We look forward to assisting you with your tax preparation this year.

To ensure clarity in our partnership, we are providing essential information regarding our services.

Please be aware that we require a signed copy of this engagement letter before commencing work on your tax return.

Our services include the preparation of your federal and state individual income tax returns based on the information you provide.

While we will not conduct a full audit of your submissions, we may verify details and request clarification as needed.

To ensure the security of your sensitive data, we will deliver your tax returns via email, allowing you to download and print unlimited copies.

Our duties are restricted to the services specified in this letter. Our fees do not include any responses to inquiries from the IRS or state authorities after your return has been filed but we can represent you in these matters, but this is a separate service and fee.

In situations involving ambiguous tax laws or possible interpretation conflicts, we will outline the reasonable options available, along with their associated risks and implications. The final decision to make will rest with you. Please be advised that although federal law affords certain protections under attorney-client privilege, this privilege does not encompass all communications related to the preparation of tax returns. Additionally, we offer a comprehensive audit support program.

We are excited that you have chosen Resolution Relief for your tax needs. Please complete the client intake form and upload all supporting documents for quick processing.

Please note if there is an * & it does not apply, please sign N/A. We do this to help prevent bots instead of making you verify that you are human.

First Name *

Last Name *

Date of birth *

Social Security Number *

Address *

City *

State *

Postal code *

Phone *

Email *

Driver's License or Government ID Number *

Occupation (Job Title) *

Select Your Filing Status *

If you have an Identity Protection Pin, (IP PIN), list it here. *

Have you received your 1095-A form yet? *

Yes

I am waiting for it.

N/A

Did you purchase healthcare from the marketplace? (Healthcare.gov) *

Yes

Enter the following expenses total amount

Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses

Spouse Information

Spouse's Name

Spouse's Last Name

Spouse's Date of Birth

Spouse's Date Of Death

Spouse's Phone

Spouse's Email

Spouse's Occupation (Job Title)

Spouse's IP PIN

Spouse's Address (if different)

Dependent Information

List Dependent(s) Information Below

Did the dependent(s) live in your home for more than 6 months?

In case of an audit can you prove financial responsibility and residency for the dependents being claimed?

Can the taxpayer, spouse, or any dependents be claimed on another tax return?

Did you receive any support from anyone outside of your household? Including any assistance from any federal, state, public or private programs?

Were any credits disallowed or reduced in a previous year?

Are any of the dependents disabled?

Are they totally and permanently disabled?

Yes

Are they your dependent(s)?

Yes

If no, why are the parents not claiming the child? Please list the dependent's name if more than one child listed on the return.

By providing my signature below, I confirm that the information stated above is true and accurate and correct. I understand that incorrectly claiming a dependent for EITC/CTC/AOTC/HOH or others may lead to audits, fines, and other repercussions. *

Clear

American Opportunity Credit/ Lifetime Learning Credit (school credit)

Name of Institution

Institution Address

Have you received the 1098-T Form from the institution??

Yes

List Educational Expenses

Tuition
Room & Board
Books
Equipment
Additional Educational Expenses

By signing below, I certify all information is true, valid, and to the best of my knowledge concerning education expenses. I accept full responsibility of the statements mentioned above. *

Clear

Dependent Care Expenses

You might be eligible to claim the credit if you pay for someone to care for your dependent under age 13, or for your spouse or dependent unable to self-care.

Name of Provider

Provider's EIN/SSN

Provider's Address

Provider's Phone Number

Dependent(s) Care Expense

By providing my signature below, I affirm that all information is accurate and to the best of my understanding. I take complete responsibility for the statements above concerning dependent care expenses. *

Clear

Business Information

Business Name

Type of Business

Business Address

EIN/SS

Business Income

General Expenses

Advertising
Contract Labor
Commission and fees
Insurance (other than health)
Insurance (other than health)
Office expense
Rent or lease of equipment
Rent or lease of property
Repairs and maintenance
Supplies
Taxes and licenses
Utilities

Please list any other business expenses that you have below if they are not listed above.

By signing below, I affirm that the information provided above is true and accurate to the best of my knowledge. I understand and have been informed that submitting false business information may result in audits, penalties, and other consequences. *

Clear

Refund Options

Typically, you can expect to receive your refund within 21 to 28 business days from the date your return is electronically accepted by the IRS, depending on the method you select below. However, please note that we cannot guarantee processing within this timeframe, as the timing and procedures are determined solely by the IRS. Additionally, if you opt to have any fees deducted from your refund, the total amount received will be reduced accordingly.

Refund Type Selection *

Financial Institution *

Routing Number *

Account Number *

Type of Account *

The following services are available to assist in the filing of your tax return. Please be advised that these services require payment of fees at the time of service, and no fees will be deducted from your tax refund. If there is a preference to NOT USE the bank products, please select an option below. It is important to note that payment for tax preparation services must be made in full prior to the submission of your tax return.

E-file: Direct Deposit-Refund will be deposited into your savings or checking account directly from IRS approximately 14-28 days after your return is accepted by IRS.

E-file: Check-Refund will be mailed to you directly from IRS approximately 3-4 weeks after it is electronically accepted by the IRS.

Mail a Paper Return: Refund will be mailed directly from IRS in approximately 6-8 weeks after the IRS has received your return.

The taxpayer acknowledges that if they have a tax liability, full payment of all tax preparation fees are required in advance prior to filing and submitting the tax return. Non-compliance with this payment obligation may lead to legal actions being initiated by the company against the taxpayer. *

Yes

Cash Advance Loans

The loans offered is in amounts of 25%, 50% or 75% of your expected tax refund up to $6000. Loans over $1250 are an interest-bearing loan and will have an annual APR on 36%.

Please confirm the interest rates.

Refund Advance Loan

By signing below, I acknowledge that I have received a comprehensive explanation of all available refund methods and cash advance options. I hereby confirm that I have selected the option that best suits for the delivery of my refund. *

Clear

Please select the supporting documents that you are submitting for verification. *

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from Resolution Relief. Message frequency varies. Message & data rates may apply. Text HELP to 229-469-9006 for assistance. You can reply STOP to unsubscribe at any time.

I, hereby declare that the information provided in my tax return is true, accurate, and complete to the best of my knowledge and belief. I understand that I am responsible for the accuracy of this information and that any false statements or omissions may result in penalties. By signing this declaration, I certify that I have reviewed the information submitted and confirm that it reflects my financial situation accurately. I acknowledge my responsibility for any tax obligations arising from this return. *

Clear

Supporting Documents