Powerhouse Finance & Tax Services LLC
By submitting this form, I acknowledge and agree to the following:
1. Accuracy of Information
I certify that the information I provide is accurate and complete to the best of my knowledge. I understand that I am responsible for providing all relevant income, deductions, credits, and supporting documentation.
2. Review of Prior Tax Returns
I understand that Powerhouse Finance & Tax Services LLC must review my previously filed returns, available tax records, and supporting documentation before determining whether an amendment is necessary or a prior-year return must be prepared.
Submitting this form does not guarantee that an amended return is appropriate or that my requested tax treatment will be accepted by the IRS or state taxing authorities.
3. Tax Preparation Fees
I understand that amended tax return preparation services start at $500, with final pricing determined by the complexity of the return and services required.
Prior-year tax preparation fees will be quoted after reviewing the tax years, return types, and available documentation.
Additional tax software, banking, or processing fees may apply and will be disclosed before authorization.
4. Payment Requirements
I understand that payment is required before filing unless an alternative payment arrangement has been approved by Powerhouse Finance & Tax Services LLC.
5. Filing Authorization
Submitting this intake form does not authorize Powerhouse Finance & Tax Services LLC to electronically file any original or amended tax return.
I must review and approve completed returns and sign all applicable federal and state filing authorization documents before filing.
6. Refunds, Penalties & Interest
I understand that refunds are not guaranteed. Filing an amended or prior-year return may result in additional taxes, penalties, or interest.
I understand that filing deadlines, refund claim limitations, and applicable tax laws may affect my eligibility for refunds or other tax benefits.
7. IRS & State Notices
I agree to inform Powerhouse Finance & Tax Services LLC of any IRS, state, or local tax notices related to the requested services, particularly notices containing response deadlines.
Submitting this form does not establish representation before a taxing authority or extend any applicable deadline.
8. Secure Document Submission
I understand that sensitive tax documents, Social Security numbers, identification documents, and banking information must be submitted only through an approved secure document collection method.
9. Client Acknowledgment
I understand that submitting this form is a request for tax assistance and does not automatically establish a professional engagement. Services begin only after Powerhouse Finance & Tax Services LLC accepts the engagement and any required agreements are completed.