Clone of Client Registration Form- Tax Year 2024

Client Registration Form

Client intake form for Tax Return(s)
Full Name

First NameMiddle NameLast Name
Date of Birth

MonthDayYear
Date
E-mail
example@example.com
Phone Number
Format: (000) 000-0000.
Job Title/Job Position
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What kind of tax filing do you need?
Which Tax Year do you need filing for?
What is your filing status?
Name of Spouse (If applicable)

First NameLast Name
Spouse's Date of Birth (if applicable)

MonthDayYear
Date
Spouse's Job Title/Job Position (If applicable)
Will you be claiming children or dependents?
Did you pay for child care?

Child/Dependent information (If applicable)

Rows	Full Name	Birthdate	Gender
1
2
3
4
5

Do you own a home or pay a mortgage?
Did you attend college this tax year?
Did you purchase health insurance through the health marketplace?
Did you receive a 1095-A medical statement?
Bank Name (For direct deposit of federal and state refunds)
Checking or Savings
Bank Routing Number
Bank Account Number
Name of person who referred you
First and Last Name
A separate email will be sent with instructions to log on to our secure tax portal. You will be able to submit the following documents for your return:

Photo ID- Passport or state ID (front and back), Tax Documents (w2, 1099, 1098, etc), Your social security card, 2023 Tax Return, Your Spouse's Tax Documents & Social Security card (if applicable, Social Security card or birth certificate of your dependents (if applicable), Business Documents (Certificate of formation, EIN letter & Profit/Loss Statement)

PERSOFIN SERVICES LLC
Estephany@persofinservices.com

Tax Preparation Engagement Letter

This Engagement Letter confirms the terms under which Persofin Services (“we,” “us,” or “our”) will provide tax preparation services to you (“you” or “client”).

By signing this letter, you acknowledge that you understand and agree to the scope, responsibilities, and terms outlined below.

1. Scope of Services

Persofin Services will prepare and file your federal and applicable state tax return(s) for the tax year(s) discussed and agreed upon during our engagement.

Services may include:

Preparation of individual and/or business tax returns
Review of client-provided tax documents
Electronic filing of completed returns (once approved by you)
Limited clarification questions related to the prepared return
Services not included unless specifically agreed to in writing:

Audit representation
IRS or state notice response
Tax planning beyond the current filing year
Amended returns
Bookkeeping or payroll services
Additional services may require a separate agreement and additional fees.

2. Client Responsibilities

You agree to:

Provide complete, accurate, and timely information
Upload all requested documents through the secure tax portal
Review your completed tax return before signing
Notify us of any changes or missing information promptly
You understand that you are ultimately responsible for the accuracy of the information provided and the final tax return filed.

3. Document Security & Communication

To protect your personal information:

All sensitive documents must be uploaded through our secure tax software portal
Email is not considered a secure method for transmitting confidential information
You agree not to send sensitive documents via email or text

4. Fees & Payment

Fees are based on:

The complexity of your tax situation
The number and type of forms required
Time and expertise involved
All fees will be communicated before filing.
Payment is due prior to electronic filing, unless otherwise agreed in writing.

5. No Guarantees

Tax outcomes such as refunds, balances due, or processing times are determined by the IRS and state agencies.

Persofin Services does not guarantee:

A specific refund amount
That you will not be audited
Processing timelines or refund speed

6. Accuracy, Penalties & Liability

We prepare tax returns based solely on the information you provide.
We are not responsible for penalties, interest, or additional taxes resulting from:

Incomplete or inaccurate information
Late submission of documents
Failure to disclose relevant details

7. Termination of Engagement

Either party may terminate this engagement at any time by providing written notice.

If termination occurs:

You are responsible for fees for work completed up to that point
No returns will be filed without full payment and signed authorization

8. Record Retention

We may retain copies of your tax records for a limited period in accordance with professional standards.
You are responsible for maintaining your own copies of all tax documents and filed returns.

9. Governing Law

This engagement shall be governed by the laws of the State of New York.

10. Acceptance of Engagement

By signing below, you acknowledge that you have read, understood, and agreed to the terms of this engagement.
I certify that the information and documents provided in this client intake form are true, complete, and accurate. I understand that Persofin Services will rely on this information to prepare and submit my tax return, and I hereby acknowledge, accept, and agree to the terms of this engagement.
Your Signature
Today's Date

MonthDayYear
Date
Should be Empty:

Client Registration Form

A separate email will be sent with instructions to log on to our secure tax portal. You will be able to submit the following documents for your return: