Xpert Tax Virtual Tax Preparation Form 2025

WHAT TAX YEAR ARE YOU FILING?*

REQUESTED TAX PREPARER*

WHO REFERRED YOU?

SELECT ONE*

NEW CLIENTRETURNING CLIENT

IF YOU ARE A NEW CLIENT, HOW DID YOU HEAR ABOUT US?

FIRST NAME*

LAST NAME*

SOCIAL SECURITY NUMBER*

DATE OF BIRTH*

EMAIL*

example@example.com

PHONE NUMBER*

Please enter a valid phone number.

UPLOAD DRIVER LICENSE OR STATE ID*

ARE YOU FILING WITH A SPOUSE*

FIRST NAME

LAST NAME

SOCIAL SECURITY NUMBER

DATE OF BIRTH

EMAIL

example@example.com

PHONE NUMBER

Please enter a valid phone number.

SPOUSE DRIVER LICENSE OR STATE ID NUMBER

ID ISSUE DATE

Date

ID EXPIRATION DATE

Date

Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

ARE YOU FILING DEPENDENTS*

DEPENDENT 1

First NameLast Name

DEPENDENT SSN

DEPENDENT DATE OF BIRTH

Date

RELATIONSHIP

DID THE DEPENDENT LIVE WITH YOU OVER 6 MONTHS OUT THE TAX YEAR?

Dependent 2

First NameLast Name

DEPENDENT SSN

DEPENDENT DATE OF BIRTH

Date

RELATIONSHIP

DID THE DEPENDENT LIVE WITH YOU OVER 6 MONTHS OUT THE TAX YEAR?

Dependent 3

First NameLast Name

DEPENDENT SSN

DEPENDENT DATE OF BIRTH

Date

RELATIONSHIP

DID THE DEPENDENT LIVE WITH YOU OVER 6 MONTHS OUT THE TAX YEAR?

Dependent 4

First NameLast Name

DEPENDENT SSN

DEPENDENT DATE OF BIRTH

Date

RELATIONSHIP

DID THE DEPENDENT LIVE WITH YOU OVER 6 MONTHS OUT THE TAX YEAR?

TYPE OF ACCOUNT

CHECKINGSAVINGS

ROUTING NUMBER

BANK ACCOUNT NUMBER

VERIFY ROUTING NUMBER

VERIFY BANK ACCOUNT NUMBER

Name of Parent(s) or Guardian(s)*

First NameLast Name

Dates the dependent(s) lived with you in Calendar Year 2025*

Ex: (Jan 1 to Dec 31, 2025)

Address that your dependent (s) lived with you at in 2025 for more than 6 months*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Dependent 1*

Dependent 2

Dependent 3

Dependent 4

I certify that all dependents listed on this form, whom I am claiming on my tax return, lived with me at the address provided within the United States for more than 6 months of the tax year being filed.

In the event of an audit, I can provide one of the following documents to verify the residency requirement for the dependents listed on my tax return. Please select one.*

If other, list below

I hereby affirm under the penalty of perjury that the information in this document is true

By typing your name and the last 4 digits of your Social Security number, this serves as your electronic signature and confirms that all information entered on this form is true and correct.*

First NameLast Name

Last 4 numbers of your social security number*

Date*

Date

Dear Client,

Thank you for choosing Xpert Tax Service LLC for your income tax preparation needs. This engagement letter outlines the terms of our services and your responsibilities as our client.

Service Agreement Overview
By signing this document, you affirm that all information provided for your federal and state tax returns for the applicable tax year being filed, including income, expenses, deductions, and dependents, is accurate and complete to the best of your knowledge. This agreement represents our mutual understanding of the services to be performed.

Your Responsibilities
You are responsible for providing all information necessary for the accurate preparation of your tax returns. We will rely on the information you provide without independent verification, although we may ask additional questions to clarify certain details. If any tax information is communicated verbally, your signature on this engagement letter confirms its accuracy.

Specific Considerations for Tax Credits
For clients claiming tax credits such as the Earned Income Tax Credit (EITC), Additional Child Tax Credit, Education Credits, or filing under Head of Household status, you confirm that all related information, including dependent details, is accurate and meets eligibility requirements.

