enclosed Questionnaire/Organizer is to help you collect the required data and minimize costs.

 We will perform accounting services only as needed to prepare your returns and cannot be relied upon to disclose errors, fraud, or illegal acts. However, any material issues we discover will be brought to your attention.

 Should unclear tax laws or conflicts arise, we will outline reasonable courses of action and risks, allowing you to decide the path forward. We are not responsible for omissions or errors based on incomplete or withheld information.

 Fees for services are charged on a “per-form” basis, including charges for additional work, copies, long-distance calls, and administrative costs. A full breakdown will be provided before submission. If you decide not to file after completion, a $75 fee applies.

 Unpaid fees may be subject to legal collection and additional administrative charges if unresolved. Clients initiating service after September 25th may be charged an additional $150 unless waived in writing.

 This engagement includes only annual tax preparation unless otherwise agreed upon. You must retain all documents supporting your return, such as receipts, logs, statements, and other records for at least five years.

 Upon payment (or agreement for fees to be taken from your refund), you will receive your tax return, e-file authorizations, and instructions. Returns cannot be filed without your signed authorization.

 We may also request personal identification documents (such as a government-issued ID or Social Security card) to protect your identity and ensure tax return accuracy.

 

Consent for Payment (Section B)

 By using our services, you understand that you are paying for tax preparation, not for receiving a refund.

 You may pay by cash, card, money order, or request to have the tax prep fee taken from your refund. If your refund is intercepted (e.g., child support, student loans, IRS offset), you are still responsible for the preparation fee.

In such cases, you will receive an invoice. If not paid within 30 days, we may initiate ACH debit or send the balance to collections.

Note: The Department of Treasury’s Financial Management Services (FMS) may apply refund offsets without notice.

 

ACH Authorization (Section C)

 By signing this form, you authorize W2G Group to initiate electronic debits from your bank account to collect unpaid tax preparation fees.

 

Terms:

 

• Payment is for services rendered, regardless of refund status.
• If your refund is not approved/funded within 30 days, W2G Group is authorized to charge your account.
• You confirm your banking details are accurate.
• You may revoke this authorization in writing at any time.
• W2G Group will retain this agreement and notify you of any changes in payment amount/schedule.
   
  Acknowledgement & Agreement (Section D)

By signing this intake form and submitting your tax documents, you:

Acknowledge that you have read and agree to all terms outlined in Sections A–C of this letter.
Consent to the terms of payment and ACH authorization.
Authorize W2G Group to begin tax preparation services.
 

We thank you for your trust and look forward to supporting you this tax season and beyond.

Warm Regards,

W2GGroup and Family