Tax Preparation Pros

TAX PREPARATION PROS TAX ENGAGEMENT AND AUTHORIZATION

Client Information

Entity Type

Select the entity type that best describes the taxpayer for the returns to be prepared.

Tax Identification Number (TIN)

Provide either a Social Security Number (SSN) or an Employer Identification Number (EIN). Leave the unused field blank. The taxpayer certifies that the TIN provided is correct.

Engagement Scope

Tax Preparation Pros will prepare the taxpayer's federal and applicable state tax return(s) for the tax year(s) indicated below from information provided by the taxpayer. This engagement does not include an audit, verification of information, or representation before tax authorities unless separately agreed in writing.

Client Responsibilities

The taxpayer is responsible for providing complete and accurate documentation necessary to prepare the returns, including but not limited to W-2s, 1099s, statements of income, records of expenses, and prior year returns. The preparer will rely on taxpayer-supplied information and is not responsible for information the taxpayer fails to provide.

Fees and Payment

Fees are based on the complexity of the returns and time required. Payment is due upon completion of the returns unless other arrangements are made in writing. The taxpayer remains responsible for all fees incurred for preparer's services even if the return is not filed.

Electronic Filing and Refund Options

By selecting the e-file option below, the taxpayer authorizes Tax Preparation Pros to electronically file the prepared returns and to use taxpayer bank account information for direct deposit or refund transfer services when applicable. The preparer will disclose bank account information to payment processors only as necessary to effect authorized transactions.

Authorization to Obtain Tax Information

By signing below the taxpayer authorizes Tax Preparation Pros to contact and obtain tax and account information from federal, state, or local tax authorities, payroll providers, financial institutions, and other third parties as necessary to prepare the returns and to respond to notices or inquiries regarding the returns prepared under this engagement.

Retention of Records

Tax Preparation Pros will retain copies of the tax returns prepared and supporting documents as required by firm policy. Originals provided by the taxpayer will be returned upon request. The preparer is not responsible for documents retained by tax authorities.

Certification and Perjury Statement

By signing below, the taxpayer certifies, under penalties of perjury, the accuracy of the information provided to Tax Preparation Pros and the truthfulness of the representations below:

1. I certify that the information I have supplied to Tax Preparation Pros is true, correct, and complete to the best of my knowledge.

2. I authorize Tax Preparation Pros to prepare and (if authorized above) electronically file my tax return(s). I understand that electronic filing requires my signature or electronic signature authorization and that an e-filed return may be subject to the tax authority's electronic signature procedures.

3. I authorize Tax Preparation Pros to communicate and discuss my tax matters with third parties as necessary to prepare and process my returns, and to obtain tax account information and transcripts from tax authorities when permitted.

4. I acknowledge that I am responsible for the accuracy and completeness of the information provided and that I am liable for any penalties, interest, or additional tax that result from incorrect, incomplete, or omitted information.

Sign Now