Trusted First Financial Solutions
This Letter of Engagement (“Agreement”) confirms the terms under which Trusted First Financial Solutions (“TFFS,” “we,” “our,” or “us”) will provide tax preparation and related services to you (“Client,” “you,” or “taxpayer”) for the current tax year and any future tax years unless amended in writing.
By signing this Agreement, you acknowledge that you have read, understand, and agree to the terms outlined below.
Our services, including tax preparation, consultations, tax planning, and related services, are based solely on the information you provide.
We are not responsible for auditing, verifying, or validating the accuracy, completeness, or authenticity of the information submitted.
We may request clarification, additional documentation, or supporting records as needed.
We are not responsible for detecting fraud, misrepresentation, or irregularities, should any exist.
Based on the information provided, we will prepare your tax return using professional judgment and will work to identify all credits and deductions you are legally entitled to claim.
Your tax return will not be electronically filed until:
You have reviewed it,
You have approved it, and
All required fees have been paid.
You agree to:
Provide complete, accurate, and truthful information necessary to prepare your tax return.
Submit all required documents in a timely manner.
Maintain and retain copies of all tax documents, receipts, bank statements, mileage logs, canceled checks, and records that support income and deductions.
Carefully review your completed tax return before authorizing e-file. You have final responsibility for the accuracy of any return submitted.
Promptly notify us of any additional income, including but not limited to:
Self-employment or cash income
1099-NEC / 1099-MISC
1099-K (Cash App, Zelle, PayPal, Stripe, etc.)
Unemployment income (Form 1099-G)
Refrain from knowingly providing false, misleading, or incomplete information.
The IRS and state taxing authorities may assess penalties and interest for issues such as underreported income, late filing, underpayment, or incorrect claims.
Any return may be selected for examination or audit, regardless of who prepared it.
This engagement does not include audit representation, correspondence handling, or appeals unless separately agreed to in writing.
You agree to notify us immediately if you receive any IRS or state correspondence related to your tax return.
The base fee for tax preparation is $400, which covers standard federal and applicable state tax return preparation. Additional fees may apply for complex returns, additional schedules, or forms.
Payment options:
Upfront payment of all fees before e-filing, OR
Fees may be deducted from your tax refund through a Refund Transfer.
If you choose a Refund Transfer:
Bank and processing fees total $226.95
These fees are separate from and in addition to our preparation fee
Refund Transfer fees are set by the processing bank and are non-refundable
All fees must be paid before your return is electronically filed. No exceptions.
Completion of our intake form initiates the tax preparation process and reserves professional time and resources.
Do not complete our intake form unless you intend to file your tax return with Trusted First Financial Solutions.
If you complete the intake form and:
Fail to provide required documents,
Stop responding,
Decide not to proceed,
Or choose to file elsewhere after work has begun,
an Abandoned Work Fee of $200 will apply.
You authorize Trusted First Financial Solutions to charge and deduct this fee from the bank account you provide during the intake process.
PLEASE READ CAREFULLY
The $250 Abandoned Work Fee is non-refundable.
By signing this Agreement, you expressly authorize Trusted First Financial Solutions to charge your bank account for this fee if the engagement is abandoned.
You agree not to dispute, charge back, or reverse this charge with your bank or financial institution.
Any attempted chargeback will constitute a breach of contract, and you may be responsible for additional administrative, collection, and legal costs.
Client Initials (Required): _________
Clients receive a copy of their tax return once it has been electronically filed with the IRS.
Tax documents are delivered via secure email or in-office pickup only.
Returns must be e-filed through our office to receive copies.
Additional copies of previously filed tax returns are available for $50 per tax year.
Trusted First Financial Solutions maintains strict confidentiality standards.
We do not disclose nonpublic personal information except as required or permitted by law or as necessary to provide services.
Information may be shared with employees or non-affiliated third parties assisting with services, all of whom are bound by confidentiality safeguards.
We maintain physical, electronic, and procedural safeguards to protect your information.
Any dispute arising from this Agreement that cannot be resolved through good-faith negotiation shall first be submitted to mediation administered by the American Arbitration Association under its Commercial Mediation Rules before arbitration or litigation may occur.
By signing below, you acknowledge that:
All information provided is true, correct, and complete to the best of your knowledge.
You understand that all income and expenses must be supported by documentation.
These terms apply to the current tax year and future engagements unless modified in writing.
Tax information documents (Receipts, Statements, Invoices, Vouchers) are kept for your own records.
Otherwise, reporting total figures on this form indicates your acknowledgement that such figures are
accurate and that you vouch for their accuracy as reported on your Federal and/or State return.
By completing and submitting this intake form, I acknowledge, understand, and agree to the following:
Tax Preparation Authorization
I authorize Trusted First Financial Solutions LLC to prepare my federal and applicable state income tax returns based solely on the information I provide.
I authorize Trusted First Financial Solutions LLC to electronically file my tax return once I have reviewed and approved it.
I authorize Trusted First Financial Solutions LLC to prepare, submit, and process Refund Transfers (RAC) and Refund Advance Loans (RAL) on my behalf, if elected.
Refund Advance & Refund Transfer Disclosure
I understand that refund advances are loans, not issued by the IRS.
I understand that if I receive a refund advance, it will be repaid directly from my tax refund once the IRS releases the funds.
I understand that my refund will first be sent to the processing bank, where:
Any refund advance,
Applicable bank fees,
And tax preparation feeswill be deducted before any remaining balance is issued to me.
I understand I remain responsible for repayment if my refund is delayed, reduced, or offset.
Accuracy of Information
I certify that all information provided in this intake form and supporting documents is true, correct, and complete to the best of my knowledge.
I understand that Trusted First Financial Solutions LLC does not audit or verify the information I submit.
I accept full responsibility for any penalties, interest, delays, or consequences resulting from false, incomplete, or omitted information.
Privacy & Confidentiality
I understand that Trusted First Financial Solutions LLC does not sell or disclose my personal or tax information without my written consent, except:
As required by law, or
When requested by the IRS, state taxing authorities, or other official government agencies, or
As necessary to complete my tax filing with authorized banks and e-file providers.
I acknowledge that disclosures required during audits or examinations do not require additional consent.
Intake Fee & Abandoned Work Acknowledgment
I understand that completing this intake form initiates tax preparation services.
If I abandon the engagement, stop responding, or choose not to file after work has begun, a non-refundable Abandoned Work Fee of $250 will apply and will be deducted from the bank account I provided.
I agree not to dispute or charge back this fee.
CONFIRMATION
By submitting this intake form, I confirm that I have read and agree to:
The Letter of Engagement
All fee disclosures
All authorizations and acknowledgments above
I understand that submission of this intake form constitutes my agreement to proceed under these terms.