MY365FINANCIAL is a tax preparation company who provides professional tax services, audit protection, credit repair, notary services, insurance, and real estate. We take pride in delivering the absolute best service with intergrity to each person that comes to us for assistance.

We understand there are a multitude of professional tax preparation service providers and are elated you have chosen us to patronize. We hope this will be the beginning of a long and mutually beneficial relationship. Please answer all fields truthfully and accurately to the best of your knowledge for an efficient virtual experience.

ATTENTION - PLEASE READ

In order to provide you a with a tax estimate or file your taxes,  it is required by law, for you to sign the nessesary disclosures thus giving permission to use and disclosure your tax information to whom we have entered into arrangements. Such as but not inclusive with certain financial institutions and their partners regarding the provision of bank accounts, refund settlement products, card services, and/or related banking services. To determine whether these services may be of interest to you, we will need to use your tax return information.

If you sign this form below, you authorize us to use your 2025 tax return for this designated purpose.

PLEASE BE ADVISED THERE IS TWO DIFFERENT CONSENT FORMS, THE FORMS MAY LOOK SIMILAR, BUT PLEASE REVIEW AND COMPLETE BOTH TO CONTINUE AND COMPLETE SUBMITING YOUR INFORMATION.

Best Regards, 

MY365FINANCIAL
 

CONSENT TO USE OF TAX RETURN INFORMATION

Federal law requires this consent form to be provided to you. Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return.

You are not required to complete this form. If we obtain your signature on this form by conditioning our services on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year.

For your convenience, we have entered into arrangements with certain financial institutions and their partners regarding the provision of bank accounts, refund settlement products, card services, and/or related banking services. To determine whether these services may be of interest to you, we will need to use your tax return information.

If you sign this form and check the box below, you authorize us to use your 2024 Tax Return for the designated purpose.

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 to let us know if you recieve additional sources of income, self-employed income, 1099k Form, and Unemployment 1099 Form.

PENALTIES, EXAMINATIONS AND NOTICES
The IRS and state taxing authorities impose penalties for certain offenses, including understatement of income, filing after the deadline, underpaying estimated taxes, or under withholding taxes (If you would like more information, please contact us.) They can also select any return for 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 return is e-filed to the IRS. Tax documents are issued via email or in office only. In order to provide you with a copy of your tax documents, 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.

5. What address did you use in 2025 to claim housing assistance or N/A?

PROOF OF SELF EMPLOYMENT/SMALL BUSINESS QUESTIONNAIRE:

• I earned the following income during the tax year ending December 31, 2025.

• I acknowledge that My Tax Preparer have informed me that I am required to report all income I received during the tax year from all sources.

• I acknowledge that My Tax Preparer have informed me that it is unlawful to overstate me income to receive a large refund.

• I acknowledge that My Tax Preparer, have explained to me in detail the rules regarding Earned Income Tax Credits and the reporting of self-employment income and based on my understanding of those rules I qualify for the Earned Income Tax Credit

• I understand that I will be signing my income tax return under penalties of perjury and all items included on the return are true and correct.

• I acknowledge that My Tax Preparer have advised me of my duty to keep complete and accurate records supporting the source and amount of my income and the legitimacy of any deduction or credit I claim on my tax return.