Name
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Email
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Date of Birth
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Filing Status
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Single
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Dependents
Please enter the following for each dependent:
Name, Relationship, Date of Birth
Were any of your dependents:
Questions (check all that apply)
Wages, Salary Income (will be required to upload your W-2s)
Please list out all of your employers:
Self-Employment Income (1099-K, 1099-NEC, cash, checks, etc.)
Please list out all sources of income:
Interest Income (will be required to upload your 1099-INTs)
Please list all sources of interest income:
Dividend Income (will be required to upload your 1099-DIVs)
Please list all sources of dividend income
Partnership, Trust, Estate Income (will be required to upload your K-1s)
Please list all sources of K-1 Income
Property Sold (such as personal residence, vacation home, land, or other)
Please provide details on what type of property sold
Distribution from a Individual Retirement Account (IRA) (will be required to upload your 1099Rs)
Please provide details for distributions from a retirement account
Distribution from a Pension Retirement Plan (will be required to upload your 1099Rs)
Please provide details of sources received
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Estimated Tax Payments
If you made federal and/or state estimated tax payments:
Terms & Conditions
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To the best of my knowledge, the information enclosed in this client tax organizer is correct and includes all income, deductions, and other information necessary for the preparation of this year's income tax returns for which I have adequate records.
Holistic Budget, APC and Client (collectively, “Client” or “you”) hereby agree that COMPANY will provide services to Client on the terms set forth below.
1. CONDITIONS
This Agreement will govern all services performed by COMPANY on behalf of Client. This Agreement will not take effect, and COMPANY will have no obligation to provide services to Client, until: (i) Client returns a signed copy of this Agreement; (ii) COMPANY acknowledges acceptance of representation by counter-signing this Agreement and returning a fully executed copy to Client; and (iii) COMPANY receives the initial payment from Client, as outlined in Section 4 below. Upon satisfaction of these conditions, this Agreement will be deemed to take effect immediately (“Effective Date”).
2. SCOPE OF SERVICES
Client hires COMPANY to provide the following tax preparation services:
A. Preparation of Federal Individual Tax Return(s)
B. Preparation of State Individual Tax Return(s)
COMPANY will take reasonable steps to keep Client informed of progress and to respond to Client’s inquiries. This Agreement does not cover audit services of any kind, whether in court, arbitration, administrative hearings, or government agency hearings. A separate written agreement for these services, or services in any other matter not specifically described above, will be required.
Tax Preparation Disclaimer: COMPANY will prepare Client's federal and state business and personal income tax returns from the information Client furnishes us. COMPANY will not audit or
otherwise verify the data you submit, although it may be necessary for COMPANY to request clarification and/or documentation of some of the information. Generally, COMPANY will rely on Client's representation that Client has maintained the documentation required by law to support the information Client provides, including expenses for meals, travel, gifts, vehicle use, charitable contributions, etc. If
you are not clear regarding what documentation is needed for any given item of income or deduction,
COMPANY will be happy to discuss it with you. Client has the final responsibility for Client tax
returns; therefore, Client should carefully review them before Client signs and files them. A separate Engagement Letter will be required for signature authorization at the time of filing Client business and personal tax returns.
3. CLIENT’S DUTIES
Client agrees to be truthful with COMPANY at all times and not to withhold information. Client agrees to fully cooperate, and to keep COMPANY informed of any and all information and/or developments pertaining to the matter(s) described above. Client also agrees to abide by this Agreement and to pay COMPANY’s invoices on time.
4. FEES
Client acknowledges and agrees the following fee arrangement is fair and reasonable for the scope of services listed in Section 2 above: to be determined after review of provided doumentation.
The rates or fees set forth above are not set by law and are negotiable between an COMPANY and client. COMPANY retains the right to hire consultants and/or third-party COMPANYs. Payment shall be made via Venmo, debit or credit card (subject to the terms of the Credit Card Authorization Agreement).
5. OTHER COSTS OR EXPENSES
COMPANY does not anticipate incurring any additional costs or expenses relative to the handling of the matter(s) described above.
6. INVOICES AND LATE FEE
Invoices are payable, in full, upon receipt. After 30 calendar days from the date of invoice, unpaid balances will be subject to a late fee equal to 10% per annum, unless otherwise agreed upon by COMPANY and Client. Any discounts extended are conditional upon timely payment and may be suspended or withdrawn, at COMPANY’s sole discretion, if payments are not timely.
COMPANY reserves the right to postpone or defer providing additional services, or to discontinue representation if an invoice or invoices are not paid timely. Client agrees to promptly review all invoices and raise any questions or concerns within 7 calendar days of receipt.
8. ERRORS AND OMISSIONS INSURANCE
COMPANY maintains errors and omissions insurance coverage for the services to be provided.
