PLEASE NOTE: ALL CLIENT INTAKE FORMS THAT ARE COMPLETED FROM 4/3/2026 TO 4/15/2026 WILL REQUIRE AN EXTENSION. THE COST FOR THE EXENTSION IN THE AMOUNT OF $50 WILL BE ADDED ON TO YOUR PREP FEE. PLEASE NOTE THIS FEE IS SEPERATE FROM YOUR TAX PREPARATION FEE.
Dear Above & Beyond Clients,
Thank you for completing the client intake form and trusting Above & Beyond Tax Essentials with your tax preparation. We are committed to providing accurate, compliant, and professional service.
To ensure IRS compliance and the best possible outcome, we may request additional documents or information as needed. This helps us prepare your return correctly and efficiently.
Please click the link below to view the required document checklist. You can save your progress and upload items at your convenience.
Document List. This will help you prepare the necessary documentation, making the process smoother and more efficient. You will be able to save your progress if need be.
**To safeguard your data, we employ industry-leading technology, Secured Socket Layer (SSL), which ensures that all sensitive information is securely transmitted and encrypted.**
Client Consent & Engagement Terms
By signing, you consent to receive all communications electronically by email or phone. Electronic communications satisfy all legal written notice requirements.
This agreement confirms the terms of our tax preparation services. Your signature indicates acceptance of these terms.
Fees:
Individual (1040) tax preparation starts at $575 and may increase based on additional forms. Fees are charged per form and time spent. Full payment is required before any tax return or documents are released. We do not provide free quotes or estimates.
If work is completed and you choose not to proceed, a $299 ACH fee will be charged. No disputes will be permitted once services begin.
Your Responsibilities:
You must provide complete and accurate information. We rely solely on the information you provide and do not audit or verify documents. You are responsible for retaining all records and reviewing your return before signing.
Scope of Services:
Our services include tax preparation only. Audit representation is not included and requires a separate fee.
For Schedule C (self-employed) filers, mandatory audit protection of $99 will be added.
Legal Notice:
You acknowledge that false or misleading information is unlawful and may result in penalties. Our liability is limited to errors or omissions made by our firm only—not tax due, interest, or penalties.
Submission Reminder:
You may save and return to this form as needed. To submit, you must click “SUBMIT.” Closing your browser before submitting will delete your information. A confirmation email will be sent after successful submission.