Record Retention and Original Documents
Our policy is to retain records related to this engagement for a specified number of years, after which they may be destroyed. All original documents will be returned to you upon completion of our services.

Legal and Financial Responsibilities
The information you provide will be submitted to the IRS and applicable state tax authorities. Providing false, incomplete, or misleading information may result in penalties, interest, or other consequences. Xpert Tax Service LLC is responsible only for errors or omissions resulting from our work and is not responsible for the tax owed based on information provided by you.

Audit and Examination
Tax returns may be subject to audit or examination by tax authorities. In such cases, you may be required to provide documentation to support items reported on your return.

Completion and Payment of Services
Upon completion of your tax return and payment of all tax preparation fees, you will receive a copy of your filed return. Please review it carefully for accuracy. Fees are based on the complexity of your return and include preparation of applicable schedules and forms. Payment is due upon presentation of the invoice unless fees are being deducted from your tax refund.

Exclusions from This Engagement
This engagement does not include preparation of financial statements or other services not directly related to tax return preparation unless covered under a separate written agreement and fee.

Communication and Email Use
We may communicate with you or other parties involved in this engagement via email or electronic means. Please be aware that electronic communications may be intercepted. We disclaim liability for any unintended disclosure resulting from such communications.

Additional Services
This engagement includes federal and state tax preparation only. Services such as payroll tax, sales tax, excise tax, or property tax filings are not included unless agreed to separately.

Audit Representation
Representation during audits or examinations is not included in the tax preparation fee and requires a separate engagement agreement and additional fee.

Confidentiality and Data Protection
We are committed to protecting the confidentiality of your information. Your information will not be disclosed outside our firm without your consent unless required by law. By signing this letter, you consent to the internal use of your information, including communications such as newsletters or service updates.

Opt-In for Communications
By signing this letter, you agree to receive email and SMS communications related to tax law updates and services. You may opt out at any time by clicking “unsubscribe” in emails or replying “STOP” to SMS messages.

IRS Discussion Authorization
You authorize Xpert Tax Service LLC to discuss matters related to your tax return with the IRS for up to 1 year after the return’s due date.

Tax Preparation Fee
Your tax preparation fee is based solely on services rendered and is not contingent upon receiving a tax refund.

By signing below, you acknowledge and agree to the terms outlined in this engagement letter. We appreciate your trust and look forward to working with you. If you have any questions or need clarification, please contact us.

I acknowledge that I have read and understand all terms and conditions in this engagement letter and agree to them.

By typing your name and entering the last 4 digits of your Social Security number, this will serve as your electronic signature. By signing, you confirm that all information entered on this form is true and correct. By completing this form, you consent to Xpert Tax Service, LLC using the information submitted to prepare your income tax return and, where applicable, to apply for banking products on your behalf.*

First NameLast Name

Last 4 digits of your SSN*

Date*

Date

Can another taxpayer claim you as a dependent on their tax return?*

Did you withdraw any money from a retirement plan or a 401k?*

Did you receive health insurance through the Market Place? (If Yes, please upload your 1095A. If you don't have it download from www.healthcare.gov)*

Do you or your spouse owe debt to any Government Agency; such as IRS, Student Loans, Child Support etc?*

Are you interested in the Cash Advance up to $7,000 with bank approval? (If Yes, make sure you upload your social security cards)*

Have you ever been disallowed for EITC, CTC, or AOTC*

Did you or your spouse work overtime in 2025?*

Did you or you spouse receive tip pay in 2025?*

Did you or your spouse purchase a brand new vehicle in 2025?*

Do you, your spouse or dependents have an IRS IP PIN?(If Yes, Please upload document or enter below)*

List the name of the person and IP PIN

Anything you'd like us to know when preparing your return?

Please upload all tax documents needed to prepare your tax return (for example, W-2s, 1099s, 1098-T, 1095-A, etc.), including any required photo IDs (if not already uploaded) and Social Security cards.

Xpert Tax Virtual Tax Preparation Form

TAXPAYER INFORMATION

SPOUSE INFORMATION

DEPENDENT INFORMATION

BANK ACCOUNT INFORMATION

SWORN STATEMENT OF RESIDENCY

List All Dependents That Lived With You From Your Tax Return

DISCLOSURE FORM