Bucket List Consulting LLC
This agreement outlines the understanding between Bucket List Consulting LLC (“Preparer”) and the Client (“You”) regarding the preparation and filing of your tax return(s).
1. Scope of Services
Bucket List Consulting LLC prepares tax returns using information and documentation provided by the client. While our services do not include a formal audit or independent verification of every document, we may request additional information, supporting documentation, or clarification as necessary to meet applicable tax preparation and due-diligence requirements.
Clients are responsible for providing complete, accurate, and truthful information. Bucket List Consulting LLC reserves the right to delay or decline preparation or filing when required information is missing, inconsistent, or cannot be reasonably resolved.
2. Client Responsibilities
You agree that:
All information and documents you provide are true, complete, and accurate.
You will supply all requested documents needed to legally prepare your return.
Incomplete, inaccurate, or missing information may delay filing or affect your tax outcome.
You are responsible for reviewing your completed return before it is filed.
3. Disclaimer
Bucket List Consulting LLC prepares tax returns based on information and documentation provided by the client, along with any additional information obtained through our review and applicable due-diligence procedures.
Clients are responsible for providing accurate, complete, and truthful information. Errors, omissions, or inaccurate information supplied by the client may result in additional taxes, penalties, interest, or processing delays.
Bucket List Consulting LLC remains responsible for meeting its applicable legal and professional obligations as a paid tax return preparer.
Refund amounts and tax liabilities are subject to applicable tax laws and review or adjustment by the IRS and state tax agencies.
4. Fees & Payment
You agree to pay the applicable fees for services provided.
If you choose pay-from-refund, you authorize fees to be deducted from your refund by the bank product provider.
If your refund is delayed or your return is rejected, you are still responsible for paying all preparation fees.
Fees are earned when services are completed.
5. No Guarantee
Bucket List Consulting LLC does not guarantee refunds, advances, or processing times. Final determinations are made by the IRS and/or state agencies.
6. Authorization to File
You authorize Bucket List Consulting LLC to prepare your tax return using the information and documentation you provide.
Before electronic filing, you will have the opportunity to review your completed return and must sign all required electronic filing authorization forms, including IRS Form 8879 when applicable.
Submitting this intake form or signing this engagement agreement does not, by itself, authorize electronic transmission of your completed tax return.
7. Privacy & Confidentiality
Bucket List Consulting LLC takes the privacy and security of client information seriously.
Personal, financial, and tax information will be used and disclosed only as permitted or required by applicable law, including for authorized tax preparation and filing purposes.
We maintain safeguards designed to protect client information against unauthorized access or disclosure.
Any use or disclosure of tax return information requiring separate client consent will be handled through the appropriate authorization process.
8. Acknowledgment
By signing below, you confirm that you have read, understand, and agree to this Engagement Agreement and the Fee Agreement.