To be eligible for the Head of Household (HOH) credit, please provide either a lease agreement or a recent utility bill (water, JEA, or FPL bill). We require the Social Security card for each dependent and taxpayer, and/or birth certificate.

For all taxpayers: Before signing, please ensure that you submit a copy of your Social Security card and birth certificate.

If you encounter any issues with your documents, please contact me at the following phone number: 904-763-6659.

Areas of Emphasis

Around 60% of all mistakes in EITC are results of 3 main areas:

1. The child might not meet the age, residency, or relationship requirement.

2. The case might be that someone is filing as single or HOH when he/she is actually married.

3. A mistake might arise when reporting income or expenses. Special attention has to be paid when the client is answering these questions. 

The people who are eligible for EITC:

1. Have earned income
2. Have a valid Social Security Number
3. Are filing separately and not as married
4. Are not a nonresident alien
5. Are not a qualifying child of another person
6. Are not filing Form 2555 or Form 2555-EZ
7. Have limited investment income

BUSINESS INFORMATION

Please provide EIN, a business card, LLC Form, or Cash App statements.

Tax Preparation Checklist

Please provide the following documentation:

• All Forms W-2 (wages), 1099-INT (interest), 1099-DIV (dividends), 1099-B (proceeds from broker or barter transactions), 1099-R (pensions and IRA distributions), Schedules K-1 from partnerships, S corporations, estates and trusts, and other income reporting statements, including all copies provided by the payer.
• Form 1095-A (for health insurance purchased through a public exchange), Form 1095-B (for health insurance purchased outside of a public exchange), or Form 1095-C (for employer-provided health insurance coverage).
• If you are a new client, provide copies of last year’s tax returns.
• The completed Individual Income Tax Organizer. Note: If you choose not to fill out the organizer, you must at least answer the “Yes” or “No” questions under “Questions — All Taxpayers.”
• Copy of the closing statement if you bought or sold real estate.
• Mileage figures for any automobile expenses claimed, including total mileage, commuting mileage, and business mileage.
• Details of estimated tax payments made, if any.
• Income and deductions categorized on a separate sheet for business or rental activities.
• List of itemized deductions categorized on a separate sheet for medical, taxes, interest, charitable, and miscellaneous deductions.
• Copy of all acknowledgment letters received from charitable organizations for contributions made in 2023.

Tax Return Preparation

We will prepare your tax return based on the information you provide. If your return is audited, you will be responsible for verifying the reported items. Please review the return carefully before signing to ensure the information is correct. Unless otherwise stated, the services for preparing your return do not include auditing, review, or any other form of verification or assurance.

Taxpayer Responsibilities

You agree to provide us with all income and deductible expense information. If you receive additional information after we commence work on your return, you will contact us immediately to ensure that your completed tax returns contain all relevant information. You affirm that all expenses or other deduction amounts are accurate and that you have all required supporting written records. In some cases, we may ask to review your documentation. You must be able to provide written records of all items included on your return if audited by either the IRS or state tax authority. We can provide guidance on what evidence is acceptable.

Before signing, carefully review the return to ensure the information is correct. Fees must be paid before your tax return is delivered to you or filed on your behalf. If you terminate this engagement before completion, you agree to pay a fee for work completed. A retainer is required for the preparation of late returns.

It is advisable to keep a copy of your tax return and any related tax documents. A fee may be assessed if you request a copy in the future.

By signing below, you acknowledge reading, understanding, and accepting your obligations and responsibilities.

For a joint return, both taxpayers must sign.

Consent for Payment

We value our relationship with our clients. We are in the business to provide you with the best service possible. We want to remind you that you are being provided a service and not a tax refund. You as a taxpayer have the option to pay your tax preparation fees by: cash, money order, credit card, electronic payment, or directly from your refund.

If you choose to have the tax preparation fees taken from your refund and your taxes are intercepted, YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES!  By signing your return, you are agreeing to pay the tax preparation fees regardless of if your refund is released or not. 

