First Name *

Last Name *

How were you referred to TOP KNOTCH TAXES?

Who referred you? *

Phone *

Email *

Date of birth *

Address *

Street Address

City

State

Country

Postal Code

What is your filing status? *

Did you pay more than half of the costs to maintain your home during the tax year (ex. rent, mortgage, utilities, groceries)? *

Yes

Were you unmarried or considered unmarried as of December 31st of the tax year? *

Yes

Did a qualifying person (such as a child or dependent relative) live with you for more than half the year? *

Yes

Did the qualifying person rely on you for more than half of their financial support during the tax year? *

Yes

Earned Income Tax Credit

Are you married? *

Spouse Information

Full Name
Date of birth
Social Security Number
Phone Number
Email

Can another taxpayer claim you as a dependent on their tax return? *

Yes

Do you have any dependents? *

How many dependents will you be claiming on your 2025 tax return? *

Dependent 1

Full Name
Date of Birth
Social Security Number
Relationship to you

Dependent 2

Full Name
Date of Birth
Social Security Number
Relationship to you

Dependent 3

Full Name
Date of Birth
Social Security Number
Relationship to you

Dependent 4

Full Name
Date of Birth
Social Security Number
Relationship to you

Child Tax Credit

Did you pay more than 50% of income to take care of your dependent(s)? *

Yes

Is the dependent(s) that you are claiming your son, daughter, stepchild, , foster child, brother, sister, stepbrother, stepsister, or a descendant of any of those? *

Yes

Is the dependent that you are claiming for EITC purposes younger than you? *

Yes

Did the dependent(s) live with you for more than 6 months? *

Yes

Did anyone else live with you other than your dependent(s) in the tax year? *

Yes

Did you or your spouse receive food stamps, Medicaid or Section 8 housing in 2025? *

Yes

If any dependent is not your biological dependent, why isn't the parent claiming them? *

American Opportunity Tax Credit

Were you, your spouse, or your dependent enrolled in a degree or recognized credential program at least half-time for at least one academic period during the tax year? *

Yes

Did you or anyone in your house attend college in 2025? *

Yes

Has the qualifying student already claimed the American Opportunity Tax Credit for more than four years? *

Yes

Has the qualifying student completed the first four years of post-secondary education as of the beginning of the year? *

Yes

Did you or the qualifying student pay qualified education expenses, such as tuition, fees, or course materials, during the tax year? *

Yes

Itemized Deductions

Did you pay any medical or dental expenses in 2025? (This does not include insurance premiums) *

Yes

Do you own a rental property? *

Yes

Did you receive unemployment benefits in 2025? *

Yes

Did you make any charitable contributions in 2025? ex. Goodwill, Salvation Army, Church, etc.) *

Yes

Do you have any gambling winnings in 2025? *

Yes

Did you sell, acquire, send, receive, or exchange any virtual currency? *

Yes

Did you receive social security benefits in 2025? *

Yes

Did you receive any earnings from interest or dividends in 2025? *

Yes

Did you withdraw any money from your 401k in 2025? *

Yes

Do you have a balance with the IRS? *

Yes

Self Employed

Are you self employed? *

Yes

If yes, a self-employment interview will be conducted via phone call to verify income and business details.

IP PINs

Are you required by the IRS to file with an IP PIN? *

Yes

Please list the names and IP PIN for whom one is assigned *

Same Day Advance Loan

Are you interested in a same day refund advance loan of up to $7000? *

If you would like to apply for a refund advance, it is submitted at the time the return is submitted. If approved, the money will deposit in 24 hours.

For direct deposit, we will need account and routing number. Please upload a screenshot below.

Upload Account and Routing Number *

Upload Account and Routing Number

Please upload an UNEXPIRED Drivers license, id card, or passport *

Please upload an UNEXPIRED Drivers license, id card, or passport

Please upload ALL tax documents ex. W2, 1099NEC/SSA/INT, 1098T, CHILDCARE STATEMENTS, 1099Gs, etc. *

Please upload ALL tax documents ex. W2, 1099NEC/SSA/INT, 1098T, CHILDCARE STATEMENTS, 1099Gs, etc.

If you receive insurance through the Marketplace, please upload your 1095-A form

Dear Taxpayer,

Thank you for the opportunity to work with you in preparing your income tax returns. To ensure a complete understanding of our professional relationship, please take a moment to review the following information:

Preparation Basis

We will prepare your income tax returns based solely on the information you provide. Upon completion, we will return your original tax documents. While our office may retain scanned copies for records, you should keep all supporting documentation, including but not limited to:

Receipts for meals, entertainment, travel, business gifts, charitable contributions, and vehicle use. Bank and credit card statements. These documents are necessary for tax audits or examinations. Retain them for at least five years after filing.

Limitations

Our work does not include identifying errors, irregularities, or illegal acts in the provided documents. We will make reasonable judgments on unclear tax laws and aim to take favorable positions unless instructed otherwise.
Exclusions

Our services do not cover payroll, sales, excise, property taxes, or compliance with Federal, State, or Local business laws unless agreed upon in writing.

Fees and Payment

Our charges are on a per form basis, reflecting time spent and related expenses.
Full payment is required upon completion, and before releasing your tax return, unless payment is coming directly out of your refund. Payment will be autodrafted using the payment information you provide. If payment fails after three attempts, the account will be placed in credit collections, and you will be responsible for any associated fees or legal costs incurred during the collection process.

In cases where fees remain unpaid, and legal action is necessary, you may be responsible for legal costs incurred.
Estimates will be provided when possible, but fees may change based on circumstances.

Completion Proces

Upon payment, we will provide:
Copies of your returns.
E-file signature authorizations and applicable payment vouchers.
Your Responsibility: Review your returns carefully and notify us of any corrections.
Tax returns will not be transmitted without signed authorization.

Audit Representation

Audit/examination representation is not included in the tax preparation fee.
You may opt for Audit Maintenance Protection for $99.99.

If business income or a business loss is included on your tax return AUDIT PROTECTION IS REQUIRED.

Termination Policy

If you terminate our engagement before completion, we reserve the right to invoice for time and expenses incurred.

Privacy Policy

We safeguard your personal information and will not disclose it outside our firm. Limited use of your information (e.g., newsletters or holiday greetings) may occur with your consent.

Acknowledgment
By signing below, you agree to the terms outlined in this engagement letter and authorize Top Knotch Taxes to prepare your income tax returns.

Signature

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