PLEASE ENTER IN ALL OF YOUR INFORMATION
By signing below, I confirm that the income, expenses, and other financial information provided for the preparation of my Schedule C tax return are true, complete, and accurate to the best of my knowledge. I understand and acknowledge the following:
Recordkeeping Responsibility: I am solely responsible for maintaining proper documentation to support the figures provided (e.g., income logs, receipts, invoices, mileage logs, etc.).
Estimated Figures: If I have provided estimated figures due to lack of precise records, I understand that I am accountable for any discrepancies and potential IRS penalties resulting from inaccuracies.
Audit Risk: I acknowledge that incomplete or inaccurate records may increase the likelihood of an IRS audit or adjustments to my return.
Tax Preparer Limitation: I hold Black Diamond Taxes & Financial Services harmless from any liability, penalties, or additional taxes arising from inaccuracies in the information provided, as the responsibility for maintaining and reporting accurate financial data lies with me.
Dear [Client Name],
This letter serves as a contract between Black Diamond Taxes & Financial Services (referred to as "Tax Professional") and [Client Name] (referred to as "Client") regarding the provision of tax preparation services. Both parties agree to the following terms and conditions:
1. Tax Payer Responsibility: We will prepare your tax returns as noted above only on the information you furnish. It is your responsibility to provide all the information required for the preparation of complete and accurate returns. We will depend on the information you are supplying as being accurate and complete to the best of your knowledge, and we will rely on your representation that you have maintained the documentation required by law to support the information you are providing, including your expense for meals, entertainment, travel, gifts, vehicle use, and charitable contributions but it may be necessary to ask you for clarification of some of the information you provided. We will not audit or otherwise verify the data you submit to us.
2. Scope of Services: Tax Professional agrees to provide tax preparation services to Client for the tax year mentioned in this agreement. The services will include, but are not limited to, preparing and filing the client's tax return(s), providing tax advice and support, and corresponding with the tax authorities on behalf of the client, if necessary.
3. Fees: Client agrees to pay Tax Professional the agreed-upon fee for the tax preparation services rendered. The fee will be based on the complexity of the tax return(s) and any additional services requested by the client. The fee will be communicated to the client in writing before the commencement of the services.
4. Payment Terms: Client agrees to pay the tax preparation fee in full upon completion of the tax return(s) and before the submission of the return(s) to the appropriate tax authorities. Payment can be made by cash, check, or any other mutually agreed-upon method.
In the event we are required to respond to a subpoena, court order or other legal process for the production of documents and/or testimony relative to information we obtained and/or prepared during the course of this engagement, you agree to compensate us (at our then prevailing hourly rate) for the time we expend in connection with such response, and to reimburse us for all of our out-of-pocket costs incurred in that regard.
In the event that we are or may be obligated to pay any cost, settlement, judgement, fine, penalty, or similar award or sanction as a result of a claim, investigation, or other proceeding instituted by any third party, and if such obligation is or may be a direct or indirect result of any inaccurate, incomplete, or misleading information that you provide to us during the course of this engagement (with or without your acknowledge or intent), you agree to indemnify us, defend us, and hold us harmless as against such obligation.
5. Refund Offsets: In the event that the client's tax refund is offset by the tax authorities or any other entity, Client agrees that they are still responsible for paying the tax preparation fees in full. The refund offset will not relieve the client of their obligation to pay the agreed-upon fee.
6. Confidentiality and Data Capture: Client acknowledges that Tax Professional may capture and store sensitive data, such as personal ID, government ID, social security number (SSN), and other information necessary for tax preparation purposes. Tax Professional will handle and protect this information in accordance with applicable laws and regulations. Client consents to the capture and use of this data for the purpose of preparing and filing the tax return(s) and, if required, sharing it with the IRS in the event of an audit.
We use a third-party software vendor for processing certain tax information, including the transmittal of all tax returns that are filed electronically. This vendor is in the United States and is subject to the same confidentiality and privacy rules of the Internal Revenue Services to which we are subject. We will, if possible, e-file your returns upon receipt of a signed form 8879 (e-file transmittal form.) It is possible your e-filing may be rejected; in which case we will prepare returns for paper filing. There will be an additional charge for re-compiling the returns for paper filing.
7. Responsibilities: By signing below, Client acknowledges that they have read and understood their responsibilities and the responsibilities of Black Diamond Taxes & Financial Services in the tax return process. Client affirms that all the information provided is accurate and true. Client further acknowledges that they have read and agreed to the terms and conditions and privacy policy of Black Diamond Taxes & Financial Services.
