2025 Client Information Form

Taxpayer Full Name*

SSN*

Birthdate*

Date

Occupation

Phone Number*

Email Address*

example@example.com

What was your legal marital status on 12/31/2025?*

SingleMarriedLegally SeparatedDivorced

If your marital status changed during the year please list the date the change occurred

Date

Can you or your spouse be claimed as a dependent on someone else's tax return?*

YesNo

Spouse Full Name

SSN

Birthdate

Date

Occupation

Phone Number

Email Address

example@example.com

Current Address:*

Street/Apt/Suite; City, State, Zip

Did you move from your primary residence during 2025?

YesNo

If you moved please list the exact date of your move:

Date

If you moved please list your previous address:

Street/Apt/Suite; City, State, Zip

If you are filing in care of someone who passed away, please list their name and date of death:

Please provide a copy of the death certificate and executor paperwork, if applicable

Qualifying Dependent Information - If you need more room please use the Notes Section

Rows	Full Dependent Name	Social Security Number	Date of Birth	Relationship to you	Full-time student in college?	Lived with you for 6+ months?	Received more than $5,200 in wages?
Dependent #1
Dependent #2
Dependent #3
Dependent #4

Are you the only person who can claim the dependent(s)?

YesNo

Did you provide more than half the support for the dependent(s) and home costs?

YesNo

Did you pay for childcare while you worked, looked for work, or while a full time student?

YesNo

If yes how much did you pay for childcare for each dependent?

If you, your spouse, or any dependent was a full time college student during 2025, please list how many years of post-secondary education they have completed. Please also include Form 1098-T. List separately, if applicable.

If you are due a refund, please provide your direct deposit information below:

Is your account information the same as what was provided last year?

YesNo

Bank Name

Routing Number

Account Number

Type of Account:

CheckingSavings

For an additional fee of up to $80.00, would you like to pay your tax preparation fee with your refund? You are welcome to pay by card, cash, or check upon pick up instead. Your federal refund must be greater than the sum of your tax preparation fee and the bank fee to be eligible to select this bank product. This option is not available after March 31st, 2026*

YesNo

Did you have any income sources or assets located outside of the United States?*

YesNo

Did you have Marketplace Health Insurance (acquired through healthcare.gov)?*

Yes. If yes, please provide your Form 1095-A Marketplace Health Insurance statementNo

Did you make any contributions to an IRA, Roth, SIMPLE, SEP, or 529 plan? This does not include contributions through your employer.*

YesNo

Did you take any distributions from a Health Savings Account (HSA)? This includes using an HSA card for medical expenses.*

Yes. If yes, please provide your Form 1099-SA.No

Did you sell your primary residence?*

YesNo

If yes, did you own and live in the residence for at least two of the last five years?

YesNo

Did you own any rental properties?*

YesNo

Did you sell, exchange, or dispose of any businesses or real estate?*

YesNo

Did you sell, exchange, or dispose of virtual/crypto currency?*

Yes. If yes, please provide all forms 1099-DA from your brokerage accounts (NEW requirement for 2025).No

Did you receive an Identity Protection PIN (IP PIN) from the IRS for 2025?*

YesNo

Did you make any quarterly estimated tax payments?*

YesNo

If yes, list the date(s), amount(s), paid, and the taxing authority to whom you paid:

Did you gift greater than or equal to $19,000.00 to any individual in 2025?*

YesNo

Did you make any energy efficient home improvements? This does not include appliances purchased for the home.*

Yes. If yes, please provide the invoice for the purchase of the item/installment.No

Did you pay interest on student loans?*

Yes. If yes, please provide Form 1098-E from your loan provider(s).No

Did you buy a new vehicle (including a motorcycle) from a dealer using a secured auto loan?*

Yes. If yes, you must be the original owner of the vehicle to apply. Please provide the vehicle identification number (VIN) as well as the annual loan statement showing the interest paid during 2025No

Please list the total amount you made in charitable contributions

Did you receive tips in a job where tips are common?*

Yes. If yes, please provide your final pay stub showing YTD tips earned for 2025No

Did you receive overtime pay required under federal overtime rules for working more than 40 hours in a work week?*

Yes. If yes, please provide your final pay stub showing YTD overtime earnings for 2025.No

Notes Section - Please list any additional questions, explanations of above info, or other pertinent information.

What is Notice/Audit Assurance?

Receiving a tax notice from the IRS, state, or local tax authorities can be overwhelming. Our Notice/Audit assurance Program is designed to give you peace of mind by providing expert assistance in researching and responding to any notice or audit you receive.

How does it work?

By enrolling in this program, LWS will provide up to 10 hours of professional support for resolving any notices or audits you receive, ensuring your situation is addressed promptly and effectively.

Do I need this service?

Our Notice/Audit Assurance is not mandatory. LWS can assist you with these matters at our regular rates if needed. However, notice research and audits can cost anywhere from $200 for a simple issue to thousands of dollars for more complex matters. A small fee upfront can save you a lot down the road.

