Securable Services Engagement Sheet and Taxpayer Intake Sheet

1

Dear Tax Client:

Thank you for selecting Securable Services Inc. to assist you with your tax matters. This letter confirms the terms of our professional engagement and outlines the scope and nature of the services we will provide.

Scope of Services

We will prepare your federal, state, and local income tax returns for the tax year(s) you have requested, based on information you provide. While we may request clarification on certain items, we will not audit, verify, or independently authenticate the data you submit. We will provide questionnaires and worksheets as needed to assist you in gathering the required information. Any accounting or bookkeeping services rendered will be limited to those necessary for the preparation of your tax returns.

Client Responsibilities

You are responsible for providing complete, accurate, and timely information required for the preparation of your returns. You should retain all supporting documentation, including receipts, invoices, canceled checks, and other records that substantiate your reported income and deductions, as these may be necessary to demonstrate the accuracy and completeness of your returns to taxing authorities. As the taxpayer, you remain ultimately responsible for the content of your returns and should carefully review them before signing.

Professional Standards and Limitations

Our engagement does not include procedures designed to detect fraud, defalcations, or other irregularities. We will apply our professional judgment when addressing unclear areas of tax law or resolving conflicts between various interpretations. Please be aware that tax law imposes penalties for the understatement of tax liability. For detailed information regarding penalties, please visit www.irs.gov.

Audit and Representation

Your returns may be selected for examination by taxing authorities. Should this occur, any proposed adjustments are subject to your right to appeal. We will be available to discuss representative options with you separately should such a situation arise.

Records Retention

We will retain copies of your records and our work papers for a period of five years from the completion of services. After three years, these materials will be destroyed in accordance with our document retention policy.

Acknowledgment

Please sign to confirm that you understand and accept these engagement terms. We appreciate the confidence you have in Securable Services Inc. and look forward to serving you.

Sincerely,

Rashanna Marbury
CEO & Founder
Securable Services Inc.

2

Signature* This field is required.Please sign your name agreeing to terms and conditions of engagement sheet.

3

TAXPAYER NAME* This field is required.Taxpayer Name as shown on social security card

First Name

Last Name

4

Taxpayer Date of Birth* This field is required.Enter 4 digits year, 2-digit month, and 2-digit day

Date

5

Taxpayer's Social Security Number* This field is required.Enter Taxpayer's social security Number

Please enter social security number

6

Upload Taxpayer Social Security Card* This field is required.Upload Taxpayers Social Security Card

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

7

Upload Taxpayer ID* This field is required.Upload Taxpayers ID

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

Please upload Taxpayers Driver's License or State ID, Taxpayer's Social Security Cards, Dependent's Social Security Cards, Spouse Social Security Cards, W2 forms and any other forms

8

Address* This field is required.Taxpayer's Address

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Country

9

Taxpayer Phone Number* This field is required.Taxpayer's phone number

Please enter a valid phone number.

10

Email* This field is required.Taxpayer's email address

example@example.com

11

What is your Marital Status?* This field is required.Check one box

Single

Married filing jointly

Married filing separately

Head of household

Qualifying surviving spouse

12

Can taxpayer be claimed as a dependent on someone else's taxes?* This field is required.Choose one of the following

YESNO

13

Did someone claim you (taxpayer) this year?* This field is required.Choose one of the following

YESNO

14

Name of Spouse: If married filing jointly or separatelySpouse Name (as on social security card)

First Name

Last Name

15

Spouse Social Security NumberEnter Spouse Social Security Number

Please enter social security number

16

Upload Spouse Social Security CardUpload Spouse Social Security Card

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

17

Upload Spouse IDUpload Spouse ID

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

18

Spouse Date of birthEnter Spouse Date of Birth

19

Spouse Phone NumberSpouse Phone Number

Please enter a valid phone number.

20

Do you have any dependents you plan to claim?* This field is required.

Yes

No

21

How many dependents do you have?

1

2

3

22

Name of Dependent 1Enter Dependent 1 name as shown on social security card.

First Name

Last Name

23

Dependent 1 Date of BirthEnter Dependent 1 Date of Birth

24

Dependent 1 Social Security NumberEnter Dependent 1 Social Security Number.

25

Dependent 1 Relationship to TaxpayerDependent Relationship to Taxpayer (son, daughter, sister, brother, niece, nephew, stepchild, half-brother, half-sister, stepbrother, stepsister, foster child, grandchild, grandparent, parent, aunt, uncle, or other)

26

Number of Months Dependent 1 lived with taxpayer.Dependent has to live with taxpayer for at least 7 months.

27

Upload Dependent 1 Social Security CardUpload Dependent 1 Social Security Card

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

28

Was Dependent 1 enrolled as a full-time or part-time student at an eligible college or post-secondary institution during the tax year?

Yes

No

29

Is Dependent 1 totally and permanently disabled?

Yes

No

30

Has the IRS issued Dependent 1 an Identity Protection PIN?

Yes

No

31

Identity Protection PIN for Dependent 1

32

Did Dependent 1 provide more than half of their own financial support during the year?

Yes

No

33

Was Dependent 1's own income under the IRS threshold for the year?

Yes

No

34

Did you, the taxpayer, provide more than half of Dependent 1's financial support during the year?

