Tax Service Terms and Agreement for 2024-2025

NEW 2026 IMPORTANT:

NOTE: This form is required for all potentional and returning tax clients for 2025 tax years. This form is best viewed using your smartphone with landscape option (tilt your phone on it's side) or on your laptop.

All confidential information will be uploaded using our secure portal. If your application is accepted, engagement letter will be required to assure you understand your committment to provide all documents needed to complete your tax return on time.

Filing Deadline:

1040 Individual Tax Returns are due April 15th
1120S or 1065 (S Corporate or Partnership) Tax Returns are due March 15th

Completing all document request deadline:

1040 Individual Returns are due no later than April 1st
11120S or 1065 Returns are due no later than February 15th

You are responsible for filing your own extensions or we will file extensions for a fee $99 no later than 3/1/2026 or 4/1/2026

Price Changes:

After the tax deadlines our tax preparation fees will increase for all new and returning clients.

Please indicate below that you have read and agree to our NEW Terms for 2026 Tax Return Filing.*

Yes, I read and understandYes, I read but do not understandNo, I did not read and may decline getting my taxes done this year. (For Potential Clients Only)

Enter Today's Date*

Date

Full Name*

PrefixFirst NameLast Name

E-mail*

Birthdate*

Cell Phone Number*

Area CodePhone Number

Last 5 digits of your social security#*

If Married, Spouse Name or filing Married Seperate

First NameLast Name

Spouse E-mail

example@example.com

Spouse Birthdate

Spouse Cell Phone Number

Area CodePhone Number

Last 5 digits of your spouse social security#

Your Current Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Opt in to receive text messages for 402-933-9700 IT Tax and Business Solutions/and or staff 402-320-2295*

Yes, please send text messagesNo, do not send text messages

Our Prices start at $195 and up for Individual tax returns and $390 starting for business returns. Click the box below to indicate which tax return you plan to request filing for?

Individual 1040 starting $195 Additional cost for complex returnsBusiness-1040 Schedule C per business starting at $390 plus additional cost for complex returns. (include 1040 Individual)Business Corporate (Partnership or S Corporation starting at $595 per return) Additional cost for more complex returns

What tax forms will you need to send us to review filing your taxes? Click on the boxes below. We will send you an invitation to log in our secure portal if you are a potential new or returning client for tax return preparation.

	Primary Tax Filer
Social Security Card
State ID
All Income reporting forms (W2,1099MISC, 1099NEC, 1099K, 1099C or other)
Social Security Benefits (SSA 1099)
Investments/Retirement (forms 1099R & other related forms)
Stock Documents
Prior yr tax return (new clients only)
Financial Statements-(Profit & Loss, Cashflow, M.A.K.S. Report)
Business proof- Registration form (SOS)
Business EIN Proof-irs Letter

What tax forms will you need to send us to review filing your taxes? Click on the boxes below. We will send you an invitation to log in our secure portal if you are a potential new or returning client for tax return preparation.

	Spouse
Social Security Card
State ID
All Income reporting forms (W2,1099MISC, 1099NEC, 1099K, 1099C or other)
Social Security Benefits (SSA 1099)
Investments/Retirement (forms 1099R & other related forms)
Stock Documents
Prior yr tax return (new clients only)
Financial Statements-(Profit & Loss, Cashflow, M.A.K.S. Report)
Business proof- Registration form (SOS)
Business EIN Proof-irs Letter

What tax forms will you need to send us to review filing your taxes? Click on the boxes below. We will send you an invitation to log in our secure portal if you are a potential new or returning client for tax return preparation.

	Child or dependent	#2 Additional child or dependent	#3 Additional child or dependent	#4 Additional child or dependent	#5 Additional child or dependent
Social Security Card
State ID
All Income reporting forms (W2,1099MISC, 1099NEC, 1099K, 1099C or other)
Social Security Benefits (SSA 1099)
Investments/Retirement (forms 1099R & other related forms)
Stock Documents
Prior yr tax return (new clients only)
Financial Statements-(Profit & Loss, Cashflow, M.A.K.S. Report)
Business proof- Registration form (SOS)
Business EIN Proof-irs Letter
Child's date of birth

Registered Business Name and Address with Secretary of State

Business Name

Business Address

CityState / Province

Postal / Zip CodeCountry

Type of Business: According to the IRS EIN Approved form:

Single-member LLC classified as a disregarded entity isn't an employee of the LLC and the tax treated in the same manner as a sole proprietorship (File for 1040 Schedule C)LLC elect to be classified as an association taxable as a corporation, could be a paid employee of the LLC (File 1040 Schedule C)S Corporation (File form 1120S)Partnership (File form1065)

Business Start Date:

Date You Started or Plan to Start the Business

Are you authorized to report tax information for this business? If so Enter Your Title or Position

Example: Officer, Manager, Owner, Director, etc.)

Tax Consent and Privacy Policy

Submitting this form is for potential clients and does not commit our firm to provide any services until a consent form is signed by the taxpayer.

"We do not disclose any non-public personal information about our customers or former customers to anyone, except as instructed to do so by such customers, or as required by law. Further exception is made with respect to directory information, limited to [describe directory information, e.g. name, address, and phone number], we may refer this information to an affiliated financial service professional where such referral is thought to be in your interest. Please advise us if instead you would require us to destroy all information, including basic directory information, confidential under any circumstance if service is not provided.

Tax Service Terms and Agreement for 2024-2025

SKIP THIS SECTION IF NO BUSINESS