Total Choice Tax Prep - Client IRS Due Diligence

How would you like to receive your refund?*

Refund Transfer Direct DepositRefund Transfer Debit CardRefund Transfer Paper Check
How would you like to pay for your tax preparation services?*

Up Front Payment via Invoice (5% processing Fee Added)Tax Prep Fee's taken out of your return (includes additional service fees)
Before you fill out your banking details, please make sure you have the correct routing and account number aligned with your banking instutituion. Check it twice after entering below.

Once I submit your taxes to the IRS, I cannot change any banking details. I CAN'T switch accounts, correct any accidental numbers entered, or anything once I have submitted the return. No exceptions, because there is nothing I can do once it has been sent to the IRS.

Please make sure the account you will enter below is one that you are sure you want your funds to deposit into as to why I'm providing this heads up.

Chime/Prepaid Accounts are welcome and can be used if need be. Check with their customer service if you need the correct bank name, routing and accounting details for those types of accounts.

How did you hear about out tax service?*
IF REFERRAL, PLEASE ENTER NAME AND NUMBER BELOW
I WAS REFERRED BY:

First NameLast Name
YOUR REFERRAL CONTACT NUMBER
Please enter a valid phone number.
Would you like to opt in for IRS Audit Protection? ($64.99 Fee)*

YesNo
I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing Choice Financial Tax Solutions to prepare my taxes based on that fact. I understand that I am financially responsible for any outstanding balance due to any false information given.

If there is a balance due, you must pay the tax preparation fee upfront. If for any reason, you owe an entity and they take the entire refund, you are STILL responsible to pay the tax preparation fee for services rendered.

*For any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $150.00 is required! Please view your tax return, which is emailed to you (it is sent prior to submission). Any copy after the first copy is a fee of $10.00.

ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable! NO EXCEPTIONS TO THIS!!

Please utilize www.irs.gov for all federal refund tracking. Please utilize your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal, and state taxes are state when tracking your status. Please allow 8 weeks to pass from the date of submission before calling the IRS if you have any tracking questions.

For any direct assistance, please email info@choicefcllc.com

IRS Contact 800-829-1040

Services to be Provided:

The Tax Preparer agrees to provide the following services to the Client:

I. Preparation and filing of federal income tax returns for the tax year 2025
II. Preparation and filing of state income tax returns (if applicable).
III. Review of the Client's financial documents and tax records.
Providing tax planning advice and guidance as needed.

Responsibilities of the Parties:

I. The Tax Preparer agrees to exercise due diligence and care in preparing the Client's tax returns in accordance with applicable tax laws and regulations.
II. The Client agrees to provide all necessary information and documents to the Tax Preparer in a timely manner for the preparation of the tax returns.
III. The Client acknowledges that they are ultimately responsible for the accuracy and completeness of the information provided to the Tax Preparer.

IV. Confidentiality:

V. Both parties agree to maintain the confidentiality of any sensitive information exchanged during the course of the engagement.

VI. Term of Agreement:

VII. This agreement shall remain in effect for the duration of the tax preparation engagement, beginning on 01/01/2026 and ending upon completion of the services.

VIII. Termination:

IX. Either party may terminate this agreement with written notice to the other party. In the event of termination, the Client agrees to pay for any services rendered up to the date of termination.

X. Governing Law:

XI. This agreement shall be governed by and construed in accordance with the laws of the IRS / Federal Jurisdiction and the Local State Jurisdiction.
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IRS Due Diligence Questionnaire