Yes

No

35

Did you, the taxpayer, pay more than half the cost of maintaining the home Dependent 1 lived in?

Yes

No

36

Name of Dependent 2Enter Dependent 2 name as shown on social security card.

First Name

Last Name

37

Dependent 2 Date of BirthEnter Dependent 2 Date of Birth

38

Dependent 2 Social Security NumberEnter Dependent 2 Social Security Number

39

Upload Dependent 2 Social Security CardUpload Dependent 2 Social Security Card

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

40

Dependent 2 Relationship to TaxpayerDependent Relationship to Taxpayer (son, daughter, sister, brother, niece, nephew, stepchild, half-brother, half-sister, stepbrother, stepsister, foster child, grandchild, grandparent, parent, aunt, uncle, or other)

41

Number of Months Dependent 2 lived with taxpayer.Dependent has to live with taxpayer for at least 7 months.

42

Was Dependent 2 enrolled as a full-time or part-time student at an eligible college or post-secondary institution during the tax year?

Yes

No

43

Is Dependent 2 totally and permanently disabled?

Yes

No

44

Has the IRS issued Dependent 2 an Identity Protection PIN?

Yes

No

45

Identity Protection PIN for Dependent 2

46

Did Dependent 2 provide more than half of their own financial support during the year?

Yes

No

47

Was Dependent 2's own income under the IRS threshold for the year?

Yes

No

48

Did you, the taxpayer, provide more than half of Dependent 2's financial support during the year?

Yes

No

49

Did you, the taxpayer, pay more than half the cost of maintaining the home Dependent 2 lived in?

Yes

No

50

Name of Dependent 3Enter Dependent 1 name as shown on social security card.

First Name

Last Name

51

Dependent 3 Date of BirthEnter Dependent 3 Date of Birth

52

Dependent 3 Social Security NumberEnter Dependent 3 Social Security Number

53

Upload Dependent 3 Social Security CardUpload Dependent 3 Social Security Card

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

54

Dependent 3 Relationship to TaxpayerDependent Relationship to Taxpayer (son, daughter, sister, brother, niece, nephew, stepchild, half-brother, half-sister, stepbrother, stepsister, foster child, grandchild, grandparent, parent, aunt, uncle, or other)

55

Number of Months Dependent 3 lived with taxpayer.Dependent has to live with taxpayer for at least 7 months.

56

Was Dependent 3 enrolled as a full-time or part-time student at an eligible college or post-secondary institution during the tax year?

Yes

No

57

Is Dependent 3 totally and permanently disabled?

Yes

No

58

Has the IRS issued Dependent 3 an Identity Protection PIN?

Yes

No

59

Identity Protection PIN for Dependent 3

60

Did Dependent 3 provide more than half of their own financial support during the year?

Yes

No

61

Was Dependent 3's own income under the IRS threshold for the year?

Yes

No

62

Did you, the taxpayer, provide more than half of Dependent 3's financial support during the year?

Yes

No

63

Did you, the taxpayer, pay more than half the cost of maintaining the home Dependent 3 lived in?

Yes

No

64

Are any of your dependents currently enrolled as full-time or part-time students at an eligible educational institution (college)?Please select one

YESNO

65

Upload 1098 TUpload 1098 T

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

66

Did you or any member of your household obtain health insurance coverage through the Health Insurance Marketplace (Healthcare.gov or a state exchange) during the tax year?Please select one.

YESNO

67

File Upload 1095 A Health Insurance Marketplace Statement

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

68

Direct Deposit of Refunds* This field is required.Bank information to send tax refund.

Bank Name

Routing Number

Account Number

Checking or Savings

69

Have you previously been audited by the IRS or had your Earned Income Tax Credit (EITC) disallowed or reduced in any prior tax year?* This field is required.Please Select one

YESNO

70

If you have been audited or had your Earned Income Tax Credit disallowed in a prior tax year, please provide the following information: * This field is required.Explain why you was audited or disallowed EITC

71

Has the IRS issued you an Identity Protection PIN (IP PIN) for tax filing purposes?* This field is required.Please select one.

YESNO

72

If yes, please provide your six-digit IP PIN:* This field is required.Enter the PIN that the IRS has given you.

73

Did you receive unemployment compensation benefits during the tax year?* This field is required.Please select one.

YESNO

74

Do you currently have any outstanding obligations to government agencies, including owe back taxes?* This field is required.Please select one.

YESNO

75

If yes, please specify the agency/entity and the nature of the obligation including but not limited to: * This field is required.Who you owe and why?

76

Is there any additional information, circumstances, or documentation you believe would be relevant to the accurate preparation of your tax return? This may include life changes, significant transactions, or other matters not covered above.* This field is required.Please select one.

YESNO

78

Upload income tax document 1* This field is required.Upload w2 form

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

79

Upload income tax document 2Upload 2nd W2 form

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

80

Upload income tax document 3Upload 3rd W2 form

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

81

Upload income tax document 4Upload 3rd W2 form

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

82

Upload income tax document 5Upload 3rd W2 form

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

83

Taxpayer's Signature* This field is required.Please provide your signature

84

Spouse's SignaturePlease allow your spouse to signature

85

Date* This field is required.Enter Today's Date

Date