TAX FILING INTAKE FORM

Signature Premier Services

4720 Salisbury Road

Jacksonville, FL 32256

Email: info@signaturepremierservices. com | Phone: 904-749-1518

 

Thank you for choosing Signature Premier Services to assist with the preparation of your tax returns. This letter confirms the terms of our engagement and outlines the nature and extent of the services we will provide.

 

Scope of Services:

We will prepare your requested federal and state income tax returns for the tax year(s) indicated above. You agree to provide all necessary documentation and information needed to prepare complete and accurate returns. The law imposes penalties for underestimating tax liability. While we may request clarification of certain items, we will not audit or independently verify the data provided.

 
We will perform accounting services only as needed to prepare your returns. Our engagement should not be relied upon to detect errors, fraud, or illegal acts, though we will inform you if we discover any material issues.

 

Client Responsibilities:

You acknowledge that:

All information provided to Signature Premier Services is true and accurate to the best of your knowledge.

You have all supporting documentation to substantiate the information provided.

Knowingly providing false information is a violation of federal law and may result in penalties including restitution, court proceedings, and imprisonment.

You release Signature Premier Services and its preparers from liability for errors resulting from incorrect or incomplete information you provide.

 

Payment Terms:

Tax preparation fees are due at the time of service.
If you or your spouse owe a federal/government debt (e.g., IRS, child support, student loans), you remain responsible for paying tax preparation fees regardless of refund status.If the IRS mails your refund instead of direct deposit, you are still responsible for payment of fees. Unpaid fees may result in legal collection action.
You agree not to dispute tax preparation fees for services rendered due to IRS delays.

 

Records & Retention:

 We will return your original records at the end of the engagement. You are responsible for securely storing these records and supporting documents. We will retain copies for three (3) years, after which they will be destroyed. Copies of your tax return may be available for a fee.

 

Filing Authorization:

Our engagement concludes upon:

Delivery of completed returns to you (if paper filing), or
Your signature and our subsequent e-filing of your return.If you do not e-file through our office, you are solely responsible for submitting your return to the taxing authorities. Review all documents carefully before signing.

 

By signing this agreement, you:

 
Authorize Signature Premier Services to prepare and file your tax return(s).
Understand that we do not price match or compare quotes to DIY tax software.
Authorize the transfer of your signature from this document to Forms 1040, 8879, 7216, and all applicable finalized tax forms for submission.

 
Acknowledgment & Signature

 I have read and understand the terms of this engagement and agree to the scope, responsibilities, and payment terms described above.

By submitting this application, I understand and consent to providing my personal information, including but not limited to my full name, date of birth, social security number and banking information. I acknowledge that this information is necessary for verfication purposes, to grant me access to the software, and to ensure I receive payment upon the funding of my tax returns. I agree to the use of my personal information for theses purposes and confirm that all information provided is accuarate and up-to-date.