Tax Season 2026!

Required Documents

After submitting your form, you'll be directed to schedule your tax preparation appointment. To ensure your return is reviewed properly, do not schedule your appointment for the same day you submit your documents. Appointments must be scheduled at least 24 hours after document submission.

Schedule early to secure your spot, as they fill up quickly.

**All documents need be submitted through our secure client portal 24-48 hours prior to your appointment.**

 Client Portal: https://solsticetax.taxwisemobile.com/

Yourself/Spouse:

• ID
• Social Security Card
• W-2(s)
• 1099(s)
• Records of tips (if applicable)
• Self-employment income & expenses
• Business income & expenses (includes LLC and Rental Income)
• Mortgage Interest Statement (Form 1098)
• College Tuition Form (1098-T)
• Last Year's Tax Return (if not filed with me previously)
• Prior Year Tax Return (if amending or filing for a previous year)

Dependents:

• Dependent information (SSN and DOB)
• Birth Certificate
• Social Security Card
• Dependent Childcare Expenses (Amount, Provider's EIN or SSN, & Address)
• College Tuition Form (1098-T) for Full-Time Student

Client Acknowledgment

Individual Tax Preparation

Returns are categorized by complexity level rather than form count.

• Simple Wage Return → $250
(Includes 1 W-2 and 1 state return only. No dependents, credits, or additional forms/schedules.)

• Moderately Complex Return → Starting at $350+
(Includes returns with multiple W-2s, tax credits, or additional forms and schedules.)

• Business or Rental Return → Starting at $750+
(Includes Schedule C self-employment, rental property returns, rental property filings, and other complex tax situations.)

Final pricing reflects complexity, risk, and required analysis.

A detailed engagement fee summary will be provided for review and approval prior to filing on tax return.

Payment is due prior to e-filing unless otherwise agreed to in writing.

Tax Resolution

• Tax Resolution & Tax Debt Representation → Starting at $5,000+
(For clients needing strategic assistance with IRS or state tax debt matters, including notices, unpaid balances, compliance restoration, resolution planning, and other complex tax resolution engagements.)

Payment Options
Clients may choose one of the following payment methods:

• Direct Payment:
  Invoice payable via ACH, debit/credit card, or approved payment plan.
• Pay-By-Refund Option:
  If I elect to pay my preparation fees through a Pay-By-Refund bank product, I understand that:
  • A third-party bank product will be used Additional bank product fees will apply.
  • Bank product fees are set by the bank.
  • These fees are separate from Solstice Tax & Financial Services preparation fee.
  • Bank fees will be deducted directly from my refund

Bookkeeping Cleanup Policy

Business and rental clients are required to provide organized financial summaries (P&L, categorized expense report, mileage log where applicable).

If records require reconstruction or cleanup, additional fees will apply at a rate of $50 per hour.

Work Commencement, Cancellation & Abandonment Policy

I understand that once tax preparation services have commenced, I am responsible for compensating Solstice Tax & Financial Services for time, analysis, and labor invested, regardless of whether my return is ultimately filed.

If I cancel services or choose not to proceed after work has begun:

• A minimum cancellation fee of $200 or 40% of the total estimated preparation fee (whichever is greater) will be invoiced.

“Abandonment” is defined as lack of communication, failure to respond, or failure to provide requested documentation for more than 14 calendar days after engagement has begun.

If my file is deemed abandoned, the cancellation fee will apply.

I agree that any cancellation or abandonment fee is due upon invoicing, regardless of whether the return is completed or filed.

By submitting this form, I authorize Solstice Tax & Financial Services to collect, review, and use the information I provide for the purpose of tax preparation, tax planning, and related services. I understand that this information will be used to evaluate my tax situation and help maximize my refund.

I acknowledge that submitting this form does not constitute the filing of my tax return and that my tax return will not be prepared or submitted until all required documents are received and I provide final approval.

I consent to being contacted via phone, text, or email regarding my tax filing, document requests, appointment reminders, and available tax-related options, including refund advance offers (subject to bank approval).

I certify that the information provided is accurate to the best of my knowledge.

I understand that promotional incentives, including pay-by-refund options, vacation vouchers, and gift cards, are subject to eligibility, availability, and third-party terms.