Submit Tax Information

Client Responsibility and Consent

By checking the box below, you acknowledge and agree:

• Complete Information: You have provided all income documents, expense receipts, and tax-related materials for the tax year.
• Document Accuracy: All uploaded documents are genuine, unaltered, and represent actual transactions.
• Missing Information: You understand that incomplete information may result in inaccurate tax preparation, potential penalties, or the need for amended returns at additional cost.
• Professional Limitation: Your tax preparer will work with the information provided and cannot be responsible for omitted income, expenses, or documentation.
• IRS Responsibility: You remain ultimately responsible for the accuracy and completeness of your tax return, regardless of who prepares it.
• Record Keeping: You will retain all original tax documents and supporting records for a minimum of 7 years.
• Authorization: You authorize communication with tax authorities if needed regarding your return.
• Fee Understanding: Tax preparation fees are set per form completed and payment is required before filing your return in most cases.

Privacy Notice: All documents and information will be kept confidential and handled according to professional tax preparation standards.