By submitting this form, I acknowledge and agree to the following terms:
1. Payment Options
I understand that Powerhouse Finance & Tax Services LLC offers payment options subject to eligibility and approval.
Pay Out of Pocket: I agree to receive an invoice for my tax preparation services and understand that payment must be completed before my tax return is electronically filed.
Pay With My Refund: I understand that this option is subject to eligibility, approval, and applicable refund-transfer processing fees. Approval is not guaranteed.
2. Additional Software and Processing Fees
I understand that third-party tax preparation software providers, banks, and refund-transfer processors may charge additional fees separate from Powerhouse Finance & Tax Services LLC's preparation fees. These fees will be disclosed before I authorize the applicable service.
3. Electronic Signatures
I understand that I may be required to electronically sign engagement agreements, tax return authorization forms, payment authorizations, and other applicable documents before my return can be filed.
4. Filing and Payment Authorization
Submitting this intake form does not authorize Powerhouse Finance & Tax Services LLC to electronically file my tax return, withdraw funds from my bank account, or deduct fees from my refund. Separate authorization will be required when applicable.
5. Client Acknowledgment
I understand that my selected payment method does not guarantee approval, refund eligibility, a specific refund amount, or a filing date.
Powerhouse Finance & Tax Services LLC
By submitting my tax information and documents to Powerhouse Finance & Tax Services LLC, I acknowledge, understand, and agree to the following:
1. Accuracy of Information
I certify that all information, income, deductions, credits, dependents, business expenses, and supporting documentation provided are true, accurate, and complete to the best of my knowledge. I understand that I am responsible for reviewing the accuracy of my tax return before signing and authorizing its filing.
2. Tax Preparation and Filing Authorization
I understand that submitting this intake form and supporting documentation authorizes Powerhouse Finance & Tax Services LLC to review my information and begin the tax preparation process, subject to acceptance of my engagement.
Submission of this form does not constitute authorization to electronically file my tax return. I must review and approve my completed return and sign all applicable IRS and state electronic filing authorization forms, including Form 8879 when required, before my return is transmitted.
3. Required Documentation
I understand that missing, incomplete, or inaccurate documentation may delay the preparation or filing of my tax return. Powerhouse Finance & Tax Services LLC may request additional information or clarification before completing my return.
4. Tax Preparation Fees
I understand that tax preparation fees are based on the services provided and the complexity of my return. All applicable preparation fees, payment arrangements, and third-party software, banking, or refund-transfer fees will be disclosed as required.
I acknowledge that payment is required before filing unless an approved alternative payment arrangement has been established.
5. Refunds and Tax Liabilities
I understand that Powerhouse Finance & Tax Services LLC does not guarantee a tax refund, a specific refund amount, or an IRS or state processing date. Any tax liability, interest, or penalties assessed by a taxing authority remain my responsibility.
6. Electronic Communications and Signatures
I consent to receiving tax preparation communications, document requests, invoices, and signature requests electronically through the contact information I provide. I understand that additional consent may be required for certain disclosures or uses of tax return information.
7. Client Review and Final Approval
I understand that I will have the opportunity to review my completed tax return before filing. I agree to notify Powerhouse Finance & Tax Services LLC of any errors, omissions, or necessary corrections before providing final filing authorization.
8. Acknowledgment
By submitting this form, I confirm that I have read and understand this disclosure. I acknowledge that submission of my information does not guarantee acceptance of my engagement or immediate filing of my tax return.