TAX CLIENT INTAKE

Dear Client:

Topaz Business Solutions is delighted to provide you with professional tax services for the requested Tax Year. This letter confirms the terms and objectives of our engagement and the nature of the services we will provide, in accordance with the Statements on Standards for Tax Services issued by the Internal Revenue Service.

Scope of Engagement: We will prepare your Federal and, if applicable, home state income tax return(s) for the requested Tax Year based on the information you provide. Additional State income tax return(s) will be prepared upon your identification and authorization. We do not audit or verify the data you submit, but may seek clarification if needed.

Client Responsibilities:

Complete the provided income tax organizer or tax information checklist.
Provide all supporting tax information (e.g., Forms W-2, 1099s, etc.).
Determine state or local tax filing obligations with relevant authorities.
Timeline: We aim to schedule your appointment to complete your tax return within 24-48 hours after receiving all required documents.

Topaz Business Solutions Responsibilities:

All services will be performed at our office located at 2046 W. Park Place Blvd, Suite D, Stone Mountain, GA 30087.
Returns will be prepared based on your filing status. Notify us of any changes.
Business (Schedule C), Rental (Schedule E), and Unreimbursed Employee Business Expenses (Form 2106): You confirm that expenses are supported by necessary records required by the IRS. We will use our judgment to resolve questions in your favor where tax law is unclear, following your preferred position.

Limitations: Our engagement does not include procedures to discover fraud or irregularities. Tax planning services and responding to inquiries by governmental agencies are separate engagements.

Fee Structure: Our fees for tax return preparation are based on the services performed, not on the amount of your tax refund. Whether you owe taxes, receive a refund, or face other financial circumstances, our fees remain consistent with the complexity of the services provided.

Refund Garnishment or Hold by IRS: In the event that the IRS garnishes or holds your tax refund for any reason, please be aware that our preparation fee is independent of your refund status. If your refund is subject to any government agency or creditor with first rights, you remain responsible for the preparation fees.

Due Date for Preparation Fee: The preparation fee is due at the time of service, and no later than April 1st of the tax year for which the return is prepared. It is important to settle this fee promptly to avoid any complications. If, for any reason, the preparation fee is not paid by the specified date, legal action may be taken to recover the outstanding amount.

We understand that unforeseen circumstances may arise, and we are open to discussing alternative arrangements in advance. Communication is key to ensuring a smooth process for all parties involved.

We appreciate the opportunity to serve you. Services will be initiated upon receiving the signed copy of this engagement letter.

By signing below, I acknowledge that I have read, understood, and agree to the terms outlined in this Income Tax Return Engagement Letter provided by Topaz Business Solutions.

Best Regards,
Topaz Business Solutions

TAX PREPARATION INTAKE FORM
YEAR OF TAX PREP *
Name of Preparer*
NEW OR RETURNING CLIENT*

NEWRETURNINGUNSURE
FILING STATUS
Select Filing Status *
FILING STATUS WILL BE ULTIMATELY DETERMINED BY INFORMATION GIVEN AND TAX PREPARERS DISCRETION
Number of Dependents *
TAXPAYER

ENTER IN YOUR INFORMATION
Name*

First NameLast Name
Current Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
DATE OF BIRTH*

MonthDayYear
Date
Social Security Number *
Occupation*
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Upload Driver's License or State Id*

Cancelof
TAXPAYER IP PIN (issued from IRS yearly)
SPOUSE

YOUR SPOUSES INFORMATION, IF LEGALLY MARRIED OR PRESUMED MARRIED BY COMMON LAW STATUTE IN THE STATE YOU RESIDE IN
Name

First NameLast Name
Date Of Birth

MonthDayYear
Date
Social Security Number
Occupation
Phone Number
Please enter a valid phone number.
Email
example@example.com
Spouse's Driver's License or State Id

Cancelof
SPOUSE IP PIN (issued from IRS yearly)

CHILDCARE INFORMATION
CHILDCARE PROVIDER 1 NAME
CHILDCARE PROVIDER 1 SSN OR EIN
AMOUNT PAID FOR CHILDCARE
WHICH CHILD(REN) RECIEVED CHILDCARE?
CHILDCARE PROVIDER ADDRESS

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
ITEMIZED DEDUCTIONS
MEDICAL
OUT OF POCKET MEDICAL EXPENSES
TAXES PAID BY YOU
STATE AND LOCAL TAXES OR GENERAL SALES TAX PAID
STATE AND LOCAL REAL ESTATE TAX
STATE AND LOCAL PERSONAL PROPERTY TAXES
ANY OTHER STATE AND LOCAL TAXES PAID
INTEREST YOU PAID
HOME MORTGAGE INTEREST YOU PAID
GIFTS TO CHARITY
CHARITY 1 NAME AND AMOUNT DONATED
CHARITY 2 NAME AND AMOUNT DONATED
UNEMPLOYMENT
DID YOU RECIEVE ANY UNEMPLOYMENT OR PAY ANY UNEMPLOYMENT OVERPAYMENTS BACK?

YESNOUNSURE

TAX PREPARATION INTAKE FORM

FILING STATUS

TAXPAYER

SPOUSE

DEPENDENTS

CREDITS

CHILDCARE INFORMATION

ITEMIZED DEDUCTIONS

MEDICAL

TAXES PAID BY YOU

INTEREST YOU PAID

GIFTS TO CHARITY

UNEMPLOYMENT

INCOME AND WAGES

Upload Additional Documents

REFUND DISBURSEMENT