Tax Preparation Checklist

Please provide the following documentation:

• All Forms W-2 (wages), 1099-INT (interest), 1099-DIV (dividends), 1099-B (proceeds from broker or barter transactions), 1099-R (pensions and IRA distributions), Schedules K-1 from partnerships, S corporations, estates and trusts, and other income reporting statements, including all copies provided by the payer.

• Form 1095-A (for health insurance purchased through a public exchange), Form 1095-B (for health insurance purchased outside of a public exchange), or Form 1095-C (for employer-provided health insurance coverage).

• If you are a new client, provide copies of last year’s tax returns. (This is REQUIRED)

• The completed Individual Income Tax Organizer. Note: If you choose not to fill out the organizer, you must at least answer the “Yes” or “No” questions under “Questions — All Taxpayers.”

• Copy of the closing statement if you bought or sold real estate.

• Mileage figures for any automobile expenses claimed, including total mileage, commuting mileage, and business mileage.

• Details of estimated tax payments made, if any.
• Income and deductions categorized on a separate sheet for business or rental activities.

• List of itemized deductions categorized on a separate sheet for medical, taxes, interest, charitable, and miscellaneous deductions.

• Copy of all acknowledgment letters received from charitable organizations for contributions made in 2024.

Tax Return Preparation


I will prepare your tax return based on the information you provide. If your return is audited, you will be responsible for verifying the reported items. Please review the return carefully before signing to ensure the information is correct. Unless otherwise stated, the services for preparing your return does not include auditing, review, or any other form of verification or assurance.


Taxpayer Responsibilities


You agree to provide with all income and deductible expense information. If you receive additional information after commenced work on your return, you will contact the office immediately to ensure that your completed tax return(s) contain all relevant information. You affirm that all expenses or other deduction amounts are accurate and that you have all required supporting written records. In some cases, you may be asked to review your documentation. You must be able to provide written records of all items included on your return if audited by either the IRS or state tax authority. You will be provided with guidance on what evidence is acceptable.


Before signing, carefully review the return to ensure the information is correct. Fees must be paid before your tax return is delivered to you or filed on your behalf. If you terminate this engagement before completion, you agree to pay a fee for work completed. A retainer is required for the preparation of late returns.


It is advisable to keep a copy of your tax return and any related tax documents. A fee may be assessed if you request a copy in the future.

On the next page, your signature is to provide acknowledgment of reading, understanding, and accepting your obligations and responsibilities.


For a joint return, both taxpayers must sign.



To be eligible for the Head of Household (HOH), you are required to provide either a lease agreement or a recent utility bill (Electric, Gas or Water bill). It is also required to provide the Social Security card for each dependent and taxpayer, and/or birth certificate.

For all taxpayers: Before signing, please ensure that you submit a copy of your Social Security card and birth certificate.

Consent for Payment

As a client, our relationship is valued. You and I are in the business to provide the best service possible. Please take this reminder that you are being provided a service and not a tax refund. You as a taxpayer have the option to pay your tax preparation fees by: cash, money order, credit card, electronic payment, or directly from your refund.

If you choose to have the tax preparation fees taken from your refund and your taxes are intercepted, YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES! By signing your return, you are agreeing to pay the tax preparation fees regardless of if your refund is released or not. 

Upon our notification of your refund being intercepted, you will recieve an invoice for payment. If payment is not received within 30 days of the invoice then an ACH processing notification or collection attempt will be in affect if no bank account is held by the client. 

NOTE: The Department of Treasury's Financial Management Services (FMS) can offset ANY UNPAID federal or government debt against your refund WITHOUT prior notice.

Most commonly, the offset is taken for: Past due child support, Debts owed to a federal/ state agency, Unemployment debts owed to state, and/or past due federal student loans.

ACH Authorization Form
"I, hereby authorize iDoTaxesRight to initiate electronic debits to my bank account for the purpose of collecting payment for the services related to the preparation of my tax return. I understand and agree to the following terms:

Payment for Tax Preparation Services:  I acknowledge that I am engaging iDoTaxesRight for the professional service of preparing my tax return. Payment is not contingent upon the approval or funding of my tax refund.

Billing Authorization:  In the event that my tax refund is not approved and funded within 30 days through a bank product with a third-party bank, I authorize iDoTaxesRight to electronically debit my bank account for the full amount of the tax preparation fees as agreed upon. This debit will be initiated as soon as practicable after the 30-day period has lapsed.

Bank Account Information: I have provided accurate and current information regarding my bank account for the purpose of this electronic debit authorization.

Right to Revoke: I understand that I may revoke this authorization at any time by providing written notice to iDoTaxesRight. Such revocation will not affect any fees or charges that have already been incurred.

Record Keeping:iDoTaxesRight will retain a copy of this authorization form, and I will receive written notice of any changes in the payment amount or schedule at least 10 days prior to the initiation of any debits."

Before signing, you can edit and add forms. Please check your email for the edit link after cliking save, then submit.

By signing below: "I confirm that I have read and understand the terms of this ACH Authorization Form and agree to be bound by them."