Clone of 2026 CLIENT DATA FORM:IN-OFFICE

LETTER OF ENGAGEMENT
OUR RESPONSIBILITIES
Our work (whether consultation, tax return, tax plan or related product) is based on data you provide.
- We are not responsible to audit or verify the data that you give to us.
- We may ask for clarification of your data or additional information.
- We are not responsible to discover fraud or other irregularities, should any exist.
- We will work to find all the credits and deductions you are legally entitled to.
YOUR RESPONSIBILITIES
- To provide all the information required for a complete and accurate finished product.
- To provide this information in a timely manner.
- To retain, with the completed work, all the documents, cancelled checks and other data that form the basis of income and deductions since you may later have to provide them to a taxing authority.
- To carefully review all work completed by our office before you sign. You have the final responsibility for anything submitted to a taxing authority.
- You are responsible not to commit fraud.
- You are responsible for informing us of all income received during the tax year, including additional sources of income, self-employment income, Form 1099-K income, unemployment compensation, and any other taxable or reportable income.
PENALTIES, EXAMINATIONS AND NOTICES
The IRS and state taxing authorities may impose penalties and interest for certain tax-related matters, including, but not limited to, underreporting income, filing or paying taxes late, underpaying estimated taxes, or insufficient tax withholding. Tax returns may also be selected for examination by the IRS or applicable state taxing authority. Please contact us if you have questions regarding potential penalties, interest, or an examination.

PRIVACY POLICY
Tax preparers are bound by professional standards of confidentiality. Therefore, we have always protected your right to privacy. For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law, and as is necessary to properly provide our services to you.

Types of Nonpublic Personal Information We Collect. We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

Parties to Whom We Disclose Information. We make available information to our employees and to nonaffiliated third parties who need to know that information to assist us in providing services to you. In all such situations, we require a contractual agreement that includes procedural safeguards that protect the confidential nature of the information being shared.

Protecting the Confidentiality and Security of Current and Former Client Information.
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

OUR FEES
We invoice for time spent, depending on schedules and forms completed and out-of-pocket expenses incurred. Our rates vary depending on the nature of the work performed. We may invoice for partially completed work that is placed on extension or remains undone.

TAX DOCUMENTS
All clients are provided a copy of their tax documents at the conclusion of their tax preparation if the return is e-filed with the IRS. Tax documents are issued via email or in the office only. In order to provide you with a copy of your tax documents, your tax return must be e-filed and submitted to the IRS. Any additional copies of your e-filed tax documents are $50 per year.

*A retainer will be required when working on ALL tax returns and before undertaking projects for new clients.

ARBITRATION
If a dispute arises out of or relates to this contract or engagement letter, or the obligations of the parties therein, and if the dispute cannot be settled through negotiation, the parties agree first to try in good faith to settle the dispute by mediation administered by the American Arbitration Association under its commercial Mediation Rules before resorting to arbitration, litigation, or some other dispute resolution procedure.

AGREEMENT
The foregoing is in accordance with my (our) understanding of your engagement to provide tax and financial services and you are hereby advised that each item of revenue or expense can be substantiated by receipts, cancelled checks, or other documents. This information is true, correct, and complete to the best of my (our) knowledge. Further, it is my (our) understanding that these terms will continue to be in force for the succeeding years of our engagement.
Print Taxpayer Name
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Taxpayer Signature
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Print Spouse’s Name or N/A (If applicable)
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Spouse Signature (if applicable)
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate

ACCOUNT
Owner of account
Type of account
Name of financial institution
Financial Institution Routing Transit Number
Your account number
To the best of my knowledge, the information provided in this client tax organizer is true, correct, and complete and includes all income, deductions, credits, and other information necessary for the preparation of my tax return. I understand that I am responsible for maintaining adequate records and documentation to support the information provided.
Taxpayer Signature
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Spouse Signature
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate

BUSINESS INCOME & EXPENSE WORKSHEET

For business use and self-employed only
Name

First NameLast Name
YEAR
NAME OF BUSINESS
WHAT IS YOUR BUSINESS EMAIL?
Federal ID #
ADDRESS OF BUSINESS

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
BUSINESS ACTIVITY (Check all that apply):
PRODUCT SOLD OR SERVICE PERFORMED
How many months was this business in operation during the year?

From ________ To
Approximately how many hours did you personally work in this business during 2026? If your spouse also worked in the business, list your spouse’s approximate hours separately.

# of hours
Do you have any money invested in the business that you are not personally required to repay? If yes, please explain.

Rows	Name	Soc. Sec. No.	Date of Birth	Occupation	Work Phone
Taxpayer
Spouse

Rows	Taxpayer	Spouse
Blind
Disabled
Pres. Campaign Fund

Rows	Name(First, Last)	Relationship	Date of Birth	Social Security Number	Months Lived With You	Disabled	Full Time Student	Dependent's Gross Income	ID Protection PIN
1
2
3
4
5

Rows	Name of Care Provider	Address	Soc. Sec. No. or Employer ID	Amount Paid
1
2
3
4
5

Rows	Student's Name	Type of Expense	Amount
1
2
3
4
5

LETTER OF ENGAGEMENT

Client Data Organizer

Taxpayer ID and Income Verification

1. Taxpayer Personal Information

2. Dependents (Children & Others)

EITC Dependent Section (Relationship/Support/Residency):

Please answer the following questions to determine maximum deductions.

BUSINESS INCOME & EXPENSE WORKSHEET

Rows	Project Monthly Income $	Project Monthly Expenses $
Advertising
Car & Truck
Insurance
Legal Professional
Office Supplies
Rent
Repairs
Business Supplies
Taxes & Licenses
Travel
Utilities
Cell Phone
Fuel
Other:
Other:
Other:
Other:
Other:
Other:
Other: