First Name:
Last Name:
SSN #:
DOB:
SINGLEMARIIEDHEAD OF HOUSEHOLD
Relationship
* For more dependents, please attach separate sheet.
Current Address (If different from W-2):
EMAIL ID
Phone (RES):
Phone (Cell):
Job Designation:
Spouse (Job if any):
Number of W-2s/1099s:
Name of the Bank:
Routing Number (9-digit):
Account Number:
Engagement for Tax Preparation
Thank you for choosing Security Tax and Accounting, LLC as your tax professional. We are pleased to have you as a client. This letter will confirm our understanding of the terms of and the nature and extent of the services that we will provide.
We will prepare your tax year 2015 Federal and State income returns (and additional returns if required) from information you furnish. We will process the returns and provide you with copies for your records and copies for you to file with the required jurisdictions (if required). We will not audit or otherwise verify the data you submit, but will rely on the information you provide.
You agree that if you claim a deduction for travel, automobile or computer expenses, business gifts, entertainment, or charitable deductions, you must keep timely and appropriate records and receipts. If you use any asset for both business and personal purposes, you are required to substantiate the deduction by adequate records or evidence. If you claim any such deduction, you represent that you have required evidence. You are solely responsible for retaining the supporting documents and other substantiation to present to the taxing authorities in the case of an audit. Should you have any questions on what will satisfy these requirements, we will be happy to advise you.
We appreciate your business and look forward to a long and mutually satisfying relationship.
Sincerely, Security Tax and Accounting, LLC Do you authorize us to file? No! Estimation only.
Taxpayer
Date
