WE EXCEED YOUR NEEDS EXQUISITELY

Shalisa S.

P.O. Box 704

Grapevine, Texas 76099

Greetings!

Thank you for choosing Exquisite Tax Service for your tax service needs. We are confident that you will be satisfied with our full range of tax planning and preparation services that we offer to exceed your financial needs EXQUISITELY!

The information enclosed will assist you in making the most of our services. If you have any questions, please feel free to contact me at (646) 647-6780 or ExquisiteTaxService19@gmail.com.

As your needs change, we will be happy to help you evaluate those needs and offer you the services that help you achieve your new goals. Again, thank you for choosing Exquisite Tax

Service for your tax service needs.

Sincerely,

Shalisa S.

P.O. Box 704

Grapevine, Texas 76099

Please bring the following documents to assist in your tax preparation process:

1. Proof of Identification (Drivers License, Government issued Photo ID, Passport)

2. Social Security Cards for you, your spouse, and dependents and/or Social Security number verification letter issued by the Social Security Administration. If you or your dependent is not eligible to get a Social Security number, you may need to obtain an individual taxpayer identification number (ITIN). We can offer assistance.

3. Birth dates for you, your spouse and dependents on the tax return.

4. Wage and earnings statement(s) Form W-2, W-2G, and 1099-R, from all employers and payers. If you have not received your Form W-2 from your employer and want to know

what to do, we can assist.

5. Self-employed business income and expenses - Forms 1099-MISC and 1099-K.

6. Records of job-related educational expenses and unreimbursed employment related expenses.

7. Interest and dividend statements - Form 1099-INT and 1099-DIV.

8. Social Security, State Income Tax refund and Unemployment Compensation statements -Forms SSA-1099 and 1099-G.

9. Records of lottery or gambling winnings and losses.

10. Records of rental income and expenses, IRA contributions, and alimony paid or received.

11. Mortgage Interest Statement - Form 1098 (including home equity loans); and records of the purchase or sale of your residence

12. Records of real estate and personal property taxes paid.

13. Records of medical, eye care and dental expenses.

14. Records of state or local taxes paid (including sales tax*).

15. Receipts for cash and non-cash charitable contributions.

16. Tuition and Education fees paid - Form 1098-T; and Student Loan Interest paid - Form 1098-E.*

17. Total amount for a daycare provider and the daycare providers tax identification number - the providers Social Security number or Employment Identification Number.

18. Records of educator expenses paid. *

19. Health Insurance Marketplace statement - Form 1095-A.**

20. Health Coverage Statements from your insurer or employer - Form 1095-B, 1095-C

21. A copy of last year's federal and state tax returns, if available

22. ANY correspondence from the IRS.

Claiming a dependent? Please bring the following items for the current tax year:

·       Birth Certificates

·       Lease Agreements

·       Utility Bills

·       Court Decree

·       Church Letters

·       School Records

·       Immunization Records

·       Medical Records

·       Daycare Records

·       Social Service Award Letter:

·       (Food Stamp, TANF, Medicaid, Section 8, Social Security Records, Disability)

Exhibit A

The follow services are offered by but not limited to the following:

1.   Individual Tax Preparation - We have a full range of tax planning and preparation strategies that keep you on track with your financial goals.

2.   Business Tax Preparation - We offer a team of experts who specialize in business returns to assist in your financial goals for your business.

3.   Audit Protection — In the event of an IRS audit, our team of experts will assist in the process to ensure you and your business is protected with all schedule C documents.

4.   Life Insurance – We offer an effortless way to purchase a dependable and affordable term life insurance policy to secure financial protection for you and the ones you love.

5.   Notary - We offer a duly commissioned and qualified Notary Public authorized to perform all notary duties including but not limited to: Document Notarization, Copy Certifications, Take Proof of Deeds and Take Acknowledgement.

Client Agreement

Client wishes to engage Exquisite Tax Service on the terms and conditions described herein to provide certain tax services.

 NOW, THEREFORE, Client and Exquisite Tax Service agree as follows:

 

  1. Services: Exquisite Tax Service will perform but not limited to the services described on the attached EXHIBIT A, which is made a part hereof for all tax purposes. Exquisite Tax Service will also provide supervisory and advisory services to said Client upon request.

  2. Fees and Payments: Please be advised the fees may vary due to your past and current situation. Please refer to information from initial consultation.

    1. If Exquisite Tax Service is asked to deliver services outside the scope of Exhibit A, Exquisite Tax Service will deliver an itemized invoice to cover the expenses, fees, and deliverables.

    2. Exquisite Tax Service's compensation is NOT contingent on the results of services rendered.

    3. Client will pay an initial fee to payment methods to Exquisite Tax Service and upon receipt Exquisite Tax Service will begin to provide services outlined in EXHIBIT A.

  3. Confidentiality: Exquisite Tax Service acknowledges that, while providing said tax services called for under this Agreement, it may come into possession of vital information concerning the client's personal/business financial operations in the attempt to accomplish Client's goals. (All such matters being hereinafter referred to as "Confidential Information"). Exquisite Tax Service agrees that it shall maintain the Confidential Information in confidence using at least the same degree of care as its employees to protect its own confidential information. After completion of this agreement Exquisite Tax Service and its directors, employees, agents, advisors and/or its affiliates shall make no use of the Confidential Information and shall not disclose any of the confidential information to third parties for any purpose whatsoever.

  4. Limitation of Liability: UNDER NO CIRCUMSTANCES WILL Exquisite Tax Service AND/OR ITS DIRECTORS, AGENTS, AND ADVISORS BE LIABLE FOR ANY LOST PROFITS, WHETHER FORESEEABLE OR UNFORESEEABLE, ARISING OUT OF FAILURE TO INCLUDE VALUABLE INFORMATION CONDUCIVE TO THE SERVICES RENDERED IN EXHIBIT A. CLIENT AGREES AND ACKNOWLEDGES THAT THE FEES CHARGED BY Exquisite Tax Service HEREUNDER REFLECT THE SERVICES RENDERED AND THAT ANY MODIFICATIONS WOULD EFFECT THE FEES CHARGED BY Exquisite Tax Service. IN CONSIDERATION OF SUCH FEES, CLIENT AGREES TO THE ALLOCATION SET FORTH HEREIN.

  5. Notices: At any time, Exquisite Tax Service may request additional documents in regards to services rendered.

  6. Waiver: Exquisite Tax Service reserves the right to complete necessary signed documents under this Agreement.

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