J. Turner Tax Consultants Intake Form

IMPORTANT, PLEASE READ!

UPON COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO OUR OFFICE.  CLOSING YOUR BROWSER BEFORE CLICKING THE "SUBMIT" BUTTON WILL DELETE ALL INFO WITHOUT SENDING IT TO US. IT SHOULD BE NOTED THAT UPON CLICKING THE SUBMIT BUTTON YOU WILL GET A CONFIRMATION EMAIL THAT WE RECEIVED YOUR INFORMATION.

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

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

This questionnaire may take you up to 20 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form.

Please complete this form in it's entirety. Missing documents will delay the processing and filing of your tax return. 

ENGAGEMENT LETTER

Dear Taxpayer,

Thank you for choosing J. Turner Tax Consultants, LLC to prepare your income tax returns. This engagement letter outlines the terms of our professional relationship. Please review it carefully.

Scope of Services and Client Responsibilities
We will prepare your income tax returns based solely on the information you provide to us. Upon completion, all original documents will be returned to you. Our firm may retain electronic copies of certain documents for recordkeeping purposes.

You are responsible for maintaining adequate documentation to support all income, deductions, credits, and other items reported on your tax returns. This includes, but is not limited to, records supporting meals, entertainment, travel, business gifts, charitable contributions, vehicle use (if applicable), and bank and credit card statements. These records may be required if your returns are examined by a taxing authority. We recommend retaining all supporting documents and copies of your filed tax returns for at least five (5) years after the later of the filing date or due date.

Professional Judgment and Limitations
Our services are not designed to detect errors, irregularities, or illegal acts, including fraud, that may exist in the information you provide. We will exercise professional judgment when tax law is unclear or when conflicting interpretations exist. Unless you instruct us otherwise, we will take reasonable positions in your favor.

We cannot guarantee that positions taken on your returns will not be challenged, nor can we guarantee the outcome of any challenge. We are not responsible for issues arising from incomplete, inaccurate, or omitted information provided to us.

Fees and Payment Terms
Our fees are based on a per-form structure and may reflect the time spent by our professional staff, as well as costs incurred for supplies and services, including but not limited to copying, long-distance communication, and computer processing charges.

Payment in full is due upon presentation of your completed tax returns. It is firm policy that no tax returns, reports, schedules, advice, or related materials will be released until all fees are paid in full. If legal action is required to collect unpaid fees, you may be responsible for all reasonable collection and legal costs incurred by the firm.

Review and Filing of Returns
After payment of your tax preparation fees, we will provide you with copies of your completed tax returns, e-file authorization forms, and any applicable payment vouchers. You are responsible for reviewing the returns carefully. If changes are needed, notify us immediately so we may address them promptly.

If you approve the returns, you must sign and return the e-file authorization forms. Taxing authorities prohibit us from electronically filing your returns without your signed authorization. If e-filing is unavailable, paper copies will be provided for your signature and mailing.

Termination of Engagement
By signing this letter, you agree to compensate J. Turner Tax Consultants, LLC for all services requested. If you terminate this engagement prior to completion, we reserve the right to bill you for time incurred, out-of-pocket expenses, and any services already rendered, including consultations, advisory services, representation, or tax accounting work, regardless of whether the engagement was completed.

Audit and Examination Representation
Audit or examination representation is not included in the tax preparation fee and requires a separate engagement and fee. If you desire representation in the event of an audit, you may opt into our Audit Maintenance Protection for $49.99, which will be added to your tax preparation fees. Please contact us with any questions regarding audit representation at any time.

Privacy and Confidentiality
We take your privacy seriously and will safeguard your personal information in accordance with our internal security procedures. We do not sell or disclose client information to third parties. From time to time, limited use of your contact information may occur for internal, non-tax purposes, such as newsletters, holiday greetings, or courtesy communications. By signing this letter, you consent to such limited use.

Identity Verification
To help prevent identity theft and ensure accurate filing, we may require documentation to verify your identity and that of any individuals listed on your return. Such documentation may include government-issued photo identification, Social Security cards, birth certificates, or immigration documents. All materials will be safeguarded in accordance with our document protection policies.

Agreement
If you agree with the terms outlined in this engagement letter, please sign below. By signing and providing your tax information, you acknowledge and accept these terms.

We appreciate your trust in J. Turner Tax Consultants, LLC and look forward to serving you.

Warm Regards,

Joy Turner
CEO, J. Turner Tax Consultants, LLC
Office: (225) 930-8867
Cell: (225) 456-0181
Email: contact@jturnertax.com

CONSENT TO USE OF TAX RETURN INFORMATION

Federal law requires that this consent form be provided to you. Except as permitted or required by law, we may not use your tax return information for purposes other than the preparation and filing of your tax return without your written consent.

Federal law also strictly prohibits us from disclosing your personal or financial information to any third party. Accordingly, J. Turner Tax Consultants, LLC will never disclose your tax return information to any person or entity unless you specifically request such disclosure and provide written authorization identifying the individual(s) or entity(ies) to whom the information may be released. Any such authorization must be provided on a separate consent form.

The purpose of this consent is solely to satisfy federal requirements allowing us to communicate with you in the course of our professional relationship. This includes, but is not limited to, telephone conversations, email correspondence, mailed communications, newsletters, reminders of upcoming deadlines, and occasional holiday or courtesy greetings.

You are not required to sign this form. Your consent is not valid if it is obtained as a condition of providing services. You may specify the duration of your consent. If no duration is specified, your consent will remain valid for a period of three (3) years from the date of signature.

By signing below, the undersigned consents to the use of tax return information by J. Turner Tax Consultants, LLC, including its owner, employees, and staff, solely as described above and as permitted by federal law.

If you believe your tax return information has been used or disclosed improperly or without your authorization, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484 or by email at complaints@tigta.treas.gov.

CONSENT FOR PAYMENT

At J. Turner Tax Consultants, LLC, we value the relationship we have with each of our clients and are committed to providing high-quality tax preparation services. Please note that we provide a tax preparation service, not a guaranteed refund.

As a taxpayer, you may choose to pay your tax preparation fees using one of the following methods: cash, check, money order, credit card, or by having the fees deducted directly from your tax refund.

Important Notice:
If you elect to have your tax preparation fees deducted from your refund and your refund is delayed, reduced, or intercepted for any reason, you remain fully responsible for payment of the tax preparation fees.

By signing your tax return, you acknowledge and agree that payment of preparation fees is required regardless of whether your refund is received. If your refund has not been received within 90 days of the expected date and no payment or payment arrangement has been made, J. Turner Tax Consultants, LLC reserves the right to place the account in collections and/or debit the bank account on file.

We strive to avoid these actions and encourage you to contact our office promptly if any issues arise so we may work with you to make appropriate payment arrangements.