Household Employee Definition: If you work for someone at their home and he/she controls what work is done, how you did the work; and, you made less than $3000 per household and you did not have to purchase any expenses, you are considered a household worker and not self-employed*Some examples of workers who do household work are: Babysitters, Caretaker, Cleaning People, Domestic Workers, Drivers, Health Aides, Housekeepers, Groundkeepers, Maids, Nannies, Private Nurses, Yard Workers, etc….If any person you worked for paid you $3000 or more for the entire year, you must provide the tax preparer with a W2, but if you worked for multiple people and they paid you less than $3000, please give us the total amount you were paid from each employer that year combined.

Authorization and Accuracy of Information I hereby state that all the information I have provided is true and accurate to the best of my knowledge. I authorize Gray Financial Solutions to prepare my taxes based on this information.

Affidavit for No Receipts OR Profit and Loss Statement By entering your Schedule C expenses, you certify that all amounts are accurate, complete, and supported by proper records and receipts. You understand that our firm prepares your return based solely on the information provided, and you accept full responsibility for the accuracy and substantiation of these expenses in the event of an IRS or state inquiry.

Fees and Financial Responsibility I understand that I am financially responsible for any outstanding balance resulting from false or incomplete information provided by me.

If there is a balance due, the tax preparation fee must be paid upfront.

If, for any reason, you owe an entity and they take your entire refund, you are STILL responsible for paying the tax preparation fee for services rendered.

Amendments: If an amendment needs to be filed for reasons not caused by the tax preparer, an upfront fee of $150.00 will apply.

Copies: Please review your tax return, which will be emailed to you prior to submission. Additional copies after the first are subject to a $10.00 fee.

ALL FEES (including bank and service fees) are clearly listed in your return and are non-refundable and non-negotiable. NO EXCEPTIONS.

Refund Tracking For federal refund tracking, please visit www.irs.gov. For state refunds, visit your state’s Department of Revenue website. Do NOT combine federal and state refund amounts when tracking your status. Please allow 8 weeks from the date of submission before contacting the IRS for updates.

Contact and Resources For any direct assistance, please email [email protected]. IRS Contact: 800-829-1040

To check your federal refund status, click the link below (You will need your filing status, SSN, and total refund amount before fees): https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp