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WHAT TAX YEAR ARE YOU FILING?*

REQUESTED TAX PREPARER*

WHO REFERRED YOU?

SELECT ONE*

NEW CLIENT RETURNING CLIENT

IF YOU ARE A NEW CLIENT, HOW DID YOU HEAR ABOUT US?

TAXPAYER INFORMATION

FIRST NAME*

LAST NAME*

SOCIAL SECURITY NUMBER*

DATE OF BIRTH*

EMAIL*

PHONE NUMBER*

UPLOAD DRIVER LICENSE OR STATE ID*

ARE YOU FILING WITH A SPOUSE*

SPOUSE INFORMATION

FIRST NAME*

LAST NAME*

SOCIAL SECURITY NUMBER*

DATE OF BIRTH*

EMAIL*

PHONE NUMBER*

SPOUSE DRIVER LICENSE OR STATE ID NUMBER

ID ISSUE DATE

ID EXPIRATION DATE

Address*

Street Address Line 2

City

State / Province

Postal / Zip Code

ARE YOU FILING DEPENDENTS*

DEPENDENT INFORMATION

Please list only dependents who lived with you for more than 6 months in 2025, not including yourself or your spouse.

DEPENDENT 1

First Name

DEPENDENT SSN

DEPENDENT DATE OF BIRTH

RELATIONSHIP

DID THE DEPENDENT LIVE WITH YOU OVER 6 MONTHS OUT THE TAX YEAR?

DEPENDENT 2

First Name

DEPENDENT SSN

DEPENDENT DATE OF BIRTH

RELATIONSHIP

DID THE DEPENDENT LIVE WITH YOU OVER 6 MONTHS OUT THE TAX YEAR?

DEPENDENT 3

First Name

DEPENDENT SSN

DEPENDENT DATE OF BIRTH

RELATIONSHIP

DID THE DEPENDENT LIVE WITH YOU OVER 6 MONTHS OUT THE TAX YEAR?

DEPENDENT 4

First Name

DEPENDENT SSN

DEPENDENT DATE OF BIRTH

RELATIONSHIP

DID THE DEPENDENT LIVE WITH YOU OVER 6 MONTHS OUT THE TAX YEAR?

BANK ACCOUNT INFORMATION

TYPE OF ACCOUNT

CHECKING SAVINGS

ROUTING NUMBER

BANK ACCOUNT NUMBER

VERIFY ROUTING NUMBER

VERIFY BANK ACCOUNT NUMBER

DEPENDENT INFORMATION

Please list only dependents who lived with you for more than 6 months in 2025, not including yourself or your spouse.

Name of Parent(s) or Guardian(s)*

First Name

Last Name

Dates the dependent(s) lived with you in Calendar Year 2025*

Address that your dependent (s) lived with you at in 2025 for more than 6 months*

Street Address

City

State / Province

Postal / Zip Code

List All Dependents That Lived With You From Your Tax Return

Dependent 1*

Dependent 2

Dependent 3

Dependent 4

I certify that all dependents listed on this form, whom i am claiming on my text return,, lived with me at the address provided within the united states for more than 6 months of the text year being filled.

In the event of an audit, I can provide one of the following documents to verify the residency requirement for the dependents listed on my tax return. Please select one.*

If other, list below

I hereby affirm under the penalty of perjury that information in this document is true

By typing your name and the last 4 digits of your Social Security number, this serves as your electronic signature and confirms that all information entered on this form is true and correct.*

First Name

Last Name

Last 4 numbers of your social security number*

Date*

DISCLOSURE FORM

ENGAGEMENT LETTER

Dear Client,

Thank you for choosing Xpert Tax Service LLC for your income tax preparation needs. This engagement letter outlines the terms of our services and your responsibilities as our client.

Service Agreement Overview

By signing this document, you affirm that all information provided for your federal and state tax returns for the applicable tax year being filed, including income, expenses, deductions, and dependents, is accurate and complete to the best of your knowledge. This agreement represents our mutual understanding of the services to be performed.

Your Responsibilities

You are responsible for providing all information necessary for the accurate preparation of your tax returns. We will rely on the information you provide without independent verification, although we may ask additional questions to clarify certain details.

Specific Considerations for Tax Credits

For clients claiming tax credits such as the Earned Income Tax Credit (EITC), Additional Child Tax Credit, Education Credits, or filing under Head of Household status, you confirm that all related information is accurate and meets eligibility requirements.

Record Retention and Original Documents

Our policy is to retain records related to this engagement for a specified number of years, after which they may be destroyed. All original documents will be returned upon completion of our services.

Legal and Financial Responsibilities

The information you provide will be submitted to the IRS and applicable state tax authorities. Providing false or misleading information may result in penalties or other consequences.

Audit and Examination

Your tax return may be subject to audit. You may be required to provide supporting documentation.

Completion and Payment

Upon completion of your tax return and payment of all preparation fees, you will receive a copy of your filed return.

Additional Services

This engagement includes only federal and state income tax preparation unless otherwise agreed in writing.

Confidentiality

We are committed to protecting your information and will not disclose it unless required by law.

Tax Preparation Fee

Your tax preparation fee is based solely on services rendered and is not contingent upon receiving a refund.

By signing below, you acknowledge and agree to the terms outlined in this engagement letter.

I acknowledge that i have read and understand all terms and condition in tgis engagment latter and aggree to them.

By typing your name and entering the last 4 digits of your Social Security number, this will serve as your electronic signature. By signing, you confirm that all information entered on this form is true and correct. By completing this form, you consent to Xpert Tax Service, LLC using the information submitted to prepare your income tax return and, where applicable, to apply for banking products on your behalf.*

First Name

Last Name

Last 4 numbers of your social security number*

Date*

Can another taxpayer claim you as a dependent on their tax return?*

Did you withdraw any money from a retirement plan or a 401k?*

Did you receive health insurance through the Market Place? (If Yes, please upload your 1095A. If you don't have it download from www.healthcare.gov)*

Do you or your spouse owe debt to any Government Agency; such as IRS, Student Loans, Child Support etc?*

Are you interested in the Cash Advance up to $7,000 with bank approval? (If Yes, make sure you upload your social security cards)*

Have you ever been disallowed for EITC, CTC, or AOTC*

Did you or your spouse work overtime in 2025?*

Did you or you spouse receive tip pay in 2025?*

Did you or your spouse purchase a brand new vehicle in 2025?*

List the name of the person and IP PIN

Anything you'd like us to know when preparing your return?

Please upload all tax documents needed to prepare your tax return (for example, W-2s, 1099s, 1098-T, 1095-A, etc.), including any required photo IDs (if not already uploaded) and Social Security cards.

Xpert Tax Virtual Tax Preparation Form

TAXPAYER INFORMATION

SPOUSE INFORMATION

DEPENDENT INFORMATION

BANK ACCOUNT INFORMATION

DEPENDENT INFORMATION

List All Dependents That Lived With You From Your Tax Return

DISCLOSURE FORM

Service Agreement Overview

Your Responsibilities

Specific Considerations for Tax Credits

Record Retention and Original Documents

Legal and Financial Responsibilities

Audit and Examination

Completion and Payment

Additional Services

Confidentiality

Tax Preparation Fee