9. DISCLAIMER OF GUARANTEE AND ESTIMATES
Nothing in this Agreement and nothing in COMPANY’s statements to Client will be construed as a promise or guarantee about the matter(s) described above. COMPANY makes no such promises or guarantees. COMPANY’s comments about the outcome of the matter(s) are expression of opinion only, are neither promises nor guarantees, and will not be construed as promises or guarantees.
10. SEVERABILITY IN EVENT OF PARTIAL INVALIDITY
If any provision in this Agreement is held in whole or impart to be unenforceable for any reason, the remainder of that provision and of the entire Agreement will be severable and remain in effect.
11. TERMINATION OF REPRESENTATION
Client has the right, at any time and in Client’s sole discretion, to terminate COMPANY’s services and representation. Termination must be in writing and signed by Client. Upon termination, Client will remain obligated to pay for all fees, costs and expenses incurred prior to the date of termination, including those fees, costs and expenses which are reasonably necessary after termination.
COMPANY may withdraw with Client’s consent, for good cause, or if permitted under the Rules of Professional Conduct of the American Institute of Certified Public Accountants and/or applicable law. Among the circumstances under which COMPANY may withdraw are: (a) with the consent of Client; (b) Client’s conduct renders it unreasonably difficult for COMPANY to carry out the representation effectively; (c) Client fails to pay COMPANY’s fees or costs as required by this Agreement; or (d) Client’s refusal to cooperate or follow COMPANY’s advice on a material matter. Notwithstanding the withdrawal, Client will remain obligated to pay for all fees, costs and expenses incurred prior to the date of withdrawal.
12. ENTIRE AGREEMENT
This Agreement constitutes the entire agreement between COMPANY and Client. No other agreement, statement, advertisement, or promise made on or before the effective date of this Agreement will be binding on the parties. Any amendments or modifications of this agreement shall be in writing and executed by the contracting parties.
13. COUNTERPARTS AND ELECTRONIC SIGNATURES
This Agreement may be executed in one or more counterparts, each of which will be deemed to be an original copy of this Agreement and all of which, when taken together, will be deemed to constitutes one and the same Agreement. The facsimile, email or other electronically delivered signatures of the parties shall be deemed to constitute original signatures, and facsimile or electronic copies hereof shall be deemed to constitute duplicate originals.
14. ARBITRATIONS. ARBITRATION OF ALL DISPUTES INCLUDING CLAIMS OF MALPRACTICE
Any dispute between the parties (COMPANY and Client) regarding construction, application or performance of any services under this Agreement, and any claim arising out of or relating to this Agreement or its breach, including, without limitation, claims for breach of contract, professional negligence, breach of fiduciary duty, misrepresentation, fraud and disputes regarding COMPANY fees and/or costs charged under this Agreement shall be submitted to binding arbitration upon the written request of one party after the service of that request on the other party. The parties shall appoint one person to hear and determine the dispute. If the parties cannot agree, then the Superior Court of Los Angeles County California shall choose an impartial arbitrator whose decision shall be final and conclusive on all parties. COMPANY and Client shall each have the right of discovery in connection with an arbitration proceeding in accordance with the California Code of Civil Procedure, Section 1283.05. The cost of arbitration, excluding legal fees and costs, shall be borne by the losing party or in such proportion as the arbitrator shall decide. The sole and exclusive venue for the arbitration and or any legal dispute, shall be Los Angeles County, California. Because each party is giving up a right, Client is encouraged to have an independent lawyer of Client’s choice review these arbitration provisions before agreeing to them.
By hitting "Submit" below, Client and COMPANY confirm that they have read and understand Sections 14 and 15, and voluntarily agree to binding arbitration. In doing so, Client and COMPANY voluntarily give up important constitutional rights to trial by judge or jury, as well as rights to appeal. Client is advised that Client has the right to have an independent lawyer of Client’s choice review these arbitration provisions, as well as this entire Agreement, prior to initialing this provision or signing this Agreement.
16. MEDIATION
If a dispute arises out of or relating to any aspect of this Agreement between COMPANY and Client, or the breach thereof, and if the dispute cannot be settled through negotiation, COMPANY and Client agree to first try in good faith to settle the dispute by private mediation or fee mediation before resorting to arbitration, litigation, or any other dispute resolution procedure. The cost of such mediation shall be borne equally by the parties, unless otherwise stipulated in a settlement agreement between the parties.
THE PARTIES HAVE READ AND UNDERSTOOD THE FOREGOING TERMS AND AGREE TO THEM AS OF THE DATE COMPANY FIRST PROVIDED SERVICES. IF MORE THAN ONE CLIENT IS LISTED ABOVE, EACH AGREES TO BE LIABLE, JOINTLY AND SEVERALLY, FOR ALL OBLIGATIONS UNDER THIS AGREEMENT. THE CLIENT SHALL RECEIVE A FULLY EXECUTED DUPLICATE OF THIS AGREEMENT.
Terms & Conditions Agreement
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Today's Date
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