Tax Optimisation Form

TAX OPTIMISATION FORM

TAXPAYER IDENTIFICATION

ENTITY TYPE (check all that apply)

Entity Type Individual / Sole Proprietor
C Corporation
S Corporation
Partnership
Trust / Estate
LLC
Other (specify):

TAXPAYER IDENTIFICATION NUMBER

Enter either Social Security Number or Employer Identification Number. Provision of a TIN is required for tax reporting and filings associated with optimisation actions.

CURRENT TAX PROFILE (ESTIMATES)

PROPOSED TAX OPTIMISATION STRATEGIES

Describe the optimisation strategies requested or recommended (examples include entity restructuring, tax elections, allocation of income, timing of deductions, retirement contributions, credits, or amended returns). Include material assumptions and estimated effect on tax liabilities.

AUTHORIZATIONS AND CONSENTS

By checking the boxes below and signing this form, the taxpayer grants the tax advisor the limited authorities expressly described. All actions taken under these authorities will be undertaken in accordance with applicable tax law and will be reported to the taxpayer.

Authorize preparation and filing of original or amended federal and state tax returns as necessary to implement agreed optimisation strategies.
Authorize making tax elections on behalf of taxpayer where permitted by law and expressly approved in writing by the taxpayer prior to filing.
Authorize adjustment of payroll withholding and estimated tax payments to reflect optimisation strategies.
Authorize preparation of entity formation or amendment documents limited to tax elections and tax reporting purposes; execution of such documents requires separate written consent unless already delegated below.
Authorize tax advisor to obtain tax records and third-party information necessary to evaluate and implement strategies, including prior tax returns, payroll records, and account statements.

DISCLOSURE, CONFIDENTIALITY, INDEMNITY

The taxpayer acknowledges that the tax advisor will treat taxpayer information as confidential but may disclose information to third parties when necessary to effectuate authorised optimisation actions, or as required by law. The taxpayer agrees to indemnify and hold harmless the tax advisor for liabilities arising from inaccurate or incomplete information provided by the taxpayer or from taxpayer directives that conflict with applicable tax law.

CERTIFICATION AND ACKNOWLEDGMENT

Under penalties of perjury, I certify, to the best of my knowledge and belief, the following:

1. The information provided on this form is true, correct and complete, and I will promptly notify the tax advisor of any material changes.

2. I have provided a correct taxpayer identification number (SSN or EIN) and accept responsibility for penalties for incorrect TINs.

3. I authorize the tax advisor to take only those actions expressly checked above; any action beyond those checked requires separate written authorization.

4. I understand that tax optimisation strategies may involve legal and financial trade‑offs and do not constitute a guarantee of a specific tax outcome; I accept the risks associated with the strategies implemented.

5. I agree to provide documentation and cooperation necessary for proper implementation, and I will indemnify the tax advisor against claims resulting from my failure to do so.

I certify that I am authorized to sign on behalf of the taxpayer identified above and that my signature below legally binds the taxpayer to the authorizations and acknowledgments contained herein.

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