Requesting Bank Products that include but are not limited to: Rapid Refunds, Withdrawing Tax Preparation fees from tax returns and other banking products require consumer consent of information disclosure

Federal law requires this consent form be provided to you (“you” refers to each taxpayer, if more than one). Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. You are not required to complete this form. Our need to disclose your tax return information to another a 3rd party - Refund Advantage affects the tax return representation service(s) that we provide to you and its (their) cost, we may decline to provide you with the tax return preparation service or change the terms (including the cost) of the tax return preparation services that we provide to you. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year.

In order to process your return, we must disclose all of your tax return information to Refund Advantage. For your convenience, we have entered into agreements with a bank to provide qualifying taxpayers with the opportunity to apply for a (bank product) Refund Transfer (RT), or Electronic Refund Check or Electronic Refund Deposit. To determine whether these products may be available to you, we will need to use your tax return information by analyzing it and calculating the amount of your anticipated refund.

By signing below, you (including each of you if there is more than one taxpayer) authorize us to disclose to Refund Advantage all of your tax return information.

Thank you for choosing Precise Taxx to assist you with filing your Taxes. This letter confirms the terms of the engagement and outlines the nature and extent of the services we will provide.

We will prepare your federal and state* income tax returns (*if applies) . We will depend on you to provide the information we need to prepare complete and accurate returns. We may ask you to clarify some items but will not audit or otherwise verify the data you submit. The Questionnaire/Organizer this is enclosed is to help you collect the data required for your return. The Questionnaire/Organizer will help you avoid overlooking important information. By using it, you will contribute to the efficient preparation of your returns and help minimize the cost of our services.

We will perform accounting services only as needed to prepare your tax returns. Our work will not include procedures to find defalcations or other irregularities. Accordingly, our engagement should not be relied upon to disclose errors, fraud, or other illegal acts, though it may be necessary for you to clarify some of the information you submit. We will inform you of any material errors, fraud, or other illegal acts we discover.

The law imposes penalties when taxpayers underestimate their tax liability. Call us if you have concerns about such penalties.

Should we encounter instances of unclear tax law, or of potential conflicts in the interpretation of the law, we will outline the reasonable courses of action and the risks and consequences of each. We will ultimately adopt, on your behalf, the alternative you select. Moreover, we cannot be responsible for issues arising from any income, expenses or other information not provided to us at the time of tax preparation or prior to the filing of your returns.

The charges for our services are on a “per-form” basis with references to time spent by our professional staff to perform the work, and costs incurred for related supplies and expenses, including copy charges, long distance phone charges and computer processing charges. You will be given a full break down with the total of Tax Preparation charges and Refund Advance Fees (If applied and approved) before the return is submitted. PLEASE NOTE. If you change your mind and choose not to allow us to file your return and we have fully completed it, there will be a charge of $100.00 that will be due immediately! Should a situation arise where services have been rendered but payment is not received and our firm is forced to or elects to seek legal assistance to collect fees due to us, please note that you may be asked to reimburse our firm for the legal costs to collect any outstanding balance due.

You should retain all documents, cancelled checks and other data that form the basis of income and deductions and other tax return forms, schedules, elections and disclosures. Such documents include but are not limited to, proper records to support deductions claimed for meals, entertainment, travel, business gifts, charitable contributions, and vehicle use (if applicable), as well as bank and credit card statements. These records will be necessary to prove the accuracy and completeness of the returns to taxing authorities, should your returns be selected for examination. We recommend keeping all documents and copies of your returns for a minimum of five years after you file your tax returns or after their due date, whichever is later.

Upon completion of your returns and after you have paid your tax preparation fees (Or agreed to have them taken from your refund) we will provide you with a copy of your returns as well as the e-file signature authorizations and any applicable payment vouchers to complete your tax filing. You should review the completed returns carefully. If you see anything that requires changing, please bring it to our attention immediately and we will either explain the matter to you or correct it without delay and provide you with new, corrected copies. If you are satisfied with the returns and see no issues, please sign, and date the e-file signature authorizations and return them to this office immediately. Please note that all taxing authorities prohibit us from transmitting your tax returns without signed authorization from you. Please also note that if your returns can not be e-filed we will provide you with paper copies to sign and mail to the taxing authorities.

By signing this engagement, you are agreeing to compensate
for services you have requested. In the event you terminate the engagement prior to the completion of your tax accounting work, Precise Taxx reserves the right to invoice you for any out-of-pocket expenses, time at our hourly rate, or other expenses that were incurred during this engagement. If you sought in person consultation services, received advisory services by phone or email, sought representation work or received any tax accounting services, by signing this engagement letter you are agreeing to compensate Precise Taxx for these services, even if you terminated the engagement prior to our firm completing the work requested or required.

Precise Taxx takes your privacy and personal information very seriously. We will take whatever steps are necessary to safeguard that information and will never sell or disclose said information to anyone outside the firm for any reason. Please note that while we will protect your confidential information, our firm, from time to time, will need to utilize some of your information for internal purposes not related directly to your current year tax preparation. An example of this usage would be mailing you a newsletter or holiday card to your confidential home address or perhaps a personal phone call to wish you or a member of your family greetings or a happy birthday. By signing this letter, you agree to allow our staff limited access to your information for such informal, non-tax preparation related situations.

