Address

Taxpayer Address

Street Address

City

State / Province

Country

Postal / Zip Code

Primary Taxpayer - Please check all that apply. *

Taxpayer can be claimed as a dependent on someone else's return.

Taxpayer was over the age of 18 and a full-time student at an eligible educational institution.

Taxpayer is blind.

Taxpayer is deceased.

Taxpayer has received, sold, sent, exhanged, or otherwise acquired financial interest in virtual currency during the current tax year.

Taxpayer prefers to receive written communications from the IRS in a language other than English.

Taxpayer prefers to receive written communications from the IRS in an accessible format.

Taxpayer is disabled.

Not Applicable

Requesting Bank Products that include but are not limited to: Rapid Refunds, Withdrawing Tax Preparation fees from tax returns and other banking products require consumer consent of information disclosure.

Federal law requires this consent form be provided to you (“you” refers to each taxpayer, if more than one). Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. You are not required to complete this form. Our need to disclose your tax return information to another a 3rd party - Refund Advantage affects the tax return representation service(s) that we provide to you and its (their) cost, we may decline to provide you with the tax return preparation service or change the terms (including the cost) of the tax return preparation services that we provide to you. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year.

In order to process your return, we must disclose all of your tax return information to Refund Advantage. For your convenience, we have entered into agreements with a bank to provide qualifying taxpayers with the opportunity to apply for a (bank product) Refund Transfer (RT), or Electronic Refund Check or Electronic Refund Deposit. To determine whether these products may be available to you, we will need to use your tax return information by analyzing it and calculating the amount of your anticipated refund.

By signing below, you (including each of you if there is more than one taxpayer) authorize us to disclose to Refund Advantage all of your tax return information.

**TO APPROVE THIS DOCUMENT, PLEASE SIGN BELOW**

Client Engagement Agreement

Thank you for choosing Simply Prepared to assist with your tax preparation for the tax year indicated. This agreement outlines the scope of our services, the responsibilities of both parties, and the terms for payment and record handling.

Scope of Services

We will prepare your federal and, if applicable, state income tax returns based on the information you provide. You are responsible for ensuring all information is complete, accurate, and supported by proper documentation. We may request clarification of certain items, but we will not audit, verify, or investigate the information provided.

Our services are limited to tax preparation. We will inform you if we become aware of any material errors, omissions, or indications of fraud.

Client Acknowledgment

By signing this agreement, you confirm that:

All information you provide is accurate to the best of your knowledge.
You have the documentation necessary to substantiate all entries, income, deductions, and credits on your return.
You understand that providing false or incomplete information is a criminal offense and may result in penalties, legal action, or prosecution.
You release Simply Prepared and its preparers from liability for errors resulting from incorrect, incomplete, or omitted information you provide.

Payment Terms

If your tax preparation fees are deducted from your IRS refund through a Refund Transfer (bank product), you acknowledge that any additional fees or unpaid balances remain your responsibility and are due upon notice.
If your refund is delayed, intercepted, reduced for past-due obligations (such as IRS debt, child support, student loans, or state debts), or issued by paper check, you are still responsible for payment in full.
Invoices are due upon presentation unless alternative arrangements are made in writing.
Once this contract is signed and work has begun, all agreed fees are considered earned. If you choose not to proceed after work has started, a $75 cancellation fee will be charged to cover the initial preparation and administrative time.
Failure to pay may result in collection activity, legal action, and recovery of associated costs and fees.

Record Retention

We will return your original documents at the conclusion of our engagement. You should retain all records related to your return for a minimum of three years. We will maintain copies of your return and work papers for three years, after which they will be securely destroyed. Additional copies of your return are available upon request for a fee.

E-Filing Authorization

Our engagement concludes upon delivery of your completed return (paper-filed) or upon your signing of the e-file authorization form and our submission of your return (e-filed). By signing this agreement, your signature is transferable to IRS Forms 1040, 8879, 7216, and any other applicable forms necessary for e-filing.

If you choose not to e-file through our office, you are solely responsible for filing your return with the appropriate tax authority.

Acknowledgment and Agreement

I have read, understand, and agree to the terms outlined in this Tax Engagement Agreement. I authorize Simply Prepared to prepare and file my tax returns for the year(s) indicated, and I agree to the payment and cancellation terms as stated.

Consent To Use Of Tax Return Information

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. However, federal law also prohibits us from revealing any personal or financial information to any third party. Therefore, as a matter of fact, we will never reveal your financial or personal information in any way, to anyone, unless you specifically request we do so, and provide in writing to us the specific person or persons to whom you wish that disclose to be made, which is done on a wholly separate consent form from this. For the purposes of this consent form please note we are seeking consent only to satisfy requirements set forth by federal law so we may speak with you on the phone, send you email correspondences of any kind, send you mailings, newsletters, email reminders, holiday and occasional cards and greetings, and reminders of upcoming deadlines, etc.

You are not required to complete this form. If we obtain your signature on this form by conditioning our service on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for a period of three years from the date you have signed the consent.

The undersigned hereby consents to the use; by Simply Prepared Taxes its owner, employees, and staff; of any and all tax return information pertaining to:

- Direct questions, inquiries or requests you make regarding your tax returns, situation, or issues.

- Requests you make for copies of your documents, figures, numbers, or information.

- Upon your direct request in order to connect you with another professional in another field or profession so you may gain further information on a certain topic not available or in the realm of expertise of this firm.

- Notification of important tax law changes.

- Notification of changes or information that will impact our engagement, such as a change of firm website address, email address, physical location, or another such contact, biographical or geographical information.

- Other reasonable business purposes including but not limited to: appointment reminders, holiday mailings, birthday greetings and other informational mailings.

The tax information may not be disclosed or used by Simply Prepared Taxes, its owner, employees, or staff, for any purpose other than that which is permitted by this consent document.

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484 by email at [email protected].

Warm Regards,

Simply Prepared Taxes

TO APPROVE THIS DOCUMENT, SIGN BELOW

Consent To Use Of Tax Return Information

We are in the process of completing your tax return and are preparing 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 receive your authorization, we will complete your tax return and provide you with copies of your signed and completed tax return.

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

Thanks so much.

Simply Prepared Taxes

TO APPROVE THIS DOCUMENT, SIGN BELOW

By Typing Your Name, Signature & Date you agree that everything entered on this form is true and correct.

- I have confirmed that all information I entered here is accurate and true.

- I allow Simply Prepared Taxes to capture my sensitive data like personal id, government id, social security number (SSN), and other information.

- By typing your name below, and signing your signature you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

Trillionlytics Agency, Inc

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