CTA 2025 Client Engagement Letter
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  • Thank you for choosing Carters Tax Angels to prepare your 2025 federal and state tax returns based on the information you have provided. This letter serves to confirm the terms of our engagement and to outline the scope of the services we will provide.

    Please note that while we may request clarification or additional documentation for certain items, we do not perform an audit or otherwise verify the accuracy or completeness of the data you submit.

    In accordance with federal law, we are prohibited from using or disclosing your tax return information for any purpose other than the preparation and filing of your tax returns without your explicit written consent. Your information will remain confidential and will only be used by Carters Tax Angels as permitted under this agreement and applicable regulations.

  • Please fill out the form below. 

  • Are you a new or returning client?*
  • Filing Status*
  • Will you be claiming dependents?*
  • Are you delinquent on any of these payments?*
  • Do you plan on buying a house in the next two years?*

  • It is your responsibility to provide accurate information and source documents required for preparation for complete and accurate returns. You agree to cooperate in responding to any of our request for documents, and make available to use complete and accurate records. We rely upon you to ensure that such information is complete, authentic, and accurate. In preparing tax returns, we will assure the information you provide us is complete, authentic, and accurate.

  • Tax Payer Information

  • Date of Birth*
     - -
  • Format: (000) 000-0000.
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  • Spouse Information

  • Date of Birth*
     - -
  • Format: (000) 000-0000.
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  • Dependent Information

  • Date of Birth*
     - -
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  • Is this dependent attending college?*
  • Is this dependent disabled?*
  • Did you provide more than 50% of support for this dependent?*
  • Date of Birth*
     - -
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  • Is this dependent attending college?*
  • Is this dependent disabled?*
  • Did you provide more than 50% of support for this dependent?*
  • Date of Birth*
     - -
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  • Is this dependent attending college?*
  • Is this dependent disabled?*
  • Did you provide more than 50% of support for this dependent?*
  • Date of Birth*
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  • Is this dependent attending college?*
  • Is this dependent disabled?*
  • Did you provide more than 50% of support for this dependent?*
  • Date of Birth*
     - -
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  • Is this dependent attending college?*
  • Is this dependent disabled?*
  • Did you provide more than 50% of support for this dependent?*

  • Due Diligence

  • You are being supplied with this questionnaire because you have indicated that you will be claiming one or more of the tax credits listed below. The questionnaire is designed to assist us in qualifying you for refundable tax credits. While the questions may seem to be a little intrusive, they are questions that tax preparers are required to ask under the Due Diligence Requirements of the Tax Laws. To ensure you are eligible to claim Tax Credits (EITC, CTC, ACTC, ODC and AOTC), please take a few minutes to answer the questions below.

    EITC (Earned Income Tax Credit)
    CTC (Child Tax Credit)
    ACTC (Additional Child Tax Credt)
    ODC (Other Dependent Credit)
    AOTC (American Opportunity Credit)

  • Have you ever been disallowed the EITC/AOTC/CTC?*
  • Do you or anyone else receive Financial Aid for any of your listed dependents such as Social Security, WIC, Medicaid, SNAP, TANF, or Section 8 Housing?*
  • Which benefits do they receive? (Check all that apply)*

  • COLLEGE CREDITS (AOTC)

  • Did the student receive a tuition statement? (Form 1098-T)?
  • Did this student work while attending college?
  • Does the student need to file their own tax return?

  • DISABLED AT ANY AGE (OCD)

  • Has this dependent been declared disabled by a physician?
  • Can you provide documentation?
  • Does the dependent receive Social Security Benefits?

  • Credits

  • Which of the following applies to you?*

  • Childcare Information

  • College & Tuition Information

  • Have you claimed the American Opportunity Education credit in the past?
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  • Itemized Deductions

  • Medical

  • Home Ownership

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  • Unemployment

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  • Income & Wages

  • Did you work a job at any time during 2025?*
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  • Did you do any contract/self-employment work?*
  • Did you own or start a business in 2025?*
  • What is the structure of your business?*
  • Do you have an EIN?*
  • How did you collect payment for your self employment?*
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  • Upload Additional Documents

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  • In order to complete your tax return we will need to conduct and interview to ensure all of the information you provided in this form is accurate and true. Please answer the questions below so we can schedule your interview promptly.

  • How would you like your interview to take place?*

  • Refund Disbursement

  • PAYMENT PROCESS

    All invoices are deducted from your tax refund. This does not include applicable bank fees. In the event no refund is due, then preparation fees are due at the time of tax preparation. To the extent permitted by law, an interest charge may be added to all accounts not paid within thirty (30) days.

  • Are you applying for the refund advance loan?*
  • How would you like to receive your tax refund?*
  • Would you like to split the deposit between multiple accounts?*

  • Client Declaration & Acknowledgment
    Carters Tax Angels

    I hereby confirm that all information I have provided to Carters Tax Angels is true, complete, and accurate to the best of my knowledge. I authorize Carters Tax Angels to prepare and file my tax return based on the information submitted. I understand that I am financially responsible for any balance owed that results from inaccurate, false, or incomplete information provided by me.

    If a balance is due on my return, I agree to pay the tax preparation fee upfront. In the event that my tax refund is intercepted, reduced, or withheld by any federal or state agency (e.g., for past-due debts or offsets), I understand that I am still responsible for payment of all tax preparation fees for services rendered.

    If an amended return is required for reasons not caused by the tax preparer, a non-refundable $150 amendment fee will be due prior to filing. Please carefully review your tax return, which will be emailed to you before submission. 

    All bank fees, service fees, and preparation fees are fully disclosed in your tax return documents and are non-refundable and non-negotiable. No exceptions. In the event the client's refund is held for any reason, the client is still responsible for all applicable fees. We reserve the right to take legal actions to collect monies owed and interest applicable by law, in the event the fees are not paid, or payment arrangements are not made in timely manner.

     

  • Date*
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