Please also note that in an effort to help combat the increasing threat of identity theft and to ensure the returns filed by our firm are accurate, true, and pertain to the proper client or taxpayer, Precise Taxx reserves the right to request, as condition of our providing services, certain documents to verify your identity and the identity of others you may be listing on your tax returns. This is for your protection and for the protection of your spouse and/or dependents and these documents will be safeguarded to the best of our ability and in accordance with our document protection procedures. Such documents requested by our firm may include but are not limited to; government issued photo identification, Social Security Cards, birth certificates, or visa and immigration related documents.

If you agree with the terms of our engagement as described in this letter, please sign below. Please be aware that by signing below and giving us your income tax information, you expressly agree to the terms of this engagement letter. We want to thank you for putting your trust in Precise Taxx and look forward to a long and mutually satisfying relationship.

Warm Regards,

Precise Taxx

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. However, federal law also prohibits us from revealing any personal or financial information to any third party. Therefore as a matter of fact, we will never reveal your financial or personal information in any way, to anyone, unless you specifically request we do so, and provide in writing to us the specific person or persons to whom you wish that disclose to be made, which is done on a wholly separate consent form from this. For the purposes of this consent form please note we are seeking consent only to satisfy requirements set forth by federal law so we may speak with you on the phone, send you email correspondences of any kind, send you mailings, newsletters, email reminders, holiday and occasional cards and greetings, and reminders of upcoming deadlines, etc.

You are not required to complete this form. If we obtain your signature on this form by conditioning our service on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for a period of three years from the date you have signed the consent.

The undersigned hereby consents to the use; by Precise Taxx, its owner, employees, and staff; of any and all tax return information pertaining to:

• Direct questions, inquiries or requests you make regarding your tax returns, situation, or issues.
• Requests you make for copies of your documents, figures, numbers, or information.
• Upon your direct request in order to connect you with another professional in another field or profession so you may gain further information on a certain topic not available or in the realm of expertise of this firm.
• Notification of important tax law changes.
• Notification of changes or information that will impact our engagement, such as a change of firm website address, email address, physical location, or other such contact, biographical or geographical information.
• Other reasonable business purposes including but not limited to: appointment reminders, holiday mailings, birthday greetings and other informational mailings.

The tax information may not be disclosed or used by Precise Taxx, its owner, employees, or staff, for any purpose other than that which is permitted by this consent document.

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484 by email at complaints@tigta.treas.gov.

Warm Regards,

Precise Taxx

This is a payment agreement between (client) also referred to as “I” and Precise Financial Services LLC (DBA: Precise Taxx) also referred to as “Company”.

I the client, receive tax preparation services from Precise Financial Services LLC, Company. I am fully aware that the company expects monetary compensation for those services rendered to me. Therefore, I affirm the following statements:

1. I hereby agree to pay all fees associated with the preparation and filing of tax returns which have been disclosed to me verbally and listed on the invoice I received for my review and approval.
2. I understand that the full balance becomes due at time of service.
3. With the Company’s permission, I have opted to utilize the option to defer making payment until I receive my 1st tax refund for said tax preparation. I understand that this is an optional service made available for my convenience, but not a required service the company is mandated to provide. Therefore, I am fully aware that receipt of tax refund in full or partial is NOT a contingency determining whether or not I am responsible for paying my balance in full.
4. In the event that I do not receive any portion of or the entirety of my tax refunds in the time frame expected, I hereby agree to pay my invoice in full within 45 days from the date of this agreement. I understand that Precise Financial Services LLC will return to me any funds in excess of said balance within 3 business days, should any tax refund be later released and any fees are deducted from it and sent to them.
5. If for any reason, a portion or the entirety of my tax refunds get intercepted, resulting in me not receiving funds: I understand that I am still responsible for paying off any unpaid balance owed to Precise Financial Services LLC. I hereby agree to pay the company in full within 14 days of notification of unpaid balance due to interception.
6. I have been made aware that any unpaid balance will be assessed a $25 late fee upon becoming past due (on the 46th day from date of this letter or 15th day from notice of interception- which ever is sooner). I’m also aware that a past due balance will begin accruing a penalty of 5% interest every 14 days thereafter.
7. I understand that this is a BINDING CONTRACT which I agree to fully comply with. I understand that refusal to adhere to this agreement will result in debt collection activities including but not limited to account turned over to collection agency, reporting to credit bureaus, lawsuit in civil court etc. I hereby agree to pay all costs and fees resulting from any of these steps being taken to collect from me.
8. I understand that if I am having difficulties paying, I am encouraged to contact company to request alternative payment arrangements. I understand that any other payment arrangements offered by the company would be a courtesy, and should I dishonor any courtesy agreement, Precise Financial Services LLC has the right to make said agreement null and void, making this original agreement fully enforceable.

I have read and fully comprehended the content of this contract and hereby accept and agree to all terms listed above: