Client Tax Questionnaire

IMPORTANT: AFTER THE COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM, IT MUST BE CLICKED THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO THE OFFICE. IT SHOULD BE NOTED THAT AFTER CLICKING THE SUBMIT BUTTON, THE CONFIRMATION EMAIL WILL BE SENT. 

 

Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid state issued photo identification card during your engagement.

I hereby state that all information provided above is true and accurate to the best of my knowledge. I authorize Pretty Profits LLC to prepare my tax return based on the information I have supplied. I understand that I am financially responsible for any outstanding balance due as a result of false, incomplete, or inaccurate information provided.

 

If there is a balance due, I understand that the tax preparation fee must be paid upfront. If, for any reason, an entity offsets or seizes my entire refund, I am still responsible for paying the tax preparation fee for services rendered. If tax preparation fees are not paid, I understand that Pretty Profits LLC reserves the right to take legal action to collect the unpaid fees.

 

Amendments:

If an amended return must be filed due to reasons not caused by the tax preparer, an upfront fee of $250.00 is required.

 

Copies of Returns:

Pretty Profits LLC will email one copy of my tax return once it is in “accepted” status with the Internal Revenue Service and the applicable state agency. Any additional copies requested after the first copy will incur a $20.00 fee per copy.

 

Fees:

All fees, including bank and service fees, are disclosed within the tax return and are non-refundable and non-negotiable.

 

Refund Tracking:

For federal refund tracking, please visit:

👉 https://www.irs.gov/wheres-my-refund

 

For state refund tracking, please visit your state Department of Revenue website:

👉 https://www.taxadmin.org/state-tax-agencies

 

Do not combine federal and state refund amounts when tracking. Federal refunds are tracked separately from state refunds.

 

Please allow up to 8 weeks from the date of submission before contacting the IRS regarding refund status.

 

IRS Contact: 1-800-829-1040

Customer Support Email: prettyprofitsllc@email.com

 

To check your federal refund status, visit the link below. You will need your filing status, Social Security number, and the total refund amount before fees:

👉 https://www.irs.gov/wheres-my-refund

Federal law requires that this consent form be provided to you. Unless authorized by law, Pretty Profits LLC may not use your tax return information for purposes other than the preparation and filing of your tax return without your consent. Federal law also prohibits the disclosure of your personal or financial information to third parties without your explicit permission.

 

Accordingly, Pretty Profits LLC will never disclose your tax return information to any third party unless you specifically request such disclosure and provide written authorization identifying the individual(s) or entity to whom the information may be disclosed. Any such authorization must be made on a separate written consent form.

 

The purpose of this consent form is solely to satisfy federal requirements so that Pretty Profits LLC may communicate with you directly. This includes, but is not limited to:

 

-Speaking with you by phone
-Sending emails and electronic correspondence
-Mailing documents or notices
-Sending newsletters, reminders, holiday or occasional greetings
-Providing deadline reminders and general tax-related notifications

 

 

You are not required to complete or sign this consent form. If services are conditioned upon your consent, such consent will be considered invalid under federal law.

 

Your consent is valid for the duration you specify. If no duration is specified, your consent will remain valid for three (3) years from the date you sign this form.

 

 

 

 

 

 

AUTHORIZED USE OF TAX RETURN INFORMATION

 

 

 

The undersigned hereby consents to the use of tax return information by Pretty Profits LLC, its owner, employees, and staff, for the following purposes:

 -Responding to direct questions, inquiries, or requests you make regarding your tax return, tax situation, or related issues
Providing copies of documents, figures, numbers, or other tax-related information at your request

-Connecting you, upon your direct request, with another professional outside this firm for information beyond the firm’s scope of expertise

-Notifying you of important tax law changes

-Informing you of changes that may impact our engagement, including updates to the firm’s website, email address, physical location, or other contact information

-Other reasonable business purposes, including appointment reminders, holiday mailings, birthday greetings, and informational communications

 
Tax return information may not be disclosed or used by Pretty Profits LLC, its owner, employees, or staff for any purpose not expressly permitted by this consent.

 

 

QUESTIONS OR CONCERNS

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:

 
Internal Revenue Service
📞 1-800-829-1040
Pretty Profits LLC
📞 231-855-7020
📧 prettyprofitsllc@email.com 

 

At Pretty Profits LLC, we truly value the relationships we build with our clients and are committed to providing you with the highest level of service. Please note that we are providing a tax preparation service, not a guaranteed refund.

 
As a taxpayer, you may choose to pay your tax preparation fees using one of the following methods:

-Cash
-Zelle, Cash App, Apple Pay
-Deduction directly from your tax refund*

 
If you choose to have your tax preparation fees deducted from your refund and, for any reason, your refund is delayed, reduced, or intercepted, you are still fully responsible for payment of the tax preparation fees.

 
By signing your tax return, you agree to pay all preparation fees regardless of whether or not your refund is received. In the event your refund is intercepted or does not issue, you must contact Pretty Profits LLC immediately to make payment or arrange a payment plan.

 

If no payment or payment arrangement is made within ninety (90) days from the date your refund was originally scheduled to be received, your account may be sent to collections.

 

We sincerely hope this step is never necessary. Please keep open communication with us — we are always willing to work with you to find a solution.