Tax Return Package

TAX RETURN PACKAGE

Taxpayer Information

Entity Type

Indicate the taxpayer's legal entity type by checking the appropriate box. If LLC, indicate tax classification where applicable.

Tax Years and Returns Covered

Tax year(s) for which this package authorizes preparation, filing, and representation: Year 1:   Year 2:   Year 3:

Taxpayer Identification Number (TIN)

Provide either Social Security Number (SSN) or Employer Identification Number (EIN). Only one is required; enter the appropriate number below.

Preparer / Representative Authorization

If a tax practitioner or representative will prepare or represent the taxpayer, provide preparer details and scope of authorization below.

Direct Deposit / Refund Handling (Optional)

If direct deposit of refunds or electronic payment is requested, provide banking information below. The taxpayer certifies account ownership.

Certification and Authorization

By signing below, the taxpayer certifies and authorizes as follows. The numbered statements are material to the validity of this authorization.

1. I certify, under penalty of perjury, that the taxpayer information provided in this Tax Return Package is true, correct, and complete to the best of my knowledge.

2. I authorize the preparer or representative named herein to prepare and file the tax returns specified above, to execute returns on my behalf where permitted, and to sign any required electronic transmission on my behalf when I have expressly authorized electronic filing.

3. I authorize the preparer or representative to receive and inspect confidential tax return information and to represent me before the tax authority with respect to the returns covered by this authorization, including obtaining return information and notices.

4. I understand that I remain legally responsible for the accuracy of the information provided and for any tax liabilities, penalties, or interest assessed as a result of the returns prepared under this authorization.

5. I authorize direct deposit to the account designated above for any refunds and authorize electronic withdrawal for payment of tax liabilities if elected; I confirm the account information is correct and that I am an account owner or authorized signer on the account.

6. This authorization is effective for the tax year(s) specified in this package and remains in effect until revoked in writing by the taxpayer. Revocation does not apply to actions already taken in reliance on this authorization.

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