Signature Premier Tax Intake Form (2025)

Please complete this form as accurately as possible. Once submitted, your Tax Partner will review your information, confirm your documents, and follow up if anything additional is needed to file your return.

 

 Disclaimer: All information provided in this form must be accurate and complete to the best of your knowledge. Signature Premier Services is not responsible for delays or incorrect filings caused by missing, inaccurate, or incomplete information. Additional documentation may be required before your return can be filed.

 

 Your personal information is kept confidential and will only be used to prepare your tax return. Signature Premier Services does not share your data with third parties.

1. Scope of Services & Document Review
Signature Premier Services (“Preparer”) will prepare federal and applicable state income tax returns based on information and documentation provided by the Client. As part of professional standards and IRS due diligence requirements, the Preparer will review submitted documents for completeness, consistency, and reasonableness and may request clarification or additional documentation when information appears incomplete, inconsistent, or unusual.

This engagement does not include auditing, independent verification of all data, or guaranteeing the detection of fraud or illegal acts.

2. Client Responsibilities & Due Diligence
Client agrees to provide complete, accurate, and truthful information and supporting documentation. As part of professional standards and IRS due diligence requirements, the Preparer may review documents, ask clarifying questions, and request additional information before preparation or filing.

Client remains responsible for the accuracy of information submitted and agrees to review the completed return prior to filing authorization.

3. Fees & Payment
Tax preparation fees are disclosed in advance and published on the Signature Premier Services website. Final fees are based on the forms, schedules, and complexity of the return. Any adjustments will be communicated before filing authorization.

Fees are earned once the return has been prepared and reviewed and are not dependent on refund amount, timing, or approval. If a refund-based bank product is selected, approved fees will be deducted upon funding. If fees are not collected through the primary payment method, the Client authorizes collection through approved payment methods, including ACH authorization on file.

4. Limitation of Liability
Signature Premier Services is not responsible for penalties, interest, or additional taxes resulting from inaccurate or incomplete information provided by the Client. Liability is limited to the amount of preparation fees paid.

5. Filing Authorization
No tax return will be filed without the Client’s explicit authorization. This engagement concludes upon authorization and submission of the return.

6. Records & Electronic Communication
Client consents to the use of IRS-authorized software, electronic filing systems, and secure electronic communication. Copies of tax returns will be retained for a minimum of three (3) years.

7. Electronic Consent
By submitting this intake form and electronically acknowledging agreement, the Client confirms acceptance of this Engagement Agreement and understands that electronic acceptance is legally binding.

 

Client acknowledges that the Preparer may decline to prepare or file a return if information appears inaccurate, incomplete, or inconsistent.

Client Consent & Acknowledgment 

By signing below, I authorize Signature Premier Services to electronically debit the bank account provided during my intake for payment of agreed tax preparation service fees.

Payment Authorization
I understand and agree that:

• Tax preparation fees are based on the forms, schedules, and complexity of my return and are disclosed by Signature Premier Services.

• Tax preparation services are considered rendered once my return has been prepared, reviewed, or made ready for filing.

• The full preparation fee is due once services are rendered, regardless of whether I choose to file the return.

• Debits may occur once services are rendered and fees become due under this agreement.

Primary & Backup Payment Method
I understand that:

If I am using a bank product, fees are normally collected through the bank product provider.

This ACH authorization serves as a backup payment method if fees are not successfully collected through the primary method.

Situations may include, but are not limited to:

• Refund offsets or reductions
• Refund delays or garnishments
• Bank product or refund advance denial
• Processing or funding errors

ACH Processing Terms
• I authorize Signature Premier Services to debit the account on file for any approved preparation fees owed.

• If a transaction is returned due to insufficient funds (NSF), Signature Premier Services may reattempt collection within thirty (30) days, and a $45 NSF fee may apply per returned transaction.

• All ACH transactions will be processed in accordance with applicable NACHA Operating Rules and U.S. banking regulations.

• This authorization will remain in effect until Signature Premier Services receives written notice of revocation at least three (3) business days prior to the scheduled debit.

By signing below, I confirm that:

• I am the authorized account holder.
• The banking information provided is accurate.
• I authorize ACH processing as outlined above.