Client Engagement Letter

Dear Client:

Thank you for choosing Fresh Start Business Service for your tax preparation needs. This letter confirms the terms of our engagement and the services we will provide.

1. Services Provided: We will prepare your federal and state income tax returns for the tax year that you inquire about based on the information you provide.

2. Client Responsibilities: It is your responsibility to provide all required information that is necessary for the preparation of accurate tax returns. This includes, but is not limited to, all income statements, deduction details, and relevant financial documents. It is also your responsibility to maintain all documents, books, and records supporting the accuracy of your tax returns. These documents should be retained for at least seven years to comply with tax authority requirements. It is your responsibility to review the returns, including associated fees, for accuracy and completeness before filing.

Please sign and date in the space provided below to acknowledge your understanding and acceptance of these terms. We appreciate the opportunity to serve you and look forward to a continued professional relationship.

Sincerely,

Fresh Start Business Service

Acknowledgment by Client:

I have read and understand the terms of this tax preparation services engagement letter and agree to the terms and conditions outlined herein. I give Fresh Start Business Service and/or associated affiliates permission to prepare all forms related to my tax return. I take full responsibility for the accuracy of this client intake form and understand that Fresh Start Business Service and/or associated affiliates hold no responsibility for any misrepresentation or false claims.

Client Signature *

Clear

Taxpayer Information

Taxpayer Social Security *

Driver's License or Government ID Number *

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

Have you downloaded the Taxes to Go App? *

Email Used to Register Taxes To Go App:

Taxes To Go App 6 Digit Code Found Under Settings "My Code":

Filing Status *

Are you married? *

Yes

Separated

Are you claiming any dependents? *

Taxpayer Identity Protection Pin

Type of Employment (Check all that apply) *

Employed (W2, 1099)

Self-Employed

Unemployed

Student

Spouse Information

(if applicable)

Spouse Social Security

Spouse Address (if different)

Spouse Date of Birth

Spousal Employment

Employed (W2, 1099)

Self-Employed

Unemployed

Spouse Identity Protection Pin

Dependent Information

(if applicable)

Dependent #1 SSN/ITIN

Dependent #1 Full Name

Dependent #1 Date of Birth

Dependent #1 Relationship to You

Did dependent #1 live in your residence for 6 months or more?

Dependent #2 SSN/ITIN

Dependent #2 Full Name

Dependent #2 Date of Birth

Dependent #2 Relationship to You

Did dependent #2 live in your residence for 6 months or more?

Dependent #3 SSN/ITIN

Dependent #3 Full Name

Dependent #3 Date of Birth

Dependent #3 Relationship to You

Did dependent #3 live in your residence for 6 months or more?

List additional dependents here.

Any of the dependents claimed not your own son/daughter?

If yes, then where is the biological mother and father?

Did anyone help you support the dependents? If yes, explain.

Did any of the dependents provide more than half of their own support?

Dependent Care Expenses

Additional Information

Has the EITC/AOTC/CTC ever been disallowed before? *

Yes

If yes, which credit was disallowed and why.

Were you or a dependent a student in college this tax year? *

Full Time Student

Part Time Student

Not A Student

Did you, your spouse, or any of the dependents have health insurance through the Marketplace? Form 1095-A is needed to file if so. *

Yes

No insurance coverage for the year.

No, I had employer provided insurance.

No, I was insured through Medicaid/Medicare.

Did you receive any unemployment this tax year? *

Did you purchase/sale any Stocks or Crypto Currency? *

Did you make any withdrawals from a 401(k) or other retirement plan in the past year? *

Financial Information

How would you like to receive your tax refund?

Checking or Savings Account

Financial Institution Name

Additional Information

Did you move during the tax year?

Did you receive any IRS notices this year?

Do you owe any back taxes, child support, or student loan debt?

Any prior tax debts or refund offsets?

Due Diligence Intake

Education and College Credits

Did anyone attend college?

Did the student receive Form 1098-T?

Total tuition and related expenses paid:

How many tax years have you claimed the AOTC?

Any drug-related felonies?

Self Employment & Business Income Verification

Description of business or service:

Did you receive Form(s) 1099-MISC, 1099-NEC, or 1099-K?

If no, can you provide proof of income (bank statements, logs, receipts)?

Do you have a business license?

What type of records do you maintain to verify income and expenses?

Do you use a vehicle for business?

Do you maintain a mileage log?

Investments & Cryptocurrency

Did you buy or sell stocks or cryptocurrency during the year?

Provide transaction statements or summaries:

The taxpayer agrees that if they owe taxes, all service fees must be paid upfront before the return is filed. Failure to pay the full balance will result in the company taking legal action against the taxpayer.

Acknowledgement by Taxpayer(s):

I hereby authorize Fresh Start Business Service and any affiliated entities to prepare all necessary documents for my tax return. I confirm that I have signed all required forms for the electronic filing of my income tax return.

I fully assume responsibility for the accuracy of the information provided in this client intake form. I understand that Fresh Start Business Service and its affiliates are not responsible for any inaccuracies or false statements provided. Therefore, any issues or concerns related to this matter should be addressed to me using the contact information provided on my tax return forms.

DUE DILIGENCE ACKNOWLEDGMENT:
I declare under penalty of perjury that the information provided above is true, correct, and complete to the best of my knowledge. I understand that false information may result in the denial of tax credits or legal penalties.

Taxpayer Signature *

Clear

Spouse Signature

Clear

How'd you hear about us? *

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