• Prolific Tax and Business Solutions Transcript and Amendment Intake Form

    Complete this form to initiate your transcript review and amendment process. Please provide accurate information and required documentation for each tax year under review.

  •  Welcome to Prolific Tax & Business Solutions


    Dear Valued Client,

    Thank you for choosing Prolific Tax & Business Solutions — where we pride ourselves on helping you discover a new era of tax excellence. We are honored to serve as your trusted partner in tax preparation, business development, and financial strategy.

    This engagement letter confirms the professional relationship between you and Prolific Tax & Business Solutions, and outlines the scope of our services.


    About Us

    At Prolific, we don’t just file taxes — we build legacies.

    Our services include:
    • Individual & Business Tax Preparation
    • New Business Formation (LLC, EIN, EFIN, PTIN setup)
    • Bookkeeping & Tax Planning
    • Credit Repair Services
    • Tax Preparer Training & Coaching
    • Consulting & Strategy Sessions
    • Tax Software Sales & Bank Product Setup
    • Business Development Support & Funding Guidance

    Whether you’re a first-time taxpayer, an entrepreneur scaling your business, or a future tax professional — we have a tailored solution for you.


    Complimentary 30-Minute Consultation

    As part of your engagement, we are happy to offer a 30-minute strategy or discovery session to:
    • Review your tax or business goals
    • Discuss compliance or deductions
    • Answer general financial questions
    • Build your customized service plan

    We believe in getting it right from the start. Let’s use this time to align our expertise with your goals.


    Confidentiality & Commitment

    All information shared with us is kept strictly confidential. Our team is committed to upholding the highest standards of integrity, accuracy, and compliance. 

    FEE EARNED UPON COMMENCEMENT OF SERVICES


    Client understands and agrees that the tax preparation fee is fully earned and due once services commence, regardless of whether:
    The tax return is completed
    The tax return is filed
    The Client elects not to proceed with the Firm
    The Client abandons or withdraws from the process
    All fees are non-refundable once professional services have begun.


    PAYMENT METHODS
    Payment for services may be made using one of the following approved methods:

    Zelle
    PayPal
    Venmo
    Payment instructions will be provided upon invoicing. Failure to remit payment timely may result in suspension of services.


    NON-PAYMENT & LEGAL REMEDIES
    Failure to pay fees for services rendered constitutes a breach of this Engagement Agreement. In the event of non-payment, Client acknowledges and agrees that the Firm may pursue all remedies permitted by law, including but not limited to:

    Collection actions
    Civil legal action
    Court judgments
    Wage or payroll garnishment
    Bank account levies
    Federal or state tax refund offsets

    Any other lawful enforcement or garnishment remedies authorized by federal or state law
    Client further agrees that they may be responsible for additional costs, including court costs, attorney’s fees, interest, and collection expenses, as allowed by law.

    I acknowledge and agree that once my tax preparation intake form is started or submitted, the tax preparation fee is due ionce tax return is received and will be collected upon tax return being recived from the IRS. Once tax return is completed and you decide that youwould not like to proceed with filing your tax return with Prolific Tax & Business Solutions, LLC you are still responsible for the tax prep fee. By signing you understand that failure to pay may result in lawful collection and legal action.


    AUTHORIZATION
    By signing this Engagement Letter, Client authorizes Prolific Tax & Business Solutions, LLC to prepare tax return(s) and perform the agreed-upon services described herein.
    By continuing with our services, you acknowledge and agree to this engagement and authorize us to perform the agreed-upon services.


    Thank You

    We truly appreciate the opportunity to serve you. Your success is our mission, and we look forward to growing with you.

    Sincerely,

    Shenita Peterson
    Owner | Prolific Tax & Business Solutions

    Business: 803-613-2726
    Mobile: 334-652-7996
    Email: prolificbusinesssolutions.llc@yahoo.com
    Email: neweraoftaxexcellence@prolifictaxandbusinesssolutions.com
    Linktree: https://linktr.ee/prolifictaxnbusinesssolutions

    “Discover a New Era of Tax Excellence.”

  • Client Identification

  • Date of Birth
     - -
  • Format: (000) 000-0000.
  • Have you moved during any of the years under review?*
  • Reason for review (check all that apply):*
  • Transcript / record types obtained or needed (check all that apply):*
  • How were transcripts requested?*
  • Has the client reviewed all transcripts for completeness and acknowledged that missing or delayed third-party reporting may affect results?*
  • Required Supporting Documents Checklist (check all provided):
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Scope of Review – Prior Five Tax Years

  • To properly evaluate potential amendments, compliance issues, or missed tax benefits, Prolific Tax & Business Solutions will review up to the previous five tax years. Please provide the most accurate information available for each year listed below.
  • Tax Year 1 - Original Return Filed?*
  • Tax Year 1 - Was the Return Previously Amended?*
  • Tax Year 1 - Has an IRS Transcript Been Requested or Obtained?*
  • Tax Year 1 - Does the State Return Also Need Review?*
  • Tax Year 2 - Original Return Filed?*
  • Tax Year 2 - Was the Return Previously Amended?*
  • Tax Year 2 - Has an IRS Transcript Been Requested or Obtained?*
  • Tax Year 2 - Does the State Return Also Need Review?*
  • Tax Year 3 - Original Return Filed?*
  • Tax Year 3 - Was the Return Previously Amended?*
  • Tax Year 3 - Has an IRS Transcript Been Requested or Obtained?*
  • Tax Year 3 - Does the State Return Also Need Review?*
  • Tax Year 4 - Original Return Filed?*
  • Tax Year 4 - Was the Return Previously Amended?*
  • Tax Year 4 - Has an IRS Transcript Been Requested or Obtained?*
  • Tax Year 4 - Does the State Return Also Need Review?*
  • Tax Year 5 - Original Return Filed?*
  • Tax Year 5 - Was the Return Previously Amended?*
  • Tax Year 5 - Has an IRS Transcript Been Requested or Obtained?*
  • Tax Year 5 - Does the State Return Also Need Review?*
  • IRS Notice / Compliance / Statute Review (check all that apply):*

  • Detailed Interview Questions - Filing Status, Household, Dependents

  • Detailed Interview Questions - Income, Payments, Credits, and Deductions

  • Detailed Interview Questions - Business / Schedule C / Self-Employment

  • Detailed Interview Questions - Filing Status, Household, Dependents

  • Detailed Interview Questions - Income, Payments, Credits, and Deductions

  • Detailed Interview Questions - Business / Schedule C / Self-Employment

  • Were any of the years under examination, collection, identity theft review, or subject to payment arrangement?*

  • Fee and Payment Information

  • Select your preferred payment method(s)*
  • Note: Payment information will be provided after your transcript review or during your free consultation.

  • Bank Information (for refund/payment purposes)

  • Format: (000) 000-0000.

  • Thank you for submitting Prolific Tax and Business Solutions , LLC your Transcript and  Amendment Intake Form. We will review your information and contact you with next steps.

  • Date*
     - -
  • Date*
     - -
  • Should be Empty: