• How did you hear about us ?*
  • Type of Client*
  • Who is the tax preparer your currently working with to file your tax return? Please list their first and last name*
  • Are you up to date with all of your tax filings ?*
  • Did you file a 2024 tax return?*
  • Are you interested in a cash advance loan up to $9500. (Loans are approved or denied by the tax bank. Tax preparer has no control over approval amounts or denials)*
    • Tax Payer Information 
    • Format: (000) 000-0000.
    • Tax Payer's Date of Birth*
       - -
      2 digit month, 2 digit day, 4 digit year
    • Spouse's Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Format: (000) 000-0000.
    • Address 
    • Due Diligence Questions 
    • Did you and your spouse live apart during the year?*
    • If you own your home, have you received form 1098 from your mortgage lender
    • Are you Self-Employed*
    • Did you pay over half the expenses of maintaining your residence for the entire year?*
    • Did you support a child or family member for more than 6 months out of the year?*
    • If yes, did you live together at any time after June 30, 2025*
    • Have you ever been denied the Earned Tax Credit (EITC)?
    • Are you on any Government Assistance ?
    • Can someone else claim you as a dependent?
    • What is your marital status as of December ?*
    • Dependent Information 
    • Has anyone claimed the dependents in the last three years. If so list the taxpayers name and relationship to the dependent.
    • Dependent #1 Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Dependent #2 Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Dependent #3's Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Are there any dependents in daycare? If yes, please upload the form you received from your daycare provider.
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    • Banking Information 
    • Which type of account would you like your refund deposited into?
    • Health Insurance Number 
    • Did you have health insurance in 2025 ?
    • Did you have health insurance for the entire year?
    • Was your insurance through Medicaid?
    • Did your dependents have health insurance for the entire year?
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    • College Credits 
    • Were you or any of your dependents in college in 2025 ?
    • Did you or your spouse make payments on your student loans in 2025 ?
    • Do you have a 1098-T Form for either you or your dependents?
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    • Virtual Currency 
    • Did you trade any Virtual Currency
    • Misc Services 
    • Do you currently owe any debt to any federal agencies such as student loans, city tickets, child support, food stamps etc ?
    • Has the IRS ever denied you from claiming a tax credit before ?
    • Did you receive any unemployment benefits in 2025 ?
    • Have you ever been audited by the IRS before ?
    • Do you have an IRS ID.ME account ?
    • IRS identity PIN information  
    • Were you issued an Identity Pin from the IRS ?
    • Document to be uploaded (please upload all required documents) 
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    • Disclosure Agreement 


    • 1. Scope of Engagement

      We will prepare your federal and/or state income tax returns based solely on the information you provide. We do not audit or verify the information provided and rely on your representations that all information is accurate and complete.


      Upon completion, original tax documents will be returned to you. We may retain scanned copies for up to three (3) years. You are responsible for maintaining all tax documents, receipts, and records used to prepare your return for at least five (5) years, as required by tax authorities.

      2. Limitations of Services

      Our services do not include detecting errors, fraud, or irregularities within the information you provide. We will apply professional judgment where tax law is unclear, taking reasonable positions in your favor unless otherwise instructed.


      Unless agreed upon in writing, this engagement does not include:

       
      Payroll tax filing
      Sales tax or excise tax filing
      Property tax matters
      Business licensing or compliance
      Bookkeeping or accounting
      HR, retirement plan, or ACA compliance
      IRS or state audit representation
      Amended returns not caused by our error

       
      We are not responsible for issues arising from information not provided prior to filing.

       

      3. Fees, Billing & Payment

      Fees are based on the forms required, time spent, research needed, and complexity of your return.


      Payment is required before any tax returns, documents, or e-file submissions are released.

       
      We do not file your return without:

       
      Full payment
      Signed e-file authorization forms (Form 8879 or state equivalent)

       
      Refund transfers or refund advances may include third-party bank fees, which are not controlled by New Life Financial Resolutions.

       
      If collection action is needed, you agree to reimburse legal or collection costs.


      If you terminate services before completion, you agree to pay for time spent, consultations provided, and any partial work completed.

       

      4. Refund Responsibility

      New Life Financial Resolutions has no control over IRS or state processing times, refund release dates, holds, reviews, or audit selection.

       
      We do not guarantee refund amounts or the timing of refund issuance.

       

      5. Client Responsibilities

      You agree to:

       
      Provide accurate, truthful, and complete information
      Disclose all income sources (including gig work, cash, crypto, settlements, and self-employment)
      Provide supporting documentation for deductions and credits
      Review your return before signing
      Notify us immediately if IRS or state correspondence is received
      Respond promptly to requests for information

       
      You accept full responsibility for the accuracy of the information provided

       

      6. Communications

      You authorize New Life Financial Resolutions to communicate with you electronically via email, text message, or secure portals. Electronic communication may carry some risk of interception.

       
      You agree to keep your contact information current.

       

      7. Review & E-File Authorization


      Once your return is complete and payment is made, we will provide:

       
      A copy of your tax return
      E-file signature authorization forms
      Any payment vouchers or instructions

       
      You must review your return carefully.

      We cannot submit your return without your signed authorization forms.


      If your return cannot be e-filed, we will provide paper copies for mailing.

       

      8. IRS/State Notices & Correspondence

       If you receive correspondence regarding a return we prepared:

       
      Your tax preparation fee includes up to 120 minutes of correspondence review.
      Additional time is billed at $150 per hour.
      A $50 handling fee applies unless the issue was caused by our office.

       
      You may discontinue correspondence assistance at any time by providing written notice.

       

      9. Audit & Examination Representation (Updated Fee)

       

       Audit or examination representation is not included in tax preparation fees.

       
      Representation requires a separate engagement unless you elect Audit Maintenance Protection for $92.00 at the time of filing.

      Audit Maintenance Protection ($92.00) Includes:

      Representation for IRS or state audits related to the current tax year
      Responses to tax notices for covered matters
      Communication with tax authorities on your behalf

       Audit Maintenance Protection Does NOT Cover:

      Amended returns due to missing or incorrect information you did not disclose
      Audits caused by fraudulent or knowingly inaccurate information
      Identity theft issues
      Prior-year audits
      Business audits unless separately included
      IRS or state penalties, interest, or fees

       

      10. Privacy & Confidentiality

       

      New Life Financial Resolutions will not sell or disclose your information except as required by law. We may use your contact information for client communications, reminders, or appreciation messages.

       

      11. Identity Verification

       

      To prevent identity theft and comply with IRS regulations, we may request:


      Government-issued identification
      Social Security cards
      Birth certificates
      Residency documents for dependents
      Immigration or visa documents


      We may decline services if identity cannot be verified.

       

      12. Bank Products & Refund Advances

       

      Refund advances or refund transfers are processed by third-party banks.

       
      Approval is not guaranteed
      Funding depends on bank processes and IRS acceptance
      Bank and service bureau fees may apply

       
      New Life Financial Resolutions does not guarantee approval or funding timelines.

       

      13. Termination of Engagement

       

      Either party may terminate the engagement at any time.

      All fees for work performed prior to termination remain due.

       

      14. Agreement

       

      By signing below and providing your tax information, you acknowledge that you:


      Understand and agree to all terms in this engagement letter
      Accept your responsibilities as outlined
      Authorize New Life Financial Resolutions to prepare your tax return(s)
      Understand that no return is filed without full payment and signed authorization


      Thank you for trusting New Life Financial Resolutions.

      We look forward to serving you with professionalism, accuracy, and integrity.

    • Tax Payer's Signature (Required) 
    • Date
       - -
      2 digit month, 2 digit day, 4 digit year
    • Need to ask a Question? 
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