CLIENT INTAKE FORM 2025

During the height of the busy season, we are currently experiencing a 2-3 day turnaround to get your data entered for processing.

Individual Income Tax Preparation Engagement Letter

This letter is to confirm and specify the terms of Premier Tax Professionals’
engagement with you, the taxpayer, and to clarify the nature and extent of the services that Premier Tax Professionals will provide. By signing this agreement, you acknowledge that Premier Tax Professionals has been engaged to prepare your Individual or Business Income Tax Return.

The IRS imposes penalties on both taxpayers and tax return preparers for failure to observe due care in preparing income tax returns. To ensure mutual understanding of our responsibilities, please review and confirm the following terms:

Scope of Engagement

We will prepare your U.S. Individual Income Tax Return, including all necessary forms and schedules, based solely on the information you provide. It is your responsibility to provide complete and accurate information necessary for the preparation of your
return.

The preparers at Premier Tax Professionals will not create, alter, or fabricate any documentation to benefit you. You represent that all information you supply is true, accurate, and complete to the best of your knowledge, and that any expenses claimed (including meals, travel, gifts, memberships, charitable donations, or business use of vehicles) are properly supported by records as required by law.

You also confirm that all known income and tax liabilities have been disclosed.

Filing Process

IRS guidelines require that all income tax returns be electronically filed (e-filed). If you believe e-filing will cause undue hardship, a written explanation must be provided and approved. Otherwise, your return will be e-filed with the IRS.

Before you sign Form 8879, you will receive a complete copy of your return to review. Premier Tax Professionals operates as a paperless office—your tax documents will be sent electronically to the email address you provide.
Before signing your tax return, it is your responsibility to ask any questions regarding fees, amount due, or refund amounts.

Accuracy and Review
We will not audit or verify your data, although we may request clarification on certain items. You have the final responsibility for your tax return and should review it carefully before signing.

Our preparers will use professional judgment to address areas of tax law that are unclear or open to interpretation. Before any return is transmitted to the IRS, it is reviewed and approved by the owner of Premier Tax Professionals. Only the owner is authorized to submit Individual or Business Income Tax Returns.

IRS Notices and Audits
If you receive correspondence from the IRS regarding a return we prepared, we will assist you in resolving the issue. Fees may apply for undisclosed or unreported tax liabilities.

If you are selected for an IRS audit, your initial consultation will be provided at no cost. However, any subsequent representation or support will be billed at our standard rate of $450 per hour. You may have appeal rights in the event of an IRS adjustment.

Refunds and Payment Obligations

If you do not receive a federal refund for any reason — including but not limited to refund freezes, audits, offsets for back taxes, or other federal obligations — you remain responsible for paying the full preparation fee within thirty (30) days of being notified that your refund will not be received.

Failure to make payment may result in civil and/or criminal collection actions by Premier Tax Professionals.

If your refund has not been received within ninety (90) days of the filing date, we may take action to recover unpaid fees. You will then be required to pay any outstanding balance in full. Nonpayment may also result in civil and/or criminal proceedings.

Please note: Because clients are required to read all forms before signing, Premier Tax Professionals will not refund or reimburse any portion of tax preparation fees under any circumstances.

Additional Acknowledgments
In accordance with the Affordable Care Act (ACA), you may be required to provide income information for all members of your household. We will not disclose any privileged or personal information without your written authorization, except as required by law.

By signing below, you affirm that:

All dependents listed on your return are your qualified child(ren) or qualifying relatives who lived with you in the United States during the filing year. You have read, understood, and agreed to the terms of this engagement.

For our new clients, this information is essential to ensure the accurate filing of your tax returns. We kindly request that new clients submit at least their prior year’s tax return (preferably the past two years) so that we can use them as a comparison for your upcoming filing.

For our existing clients, while we may already have some of this information from past engagements, we ask that you provide it again to ensure our records remain 100% accurate and up to date. You will have the option to indicate if certain sections remain unchanged from your prior year’s filing — in those cases, you won’t need to re-enter that information. IRS compliance is crucial, and as many of our returning clients know, we work extremely hard to make sure you receive every dollar you deserve.

IMPORTANT: We have included a checklist of the most commonly required documents.
You can save your progress and return later if you need time to gather documents. This feature is designed to add to the convenience that Premier Tax Professionals
provides. Once you’ve completed all parts of the form, please be sure to click the “SUBMIT” button at the bottom of the form to securely transmit your information to our office. Closing your browser before clicking “SUBMIT” will delete all entered information and it will not be sent. You will receive a confirmation email once your submission has been successfully received.

