By submitting this form, you agree to the following:

• All fees for tax preparation services must be paid in full before your returns are delivered or filed, unless you choose to have fees deducted from your refund (if applicable).

• If you end this engagement before completion, you agree to pay a fee for the work already completed.

• A retainer may be required before work begins.

• By submitting this intake form, you authorize TNT Tax and Financial Service, LLC to begin the tax filing process on your behalf.

• You understand that this is not a free quote and that all work completed will be billed accordingly once this form is submitted.

• Any unpaid balances after 45 days will be sent to collections.

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TNT Tax and Financial Service, LLC values your privacy. We collect only the financial and personal information necessary to prepare your tax returns and provide related services. This information may come from applications, forms, conversations, or supporting documents you provide.

Your information is kept confidential and is only shared with our team members who need it to provide services, or as required by law. We maintain physical, electronic, and procedural safeguards to protect your data from unauthorized access.