Engagement & Consent Agreement

Unique Tax Solutions & More - Engagement & Consent Agreement
Full Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Engagement: I engage Unique Tax Solutions & More to prepare my federal and state tax returns. I understand it is my responsibility to provide complete, accurate information and documents in a timely manner, and that fees are based on the complexity of my return.
Consent to Use and Disclose Tax Return Information: I consent to the use of my tax return information by Unique Tax Solutions & More for the purpose of preparing my tax returns, and to the disclosure of my tax return information as required to file my returns electronically and communicate with tax authorities on my behalf.
Service Agreement: I understand and agree that a $75 service fee applies if I cancel after tax preparation work has begun or if I switch to another tax preparer after engaging Unique Tax Solutions & More.
Client Signature
Should be Empty:

Unique Tax Solutions & More - Engagement & Consent Agreement