8. Audit Documentation: The firm does not keep any original records. They will be returned to you at the completion of the engagement. It is your responsibility to retain and protect your records for possible future use, including potential examination by the IRS. The balance of our files, other than a copy of your income tax return, which we will provide to you at the conclusion of the engagement, is our property, and will provide copies of such documentation at our discretion and if compensated for any time and costs associated with the effort.
In the event of an audit by the IRS, Client agrees to provide substantial documentation to support the tax return(s) prepared by Black Diamond Taxes & Financial Services. Additional work required including responding to any inquiries from tax authorities, tax planning or amended returns will incur additional fees.
Audit protection services are available through a third-party provider, protection plan, for an additional fee., Audit protection must be added at the time of the preparation of the Client's tax return. Protection Plus provides the protection the following services:
1. $1 Million Tax Audit Defense
2. Identity Theft Restoration
3. $2,500 Tax Preparation Guarantee
Clients who opt for audit protection agrees to follow Protection Plus's s terms and conditions. We also offer services to amend tax returns. Amended returns will incur an additional fee, which will be communicated to the Client before commencement of such services.
9. Term and Termination: This agreement shall remain in effect for the tax year mentioned in this agreement. Either party may terminate this agreement by providing written notice to the other party.
In the case of work product covering more than one party, the undersigned enters into this agreement on behalf of all affected parties (i.e., husband signing for bothe spouses).
In the event of termination, the client will be responsible for paying any fees incurred up to the date of termination.
10. Governing Law and Jurisdiction: This agreement shall be governed by and construed in accordance with the laws of Missouri. Any disputes arising out of or in connection with this agreement shall be subject to the exclusive jurisdiction of the courts of Missoui.
Please review the terms and conditions outlined in this agreement carefully. If you agree to these terms, please sign and return a copy of this agreement to our office. Upon receipt of the signed agreement, we will proceed with the tax preparation services.
PLEASE NOTE: If you change your mind and choose not to allow us to file your return and we have completed it, there will be a charge of $75.00 due immediately.
Should a situation arise where services have been rendered but payment is not received and our firm is forced to, or elects to, pursue legal action to collect fees due to us, you may be asked to reimburse our firm for the costs required to collect any outstanding balance.
Thank you for choosing Black Diamond Taxes & Financial Services for your tax preparation needs. If you have any questions or require further clarification, please do not hesitate to contact us.
Yours sincerely,
Black Diamond Taxes & Financial Services Staff
Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use your tax return information for purposes other than the preparation and filing of your tax return without your consent.
You are not required to complete this form to engage in our tax return preparation services. If we obtain your signature on this form by conditioning our tax preparation services 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 one year from the date of signature.
If you do not consent, you may still have your tax return prepared and electronically filed by us for a fee. For your convenience, we have entered into an arrangement with third parties to provide qualifying taxpayers with the opportunity to apply for an Electronic Refund Disbursement Service and/or Loan product. To determine whether these products may be available to you, we will need to use your tax return information in order to calculate the amount of your anticipated refund.
If you would like us to use your tax return information to determine whether these products may be available to you while we are preparing your return, please sign and date this consent to the use of your tax return information.
By signing below, you authorize us to use the information you provide to us during the preparation of your 2025 tax return to determine whether to present you with the opportunity to apply for these products and services.
Before you sign, this is what you need to know....
Federal law requires this consent form be provided to you. 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 in our tax preparation services. If we obtain your signature on this form by conditioning our 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 receiving an Electronic Disbursement Service and/or Loan (or collectively, “Products or Services”) from Pathward National Association. In order to provide you with the opportunity to apply for one of these Products or Services, we must disclose all of your 2023 tax return information necessary for evaluating the request to Pathward.
If you request a more limited disclosure of tax return information, you will not be eligible to submit an application request for these Products or Services. If you would like us to disclose your 2023 tax return information for this purpose, please sign and date your consent to the disclosure of your tax return information.
By signing below, you authorize us to disclose to Pathward all of your 2023 tax return information necessary for the evaluation and processing of your request for a Product or Service. You understand that if you are unwilling to authorize the disclosure and sharing of your tax return information with Refund Advantage, you will not be able to obtain a Product or Service, but you may still choose to have your tax return prepared and filed by us for a fee.
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, or by e-mail at [email protected]