Personal Information
Employment & Income Information
Please upload the following:
Upload ID (Driver’s License, Passport)
Upload Social Security Card(s)
Upload W-2, 1099, 1098, etc.
Upload prior year tax return
Dependents
Document Upload
Dear Client ,
Thank you for the opportunity to work with you in preparing your income tax return. To foster a complete understanding of our relationship, please review the following information:
We will prepare your tax return(s) based solely on the information you furnish to us. Upon completion, any original documents will be returned to you. While our office may retain scanned copies for internal records, you should keep all documents that support income, deductions, credits, and other items reported on your return (including receipts, logs, bank/credit card statements, etc.). These records may be required if your return is selected for examination. We recommend retaining such documents for at least five years after filing.
Our work in connection with preparing your return cannot be relied upon to disclose errors, irregularities, or illegal acts, including fraud. We will use our professional judgment in areas where tax law is unclear or conflicting. Unless instructed otherwise, we will take a reasonable tax position in your favor; however, we cannot guarantee that taxing authorities will not challenge those positions or the outcome of any such challenge. We are not responsible for issues arising from incomplete, inaccurate, or omitted information that was not provided at the time of preparation or prior to filing.
I acknowledge that all information provided to The Makeover Enterprises is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information provided. furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, that I am taking part in a potentially criminal penalty situation and is punishable by law including but not limited to; facing court dates, restitution and possible imprisonment. I waive The Makeover Enterprises and the preparer of any error due to incorrect information provided by me. By signing below, I authorize The Makeover Enterprises to file my tax return.