By submitting this form to Powerhouse Finance & Tax Services LLC, I acknowledge and agree to the following:
1. Accuracy of Information
I certify that the business information, income, expenses, deductions, ownership details, and other information provided are accurate and complete to the best of my knowledge. I understand that I am responsible for providing all relevant records and reviewing my completed tax return.
2. Tax Preparation Services
Submitting this intake form allows Powerhouse Finance & Tax Services LLC to review my information and evaluate my tax preparation needs. Submission does not guarantee acceptance as a client or completion of tax preparation services.
3. Required Documents
I understand that additional financial statements, payroll records, prior-year returns, ownership information, and supporting documentation may be requested through a secure document submission process. Missing information may delay preparation.
4. Fees and Payment
I understand that tax preparation fees depend on the complexity of my return and the services required. Applicable preparation fees and any additional third-party software or processing fees will be disclosed before authorization. Payment is required before filing unless an alternative arrangement is approved.
5. Tax Filing Authorization
I understand that submitting this intake form does not authorize electronic filing of my tax return. I must review and approve the completed return and sign all applicable federal and state filing authorizations, including Form 8879, 8879-S, or 8879-PE when applicable.
6. Tax Liabilities and Refunds
I understand that Powerhouse Finance & Tax Services LLC does not guarantee refunds, specific tax outcomes, or processing dates. I remain responsible for taxes, interest, and penalties assessed by taxing authorities, subject to applicable law.
7. Electronic Communications
I consent to receiving communications regarding my tax preparation engagement, including document requests, invoices, and signature requests, using the contact information I provide. Separate authorization may be required for certain disclosures or uses of tax return information.
8. Final Acknowledgment
I confirm that I am authorized to submit information on behalf of the business and that I have read and understand this disclosure. I acknowledge that a separate engagement agreement and applicable filing authorizations may be required before services are performed or returns are filed.