SLP Tax Service - Secure Document Upload

SLP Tax Service - Secure Document Upload
Primary Taxpayer Name

First NameLast Name
Spouse Name

First NameLast Name
Primary Taxpayers Date of Birth

MonthDayYear
Date
Spouse Date of Birth

MonthDayYear
Date
Filing Status
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Primary Taxpayers Email
Spouse Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Driver's License/State ID Number
State Issued In
Issued Date

MonthDayYear
Date
Expiration Date

MonthDayYear
Date
Are you a Business Owner or Self-Employed
Which of the following forms do you have?
What is your Occupation?
What is your Spouse Occupation?
How many Dependents are you Claiming?
Tax Year
Who is your tax preparer?
Upload your tax documents

(W-2s, 1099, Government Issued ID, Prior-year return, Birth Certificate, SS Card, etc.)
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Engagement Agreement & Disclaimer

Please read carefully before signing and submitting your tax documents
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.
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 acknowledge that I have read, understood, and agree to the Engagement Agreement and Disclaimer above.
Taxpayer Electronic Signature
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SLP Tax Service - Secure Document Upload

Engagement Agreement & Disclaimer