WELCOME TO OUR RESOLVE TAX PRO SOLUTIONS/KSSG LEGACY WEALTH GROUP. WE ARE HONORED TO SERVE YOUR TAX FILING NEEDS. PLEASE SEE THE ITEMS BELOW TO HAVE HANDY:

MOST COMMON DOCUMENT CHECKLIST:

Taxpayer's Driver's License+SS Card
Spouse Driver's License+SS Card "if applicable"
All Dependents Date of Birth+SS Card
Income Documents (ex: W2's, 1099)

OTHER DOCUMENTS AS APPLICABLE:

Childcare Receipts
Childcare Business Name+EIN
Form 1098T-College Information
Form 1099G-Unemployment
Form 1098- Mortgage Lender
Form 1095A-Marketplace Health Insurance
Form 1098E-Student Loan

 If you need to speak with a Resolve Tax Pro Solutions team member before completing the INTAKE FORM, please call (855) 457-1249

WE DO NOT PROVIDE QUOTES OR ESTIMATES! BY COMPLETING AND SIGNING THIS FORM, YOU ARE AGREEING TO BE FILED BY RESOLVE TAX PRO SOLUTIONS AND WILL BE PROCESSED.  

After submission, you will be directed to your official Thank You Page. The option to view and select a Business Startup Plan will be available to you. If you need to schedule an appointment to further discuss it, please feel free to do so. RTPS wants to help you invest and shift the narrative of your finances.

Thank you for choosing Resolve Tax Pro Solutions to assist you with your tax preparation for the requested year. This letter confirms the terms of our engagement with you and outlines the nature and extent of the services we will provide.

We will prepare your federal and state income tax returns as requested. We rely on you to provide the necessary information to prepare accurate and complete returns. Please be aware that the law imposes penalties when taxpayers underestimate their tax liability. We may ask you to clarify some items, but we will not audit or otherwise verify the data you submit.

We will perform accounting services only as required to prepare your tax returns. Our engagement should not be relied upon to disclose errors, fraud, or other illegal acts. However, if we discover any material errors, fraud, or illegal acts, we will inform you.

You acknowledge that all information provided to Resolve Tax Pro Solutions is true and accurate to the best of your knowledge. You understand that it is your responsibility to maintain any supporting documentation to validate the information provided. Furthermore, you understand that knowingly providing false information on your tax return is illegal and may result in criminal penalties, including but not limited to court proceedings, restitution, and potential imprisonment. You waive Resolve Tax Pro Solutions and the tax preparer of any liability for errors due to incorrect information provided by you. By signing below, you authorize Resolve Tax Pro Solutions to file your tax return.

Additionally, by signing this form, you acknowledge that if you or your spouse owes a federal or government debt, such as IRS, child support, student loans, etc., you are still responsible for the tax preparation fees due to Resolve Tax Pro Solutions at the time of service. If your federal refund is mailed to you, you remain responsible for the tax preparation fees as stated on your invoice. If, for any reason, you decide not to proceed with tax preparation services after the return is completed, you will be charged a $75 non-filing fee, payable immediately upon the decision not to file. If the fee is not paid immediately, you will be required to pay the full tax preparation fee as per the invoice attached to your tax return.

If tax preparation fees are not paid, Resolve Tax Pro Solutions may take legal action to collect any unpaid fees, including reporting to credit bureaus. You also agree not to dispute the tax preparation fees for services rendered due to IRS delays.

Invoices are due and payable upon presentation. Your original records will be returned to you at the end of this engagement. You are responsible for securely storing these records, along with all supporting documents, canceled checks, etc., as they may be needed to prove the accuracy and completeness of your return. We will retain copies of your records and our work papers for three years, after which they will be destroyed. Paper copies of the tax return and other documents will be available for a fee.

Our engagement to prepare your tax returns will conclude with the delivery of the completed returns to you (if paper-filing) or your signature and our subsequent submission of your tax return (if e-filing). If you choose not to e-file through our office, you will be solely responsible for filing the returns with the appropriate taxing authorities. Please review all tax-return documents carefully before signing them. By signing this agreement, you authorize Resolve Tax Pro Solutions to file your tax return, understanding that we do not provide quotes for comparison with DIY tax software. Your signature from this document will be transferable to the forms 1040, 8879, 7216, and all other applicable forms in the finalized tax return for submission.

You also agree to receive text messages and emails from Resolve Tax Pro Solutions regarding your tax return and future opportunities.

By signing this form, you agree that the bank account on file will be charged a processing fee of $100 in the following cases: (1) if your return is rejected due to having already filed or applied for a loan with another tax firm, or (2) if our office completes your return and you do not confirm within 3 business days of communication, In this case, we will consider your return abandoned, assume you have filed elsewhere, and deactivate your return in our system.

To affirm that this letter accurately summarizes your understanding of the engagement, and to authorize Resolve Tax Pro Solutions to file your tax return. Your signature below will attest to the agreement of the terms of the conditions outlined.

