Clone of File Your 2024 Tax Return

READY TO FILE YOUR TAXES?

Welcome to RNZ Financial Services, LLC. Thank you for choosing Raven S. Huckleby as your trusted tax professional. Please complete the below intake form for your 2025 tax return quote. Please allow 24-48 hours for a response.
Would you like to apply for the cash advance? Up to $7000. There is a $79.00 fee for all advances.
YESNO
What year(s) are you amending?
TAXPAYER NAME*

First NameLast Name
TAXPAYER DOB*
TAXPAYER SOCIAL SECURITY NUMBER*
SPOUSES NAME

First NameLast Name
SPOUSE DOB
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Email*
example@example.com
Email (SPOUSE EMAIL)
example@example.com
SPOUSE SOCIAL SECURITY NUMBER
WHAT IS YOUR FILING STATUS*
DO YOU HAVE DEPENDENTS THAT YOU WILL CLAIM ON YOUR 2024 TAX RETURN*
Did you have a baby in 2025?
DEPENDENTS NAME, DOB, SS#, AND RELATIONSHIP TO YOU
DO YOU OR YOUR SPOUSE HAVE AN IPPIN? IF SO PLEASE UPLOAD IT IN THE SPACE ABOVE*
DO YOU OWN A DOMESTIC COMPANY THAT IS REGISTERED WITH SECRETARY OF STATE AND HAVE AN ACTIVE EIN?*
PLEASE PROVIDE THE NAME OF THE BUSINESS, EIN, OWNER(S) PERCENTAGE OF OWNERSHIP, PHYSICAL ADDRESS OF BUSINESS (ANY OTHER REQUIRED INFORMATION WILL BE GATHERED DURING YOUR DISCOVERY CALL)
DID YOU HAVE MARKETPLACE HEALTH INSURANCE? PLEASE UPLOAD YOUR 1095-A. THE FORM CAN BE DOWNLOADED BY GOING TO WWW.HEALTHCARE.GOV Log into your Marketplace account Under "Your applications". Select your 2025 application. Select “Tax Forms. "Download 1095-A*
DO YOU OR YOUR SPOUSE HAVE ANY OUTSTANDING GOVERNMENT OR STATE DEBT(S) *
Did you purchase a NEW vehicle in 2025? If yes please upload last statement for interest deduction. *
Did anyone in your household attend college and receive a 1098T for tuition expenses? *
DID SOMEONE REFER YOU TO RNZ FINANCIAL SERVICES? PLEASE ENTER THEIR NAME BELOW*

PLEASE UPLOAD ANY DOCUMENTS THAT YOU HAVE. TO INLCUDE THE FOLLOWING MANDATORY DOCUMENTS: W2, 1099'S, SS CARDS, PICTURE ID. REQUIRED DOCUMENTS: ID, INCOME DOCS, PROOF OF ADDRESS.*