Upon our notification of your refund being intercepted, we will send you an invoice for payment. If payment is not received within 30 days of the invoice then we will proceed with ACH processing or collections if no bank account is held by the client. 

NOTE: The Department of Treasury's Financial Management Services (FMS) can offset ANY UNPAID federal or government debt against your refund WITHOUT prior notice.

Most commonly, the offset is taken for: Past due child support, Debts owed to a federal/ state agency, Unemployment debts owed to state, and/or past due federal student loans.

ACH Authorization Form

I, hereby authorize W2GGroup to initiate electronic debits to my bank account for the purpose of collecting payment for the services related to the preparation of my tax return. I understand and agree to the following terms:

Payment for W2GGroup:  I acknowledge that I am engaging W2GGroup for the professional service of preparing my tax return. Payment is not contingent upon the approval or funding of my tax refund.

Billing Authorization:  In the event that my tax refund is not approved and funded within 30 days through a bank product with a third-party bank, I authorize W2GGroup to electronically debit my bank account for the full amount of the tax preparation fees as agreed upon. This debit will be initiated as soon as practicable after the 30-day period has lapsed.

Bank Account Information: I have provided accurate and current information regarding my bank account for the purpose of this electronic debit authorization.

Right to Revoke: I understand that I may revoke this authorization at any time by providing written notice to W2GGroup. Such revocation will not affect any fees or charges that have already been incurred.

Record Keeping:W2GGroup will retain a copy of this authorization form, and I will receive written notice of any changes in the payment amount or schedule at least 10 days prior to the initiation of any debits.

Before signing, you can edit and add forms. Please check your email for the edit link after cliking save, then submit.

By signing below, I confirm that I have read and understand the terms of this ACH Authorization Form and agree to be bound by them.

Engagement Letter

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

We will prepare your federal and state* income tax returns (*if applies) . We will depend on you to provide the information we need to prepare complete and accurate returns. We may ask you to clarify some items but will not audit or otherwise verify the data you submit. The Questionnaire/Organizer this is enclosed is to help you collect the data required for your return. The Questionnaire/Organizer will help you avoid overlooking important information. By using it, you will contribute to the efficient preparation of your returns and help minimize the cost of our services.

We will perform accounting services only as needed to prepare your tax returns. Our work will not include procedures to find defalcations or other irregularities. Accordingly, our engagement should not be relied upon to disclose errors, fraud, or other illegal acts, though it may be necessary for you to clarify some of the information you submit. We will inform you of any material errors, fraud, or other illegal acts we discover.

The law imposes penalties when taxpayers underestimate their tax liability. Call us if you have concerns about such penalties.

Should we encounter instances of unclear tax law, or of potential conflicts in the interpretation of the law, we will outline the reasonable courses of action and the risks and consequences of each. We will ultimately adopt, on your behalf, the alternative you select. Moreover, we cannot be responsible for issues arising from any income, expenses or other information not provided to us at the time of tax preparation or prior to the filing of your returns.

The charges for our services are on a “per-form” basis with references to time spent by our professional staff to perform the work, and costs incurred for related supplies and expenses, including copy charges, long distance phone charges and computer processing charges. You will be given a full break down with the total of Tax Preparation charges and Refund Advance Fees (If applied and approved) before the return is submitted. PLEASE NOTE. If you change your mind and choose not to allow us to file your return and we have fully completed it, there will be a charge of $75.00 that will be due immediately! Should a situation arise where services have been rendered but payment is not received and our firm is forced to or elects to seek legal assistance to collect fees due to us, please note that you may be asked to reimburse our firm for the legal costs to collect any outstanding balance due.

Also please note that an additional fee of one hundred and fifty dollars may be applied to certain accounts who begin the preparation process after September 25th each year. This fee is to cover the additional labor and administrative costs that arise when beginning a tax return so close to a terminal filing deadline. Should arrangements in writing have been made prior to September 25th or should arrangements have been made in writing with W2G Group at any time this fee may be waived upon request.

We also have fees based on the time required to help in other tax situations, which is billed at standard billing rates plus out-of-pocket expenses. Invoices are due and payable upon presentation unless you have opted to have your preparation fee taken from your Tax Refund. All accounts that had their tax preparation fees requested to be taken from their refund and end up not getting funded (Due to audit, offset, etc.), getting a mailed check from the IRS, or any other situation what causes your fees to not get paid, thirty (30) days after said issue all fees are subject to interest charges to the extent permitted by state law.

Please note that this engagement, and this firm’s services, include but are not limited to general and annual income tax related services. Unless specifically requested by you and agreed upon in writing we do not provide any services related to payroll tax, sales tax, excise tax, and personal or real property tax. Nor can we be relied upon to determine or report your compliance, or lack thereof, with any Federal, State, or Local business-related laws, health care or human resources regulations, retirement plan compliance or any business, property, or professional permitting/licensing.

We will return your original records to you at the end of this engagement if you have provided original records to us and not copied, scanned or pictures. 

You should retain all documents, cancelled checks and other data that form the basis of income and deductions and other tax return forms, schedules, elections and disclosures. Such documents include but are not limited to, proper records to support deductions claimed for meals, entertainment, travel, business gifts, charitable contributions, and vehicle use (if applicable), as well as bank and credit card statements. These records will be necessary to prove the accuracy and completeness of the returns to taxing authorities, should your returns be selected for examination. We recommend keeping all documents and copies of your returns for a minimum of five years after you file your tax returns or after their due date, whichever is later.

Upon completion of your returns and after you have paid your tax preparation fees (Or agreed to have them taken from your refund) we will provide you with a copy of your returns as well as the e-file signature authorizations and any applicable payment vouchers to complete your tax filing. You should review the completed returns carefully. If you see anything that requires changing, please bring it to our attention immediately and we will either explain the matter to you or correct it without delay and provide you with new, corrected copies. If you are satisfied with the returns and see no issues, please sign, and date the e-file signature authorizations and return them to this office immediately. Please note that all taxing authorities prohibit us from transmitting your tax returns without signed authorization from you. Please also note that if your returns can not be e-filed we will provide you with paper copies to sign and mail to the taxing authorities.

By signing this engagement, you are agreeing to compensate
 for services you have requested. In the event you terminate the engagement prior to the completion of your tax accounting work, W2G Group reserves the right to invoice you for any out-of-pocket expenses, time at our hourly rate, or other expenses that were incurred during this engagement. If you sought in person consultation services, received advisory services by phone or email, sought representation work or received any tax accounting services, by signing this engagement letter you are agreeing to compensate W2G Group for these services, even if you terminated the engagement prior to our firm completing the work requested or required.

Please be advised that if you receive any correspondence from a taxing authority that pertains to a tax return prepared by this firm, we will be happy to address this matter on your behalf. Included in the cost of your tax preparation is 30 minutes of correspondence work per tax year at no additional charge. During that 30-minutes we will assess your situation and apprise you of the course of action we believe is best to take. If we can also compose and send off a reply to the appropriate taxing authority, then we will certainly do so. If the matter or issue will involve more than 30 minutes of work, each additional hour (or fraction thereof) will be billed at a standard hourly rate of one hundred and fifty dollars ($150) per 60-minute hour. When possible, we will do our best to inform you if we believe your issue will require more than 30 minutes to handle, however there may be a situation when we are unable to inform you in advance. Even if we are unable to inform you, the standard hourly rate listed above will apply and is payable upon completion of this work. At any time in the process, you may choose to have us cease our work in connection with your correspondence, but we will require said request in writing with your name and signature included. If, during the course of this work, it becomes apparent the correspondence received was due to an error or omission by this office there will be no charge for handling the correspondence regardless of the time involved. Please note that except in cases where our office is deemed at fault, a flat $50 dollar handling charge will be assessed for all matters where our assistance is requested in handling any such correspondence from any taxing authority. This charge is not included in your annual tax preparation fees and is payable upon completion of our work in connection with said correspondence.

