Thank you for choosing DB Financial Solutions, LLC as your tax preparation office and taking the time to complete our Client Intake Form.

To all of our clients, this information is critical to ensure we accurately file your tax return.

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This questionnaire may take you up to 15 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form.

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Thank you for choosing DB Financial Solution to assist with your tax preparation. This letter outlines our working relationship and clarifies the services we provide.

We will prepare your federal and state income tax returns based on the information you share with us. You are responsible for providing complete, accurate details. We may request clarification when necessary, but we do not audit or verify the data you submit.

We will perform only the accounting work required to complete your tax returns. This engagement does not include procedures designed to detect fraud or irregularities. However, if we notice any material issues, we will inform you immediately.

If any part of your tax situation is unclear or open to interpretation, we will discuss the available options, along with the risks, and proceed with the approach you choose.

Our pricing is based on the forms required, time spent, and administrative costs. You will receive a full breakdown of all fees before your return is submitted. If your return is completed but not filed at your request, a preparation fee of seventy five dollars applies.

Please note that additional fees may apply for returns initiated close to major filing deadlines due to increased administrative demands. Any services beyond standard tax preparation such as audit representation, extensive correspondence work, payroll tax, sales tax or business compliance services are separate engagements and billed accordingly.

After your return is completed and fees are paid or arranged to be deducted from your refund, we will provide your tax documents and the necessary authorization forms. You must review your return carefully and notify us of any changes before signing. We cannot file your return without signed authorization.

You should keep all tax-related documents, receipts, bank statements and supporting records for at least five years. These may be required if the IRS or state authorities review your return.

If you receive any tax notices related to a return we prepared, we will assist you. Your fee includes thirty minutes of correspondence review. Additional time is billed at our standard hourly rate. Audit representation services are not included unless added separately.

DB Financial Solution maintains strict confidentiality and safeguards your personal information. For identity protection purposes, we may request supporting documents such as government issued ID or Social Security verification.

By signing this engagement letter and providing your tax information, you agree to the terms outlined above. We appreciate your trust and look forward to serving you with professionalism and care.

Federal law requires us to provide this consent form. We cannot use your tax return information for anything outside of preparing and filing your tax return unless you give us permission. At the same time, federal law also prohibits us from sharing any of your personal or financial information with anyone else.

For that reason, we will never disclose your information to any third party unless you specifically request it and provide written authorization identifying the person or organization you want us to release it to. That type of disclosure requires a separate consent form.

The purpose of this form is simply to allow DB Financial Solution to contact you by phone, email, or mail regarding your tax matters, reminders, updates, newsletters, important notices, or general communication related to our services.

You are not required to sign this form. Your consent is not valid if we pressure or condition our services on your agreement. You may specify how long your consent applies. If no timeframe is provided, your consent will automatically remain valid for three years from the date you sign.

By signing below, you authorize DB Financial Solution, including its owner and staff, to use your tax return information strictly for the following purposes:

• Responding to your questions, concerns, or requests regarding your tax return or tax situation.
• Providing copies of your documents, tax figures, or information upon your request.
• Sharing information with another professional only when you directly ask us to connect you with someone outside our firm for advice we do not provide.
• Sending important tax law updates or changes that may affect you.
• Sending updates about our business such as changes in our office location, website, email address, or contact information.
• Sending appointment reminders, seasonal greetings, educational messages, or other necessary business communications.

Your tax information will not be used or disclosed for any reason other than the purposes you have consented to in this document.

If you believe your tax return information has been misused or disclosed without authorization, you may contact the Treasury Inspector General for Tax Administration (TIGTA) at 1 800 366 4484 or email [email protected].

We are in the process of completing your tax return and are preparing it to transmit it to the IRS. Because we are virtually preparing your tax return and before we can transmit your tax return, we will need permission from you to electronically sign your tax return.

To grant us permission purpose, please sign below

Once we received your authorization, we will complete your tax return and provide you copies of your signed and completed tax return.

Please let me know if you have any questions or concerns.

Thank you so much.