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DUE DILIGENCE QUESTIONAIRE

PLEASE INITIAL ALL THAT APPLY
I certify that the child(ren) for whom the tax credit(s) will be requested can be claimed as my dependent(s), as per the information provided at the end this questionnaire.*
I am the custodial parent, guardian, or responsible party of the dependent(s) for whom the tax credit(s) will be requested*
I and/or my child(ren), have documentation to substantiate the credit(s) being claimed. Such as form 1098-T, bills, statements, and receipts for college tuition, fees, books, and material cost (you are responsible for keeping this documentation and providing it to the IRS if you are audited or questioned).*
The child(ren) for whom the tax credit(s) are requested for lived in my home at least 6mths of 2025. *
Was a child Tax Credit, Additional Child Tax Credit, or American Opportunity Credit claimed by you disallowed or reduced by the IRS in previous years?*
I am unmarried or seperated, support a qualifying person as a dependent, and pay more than half the cost of maintaining my household. To qualify for Head of Household status. *
I, "Tax Client", give and express full written and verbal permission over to RNZ FINANCIAL SERVICES, LLC and it's employees/agents/representatives to contact the American Offset Debt Line/Treasury Offset Program on behalf of myself to determine if I have any non-tax debt that could potentially offset my current tax return. The Offset Debt Line contact number is 1-800-304-3107. *
I agree that I have answered the above due diligence questionnaire to the best of my knowledge. RNZ Financial Services, LLC is not responsible if the taxpayer provides incorrect information(i.e falsified documents, social security numbers, names, or date of births)and I understand this will delay my refund. RNZ Financial Services, LLC is not responsible for IRS Tax Audits and all information obtained must be presentable if the IRS audits your tax return. RNZ Financial Services, LLC is not responsible for any changes by the IRS or Bank on funding amounts, disbursement dates, filing status, or any other required information from the IRS. We Do Not Reimburse any bank fees or tax preparation fees in the event of delays that are out of our control. If your refund is offset or held by the IRS you are still responsible for prep fees and bank fees. Tax returns that do not fund out witin 90 days are subject to collection efforts by our third party source. *

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RNZ FINANCIAL SERVICES, LLC
TAX PREPARATION ENGAGEMENT LETTER

Client Name: ____________________________
Tax Year(s): ____________________________
Date: ____________________________

Scope of Services
This engagement letter confirms the understanding between you (“Client”) and RNZ Financial Services, LLC (“Firm”) for professional tax preparation services.

The Firm agrees to provide the following services:

Preparation of Federal Individual Income Tax Returns
Preparation of State Individual Income Tax Returns
Preparation of Federal Business Tax Returns (including but not limited to Schedule C, Partnerships, S-Corporations, and Corporations)
Preparation of State Business Tax Returns, where applicable

Excluded Services
This engagement DOES NOT INCLUDE the preparation or filing of:

Franchise Tax Returns
Sales and Use Tax Returns
Payroll Tax Filings
Excise Tax Returns
Any other regulatory, compliance, or specialty tax filings not explicitly listed above
If such services are required, they may be provided under a separate engagement letter and will be subject to additional fees, to be discussed and agreed upon at a later time.

Client Responsibilities
You agree to:

Provide complete, accurate, and timely information necessary for the preparation of your tax returns
Disclose all sources of income, deductions, credits, and relevant financial information
Maintain adequate records to substantiate items reported on your tax returns
Failure to provide all requested information may result in errors or omissions. You acknowledge that:

You are solely responsible for any penalties, interest, or additional taxes assessed due to incomplete, inaccurate, or omitted information provided to the Firm.

Accuracy of Information
The Firm will rely on the information you provide without independent verification. We will not audit or otherwise verify the data submitted.

Fees
Fees for services will be based on the complexity of the return and services performed. Payment is due as outlined in your invoice or prior to filing, unless otherwise agreed.

Legal and Litigation Clause
In the event of any legal action, audit, or litigation arising from your tax return(s):

If such action is not due to the negligence or fault of RNZ Financial Services, LLC, you agree to be fully responsible for any and all legal fees, court costs, and related expenses incurred.

Right to Refuse Service
RNZ Financial Services, LLC reserves the right, at its sole discretion, to:

Decline or discontinue services at any time
Refuse to prepare or file any return deemed incomplete, inaccurate, or non-compliant with applicable tax laws

Acknowledgment and Acceptance
By signing below, you acknowledge that you have read, understood, and agree to the terms outlined in this engagement letter.

Client Signature: ____________________________
Date: ____________________________

RNZ Financial Services, LLC Representative: ____________________________
Date: ____________________________

RNZ Financial Services, LLC
Professional Tax & Financial Solutions
Name

First NameLast Name
SIGNATURE AUTHORIZING THAT YOU UNDERSTAND THE ABOVE ENGAGEMENT LETTER

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READY TO FILE YOUR TAXES?

DUE DILIGENCE QUESTIONAIRE