Please also note that our firm will require a valid government-issued photo ID during your engagement to comply with federal and state identity theft protection
requirements.

Security Notice:
At Premier Tax Professionals we use industry-leading Secure Socket Layer (SSL) encryption technology to keep your personal information safe personal information safe. All sensitive data is securely transmitted, encrypted, and protected against unauthorized access.

Dear Valued Client,

Thank you for choosing Premier Tax Professionals. This letter outlines the terms of our engagement and clarifies the nature and scope of the services we will provide. To
ensure mutual understanding of our responsibilities, we ask all clients to carefully review and confirm the following terms before we begin preparing your tax return.
By signing below, you acknowledge that you have read, understood, and agreed to the terms and conditions described in this engagement letter.

You further acknowledge and attest that:
You understand that the information provided will be submitted to the IRS and applicable state tax authorities.

You have been advised that providing false or misleading information for income tax filing purposes is illegal and may result in civil and criminal penalties. You understand that Premier Tax Professionals is responsible only for errors or omissions made by our preparers. Our liability extends solely to any interest and penalties resulting from such errors — not to any additional tax due.

If you agree with the terms outlined above, please sign below to affirm your
acceptance. This engagement letter will remain in effect for all tax returns prepared for you by Premier Tax Professionals unless otherwise amended in writing.

We sincerely appreciate the opportunity to serve you and look forward to assisting with your tax needs.
Sincerely,
Premier Tax Professionals

PRIVACY POLICY

At Premier Tax Professionals, we are committed to maintaining the highest
standards of confidentiality and protecting your personal information. As tax
professionals, we are bound by strict ethical and legal obligations to safeguard your
privacy. For both current and former clients, we do not disclose any nonpublic personal
information obtained during our engagement except as required by law or as necessary to provide services on your behalf.

Types of Nonpublic Personal Information We Collect
We collect only the information necessary to accurately and efficiently prepare your tax returns and provide related financial services.

This may include:
Tax documents and related financial information you provide to us.
Personal information necessary to fulfill the scope of your engagement.
Information obtained with your authorization from third parties, when applicable.
Parties to Whom We May Disclose Information Your information is shared only as necessary and with the highest regard forconfidentiality:

Employees and Affiliated Parties: Access is limited strictly to those involved in
preparing or processing your return.

Non-Affiliated Third Parties: Disclosures occur only when essential to deliver our
services and only under binding agreements that ensure full confidentiality protections.

We never sell or share your personal information for marketing or unrelated purposes.

Protecting the Confidentiality and Security of Client Information
We maintain a combination of physical, electronic, and procedural safeguards to
protect your data, including:

Physical Security: Controlled access to files and office areas.
Electronic Safeguards: Secure, encrypted systems and password-protected networks.
Procedural Safeguards: Policies consistent with professional, legal, and regulatory
standards.
All client records are retained in accordance with professional guidelines and legal
requirements to assist with future tax needs and compliance.

OUR FEES

Our fees are determined based on the time, complexity, and resources required to
complete your tax return and any related services. Factors may include the number and type of schedules/forms prepared and any necessary out-of-pocket expenses.
Fee Disclosure: Fees are not contingent upon the outcome of your tax filing or the size
of your refund.

Payment Obligation: Payment is required for services rendered, regardless of whether a refund or balance due results from your filing.

ARBITRATION AGREEMENT
If a dispute arises out of or relates to this engagement, and it cannot be resolved
through discussion, both parties agree to:
Attempt mediation in good faith, administered by the American Arbitration Association
(AAA) under its Commercial Mediation Rules.
If mediation does not resolve the issue, the dispute will proceed to binding arbitration
or another mutually agreed dispute resolution process.

This clause is governed by the Federal Arbitration Act and applies to all disputes to the
fullest extent permitted by law.

AGREEMENT
By engaging the services of Premier Tax Professionals, you acknowledge and agree
that:

All income, expenses, and deductions reported can be substantiated with appropriate
records (e.g., receipts, bank statements, canceled checks).
All information provided to our office is true, complete, and accurate to the best of your knowledge.
These terms and policies apply to the current and future tax years unless otherwise
updated in writing.
Your continued engagement signifies your acceptance and understanding of these
terms and your consent to the policies set forth above.