SLP Tax Service - Secure Document Upload

Business & Self-Employment Records

Clients reporting self-employment or business income are responsible for providing complete and organized records of business income and expenses. Expenses must be categorized by type, such as advertising, fuel, insurance, meals, repairs, supplies, and other applicable business expenses.

Tax preparation fees do not include bookkeeping, receipt sorting, transaction categorization, reconciliation, or cleanup of business records. If records are submitted unorganized, incomplete, or as a combined total that cannot be properly reported on the tax return, SLP Tax Service may require the client to organize and categorize the records before tax preparation can continue. At the client’s request, SLP Tax Service may provide bookkeeping or cleanup services for an additional fee agreed upon before that work begins.

The client remains responsible for the accuracy and completeness of the business records and information provided to SLP Tax Service.

SLP Tax Service agrees to prepare your federal and/or state tax return(s) based solely on the information and documentation you provide.

You are responsible for providing complete, accurate, and truthful information necessary for tax preparation services. Failure to provide accurate information may result in penalties, delays, rejected returns, additional tax liabilities, or loss of refunds.

Additional documentation may be requested to comply with IRS due diligence requirements.

Tax preparation fees are based on the complexity of the return and forms required. Additional fees may apply for self-employment income, rental properties, amendments, prior-year returns, or additional forms.

Your return will NOT be electronically filed until all required signatures and authorizations, including Form 8879 when applicable, have been completed.

SLP Tax Service does not guarantee refund amounts or IRS/state processing times.

Tax preparation services do not include audit representation unless separately agreed upon in writing.

By submitting this form, you consent to receive electronic communications through email, phone, text message, and secure client portals.

Termination of Engagement

SLP Tax Service reserves the right to discontinue tax preparation services when necessary, including when a client fails to provide requested information or documentation, provides incomplete or inaccurate information, fails to cooperate with reasonable requests necessary to prepare an accurate return, fails to pay agreed fees, requests that SLP Tax Service take a position we believe is improper or unsupported, or when continuing the professional relationship is no longer appropriate.

If the engagement is terminated before the tax return is filed, the client will be notified that SLP Tax Service will perform no further work. The client remains responsible for meeting all applicable tax filing and payment deadlines and for obtaining another tax professional if necessary.

Termination of the engagement does not eliminate the client’s responsibility for fees for services already performed or otherwise agreed upon.

IMPORTANT DISCLAIMER:

Submission of this form does not establish a client relationship until services have been reviewed and accepted by SLP Tax Service.

Incomplete, inaccurate, or missing documentation may delay processing or prevent completion of your tax return.

Please upload clear and legible copies of all required documents. Returns will not be completed until all required documentation has been received.

SLP Tax Service is not responsible for penalties, interest, rejected returns, offsets, or delays caused by incomplete, incorrect, or omitted information provided by the taxpayer.

I understand that I am responsible for all tax preparation, filing, administrative, bank-product, refund-transfer, and related service fees agreed to under this Tax Intake Form and Engagement Letter. If I choose to have my tax preparation fees deducted from my anticipated tax refund through a bank-product or refund-transfer program, I understand that approval and successful payment are not guaranteed. If the bank product is denied, rejected, canceled, delayed, unsuccessful, or does not provide sufficient funds to pay the full balance owed, I remain personally responsible for the unpaid fees. By signing this Tax Intake Form and Engagement Letter, I authorize SLP Tax Service and its authorized payment processor to charge the debit card, credit card, or bank account I provided for any remaining tax preparation fees owed under this agreement. This authorization applies only to fees that I approved as part of this signed agreement and does not authorize charges for services I did not request or approve. An unsuccessful bank product, delayed refund, reduced refund, offset, intercepted refund, or change in my expected refund amount does not cancel my responsibility to pay SLP Tax Service for services completed.

Pay $100 Consultation Fee

https://pay.bluevine.com/p/782af2bad6e64019b429f7bd60a59eac

The $100 consultation fee will be applied toward your tax preparation fee if you move forward with SLP Tax Service. If you choose not to move forward, decide to use another preparer, or stop the process after SLP Tax Service has begun reviewing or organizing your tax information, the $100 consultation fee is nonrefundable and will be forfeited. Clients who choose to have their remaining tax preparation fees deducted from their refund may still do so if eligible. The $100 consultation fee is paid upfront and will be credited toward the total tax preparation fee.