What is the cost?

25% of your tax preparation bill before any applicable discounts. This will be added to your invoice and is payable upon completion of your tax return.

Accept or Decline:*

I accept LWS's notice/audit assurance for my 2025 taxes. I understand this fee will be added to my tax preparation invoice upon completion of my tax return.I decline LWS's notice/audit assurance for my 2025 taxes. If I request LWS to help with an notices or audits for my 2025 taxes, I understand I will be billed at $200/hr.

Taxpayer Signature*

Taxpayer Printed Name*

Date*

Date

Spouse Signature

Spouse Printed Name

Date

Business Name If applicable

Thank you for choosing LWS Tax & Accounting Services LLC to assist you with the preparation of your tax returns. 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 all required federal, state, and local income tax returns. We will depend on you to provide the information we need to prepare complete and accurate returns. We may ask you to clarify some items but will not audit or otherwise verify the data that you submit. We will need all relevant information to file a timely tax return, and will not remind you of any filing deadlines. If it is necessary to file an extension of time, that only extends the time to file and does not extend the time to pay any possible tax due. LWS will not be responsible for any late payment penalties or interest charges.

Information you provide will be kept confidential. We restrict access to your information and maintain physical, electronic, and procedural safeguards to protect your information.

We will perform accounting services only as needed to prepare your tax returns. Our work will not include procedures to find defalcations or other irregularities. Accordingly, our engagement should not be relied upon to disclose errors, fraud, or other illegal acts, though it may be necessary for you to clarify some of the information you submit. We will, of course, inform you of any material errors, fraud, or other illegal acts we discover. The law imposes penalties when taxpayers underestimate their tax liability. Please contact us if you have concerns about such penalties. Should we encounter instances of unclear tax law, or of potential conflicts in the interpretation of the law, we will outline the reasonable courses of action and the risks and consequences of each. We will ultimately adopt, on your behalf, the alternative you select.

Assisting you with your compliance with the Corporate Transparency Act ("CTA"), including beneficial ownership information ("BOI") reporting, is not within the scope of this engagement. You have sole responsibility for your compliance with the CTA, including its BOI reporting requirements and the collection of the relevant ownership information. We shall have no liability resulting from your failure to comply with CTA. Information regarding the BOI reporting requirements can be found at https://www.fincen.gov/boi Consider consulting with legal counsel if you have questions regarding the applicability of the CTA's reporting requirements and issues surrounding the collection of relevant ownership information.

Our fee will be based on the complexity of the return and will be quoted in advance of our work. However, if complications are discovered in the process of preparing your tax return, we may need to adjust the fee. Before proceeding with preparation of the return, we will generally contact you in advance if our original quote requires significant revision due to the amount of work involved. Invoices are due and payable upon presentation.

We also offer other services including tax planning, tax consultations, advisory services, and notice resolution. These are separate services not covered under this engagement, and are offered on an hourly basis. Please inquire about these services and prices if needed.

We will return your original records to you at the end of this engagement. You should securely store these records indefinitely, along with all supporting documents, canceled checks, etc., as these items may later be needed to prove accuracy and completeness of a return. We will retain electronic copies of your records and our work papers for your engagement for seven years, after which these documents will be destroyed. Electronic or paper copies of your returns are available upon request. Please note that we will not email any sensitive information to protect both your privacy and ours.

If your tax return is selected for audit by the IRS or by the state tax authorities, we are available to prepare materials in response to correspondence. However, these are additional expenses not included in our tax preparation fees and we will render additional invoices for the time and expense incurred. Please let us know right away if you receive any letters from the IRS or any other tax agency. We will correct your return for free and pay any penalties if we are at fault. However, we are not responsible for payment if any taxes are owed.

Our engagement to prepare your tax returns will conclude with the delivery of the completed returns to you (if you are paper-filing), or your signature and our subsequent submission of your tax return (if e-filing If we are not able to e-file your returns, you will be solely responsible to file the returns with the appropriate taxing authorities. Review all tax-return documents carefully before signing them.

Lastly, we all deserve to work and do business in an environment where we are treated with dignity and respect. LWS is committed to creating such an environment because it brings out the full potential in each of us, which, in turn, contributes directly to our collective success. LWS does not tolerate any form of offensive or abusive behavior to any of our employees and has the right to terminate this engagement at the owner's discretion should any such behavior occur.

To affirm that this letter correctly summarizes your understanding of the arrangements for this work, please sign the enclosed copy of this letter in the space indicated. We appreciate your confidence in us. Please call if you have any questions.

Sincerely, Blake Shaffer, President, LWS Tax & Accounting Services LLC

Accepted by: (Both spouses must sign for the preparation of joint returns

Taxpayer Signature*

Taxpayer Printed Name*

Date*

Date

Spouse Signature

Spouse Printed Name

Date

Business Name If applicable

2025 Client Information Form

During the 2025 tax year...

LWS 2025 LWS Notice / Audit Assurance Program

LWS Engagement Letter 2025 Tax Preparation