Appointment Preparation

Phelps Tax + Financial appreciates this opportunity to work with you! If you are an individual (includes sole proprietors or single member LLCs) with an upcoming tax planning or tax preparation appointment, please review the applicable information below to ensure you have all of your documents at the time of your scheduled appointment. If you are missing any documentation, your appointment may need to be rescheduled for a later date. Please note that individuals with tax preparation appointments will also need to complete Part 2, which is the Tax Preparation Client Agreement lower on this page.

Tax Planning Appointments
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Tax Preparation Appointments (Part 1)
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Tax Preparation Appointments (Part 2 - Agreement)

Please complete the Tax Preparation Client Agreement below prior to your appointment.

Complete the Tax Preparation Client Agreement

The below form is to confirm and specify the terms of our engagement with you and to clarify the nature and extent of the services we will provide. In order to ensure an understanding of our mutual responsibilities, we ask all clients for whom returns are prepared to confirm the following arrangements. You will receive a copy of the completed Agreement via email.

Personal Information

Name:(Required)

First Last

Email Address:(Required)

Phone Number:(Required)

Tax Year:(Required)

Please Read the Below

Our Responsibilities

We will prepare your federal and state income tax returns from the information which you will furnish to us. We will not audit or otherwise verify the data you submit, although it may be necessary to ask you for clarification of some of the information. We will furnish you with questionnaires and worksheets to guide you in gathering the necessary information. Your use of such forms will assist in keeping the fee to a minimum.

Your Responsibilities

It is your responsibility to provide all the information required for the preparation of complete and accurate returns. You should retain all the documents, canceled checks and other data that form the basis of income and deductions. These may be necessary to prove the accuracy and completeness of the returns to a taxing authority. You have the final responsibility for the income tax returns and, therefore, you should review them carefully before you sign them.

Defalcations and/or Irregularities

Our work in connection with the preparation of your income tax returns does not include any procedures designed to discover defalcations and/or irregularities, should any exist. We will render such accounting and bookkeeping assistance as determined to be necessary for the preparation of the income tax returns.

Penalties

The law provides various penalties that may be imposed when taxpayers understate their tax liability. If you would like information on the amount or the circumstances of these penalties, please contact us.

Reviews

Your returns may be selected for review by the taxing authorities. Any proposed adjustments by the examining agent are subject to certain rights of appeal. In the event of such a government tax examination, we will be available upon request to represent you and will render additional invoices for the time and expenses incurred.

Payment

Phelps Tax and Financial Svcs, Inc. stands by the service it provides you. By signing this Agreement, you agree to pay all fees associated with the preparation of your tax return. Our fee for these services 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. Should you fail to provide all relevant data for Phelps Tax to complete a full and complete return or choose to seek out the services of another tax preparer, you will still remain liable to pay for the services already performed by Phelps Tax.

Agreement and Signature

The foregoing fairly sets forth my understanding. I have also reviewed the information and documentation required for my appointment in the "Tax Preparation Appointments (Part 1)" section of the page above, and I will have the required information and documentation at my appointment.(Required)

Yes

Signature:(Required)

Date:(Required)

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Schedule an Appointment With Us

To schedule an appointment with Phelps Tax + Financial, you may contact us by phone at (316) 262-1900 or make an appointment online.

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Ask us about creating a custom services package based on the specific tax and financial needs of your business. For a reasonable monthly cost, we will take care of you year-round! Contact Us