2025-2026 Tax Client Intake Form

CLIENT ENGAGEMENT LETTER

Welcome to Riches &Co. Financial Services!!!!!! 

Since 2022, we’ve been committed to delivering expert tax services with professionalism and care. Our mission is to make the tax process simple and stress-free for both individuals and businesses, ensuring you receive maximum benefits and peace of mind.

With a knowledgeable team dedicated to integrity and personalized service, we guide you through the complexities of tax laws with clarity and confidence.

OUR RESPONSIBILITIES

Our work (whether consultation, tax return preparation, tax planning or related products are based on the data you provide.

We may ask for clarification of your data or additional information.
We are not responsible for discovering 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 tax return.
To provide all 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 for NOT committing 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 (if you would like more information, please contact us). 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 during 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 the 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 the 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 extension or remains undone.

TAX DOCUMENTS

All clients are provided with 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 only. In order to provide you with a copy of your tax documents, tax return must be e-filed and submitted to the IRS. Any additional copies of your e-filed tax documents are $75 per year AFTER the first send off.

PLEASE keep up with your documents. 

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 substantiated 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 informed 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 in agreeance with RICHES &CO. FINANCIAL SERVICES 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***

Important Filing Information 📌

Please note that we (you and I) will be on a Zoom call while I complete your tax return. This is required for IRS compliance and accuracy. I kindly ask that you have your camera on so we can see one another during the session.

At the end of this form, you’ll have the option to select a time to file your tax return. Please choose a time that best fits your availability, as I will follow the schedule you select.

Thank you for helping us make your tax filing experience smooth, accurate, and personalized!

• I confirmed that all information I entered here is accurate and true.

• I allow this company to capture my sensitive data like personal ID, government ID, and other information.

• I have read the terms and conditions and privacy policy. 
  
  By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return. 
  
  
• I hereby authorize the use of this IDENTIFICATION and signature below to electronically file my federal tax return and according to IRS publication 1345.