Please also note that audit/examination representation work is not included in the tax preparation fee and is considered a different engagement with a separate fee structure. If you have any questions regarding the specifics of audit/examination representation please feel free to ask any time before, during or after your appointment. Again, if your returns are audited or examined by any taxing authority, for any reason, the fee you paid for their preparation does not include the costs to represent you with regard to any audit or examination. You can opt in to receive Audit Protection for an additional fee of $49.95.

W2G Group takes your privacy and personal information very seriously. We will take whatever steps are necessary to safeguard that information and will never sell or disclose said information to anyone outside the firm for any reason. Please note that while we will protect your confidential information, our firm, from time to time, will need to utilize some of your information for internal purposes not related directly to your current year tax preparation. An example of this usage would be mailing you a newsletter or holiday card to your confidential home address or perhaps a personal phone call to wish you or a member of your family greetings or a happy birthday. By signing this letter, you agree to allow our staff limited access to your information for such informal, non-tax preparation related situations.

Please also note that in an effort to help combat the increasing threat of identity theft and to ensure the returns filed by our firm are accurate, true, and pertain to the proper client or taxpayer, W2G Group reserves the right to request, as condition of our providing services, certain documents to verify your identity and the identity of others you may be listing on your tax returns. This is for your protection and for the protection of your spouse and/or dependents and these documents will be safeguarded to the best of our ability and in accordance with our document protection procedures. Such documents requested by our firm may include but are not limited to; government issued photo identification, Social Security Cards, birth certificates, or visa and immigration related documents.

If you agree with the terms of our engagement as described in this letter, please sign below. Please be aware that by signing below and giving us your income tax information, you expressly agree to the terms of this engagement letter. We want to thank you for putting your trust in W2G Group and look forward to a long and mutually satisfying relationship.

Consent for Payment

We value our relationship with our clients. We are in the business to provide you with the best service possible. We want to remind you that you are being provided a service and not a tax refund. You as a taxpayer have the option to pay your tax preparation fees by: cash, money order, credit card, electronic payment, or directly from your refund.

If you choose to have the tax preparation fees taken from your refund and your taxes are intercepted, YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES!  By signing your return, you are agreeing to pay the tax preparation fees regardless of if your refund is released or not. 

Upon our notification of your refund being intercepted, we will send you an invoice for payment. If payment is not received within 30 days of the invoice then we will proceed with ACH processing or collections if no bank account is held by the client. 

NOTE: The Department of Treasury's Financial Management Services (FMS) can offset ANY UNPAID federal or government debt against your refund WITHOUT prior notice.

Most commonly, the offset is taken for: Past due child support, Debts owed to a federal/ state agency, Unemployment debts owed to state, and/or past due federal student loans.

ACH Authorization Form

I, hereby authorize W2GGroup to initiate electronic debits to my bank account for the purpose of collecting payment for the services related to the preparation of my tax return. I understand and agree to the following terms:

Payment for W2GGroup:  I acknowledge that I am engaging W2GGroup for the professional service of preparing my tax return. Payment is not contingent upon the approval or funding of my tax refund.

Billing Authorization:  In the event that my tax refund is not approved and funded within 30 days through a bank product with a third-party bank, I authorize W2GGroup to electronically debit my bank account for the full amount of the tax preparation fees as agreed upon. This debit will be initiated as soon as practicable after the 30-day period has lapsed.

Bank Account Information: I have provided accurate and current information regarding my bank account for the purpose of this electronic debit authorization.

Right to Revoke: I understand that I may revoke this authorization at any time by providing written notice to W2GGroup. Such revocation will not affect any fees or charges that have already been incurred.

Record Keeping:W2GGroup will retain a copy of this authorization form, and I will receive written notice of any changes in the payment amount or schedule at least 10 days prior to the initiation of any debits.

Before signing, you can edit and add forms. Please check your email for the edit link after cliking save, then submit.

By signing below, I confirm that I have read and understand the terms of this ACH Authorization Form and agree to be bound by them.

Consent and Agreement

By submitting this application, 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 checking “I agree” and signing below, I confirm my understanding and consent.

For any questions or concerns, please feel free to reach out to us via phone or text at 904.763.6659, or you can email us at info@truebizcg.com.