Dear Taxpayer,
Thank you for the opportunity to work with you in preparing your income tax returns. To foster a complete understanding of our relationship, take a moment to review the following information.
We will prepare your income tax returns based solely on the information you furnish to us. Upon completion of your tax returns, we will return any original tax documents to you. From time to time our office may retain scanned copies of your documents for our records, however, you should retain all documents, canceled checks, and other data that form the basis of income and deductions and other tax return forms, schedules, elections, and disclosures. Such documents include but are not limited to, proper records to support deductions claimed for meals, entertainment, travel, business gifts, charitable contributions, and vehicle use (if applicable), as well as bank and credit card statements. These records will be necessary to prove the accuracy and completeness of the returns to taxing authorities, should your returns be selected for examination. We recommend keeping all documents and copies of your returns for a minimum of five years after you file your tax returns or after their due date, whichever is later.
Our work in connection with the preparation of your income tax returns cannot be relied upon to disclose errors, irregularities or illegal acts, including, without limitation, fraud that may exist within the documents or figures you provide. We will use our professional judgment in resolving questions where the tax law is unclear or where there may be conflicts between the tax authority’s interpretations of the tax law and other supportable positions. Unless instructed by you, we will take a tax position in your favor whenever reasonable. We cannot provide any assurance that tax positions taken will not be challenged or ensure the ultimate outcome of such a challenge. Moreover, we cannot be responsible for issues arising from any income, expenses or other information not provided to us at the time of tax preparation or prior to the filing of your returns.
Please note that this engagement, and this firm’s services, include but are not limited to general and annual income tax related services. Unless specifically requested by you, and agreed upon in writing we do not provide any services related to payroll tax, sales tax, excise tax, and personal or real property tax. Nor can we be relied upon to determine or report your compliance, or lack thereof, with any Federal, State, or Local business-related laws, health care or human resources regulations, retirement plan compliance or any business, property, or professional permitting/licensing.
The charges for our services are on a “per form” basis with references to time spent by our professional staff to perform the work, and costs incurred for related supplies and expenses, including copy charges, long distance phone charges and computer processing charges. Our fee for the preparation of your tax returns will be due and payable upon presentation of your completed income tax filing. It is company policy not to release tax returns or any tax related reports, schedules, information, advice, or notes without payment in full. Should a situation arise where services have been rendered but payment is not received and our firm is forced to or elects to seek legal assistance to collect fees due to us, please note that you may be asked to reimburse our firm for the legal costs to collect any outstanding balance due. Because we understand that cost is an important issue for many clients, we will do our best to provide you with an estimate of our fees prior to completing your returns but please understand that circumstances arise which may raise or lower the estimated fee. We will contact you if such a situation arises after you receive an estimate.
Upon completion of your returns, we will provide you with a copy of your returns as well as the e-file signature authorizations and any applicable payment vouchers to complete your tax filing. You should review the completed returns carefully. If you see anything that requires changing, please bring it to our attention immediately and we will either explain the matter to you or correct it without delay and provide you with new, corrected copies. If you are satisfied with the returns and see no issues, please sign and date the e-file signature authorizations and return them to this office immediately. Please note that all taxing authorities prohibit us from transmitting your tax returns without signed authorization from you. Please also note that if your returns cannot be e-filed we will provide you with paper copies to sign and mail to the taxing authorities.
By signing this engagement, you are agreeing to compensate Resolve Tax Pro Solutions for services you have requested. In the event you terminate the engagement prior to the completion of your tax accounting work, Resolve Tax Pro Solutions reserves the right to invoice you for any out-of-pocket expenses, time at our hourly rate, or other expenses that were incurred during this engagement. If you sought in person consultation services, received advisory services by phone or email, sought representation work or received any tax accounting services, by signing this engagement letter you are agreeing to compensate Resolve Tax Pro Solutions for these services, even if you terminated the engagement prior to our firm completing the work requested or required. Resolve Tax Pro Solutions takes your privacy and personal information very seriously. We will take whatever steps are necessary to safe guard that information and will never sell or disclose said information to anyone outside the firm for any reason. Please note that while we will protect your confidential information, our firm, from time to time, will need to utilize some of your information for internal purposes not related directly to your current year tax preparation. An example of this usage would be mailing you a newsletter or holiday card to your confidential home address or perhaps a personal phone call to wish you or a member of your family greetings or a happy birthday. By signing this letter, you agree to allow our staff limited access to your information for such informal, non-tax preparation related situations.
Please also note that in an effort to help combat the increasing threat of identity theft and to ensure the returns filed by our firm are accurate, true, and pertain to the proper client or taxpayer, Resolve Tax Pro Solutions reserves the right to request, as condition of our providing services, certain documents to verify your identity and the identity of others you may be listing on your tax returns. This is for your protection and for the protection of your spouse and/or dependents and these documents will be safeguarded to the best of our ability and in accordance with our document protection procedures. Such documents requested by our firm may include but are not limited to; government issued photo identification, Social Security Cards, birth certificates, or visa and immigration related documents.
If you agree with the terms of our engagement as described in this letter please sign below. Please be aware that by signing below and giving us your income tax information, you expressly agree to the terms of this engagement letter. We want to thank you for putting your trust in Resolve Tax Pro Solutions and look forward to a long and mutually satisfying relationship.

Warm Regards,

Christina Littlejohn - Professional Tax Preparer
Resolve Tax Pro Solutions