Client Tax Questionnaire

IMPORTANT: AFTER THE COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM, IT MUST BE CLICKED THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO THE OFFICE. IT SHOULD BE NOTED THAT AFTER CLICKING THE SUBMIT BUTTON, THE CONFIRMATION EMAIL WILL BE SENT. 

 

Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid state issued photo identification card during your engagement.

TAX PREPARATION & COMPLIANCE AGREEMENT
A Dart Financial Solutions / Elevation Tax Pros

This Engagement Agreement (“Agreement”) is entered into between:

A Dart Financial Solutions / Elevation Tax Pros (“Tax Professional”)
and
[Client Name] (“Client”).

By signing electronically or physically, Client agrees to all terms below.

1. Scope of Services
Tax Professional agrees to prepare and electronically file Client’s federal and/or state tax return(s) for the specified tax year based solely on information provided by Client.

Services may include:

• Tax preparation
• Electronic filing
• Limited correspondence related to returns prepared
• Refund monitoring

This Agreement does NOT include audit representation unless separately contracted in writing.

2. Client Responsibility & Accuracy
Client certifies:

• All information provided is true, complete, and accurate
• All income (W-2, 1099, business, crypto, cash, etc.) has been disclosed
• All deductions and credits claimed are supported by documentation
• Client understands they are legally responsible for the return content

Tax Professional relies entirely on information provided by Client.

3. Fees & Payment
Fees are based on complexity and will be disclosed prior to transmission.

Payment is due:

• Upon completion and prior to filing
OR
• Through approved bank product

If Client declines to proceed after preparation:

• $25 Quote Fee applies (if quoted only)
• $75 Abandonment Fee applies if completed return is not signed within 72 hours

Client authorizes all fees to be charged to payment method on file.

4. Abandonment & Non-Transmission Clause
Once return is completed and sent for signature:

Client has 72 hours to sign.

Failure to sign within 72 hours results in:

• File marked Abandoned
• $75 Abandonment Fee assessed
• Possible repricing if re-engaged

Client authorizes automatic charge of abandonment fee.

5. Refund Advance & Bank Product Disclaimer
If Client selects a Refund Advance or Bank Product:

Client understands:

• Approval is determined by third-party bank
• Tax Professional does not control approval
• Refund timing is controlled by IRS/state
• Bank may deduct fees prior to release

Tax Professional is not responsible for:

• Bank denial
• Advance denial
• Funding delays
• Offset reductions

6. Refund Offset Disclaimer
Client understands that refunds may be reduced due to:

• Child support
• Federal/state debts
• Student loans
• IRS offsets

Client remains responsible for full tax preparation fee even if refund is reduced or offset.

7. Chargeback Protection Clause
Client agrees:

• To not dispute or reverse valid charges through their bank
• To contact Tax Professional first regarding concerns

In the event of a chargeback:

Client agrees to:

• Pay balance owed
• Cover any bank chargeback fees
• Be responsible for collection costs if applicable

8. No Refund Guarantee Clause
Tax preparation fees are for professional services rendered.

Once services are performed, fees are non-refundable, regardless of:

• Refund amount
• IRS processing time
• Refund delays
• Refund reductions

9. Identity Verification & Compliance
Client understands IRS/state may request:

• Identity verification
• Documentation review
• Additional processing time

Client agrees to notify Tax Professional immediately upon receiving:

• IRS letters
• State correspondence
• Verification notices

Failure to notify Tax Professional voids service guarantees.

10. Audit & Documentation
If audited:

Client must provide documentation supporting:

• Income
• Credits
• Deductions

Tax Professional is not liable for:

• Disallowed credits due to lack of documentation
• Penalties from inaccurate client-provided information

Audit representation requires separate agreement.

11. Limitation of Liability
Tax Professional’s liability is limited to the amount of preparation fees paid.

Tax Professional is not liable for:

• IRS penalties due to client misinformation
• Refund timing
• Bank product decisions
• Identity theft outside firm control

12. Indemnification
Client agrees to indemnify and hold harmless A Dart Financial Solutions / Elevation Tax Pros from:

• Claims arising from inaccurate information provided by Client
• Legal costs due to client misrepresentation
• Penalties tied to client nondisclosure

13. Professional Conduct Clause
Tax Professional reserves right to terminate services if Client:

• Provides false information
• Requests fraudulent credits
• Becomes abusive or harassing
• Refuses documentation requests

Fees incurred remain due.

14. Electronic Signature & Delivery
Client agrees:

• Electronic signatures are legally binding
• Documents delivered electronically are valid
• Email/text communication constitutes official communication

15. Dispute Resolution
Any disputes shall be resolved through:

• Mandatory mediation first
• Jurisdiction in the State of [Insert State]

Client waives right to file disputes in alternate jurisdictions.

16. Non-Solicitation (Team Protection)
Client agrees not to:

• Solicit preparers within Elevation Tax Pros
• Attempt to redirect team members
• Use firm training for unauthorized competitive purposes

Violation may result in legal action.

