Tax Client Intake Form

Dear Client,

Thank you for choosing THE TAX LADY & ASSOCIATES LLC. We appreciate the opportunity to assist you with your tax preparation needs. This Engagement Letter outlines the services we will provide and the responsibilities of both parties. By signing below, you acknowledge that you have read, understood, and agree to the terms of this agreement.

Scope of Services

THE TAX LADY & ASSOCIATES LLC agrees to prepare your federal income tax return and any applicable state income tax return(s) using the information you provide.

 

Our services include:

* Preparation of individual tax returns.
* Electronic filing (e-file) when eligible.
* Review of tax documents submitted by the client.
* Basic tax guidance related to the current year’s return.

 

Services not included under this agreement include:

* IRS audits or examinations.
* Tax court representation.
* Legal advice.
* Financial planning.
* Bookkeeping or accounting services unless separately contracted.

Client Responsibilities

The client agrees to:

* Provide complete, truthful, and accurate information.
* Submit all tax documents before preparation begins.
* Notify us of any additional income or deductions.
* Review the completed return before signing authorization forms.
* Retain copies of all tax records for their files.

 

THE TAX LADY & ASSOCIATES LLC relies on the accuracy of the information you provide and is not responsible for penalties or interest resulting from incomplete or inaccurate information.

Fees & Payment

Preparation fees are based on the complexity of your return and are due upon completion unless otherwise agreed.

Additional fees may apply for:

* Business returns
* Rental properties
* Self-employment income
* Amended returns
* IRS correspondence
* Additional forms or schedules

Tax Return Completion Fee

Once your tax return has been completed, professional services have been fully performed.

 

If you choose not to file your completed tax return, refuse services after preparation has been completed, or decide to have another tax professional file the completed return, you agree to pay a non-refundable Tax Return Completion Fee of $200.00.

By signing this Engagement Letter, you authorize THE TAX LADY & ASSOCIATES LLC to charge or collect this $200.00 fee for professional services rendered.

 

This fee compensates for:

* Review of tax documents
* Tax preparation
* Professional analysis
* Calculation of your tax return
* Time spent preparing your completed return

 

This fee does not include any tax preparation fees that may also be due.

Electronic Filing Authorization (IRS Form 8879)

Federal law requires taxpayers to review and approve their tax return before electronic filing.

Before your return is electronically filed, THE TAX LADY & ASSOCIATES LLC will provide you with IRS Form 8879, IRS e-file Signature Authorization.

 

By signing IRS Form 8879, you certify that:

* You have reviewed your completed tax return.
* The information is true, correct, and complete to the best of your knowledge.
* You authorize THE TAX LADY & ASSOCIATES LLC to electronically file your federal and applicable state tax returns.
* You understand that your return will not be electronically filed until IRS Form 8879 has been signed and returned.

 

Electronic filing cannot occur without your signed authorization.

Refunds

Tax preparation fees are earned upon completion of services.

 

Once services have been completed:

* No refunds will be issued.
* Tax preparation fees remain due regardless of your refund amount.
* Choosing not to file does not eliminate your responsibility to pay applicable preparation fees or the $200 Tax Return Completion Fee.

 

Limitation of Services

 

THE TAX LADY & ASSOCIATES LLC is not responsible for:

* Errors resulting from incomplete or inaccurate information provided by the client.
* IRS or state notices caused by omitted information.
* Future tax law changes occurring after your return has been prepared.

Privacy

All information provided is kept confidential in accordance with IRS regulations and applicable federal and state privacy laws.

 

Entire Agreement

This Engagement Letter represents the entire agreement between the client and THE TAX LADY & ASSOCIATES LLC and supersedes all prior discussions or agreements.

Client Acknowledgment

 

By signing below, I acknowledge that:

* I have read and understand this Engagement Letter.

* I agree to the terms outlined above.
* I understand the $200.00 Tax Return Completion Fee if I refuse services after my tax return has been completed.
* I understand that I must sign IRS Form 8879 before my return can be electronically filed.
* I authorize THE TAX LADY & ASSOCIATES LLC to prepare my tax return based on the information I provide.