Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution. You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature. Purpose and recipients: If you consent, KW TAX PROS LLC (your tax return preparer) will disclose your tax return information to the bank product provider and its partner bank (such as Santa Barbara Tax Products Group or Refund Advantage) and to KW Tax Pro software (provided by TaxSlayer), for the purpose of processing a refund transfer and, if you request one, a refund advance. Information disclosed: your name, Social Security or taxpayer identification number, address and contact information, filing status, the expected refund amount, tax preparation and product fees, the bank account information you provide, and any other information from your tax return needed to process these products. Duration: This consent is valid for one year from the date you sign this form. 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 the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by email at complaints@tigta.treas.gov.

Thank you for choosing KW TAX PROS LLC for your tax preparation needs. This engagement letter outlines the terms and conditions of our professional relationship for the preparation of your tax return. Please review this letter carefully and feel free to contact me with any questions or concerns.

1. Services Provided:

I will prepare your federal and state income tax returns based on the information you provide. My services include:

Accurate and timely preparation of your tax return.
Identification of deductions, credits, and other applicable tax-saving strategies.
Electronic filing of your tax return with the IRS and state authorities.

2. Client Responsibilities:

To ensure accurate and timely preparation, you agree to:

Provide complete and accurate information for the tax year in question.
Respond promptly to any requests for additional documentation or clarification.
Review your completed tax return before submission to verify accuracy.
I rely on the information and documents you provide. As required by IRS due diligence rules, I may ask follow-up questions and request documents to support items on your return, such as dependents, filing status, credits, and business income or expenses. If information appears incorrect, inconsistent, or incomplete and cannot be supported, I may decline to claim the item or to prepare the return.

3. Fees and Payment Terms

The fee for services ranges from $200 to $1,500, depending on the complexity of your return. Once your tax return is completed, you will be invoiced for the preparation fee. Although, this fee is not due upfront. All fees should be paid no later than 4/15 of each year.

Please note that this fee is due regardless of the status of your refund.

4. IRS Refund Offsets

I will prepare an accurate return based on the information you provide and the law. Please be aware that the IRS may offset (reduce or withhold) your refund to pay any outstanding federal or state debts (e.g., back taxes, student loans, child support, etc.). In the event of an IRS offset, the full tax preparation fee remains due and payable.

5. Payment and ACH Authorization

After the invoice is sent, you will have 15 days to make payment in full. Should payment not be received within this period, I will initiate an automatic ACH draft from the bank account you have provided. By signing this engagement letter, you authorize KW TAX PROS LLC to process the ACH payment for the amount invoiced.

6. Confidentiality

Your privacy is of utmost importance to me. I will not disclose any personal or financial information to third parties without your express consent, except as required by law.

7. Limitation of Liability

While I strive for accuracy in every return prepared, I am not responsible for any errors or omissions resulting from incomplete or inaccurate information provided by you. Additionally, I am not liable for any penalties, interest, or additional taxes assessed due to delays caused by the IRS or state authorities.

8. Termination of Services

Either party may terminate this agreement at any time with written notice. In the event of termination, you will be responsible for payment for services rendered up to the point of termination.

9. Acknowledgment and Agreement

By signing this engagement letter, you agree to the terms outlined above, including the payment of the preparation fee in the event of an IRS offset and the authorization of ACH payments for any outstanding balances.

Please sign and return this letter to indicate your acceptance of these terms.

Thank you for choosing KW TAX PROS for your tax preparation needs. I look forward to assisting you.

I acknowledge that all information provided to KW TAX PROS is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information provided. Furthermore, I understand that knowingly providing false information for my tax return is a crime that can result in penalties, court dates, restitution, and possible imprisonment. I understand that KW TAX PROS and my preparer are not responsible for errors caused by false, incorrect, or incomplete information I provide. By signing below, I authorize KW TAX PROS to file my tax return.