Annual Client Tax Questions

JavaScript isn't enabled in your browser, so this file can't be opened. Enable and reload.

The following are a list of questions that we ask each year in order to properly prepare your tax return. If you are married, please answer each question as it applies to you AND your spouse.

Thank you for selecting Dorinda Kisner CPA, PLLC to assist you with your tax affairs. This letter confirms the terms of our engagement with you and the nature and extent of services we will provide.

We will prepare your federal and all state income tax returns you request using information you provide to us. We may ask for clarification of some items, but we will not audit or otherwise verify the data you submit.

It is your responsibility to provide information required for preparation of complete and accurate returns. You should keep all documents, canceled checks and other data that support your reported income and deductions. They may be necessary to prove accuracy and completeness of the returns to a taxing authority. You are responsible for the returns, so you should review them carefully before you sign them.

Our work will not include any procedures to discover defalcations or other irregularities. The only accounting or analysis work we will do is that which is necessary for preparation of your income tax returns.

We must use our judgment in resolving questions where the tax law is unclear, or where there may be conflicts between the taxing authorities’ interpretations of the law and other supportable positions. In order to avoid penalties, we will apply the “more likely than not” reliance standard to resolve such issues. You agree to honor our decisions regarding the need to make protective disclosures in your returns.

Penalties of as much as $100,000 can be imposed on you for failing to disclose participation in “reportable transactions,” that is, certain arrangements the IRS has identified as potentially abusive. We will insist that all such transactions be properly disclosed.

The law also imposes penalties when taxpayers understate their tax liability. If you have concerns about such penalties, please call us.

Your returns may be selected for audit by a taxing authority. Any proposed adjustments are subject to appeal. In the event of a tax examination, we can arrange to be available to represent you. Such representation will be a separate engagement for which an engagement letter will be provided to you. Fees and expenses for defending the returns will be invoiced in accordance with terms we agree on for that engagement.

Our fee for preparation of your tax returns will be based on the amount of time required at standard billing rates plus out-of-pocket expenses. All 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 with thirty (30) day.

We will retain copies of records you supplied to us along with our work papers for your engagement for a period of seven years. After seven years, our work papers and engagement files will be destroyed. All of your original records will be returned to you at the end of this engagement. You should keep the original records in secure storage.

To affirm that this letter correctly summarizes your understanding of the arrangements for this work, please select the box below and submit this form. We will retain this engagement letter for all future tax preparation unless changes are required, and you are authorizing it for use in any future returns you provide us with the records to prepare.

In addition, by selecting the confirmation button below and submitting this form, you are providing us with permission to provide you with an IRS pin which is required in order to e-file your return. Furthermore, you are verifying that you have physical evidence to backup mileage logs, receipts and related information regardless of whether you provided this information to us.

We appreciate your confidence in us. Please call if you have questions.

I have read, understand, and agree to the engagement terms outlined in this form.

If you own a business, farm, or rental service, were you required to issue any 1099 forms for the previous year?

Yes, I was required to issue at least one 1099 for the previous year.

No, I was not required to issue any 1099 forms for the previous year.

Clear selection

Name(s) of individual(s) we are preparing the tax return for: *

Phone Number (e.g. 555-555-5555) (enter multiple if applicable) *

Email address (enter multiple if applicable)

Did your direct deposit account change from last year? (If you are a new client to us and you wish to have any refund direct deposited, please select yes below and you may submit your direct deposit information to us accordingly at your convenience.) *

Yes (If yes, please upload your new information via the portal or call us at 304-789-6082.)

I do not want direct deposit setup.

Did your address change from last year? *

Yes (If yes, please provide your new address in the Open Notes Section at the end of this form.)

Did your marital status change from last year? *

Yes (If yes, please indicate what change occurred and the legal date of change in the Open Notes Section at the end of this form.))

Are there any changes in your dependents from last year? *

Yes (If yes, please indicate if you are adding or dropping and include name, date of birth, and relationship in the Open Notes section at the end of this form. We will also need the social security number for any added dependents, but do not advise you to include that information below - instead you should call us with that information or upload it to the portal for us to access.)

Did you, your spouse, or any of your dependents take any college courses last year? *

Yes (If yes, we will need to know who was in college, when did they start classes, and you will need to provide us with a 1098T form from the university either through the portal or drop-off at our office.)

Did you invest in any virtual currency or foreign investments last year? *

Yes

Did you purchase health insurance on the marketplace (exchange of Obama Care)? *

Yes (If yes, please provide us with a 1095A form via the portal or dropped off at our office.)

Do you have long-term care insurance? *

Yes (If yes, please provide us with receipts for this year either via the portal or drop-off at our office.)

Do you track your mileage for a business you own? *

Yes (If yes, please provide us with your total business miles for the previous year in the Open Notes section at the end of this form.))

Did you contribute to a 529 plan in the previous year? *

Yes (If yes, please provide us with receipts for this year either via the portal or drop-off at our office.)

Are you, your spouse, or any of your dependents under the age of sixty-five AND considered permanently disabled? *

Yes (If yes, please indicate who in the Open Notes Section at the end of this form.)

Did you buy anything outside of your resident state that you need to declare and pay sales tax on from the past year? *

Yes (If yes, please indicate specific information regarding this purchase in the Open Notes Section at the end of this form.)

Do you have all receipts for any tax deductions you are taking on your tax return this year? *

Yes

Do we have your permission to provide the IRS with a PIN for e-filing your tax return? (E-filing requires a PIN for every return. Accordingly, we need your permission to assign a PIN to your return in order to e-file for you.) *

Yes

Would you like your return to be emailed to you upon preparation or will you come to pick it up? (Emailed returns require either a digital signature or documents to be printed, signed, scanned/photographed, and sent back to our office for e-filing.) *

Please email my return to me and I will either digitally sign or print, sign, and return the required documents for e-filing.

I will sign and pickup my return at your office upon preparation.

Open Notes (Please provide any additional information needed for the preparation of your tax return as indicated from the questions above. If no additional information was requested, you may leave this answer box blank.)

Submit

Clear form

Never submit passwords through Google Forms.

This form was created inside of Kisner CPA. Report Abuse

Forms