Thank you for taking the time to complete our intake package.

For our new clients, this information is critical to ensure an accurate filing of your tax returns. We request that new clients submit at least prior year tax return (preferably two), to be used as comparison for your upcoming filing.

For our existing clients, while we may have some of this information from past engagements, we kindly request you provide it again so we can make sure our records are 100% accurate and up to date. You will have the ability to notate if certain sections are unchanged from your prior year filing, and in those cases you will not need to re-enter information. IRS compliance is crucial, and for those who have worked with us before you know that we work extrememly hard to get you every dollar that you deserve.

IMPORTANT: We have included a checklist of documents that are most commonly needed. You can save and return at your leisure if you need to gather some of your documents. This is meant to add to the convenience that our tax office provides.  Upon completion of ALL parts of this form, you must click the "SUBMIT" button at the bottom of the form to transmit to our office. Closing your browser before clicking "SUBMIT" will delete all info without sending it to us. You will receive a confirmation email after submission to ensure that we received your info.

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

***We use industry-leading technology Secured Socket Layer (SSL) to keep your information safe. All sensitive information is securely transmitted, encrypted, and can not be compromised.

OUR RESPONSIBILITIES
Our work (whether consultation, tax return, tax plan or related product) is based on data you provide.
• We are not responsible to audit or verify the data that you give to us.
• We may ask for clarification of your data or additional information.
• We are not responsible to discover fraud or other irregularities, should any exist.
• We will work to find all the credits and deductions you are legally entitled to.
YOUR RESPONSIBILITIES
• To provide all the information required for a complete and accurate finished product.
• To provide this information in a timely manner.
• To retain, with the completed work, all the documents, cancelled checks and other data that form the basis of income and deductions since
you may later have to provide them to a taxing authority.
• To carefully review all work completed by our office before you sign. You have the final responsibility for anything submitted to a taxing
authority.
• You are responsible not to commit fraud.
• You are responsible to let us know if you received Child Tax Credit Payments in 2025, If you did not receive your stimulus payment 1, 2, and 3
payment, 1099k Form, and Unemployment 1099 Form.
PENALTIES, EXAMINATIONS AND NOTICES
The IRS and state taxing authorities impose penalties for certain offenses, including understatement of income, filing after the deadline, underpaying
estimated taxes, or under withholding taxes (If you would like more information, please contact us.) They can also select any return for examination.
PRIVACY POLICY
Tax preparers are bound by professional standards of confidentiality. Therefore, we have always protected your right to privacy. For current and former
clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law, and as is
necessary to properly provide our services to you.
Types of Nonpublic Personal Information We Collect. We collect nonpublic personal information about you that is provided to us by you or obtained by us
with your authorization.
Parties to Whom We Disclose Information. We make available information to our employees and to nonaffiliated third parties who need to know that
information to assist usin providing servicesto you. In allsuch situations, we require a contractual agreement that includes proceduralsafeguardsthat protect
the confidential nature of the information being shared.
Protecting the Confidentiality and Security of Current and Former Client Information.
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases,
to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards
that comply with our professional standards.
OUR FEES
We invoice for time spent, depending on schedules and forms completed and out-of-pocket expenses incurred. Our rates vary depending on the nature of
the work performed. We may invoice for partially completed work that is placed on extension or remains undone.
TAX DOCUMENTS
All clients are provided a copy of their tax documents at the conclusion of their tax preparation, if return is e-filed to the IRS. Tax documents are issued via
email or in office only. In order to provide you with a copy of your tax documents, tax return must be e-filed and submitted to the IRS. Any additional copies
of your e-filed tax documents are $50 per year.
*A retainer will be required when working on ALL tax returns and before undertaking projects for new clients.
ARBITRATION
If a dispute arises out of or relates to this contract or engagement letter, or the obligations of the parties therein, and if the dispute cannot be settled through
negotiation, the parties agree first to try in good faith to settle the dispute by mediation administered by the American Arbitration Association under its
commercial Mediation Rules before resorting to arbitration, litigation, or some other dispute resolution procedure.
AGREEMENT
The foregoing is in accordance with my (our) understanding of your engagement to provide tax and financial services and you are hereby advised that each
item of revenue or expense can be substantiated by receipts, cancelled checks, or other documents. This information is true, correct, and complete to the
best of my (our) knowledge. Further, it is my (our) understanding that these terms will continue to be in force for the succeeding years of our engagement.

My signature below certifies that the Household/Living Expense information is accurate and true. If audited, I can supply the
necessary documentation to substantiate for the information provided above.

Please provide for your appointment
− Last year's tax return (new clients only) 

− Name and address label (from government booklet or card)

− All statements (W2’s, 1098s, 1099s, Business Income Statements)

(The IRS will allow you to deposit your federal tax refund into up to three
different accounts. If so, please provide the following information.)

*To calculate your corrected income: Income – (Monthly Total x 12) = Corrected Income
My signature below certifies that the income and expenses were reconstructed by me and My Tax Preparer. I further certify that
these calculations for the business are accurate and true. If audited, I can supply the necessary documentation to substantiate
for the information provided above.

• I earned the following income during the tax year ending December 31, 2025.

• I acknowledge that My Tax Preparer have informed me that I am required to report all income I received during the tax year from all sources.

• I acknowledge that My Tax Preparer have informed me that it is unlawful to overstate mLJ income to receive a large refund.

• I acknowledge that My Tax Preparer, have explained to me in detail the rules regarding Earned Income Tax Credits and the reporting of self-employment income and based on my understanding of those rules I qualify for the Earned Income Tax Credit

• I understand that I will be signing my income tax return under penalties of perjury and all items included on the return are true and correct.

• I acknowledge that My Tax Preparer have advised me of my duty to keep complete and accurate records supporting the source and amount of my income and the legitimacy of any deduction or credit I claim on my tax return.

1. Get into a business mindset. Do whatever it takes to convince yourself that this is not a random thought, a little side gig, or "just a hobby." If you're going to run a successful business, you need to start thinking like a business owner, and that means getting serious about marketing, cash flow, and planning. You may also want to look inward and address any fears—or learning needs—you may have specific to starting the business.

2. Research the market. Take a step back and look at the business you want to start. Is there a market for your product or service? Who are your potential customers or clients, and how will they find you? Who is your competition, and what can you do differently or better? Bounce your ideas off some other business owners and see what they say. Listen to feedback and fine- tune your concept—but give yourself a deadline so you don't get stuck in this step.

3. Run the numbers. Figure out how much money it will take to get your business up and running, and how much you will need to stay in operation until you make a profit. If you don't have enough cash, explore ways to finance your business,
which may include securing a bank loan or SBA (Small Business Administration) loan, attracting one or more investors, or soliciting family and friends, either individually or via crowdfunding.

4. Write a business plan. There are plenty of templates available online or at the library. The folks at your local SCORE center also can help. (SCORE is a nonprofit whose volunteer mentors are committed to helping small business owners
succeed.) It's tempting to skip this step but writing a business plan will help you identify and solve any weaknesses in your business idea. And it's an essential document if you're looking for a bank loan, grant, or even a contribution from
family and friends.

5. Get legal advice. Attorneys help you manage the risks of being a business owner. An attorney can advise you on whether your business should be a corporation, an LLC, or something else. An attorney can define your relationship with your co-owners, review leases, and set you up with the right kinds of contracts and forms. And your attorney is someone you can call with additional questions after your business is up and running.

6. Choose a great name. This is one of the more creative steps. Your business needs the right name. A good business name is unique, memorable, easy to pronounce, and complies with your state's rules on business names. For example, most states won't let you choose a name that's potentially misleading or is the same as another business's name. Also consider how the name will transfer to online uses, including social media.

7. Form your business. Forming a business means filing paperwork with the state and paying a fee. Within a few days to a few weeks, you'll receive confirmation that your business is official. What's required for doing business in the state will
vary by state.

8. Get a tax ID number. Most businesses are required to have a federal tax ID number, also known as an Employer Identification Number, or EIN. You can apply for one on the Internal Revenue Service website, or you can get your tax ID
number as part of a business formation package.

9. Open a business bank account. Search banks in your area for business accounts with low fees and/or bonuses for signing up. While you're at it, get a business credit card that offers reward points. Don't use your personal bank account for your business banking. You'll have a mess at tax time, and you could invalidate the liability protection you get from having a corporation or LLC.

10. Talk to an accountant. Don't wait until your first tax return is due to talk to an accountant. A good accountant can advise you on the best tax filing status for your business, help you stay on top of deadlines, and answer questions you may have
about business deductions, payroll, and state and local taxes.

11. Check with your state taxation department. You may need to open an account for sales tax, payroll taxes, and any other taxes your state collects.

12. Get the necessary business licenses and permits. There may be local business licenses, permits, or tax accounts that are required for your business. You can contact your city or county to find out what's required in your industry or use an
online resource that can do the legwork for you.

13. Set up payroll, if you have employees. Many small businesses use payroll services to simplify the process and make sure everything is done right. Owning a small business is an exciting journey. When you start with a good plan and a solid
legal and financial foundation, you'll be setting yourself up for success.

Business Resources:

• Apply for an Employer Identification Number (EIN) Online

https://sa.www4.irs.gov/modiein/individual/index.jsp

• Limited Liability Company

www.LegalZoom.com

• Business checking

https://welcome.wf.com/business/checking

• Licenses and Permits

Check with your local DMV or Nearest State License location

IRS 1-800-829-1040
To check the status of your Refund, please visit IRS.gov Check My Refund
Protection Plus Audit Assistance Phone Number: 1 (866) 942-8348

By signing this document, you agree that all documents used to prepare your 2025tax return must be received
and in folder to complete your tax return file.