Please Complete And Submit The Requested information On This Form To Get Your Tax Return Started!

If filing as the Head Of Household, please supply us with the total amount you spent in 2022 for the following?

Dependent Information

Dependent Care

If your child care provider is an individual, please fill out the fields below:

Banking Information

College Credit

Virtual Currency

Head of Household Expenses

Many of these forms won't apply every year. For example, you will only receive the investment forms you may need to file your taxes if you had distributions or other activity.

Other Documents To Be Uploaded

___________________________________________________ (“we”, “us” and “our”) Printed name of tax preparer 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 disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution. You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, 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 from the date of signature. You have indicated that you are interested in applying for a Refund Transfer (“RT”) product from Refund Advantage Bank, a division of Metabank Corporation. (“Processor”) using banking services of Meta Bank (“Bank”). In order to have your refund processed by and through Processor, we must disclose all of your 2021 tax return information to Processor and Bank. If you would like us to disclose your 2021 tax return information to Processor and Bank for this purpose, please sign and date your consent to the disclosure of your tax return information. By signing below, you (including each of you if there is more than one taxpayer) authorize us to disclose to Processor and Bank all of your 2021 tax return information so that Processor can evaluate and process your application and Bank can provide banking services for the RT product. You understand that if you are not willing to authorize us to share your tax information with Processor and Bank, you will not be able to obtain an RT product from Processor, but you can still choose to pay us directly to have your tax return prepared and filed. 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.

Thank you for choosing our firm, Premiere Tax Services ("Accountant") to assist you with your tax returns. This letter confirms the terms of my engagement with you and outlines the nature and extent of the services I will provide. I will prepare your federal and state income tax returns. I will depend on you to provide the information I need to prepare complete and accurate returns. I may ask you to clarify some items but will not audit or otherwise verify the data you submit. I may or may not provide a checklist to help you collect the data required for your return, and will help you avoid overlooking important information. Information you provide will be kept confidential. I restrict access to your information and maintain physical, electronic and procedural safeguards to protect your information. I will perform accounting services only as needed to prepare your tax returns. My work will not include procedures to find defalcations or other irregularities. Accordingly, our engagement should not be relied upon to disclose errors, fraud, or other illegal acts, though it may be necessary for you to clarify some of the information you submit. I will, of course, inform you of any material errors, fraud, or other illegal acts I discover. The law imposes penalties when taxpayers underestimate their tax liability. Please contact me if you have concerns about such penalties. Should I encounter instances of unclear tax law, or of potential conflicts in the interpretation of the law, I will outline the reasonable courses of action and the risks and consequences of each. I will ultimately adopt, on your behalf, the alternative you select. My fee will be based on the complexity of the return, and will be quoted in advance of my work. The number of hours it will take to complete the return is not guaranteed but the hourly rate I charge is $___175____ / hour. However, if complications are discovered in the process of preparing your tax return, I may need to adjust the fee. Before proceeding with preparation of the return, I will generally contact you in advance if my original quote requires significant revision due to the amount of work involved. Invoices are due and payable upon presentation. To the extent permitted by state law, an interest charge may be added to all accounts not paid within thirty (30) days. I will return your original records to you at the end of this engagement. You should securely store these records, along with all supporting documents, canceled checks, etc., as these items may later be needed to prove accuracy and completeness of a return. I will electronically retain copies of your records and our work papers for your engagement for seven years, after which these documents will be destroyed. If your tax return is selected for audit by the IRS or by the state tax authorities, I am available to represent you or to prepare materials in response to correspondence. However, these are additional expenses not included in my tax preparation fees and I will render additional invoices for the time and expense incurred. Please let me know right away if you receive any letters from the IRS or any other tax agency. I will correct your return for free and pay any penalties if I am at fault. However, I am not responsible for payment of any taxes owed. My engagement to prepare your tax returns will conclude with the delivery of the completed returns to you (if paper-filing), or your signature and our subsequent submittal of your tax return (if e-filing). If I am not able to e-file your returns, you will be solely responsible to file the returns with the appropriate taxing authorities. Review all tax-return documents carefully before signing them. This letter can apply to future years of tax preparation services unless the agreement is terminated or amended in writing. To affirm that this letter correctly summarizes your understanding of the arrangements for this work, please sign the enclosed copy of this letter in the space indicated and return it to me in the envelope provided, or electronically. I appreciate your confidence in me. Please call if you have any questions.

I acknowledge that all information provided to Premiere Tax Services is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information provided. Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, that I am taking part in a potentially criminal penalty situation and is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment. I waive Premiere Tax Pro and the preparer of any error due to incorrect information provided by me. By signing below, I authorize Premiere Tax Pro to file my tax return. I acknowledge by signing this form if I and/or my spouse owes a federal/government debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to Premiere Tax Pro at the time of service. Also, if the federal refund amount is mailed, I/we are still responsible for the tax preparation fees stated on the invoice. If the tax preparation fees are not paid, I understand Premiere Tax Pro will take legal action to collect the unpaid tax preparation fees.