17. Governing Law
This Agreement is governed by laws of the State of [Insert State].

Acknowledgment
By signing below, Client acknowledges:

☐ I understand the Abandonment Clause
☐ I authorize charge of applicable fees
☐ I accept responsibility for information provided
☐ I understand no refund guarantee
☐ I understand chargeback protection clause

Tax Professional:

Ariesa John

Owner, A Dart Financial Solutions

Federal law requires this consent form be provided to you.  Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return.  However, federal law also prohibits us from revealing any personal or financial information to any third party.  Therefore as a matter of fact, we will never reveal your financial or personal information in any way, to anyone, unless you specifically request we do so, and provide in writing to us the specific person or persons to whom you wish that disclose to be made, which is done on a wholly separate consent form from this.  For the purposes of this consent form please note we are seeking consent only to satisfy requirements set forth by federal law so we may speak with you on the phone, send you email correspondences of any kind, send you mailings, newsletters, email reminders, holiday and occasional cards and greetings, and reminders of upcoming deadlines, etc.  You are not required to complete this form.  If we obtain your signature on this form by conditioning our service on your consent, your consent will not be valid.  Your consent is valid for the amount of time that you specify.  If you do not specify the duration of your consent, your consent is valid for a period of three years from the date you have signed the consent. The undersigned hereby consents to the use; by ELEVATION TAX PROS; of any and all tax return information pertaining to: Direct questions, inquiries or requests you make regarding your tax returns, situation, or issues. Requests you make for copies of your documents, figures, numbers, or information. Upon your direct request in order to connect you with another professional in another field or profession so you may gain further information on a certain topic not available or in the realm of expertise of this firm. Notification of important tax law changes. Notification of changes or information that will impact our engagement, such as a change of firm website address, email address, physical location, or other such contact, biographical or geographical information. Other reasonable business purposes including but not limited to: appointment reminders, holiday mailings, birthday greetings and other informational mailings. The tax information may not be disclosed or used by Ariesa John its owner, employees, or staff, for any purpose other than that which is permitted by this consent document. If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact me by telephone at 678.971.3278 or 470.470.6365 or by email at adart@elevationtaxprossoftware.com

We value the relationship we have with all of our clients. We are in the business to provide you with the absolute best service you can have. With saying that, we would like to remind you that we are providing you a service NOT a refund. You as a taxpayer have the choice to pay your tax preparation fees by one of the following:credit/debit card, cash, money order, or directly from your refund*.

If you choose to have the tax preparation fees taken from your refund and for whatever reason your taxes are intercepted, YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES!  Please contact us immediately at our office for payment or payment arrangements. By signing your return you are agreeing to pay the preparation fees regardless if your refund was received or not. After 90 days from the date the refund was scheduled to arrive if no payment or payment arrangement is made, we will be forced to put your account into collections. We hope we never have to go this route, so please keep open communication with us so we can work with you!

By signing below, I (“Client”) authorize A Dart Financial Solutions / Elevation Tax Pros (“Tax Professional”) to initiate an ACH debit from the bank account I provide if:

I fail to pay my tax preparation fees by the agreed due date, OR
my payment method is declined, returned, or reversed, OR
my refund is delayed, reduced, intercepted, or offset and I have an outstanding balance due.
I agree and understand:

Past-Due Debit Authorization: If my account becomes past due, I authorize the Tax Professional to debit my account for the outstanding balance, including any applicable processing or returned payment fees.
Notice: I understand the Tax Professional may attempt to notify me prior to processing the debit; however, failure to reach me does not cancel this authorization if my balance is past due.
Payment Responsibility: I understand services are rendered regardless of my refund status and I remain fully responsible for my tax preparation fees even if my refund is reduced, delayed, or intercepted.
Collections: If my account remains unpaid after 90 days, I understand the balance may be submitted to collections and additional fees may apply.
Account Accuracy: I certify the bank account information provided is correct and that I am authorized to approve ACH withdrawals.
Authorization Acknowledgement:
By signing below, I agree to the ACH debit authorization described above.

Before we begin your return, you are required to pull your IRS Compliance Report (also called a Tax Transcript or Account Transcript) from IRS.gov. This allows us to review your filing history, any outstanding balances, and potential issues before your return is started. No return will be worked without this step being completed.

By submitting this intake form, you authorize A Dart Financial Solutions LLC (Elevation Tax Pros) to collect the agreed-upon tax preparation fee from your tax refund or via ACH bank debit if your refund is delayed, offset, reduced, or seized by any federal or state agency. You acknowledge that the tax preparation fee is earned upon completion of your return and is owed regardless of the outcome of your refund. If your refund is offset, garnished, or not received for any reason, the fee remains due and payable. You authorize us to initiate an ACH debit from the bank account on file for the amount of the tax preparation fee if the refund-based collection is unsuccessful. This authorization remains in effect until the fee is paid in full.