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Professional Tax Services Engagement Intake Form

Instructions for Use

• Complete all sections of this form accurately to ensure your tax filings are prepared in accordance with current regulatory requirements.
• Review the terms of engagement carefully and ensure the primary taxpayer and spouse (if filing jointly) sign the acknowledgment section.
• Retain a digital or physical copy of this completed document for your personal financial records before submitting it to your tax professional.

Parties and Definitions

This Tax Services Engagement Intake Form is entered into by and between: Taxpayer(s): [Full Legal Name(s)] of [Primary Address] ("Client") Tax Preparer: [Firm/Preparer Name] ("Firm")

Operative Terms and Conditions

1. Scope of Services: The Firm agrees to prepare the Client’s [Tax Year] federal and state income tax returns based on information provided by the Client. This engagement does not include bookkeeping, financial statement preparation, or representation before tax authorities unless otherwise agreed upon in a separate written addendum.

2. Client Responsibilities: The Client represents that all information provided—including income, deductions, credits, and supporting documentation—is true, correct, and complete to the best of their knowledge. The Client acknowledges that they remain legally responsible for the accuracy of all tax returns filed.

3. Reliance on Information: The Firm shall rely on the information provided by the Client without independent verification. The Firm is not responsible for the detection of fraud, embezzlement, or other irregularities.

4. Document Retention: The Client is responsible for maintaining all primary source documentation (receipts, logs, statements) for a minimum of [Number] years in accordance with IRS guidelines.

5. Fees and Billing: The Client agrees to pay the Firm’s fees based on the complexity of the return and the time required for preparation.

   • Hourly Rate: [Amount] per hour
   • Flat Fee: [Amount] per return
   • Other: [Description of fee structure]

6. Electronic Filing: The Firm will provide electronic filing services where applicable. The Client must sign Form 8879 (or equivalent) to authorize the electronic submission of tax returns.

7. Termination: Either party may terminate this engagement at any time with written notice. In the event of early termination, the Client shall pay the Firm for all hours worked up to the date of termination.

Acknowledgment and Signatures

By signing below, the Client acknowledges that they have read, understood, and agreed to the terms outlined in this intake form.

Client Signature: __________ Printed Name: [Full Legal Name] Title: [Taxpayer/Spouse/Authorized Representative] Date: [Date]

Preparer Signature: __________ Printed Name: [Preparer Name] Title: [Title/Designation] Date: [Date]

Disclaimer: This document is a general framework intended for informational purposes only. It does not constitute legal or professional tax advice. You should consult with qualified legal counsel or a certified tax professional to ensure this document complies with your specific jurisdiction and individual business requirements.