CLIENT CONSENT & AUTHORIZATION – Horizon Business Solutions

By signing below, I authorize Horizon Business Solutions to prepare and/or assist with the preparation of federal, state, and local tax returns and/or provide bookkeeping and related financial services based on the information and documents I provide.

I acknowledge and agree that:

I am solely responsible for the accuracy, completeness, and truthfulness of all information and documentation submitted
Horizon Business Solutions relies entirely on information provided by me when preparing returns or performing services
No refund amount, tax outcome, or IRS/state processing timeline is guaranteed
Fees are non-refundable once work has begun

I consent to
Electronic communication via email and text message
Secure electronic storage and transmission of my documents and information
The use of third-party software and service providers as necessary to perform services

I understand that sensitive personal information, including Social Security numbers and identification documents, must be submitted through secure document upload and not entered directly into form fields.

Terms. *

By signing below, I have read, understand, and agree to the terms above.

Signature+ *

Clear

DATE *

What are you seeking-assistance with? *

Full Name *

Email *

Phone

Are you claiming tax dependents this year?

YES

Total dependents to be claimed on your tax return:

I acknowledge that only dependents meeting IRS eligibility requirements may be claimed on my tax return

YES

Upload

Upload Personal Tax Documents (Drivers License, Social Security cards, W-2s, 1099s, IDs, etc.)

Owner Name *

Company Name *

Employer Identification Number

Business Start Year

Year Business Started

Company Type *

Employee & Contractor Classification *

Upload Business Tax Documents

Upload Business Documents (EIN letter, prior-year returns, formation docs, etc.)

HORIZON BUSINESS SOLUTIONS

Please review the pricing information below before proceeding. Final pricing is determined after document review.

PERSONAL TAX PREPARATION

• Base fee: $250

• Includes up to 5 tax forms

• Each additional form over 5: $20 per form

Additional forms may include, but are not limited to:

1099 forms, Schedule C, Schedule E, K-1s, cryptocurrency reporting, or other supplemental schedules.

BUSINESS TAX PREPARATION

• $500 per business

Pricing is per business entity and does not include bookkeeping, cleanup, payroll, or entity restructuring unless separately agreed.

BOOKKEEPING & CATEGORIZATION

• $100 per month

Applies when business records are incomplete, unorganized, or require transaction categorization or cleanup prior to tax filing.

ENTITY & BUSINESS STATUS SERVICES

Additional fees apply for services such as:

• S-Corporation setup or election

• Entity conversions

• IRS or state entity compliance work

These services are quoted separately after review.

IMPORTANT TERMS

• Fees are non-refundable once work has begun

• No refund amount or tax outcome is guaranteed

• Pricing may change based on complexity and documentation provided

• Final invoices are issued after document review

I have reviewed and understand the pricing structure with the outlined above. *

YES

Thank you for submitting your intake form.

Next Steps:

1. You will receive an email with instructions for uploading additional documents

2. Our team will review your submission

3. We will contact you within 24-48 hours

If you have questions, please contact Horizon Business Solutions.