Tax Preparation Client Intake Form

Welcome to Paramount Tax Resources, we’ll guide you through your tax intake step by step. Please have your tax documents nearby. This process takes about 10-15 minutes. Engagement of Services This Engagement Letter confirms the terms under which Paramount Tax Resources (“we,” “our,” or “the firm”) will provide professional tax preparation services to you (“you,” “your,” or “the client”).Our objective is to prepare your federal and applicable state income tax returns in accordance with the information you provide and in compliance with Internal Revenue Service (IRS) and state requirements.Scope of ServicesWe will prepare your individual and/or business income tax returns for the tax year indicated in your intake form, based solely on the information you furnish.We will not audit or verify the data provided; however, we may ask for clarification or supporting documentation to ensure accuracy.Our services do not include bookkeeping, financial statement preparation, IRS or state audit representation, or other tax planning unless separately agreed to in writing. Your Responsibilities: You agree to provide complete and accurate information necessary for the preparation of your tax returns. You are responsible for retaining all documents, receipts, and records that support your income and deductions.You acknowledge that it is your responsibility to review the completed returns before they are filed.You will promptly sign and return any required authorization forms (e.g., Form 8879) before e-filing. Our Responsibilities: We will prepare your tax returns in accordance with applicable federal and state laws and professional standards. We will electronically file your return once you have approved and signed the authorization form(s). We will return to you all original documents and provide copies of completed returns for your records. Fees and Payment: Fees are based on the complexity of the return and the forms required. W-2 returns start at $400. You will be given a full breakdown of the fees when the return is completed. If you change your mind and choose not to allow us to prepare your return after completion, there will be a charge of $75. Payment for services is due prior to filing unless otherwise stated in your invoice or funding authorization. If your tax refund is used to pay preparation fees (“Refund Transfer”), you authorize Paramount Tax Resources and its bank partners to deduct agreed-upon preparation fees directly from your refund. Nonpayment may result in collection actions and additional administrative fees. Accuracy and Penalties: While we make every effort to ensure accuracy, the ultimate responsibility for the contents of your return rests with you. If you receive any IRS or state notices after filing, promptly forward them to our office. We will advise on the next steps. Any penalties or interest resulting from incomplete, inaccurate, or untimely information you provided are your responsibility. Confidentiality & Privacy: We maintain strict confidentiality as required by IRS Circular 230 and federal privacy laws. Your information will not be disclosed to third parties without your written consent, except as required by law or to facilitate e-filing with IRS-authorized providers. Record Retention: Paramount Tax Resources retains copies of your tax records for a minimum of three (3) years from the filing date. You should retain all original source documents for at least seven (7) years. Electronic Communications & Signatures: You consent to receive all documents, notices, and communications electronically through secure portals, email. Your electronic signature below constitutes acknowledgment and acceptance of this agreement in accordance with the IRS e-signature guidelines (IRM 10.10.1).Termination of Engagement: Either party may terminate this engagement at any time in writing. If terminated, you are responsible for payment of services rendered up to the date of termination. Acknowledgment and Acceptance: By signing below, you acknowledge that you have read, understood, and agree to the terms of this engagement. You affirm that the information provided for your tax return is true, correct, and complete to the best of your knowledge.