• LETTER OF ENGAGEMENT


    WELCOME TO CHASE & CO TAX SOLUTIONS WHERE WE MAKE YOUR MONEY MATTER.
    WE'VE BEEN DEDICATED TO PROVIDING EXPERT TAX SERVICES SINCE 2020.

    Our work is based on data you provide.

    We are not responsible to discover fraud or other irregularities, should any exist.
    We will work to find all the credits and deductions you are legally entitled to.
    YOUR RESPONSIBILITIES

    To provide all the information required for a complete and accurate finished product.
    To provide all of your information needed in a timely manner.
    To retain, with the completed work, all the documents, cancelled checks, and other data that form the basis of income and deductions since you may later have to provide them to a taxing authority.
    To carefully review all work completed by our office before you sign. You have the final responsibility for anything submitted to a taxing authority.
    You are responsible to not commit fraud.
    PENALTIES, EXAMINATIONS AND NOTICES

    The IRS and state taxing authorities impose penalties for certain offenses, including understatement of income, filing after the deadline, underpaying estimated taxes, or under withholding taxes. They can also select any return for examination.

    PRIVACY POLICY

    Tax preparers are bound by professional standards of confidentiality. Therefore, we have always protected your right to privacy. For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law, and as is necessary to properly provide our services to you.

    Types of Nonpublic Personal Information We Collect. We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

    Parties to Whom We Disclose Information. We make available information to our employees and to nonaffiliated third parties who need to know that information to assist us in providing services to you. In all such situations, we require a contractual agreement that includes procedural safeguards that protect the confidential nature of the information being shared.

    Protecting the Confidentiality and Security of Former Client Information. We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

    OUR FEES

    We invoice for time spent, depending on schedules and forms completed and out-of-pocket expenses incurred. Our rates vary depending on the nature of the work performed. We may invoice for partially completed work that is placed on extentsion or remains undone.

    TAX DOCUMENTS

    All clients are provided a copy of their tax documents at the conclusion of their tax preparation, if return is e-filed to the IRS. Tax documents are issued via email or in office only. In order to provide you with a copy of your tax documents, tax return must be e-filed and submitted to the IRS.

    ARBITRATION

    If a dispute arises out of or relates to this contract or engagement letter, or the obligations of the parties therein, and if the dispute cannot be settled through negotiation, the parties agree first to try in good faith to settle the dispute by mediation administered by the American Arbitration Association under its commercial Mediation Rules before resorting to arbitration, litigation, or some other dispute resolution procedure.

    AGREEMENT

    The foregoing is in accordance with my (our) understanding of your engagement to provide tax and financial services and you are hereby advised that each item of revenue or expense can be substanstiated by receipts, cancelled checks, or other documents. This information is true, correct,
    and complete to the best of my (our) knowledge. Further, it is my understanding that these terms will continue to be inforced for the succeeding years of our engagement.

    ***Please note that by signing this form you have fully read and understand everything listed above. You are in full aggrievances with CHASE & CO completing your tax return, and making sure that your return is filed with all of the available deductions given your filing circumstances. Since your tax return is unique to your circumstances, we CANNOT GUARANTEE the outcome of what happens after your return is sent to the IRS. If your return is used to fulfill an offset, this DOES NOT RELIEVE YOU OF YOUR OBLIGATION TO PAY for services provided***

  • Chase & Co Tax Preparation Intake Form

  • Filing Status*
    • Taxpayer Information 
    • Date of Birth*
       - -
      2 digit month, 2 digit day, 4 digit year
    • Format: (000) 000-0000.
    • Are you married?
    • Are you a full-time student?
    • Are you totally and permanently disabled?
    • Are you legally blind?
    • Spouse Information 
    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Format: (000) 000-0000.
    • Are you married?
    • Are they a full-time student?
    • Are they totally and permanently disabled?
    • Are they legally blind?
    • Are they your dependent?
    • Dependents 
    • Enter your dependents here
      Rows
    • Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?
      Rows
    • Does anyone on your tax return have an IP PIN?*
    • Have you ever been disallowed the EITC/AOTC/CTC?
    • Did you live in the United States for the full 12 months of the year?
    • Can anyone else claim the dependents on this return?
    • Does the other parent have a signed Form 8332? (Form giving the non custodial parent permission from the custodial parent to carry the kid(s) on their return.)
    • Are any of the dependents married?
    • Tax Related Questions 
    • Did you or anyone on your return receive the ERC (Employee Retention Credit)? If answered YES, stop here and contact your tax professional.*
    • Employment Status
    • Do you have a business?*
    • Are you contributing to 401k or other pre-tax account?
    • Did you take money from your 401?
    • Does your dependents have tuition expenses?
    • Do you have any expenses for child care?
    • Do you have energy star rated improvements to your home?
    • Do you have documents that shows you paid for property or real estate taxes?
    • Did you sell any stock?
    • Did you pay your vehicle tax?
    • Do you have mortgage interest?
    • Expenses 

    • Please fill-up the information within the current year only.

    • General Expenses
      Rows
    • Are you interested Credit Repair?
    • If yes, would you like the fee to be taken out of your tax refund?
    • Do you give Chase & Co Tax Solutions permission to use your signature from this intake form for the signature on your tax return?
    • Document Upload 
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Acknowledgment & Signature 

    •  

      • I allow Chase & Co Tax Solutions to capture my sensitive data like personal ID, government ID, social security number (SSN), and other information.

      • I have read the terms and conditions of the engagement letter of Chase & Co. Tax Solutions.

      • By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

      We want to express our appreciation for this opportunity to work with you.

       

    • Date Signed*
       - -
      2 digit month, 2 digit day, 4 digit year
    • Date Signed
       - -
      2 digit month, 2 digit day, 4 digit year

  • REFUND SELECTION

  • How do you want your refund? (Check one of the following)
  • Cash Advance Option (Check one of the following)

  • *The loan offered in amounts 25%, 50%, or 75% of your expected tax refund to up to $7,000. Some loans are interest bearing loan, and will have an annual APR. Confirm the interest rate with your preparer.           

     *If you owe the IRS or have a deficit you will not get approved.

  • Direct Deposit Information

  • Account:

  • By signing below, I understand that I have received an explanation of all refund methods and cash advance options available to me and I have selected the option that is the best for me.

     

     

  • Balance Due or Option to Pay Up Front
  • DATE
  • Should be Empty: