Again, thank you for choosing Dream HR Consultants!

You could have chosen any tax company but, you chose to give us a chance and we do not thank that decision lightly!

Here at DHRC, we offer estimates!

Alternatively, once we receive your completed intake, we will process your file and reach out to you to go over your refund/return, confirm if you would like to submit for an advance loan and send your paperwork over for your signatures.

We aim to be fully transparent through this process so that you are completely satisfied with your experience and filing.

If you have any questions throughout this process, feel free to reach out to our office with any questions or concerns.

Letter of Engagement
Dream HR Consultants

Dear Client,

Thank you for choosing Dream HR Consultants to assist with the preparation of your tax returns. This letter confirms the terms of our engagement and outlines the nature and extent of the services we will provide.

We will prepare your tax returns(s) based solely on the information you furnish to us. Upon completion, any original documents will be returned to you. While our office may retain scanned copies for internal records, you should keep all documents that support income, deductions, credits, and other items reported on your return (including receipts, logs, bank/credit card statements, etc.). These records may be required if your return is selected for examination. We recommend retaining such documents for at least five years after filing. 

Our work in connection with preparing your return cannot be relied upon to disclose errors, irregularities, or illegal acts, including fraud. We will use our professional judgment in areas where tax law is unclear or conflicting. Unless instructed otherwise, we will take a resonable tax position in your favor; however, we cannot guarantee that taxing authorites will not challenge those positions or the outcome of any such challenge. We are not responsible for issues arising from incomplete, inaccurate, or omitted information that was not provided at the time of preparation or prior to filing. 

1. Scope of Engagement
We will prepare your requested federal and state income tax returns. Our work is based on the information you provide, and it is your responsibility to ensure that this information is complete and accurate.

We may request clarification of certain items but will not audit, verify, or independently investigate the data you submit.
Please note that the law imposes penalties on taxpayers who underestimate their tax liability.
Our engagement should not be relied upon to disclose errors, fraud, or other illegal acts. However, we will inform you of any material issues we discover during preparation.

2. Client Responsibilities
You must provide all necessary information and maintain supporting documentation to substantiate your tax return.
Knowingly providing false or incomplete information may subject you to penalties, restitution, or imprisonment under federal law.
You agree to hold Dream HR Consultants and your assigned preparer harmless from any errors resulting from incomplete, false, or inaccurate information provided by you.

3. Fees and Payment
Tax preparation fees are due at the time of service and are non-refundable.
If you and/or your spouse owe any federal/government debt (e.g., IRS, child support, student loans), you remain responsible for payment of tax preparation fees regardless of any offset to your refund.
If your refund is delayed or mailed directly by the IRS, you are still responsible for full payment of preparation fees as stated on your invoice.
Failure to pay may result in legal action to recover unpaid fees. You also agree not to dispute fees for services rendered due to IRS processing delays.

4. Record Retention
We will return your original records at the conclusion of this engagement. You are responsible for keeping these records, along with all supporting documents, for your files.
We will retain copies of your records and work papers for three (3) years, after which they will be destroyed. Paper copies of tax returns or additional documents may be requested for a separate fee.

5. Filing Responsibilities
Our engagement concludes with the delivery of your completed returns (if paper filing) or with your signature and our e-filing of your returns.
If you do not elect to e-file with our office, you remain solely responsible for filing your tax returns with the IRS or state agencies.
You must carefully review all tax-return documents before signing.
By signing this agreement, you authorize Dream HR Consultants to:

File your federal and state income tax returns, and
Apply your signature to IRS Forms 1040, 8879, 7216, and any other applicable forms included in your finalized return.

6. Acknowledgment
I acknowledge that I have read and understand the terms of this engagement letter. I agree to comply with these terms and authorize Dream HR Consultants to prepare and file my tax return(s).

 File Abandonment: If you choose not to move foward with filing after tax preparation has begun, a $150 file abandonment fee will be due immediately. If this fee is not paid within 24 hours, the full tax prepartion fee becomes due. Any unpaid balance after 7 days will be forwarded to collection agency and may be subject to credit reporting. 

 

PLEASE NOTE: If you change your mind and choose not to allow us to file your completed return, the applicalbe abandonment or preparation fees described above will apply. If our firm must pursue legal or collection action to recover unpaid fees, you may be required to reimburse all costs associated with collecting the outstanding balance. 

Agreement & Authorization

To affirm that this letter correctly summarizes your understanding of the arrangements for this work, you agree to allow Dream HR Consultants to prepare and file your tax return. You also acknowledge that this engagement is not for the purpose of providing a quote, but for the preparation and filing of your return.

By signing below, you authorize Dream HR Consultants to apply your signature from this document to the finalized tax return and all applicable IRS forms (including but not limited to Forms 1040, 8879, and 7216).

CONSENT TO USE OF TAX RETURN

INFORMATION For the purposes of this consent form, “we,” “us,” and “our” mean 

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use your tax return information for purposes other than the preparation and filing of your tax return without your consent. You are not required to complete this form to engage in our tax return preparation services.

If we obtain your signature on this form by conditioning our tax preparation 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 from the date of signature. If you do not consent, you may still have your tax return prepared and electronically filed by us for a fee.

For your convenience, we have entered into an arrangement with third parties to provide qualifying taxpayers with the opportunity to apply for an Electronic Refund Disbursement Service and/or Loan product. To determine whether these products may be available to you, we will need to use your tax return information in order to calculate the amount of your anticipated refund. If you would like us to use your tax return information to determine whether these products may be available to you while we are preparing your return, please sign and date this consent to the use of your tax return information.

By signing below, you authorize us to use the information you provide to us during the preparation of your 2024 tax return to determine whether to present you with the opportunity to apply for these products and services.

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by e-mail at complaints@tigta.treas.gov.
 
 

 
 

CONSENT TO DISCLOSURE OF TAX RETURN INFORMATION

For the purposes of this consent form, “we,” “us,” and “our” mean . 

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution.

You are not required to complete this form to engage in our tax preparation services. If we obtain your signature on this form by conditioning our services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, 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 from the date of signature.

You have indicated that you are interested in receiving an Electronic Disbursement Service and/or Loan (or collectively, “Products or Services”) from Pathward, National Association. In order to provide you with the opportunity to apply for one of these Products or Services, we must disclose all of your 2024 tax return information necessary for evaluating the request to Pathward.

If you request a more limited disclosure of tax return information, you will not be eligible to submit an application request for these Products or Services. If you would like us to disclose your 2024 tax return information for this purpose, please sign and date your consent to the disclosure of your tax return information.

By signing below, you authorize us to disclose to Pathward all of your 2024 tax return information necessary for the evaluation and processing of your request for a Product or Service. You understand that if you are unwilling to authorize the disclosure and sharing of your tax return information with Pathward, you will not be able to obtain a Product or Service, but you may still choose to have your tax return prepared and filed by us for a fee.

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by e-mail at complaints@tigta.treas.gov.