By submitting this intake form, I (“the Taxpayer”) acknowledge, understand, and agree to the following:
Authorization to Prepare Tax Returns
I authorize Major Bizness Consulting Services, LLC (“the Firm”) to prepare my federal, state, and/or local tax returns for the 2025 tax year (filed in 2026) based on the information and documentation I provide. This authorization includes any necessary schedules, forms, and electronic filing submissions.
Accuracy of Information
I certify that all information, statements, and documents I have provided are true, correct, and complete to the best of my knowledge. I understand that I am ultimately responsible for the accuracy of my tax return, even if it is prepared by a tax professional.
I agree to promptly notify the Firm if I discover any errors, omissions, or changes to my tax information before my return is filed.
Client Responsibility
I understand that:
The Firm relies solely on the information I provide and does not audit or independently verify that information.
I am responsible for maintaining records and documentation to support income, deductions, credits, and other items reported on my tax return.
Failure to provide complete or accurate information may result in delays, amended returns, penalties, interest, or audits.
Electronic Filing Authorization
I authorize Major Bizness Consulting Services, LLC to electronically file my tax return(s) once I have reviewed and approved the final version. I understand that no return will be electronically filed without my consent.
Use and Disclosure of Information
I authorize the Firm to use my personal and financial information solely for the purpose of preparing and filing my tax returns and providing related tax services. My information will be kept confidential in accordance with applicable federal and state privacy laws and IRS regulations.
Information may be disclosed only as required by law, IRS inquiry, or with my explicit permission.
No Legal or Investment Advice
I understand that tax preparation services provided by the Firm do not constitute legal or investment advice. Any tax planning or advisory services outside standard tax preparation may require a separate agreement.
Fees and Services
I understand that tax preparation fees are based on the complexity of my return and the information provided. Additional forms, corrections, or post-filing services may result in additional fees.
Acknowledgment
By submitting this form and/or signing electronically, I acknowledge that I have read, understood, and agreed to the terms above and that this consent applies to services provided by Major Bizness Consulting Services, LLC.