As proof for the Head of Household (HOH) credit, please provide either a lease agreement or December mortgage statement. As well as  a recent utility bill.

We require the Social Security card for each dependent and taxpayer, and/or birth certificate.

If you encounter any issues with your documents, please contact us at the following phone number: 773-500-3833 or mikal@myriadtaxgroup.com

Areas of Emphasis

Around 60% of all mistakes in EITC are results of 3 main areas:

1. The child might not meet the age, residency, or relationship requirement.

2. The case might be that someone is filing as single or HOH when he/she is actually married.

3. A mistake might arise when reporting income or expenses. Special attention has to be paid when the client is answering these questions. 

The people who are eligible for EITC:

1. Have earned income
2. Have a valid Social Security Number
3. Are filing separately and not as married
4. Are not a nonresident alien
5. Are not a qualifying child of another person
6. Are not filing Form 2555 or Form 2555-EZ
7. Have limited investment income

Tax Preparation Checklist

Please provide the following documentation:

• All Forms W-2 (wages), 1099-INT (interest), 1099-DIV (dividends), 1099-B (proceeds from broker or barter transactions), 1099-R (pensions and IRA distributions), Schedules K-1 from partnerships, S corporations, estates and trusts, and other income reporting statements, including all copies provided by the payer.
• Form 1095-A (for health insurance purchased through a public exchange),
• Form 1095-B (for health insurance purchased outside of a public exchange), or Form 1095-C (for employer-provided health insurance coverage).
• If you are a new client, provide copies of last year’s tax returns.
• Copy of the closing statement if you bought or sold real estate.
• Mileage figures for any automobile expenses claimed, including total mileage, commuting mileage, and business mileage.
• Details of estimated tax payments made, if any.
• Income and deductions categorized on a separate sheet for business or rental activities.
• List of itemized deductions categorized on a separate sheet for medical, taxes, interest, charitable, and miscellaneous deductions.
• Copy of all acknowledgment letters received from charitable organizations for contributions made in 2025.

Tax Return Preparation

We will prepare your tax return based on the information you provide. If your return is audited, you will be responsible for verifying the reported items. Please review the return carefully before signing to ensure the information is correct. Unless otherwise stated, the services for preparing your return do not include auditing, review, or any other form of verification or assurance.

Taxpayer Responsibilities

You agree to provide us with all income and deductible expense information. If you receive additional information after we commence work on your return, you will contact us immediately to ensure that your completed tax returns contain all relevant information. You affirm that all expenses or other deduction amounts are accurate and that you have all required supporting written records. In some cases, we may ask to review your documentation. You must be able to provide written records of all items included on your return if audited by either the IRS or state tax authority. We can provide guidance on what evidence is acceptable.

Before signing, carefully review the return to ensure the information is correct. Fees must be paid before your tax return is delivered to you or filed on your behalf. If you terminate this engagement before completion, you agree to pay a fee for work completed. A retainer is required for the preparation of late returns.

It is advisable to keep a copy of your tax return and any related tax documents. A fee may be assessed if you request a copy in the future.

By signing below, you acknowledge reading, understanding, and accepting your obligations and responsibilities.

For a joint return, both taxpayers must sign.

Consent for Payment

We value the trust and relationship we have with our clients and are committed to providing the highest level of service. Please note that our services are for tax preparation, not the guarantee of a tax refund. As a taxpayer, you may choose to pay your tax preparation fees using one of the following methods: credit card, electronic payment, or directly from your tax refund.

If you elect to have your tax preparation fees deducted from your refund and your refund is intercepted or otherwise withheld, you remain fully responsible for the tax preparation fees. By signing your tax return, you acknowledge and agree to pay these fees regardless of whether your refund is issued.

If we are notified that your refund has been intercepted, an invoice will be issued to you for the outstanding balance. Payment is due within 30 days of the invoice date. If payment is not received within this timeframe, we reserve the right to initiate ACH processing or pursue collections if no bank account information is on file.

NOTE: The Department of Treasury's Financial Management Services (FMS) can offset ANY UNPAID federal or government debt against your refund WITHOUT prior notice.

Most commonly, the offset is taken for: Past due child support, Debts owed to a federal/ state agency, Unemployment debts owed to state, and/or past due federal student loans.

ACH Authorization Form

I, hereby authorize Myriad Tax Group, LLC to initiate electronic debits to my bank account for the purpose of collecting payment for the services related to the preparation of my tax return. I understand and agree to the following terms:

Payment for Tax Preparation Services:  I acknowledge that I am engaging Myriad Tax Group, LLC  for the professional service of preparing my tax return. Payment is not contingent upon the approval or funding of my tax refund.

Billing Authorization:  In the event that my tax refund is not approved and funded within 30 days through a bank product with a third-party bank, I authorize Myriad Tax Group, LLC  to electronically debit my bank account for the full amount of the tax preparation fees as agreed upon. This debit will be initiated as soon as practicable after the 30-day period has lapsed.

Bank Account Information: I have provided accurate and current information regarding my bank account for the purpose of this electronic debit authorization.

Right to Revoke: I understand that I may revoke this authorization at any time by providing written notice to Myriad Tax Group, LLC. Such revocation will not affect any fees or charges that have already been incurred.

Record Keeping: Myriad Tax Group, LLC will retain a copy of this authorization form, and I will receive written notice of any changes in the payment amount or schedule at least 10 days prior to the initiation of any debits.

Before signing, you can edit and add forms. Please check your email for the edit link after cliking save, then submit.

By signing below, I confirm that I have read and understand the terms of this ACH Authorization Form and agree to be bound by them.