Client Engagement Letter
FreshStart Tax Solutions
Caitlin Harris, AFSP Tax Professional
Email: [email protected]
Phone: 225-285-2258 (504) 274-7352
Dear Valued Client,
This letter is to detail the terms of our engagement with you, and to clarify the nature and extent of the services we will provide. To ensure an understanding of our mutual responsibilities, we ask all clients for whom returns are prepared to confirm the following arrangements. By providing us with your signature, you are accepting the terms and conditions specified in this letter.
Tax Preparation Checklist
Please provide the following documentation:
All Forms W-2 (wages), 1099-INT (interest), 1099-DIV (dividends), 1099-B (proceeds from broker or barter transactions), 1099-R (pensions and IRA distributions), Schedules K-1 from partnerships, S corporations, estates and trusts, and other income reporting statements, including all copies provided by the payer.
Form 1095-A (for health insurance purchased through a public exchange),
Form 1095-B (for health insurance purchased outside of a public exchange), or Form 1095-C (for employer-provided health insurance coverage).
If you are a new client, provide copies of last year’s tax returns.
The completed Individual Income Tax Organizer. Note: If you choose not to fill out the organizer, you must at least answer the “Yes” or “No” questions under “Questions — All Taxpayers.”
Copy of the closing statement if you bought or sold real estate.
Mileage figures for any automobile expenses claimed, including total mileage, commuting mileage, and business mileage.
Details of estimated tax payments made, if any.
Income and deductions categorized on a separate sheet for business or rental activities.
List of itemized deductions categorized on a separate sheet for medical, taxes, interest, charitable, and miscellaneous deductions.
Copy of all acknowledgment letters received from charitable organizations for contributions made in 2020.
Tax Return Preparation
We will prepare your tax return based on the information you provide. If your return is audited, you will be responsible for verifying the reported items. Please review the return carefully before signing to ensure the information is correct. Unless otherwise stated, the services for preparing your return do not include auditing, review, or any other form of verification or assurance.
Taxpayer Responsibilities
You agree to provide us with all income and deductible expense information. If you receive additional information after we commence work on your return, you will contact us immediately to ensure that your completed tax returns contain all relevant information. You affirm that all expenses or other deduction amounts are accurate and that you have all required supporting written records. In some cases, we may ask to review your documentation. You must be able to provide written records of all items included on your return if audited by either the IRS or state tax authority. We can provide guidance on what evidence is acceptable.
Before signing, carefully review the return to ensure the information is correct. Fees must be paid before your tax return is delivered to you or filed on your behalf. If you terminate this engagement before completion, you agree to pay a fee for work completed. A retainer is required for the preparation of late returns.
It is advisable to keep a copy of your tax return and any related tax documents. A fee may be assessed if you request a copy in the future.
By signing below, you acknowledge reading, understanding, and accepting your obligations and responsibilities.
For a joint return, both taxpayers must sign.
You understand that by submitting this client intake sheet you are consenting to FreshStart Tax Solutions transmitting your tax return. By signing this form you agree!