4651 Salisbury Rd Ste 400 Jacksonville, FL 32256
tctaxservices@perfect700club.com

PERSONAL INFORMATION

I understand that TC Tax Services does not offer free Estimates. All Tax Estimates are subject to a $50 estimate fee which shall be paid before any services are rendered. You understand by completing this form you are requesting Tax Preparation services to be completed by TC Tax Services. *




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Self EmployedCollege StudentTotally or Permanently DisabledActive Military, Reservist or National GuardsmenEmployedUnemployment

INCOME INFORMATION


Financial AidScholarshipsStudent LoansPersonal FinancesN/A


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REFUND OPTIONS


CheckDirect DepositPre-Paid Debit Card


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DEPENDENT INFORMATION




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DOCUMENT UPLOAD








DUE DILIGENCE QUESTIONNAIRE

The United States Congress have, as a reaction to the substantial tax fraud resulting from their original error of choosing to distribute federal social welfare program benefits via the tax return, placed new excessive inappropriate “due diligence” requirements on paid tax return preparers whose clients are claiming certain tax credits. This added to the excessive and inappropriate requirements previously implemented by the Internal Revenue Service, the IRS has forced tax preparers to, in many cases, become Social Workers and verify that their clients qualify to receive certain credits i.e. EIC, CTC, ACTC and now HOH.

We preparers are not compensated by the IRS or the government for doing their job for them but must pass the costs of this required additional work on to our taxpayer clients.

You will be claiming an Earned Income Credit, Child Tax Credit, Additional Child Tax Credit, HOH, and/or an American Opportunity Credit on your 2020 tax return. Because of this you must complete, sign, and return this questionnaire to me. I will keep the original signed copy of this questionnaire with my file copy of your 2020 tax return and will include a photocopy of the completed questionnaire in the package I send you with the finished returns.


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ATTESTATION AND DISCLAIMER

TC Tax Services is not responsible if the taxpayer provides us with incorrect information (i.e. social security numbers for self, spouse, or dependents, last names, birth dates). This may delay your refund. TC Tax Services is not responsible for any IRS audits. All information obtained from the taxpayer and/or spouse must be presentable if the IRS audits your tax return. TC Tax Services is not responsible for any incorrect tax figures provided by the taxpayer and/or spouse. If your tax figures change you will need to do an Amendment. Prices Vary. If you have any federal or government debts (i.e. school loans, child support, DPP, DFCS, etc….) there is a chance that your refund will be applied towards your debt. You can call the offset department at 1-800-304-3107 or 1-800-829-7650 to see if your refund will be partially or fully taken. If your refund is fully taken you are responsible for paying the preparation fees. TC Tax Services provides the taxpayer with ONE complimentary copy of their tax return. Should you need any additional copies, there is a $15 fee per copy (federal and state included). TC Tax Services is not responsible for any discussions or changes the IRS or bank may make on disbursement dates, filing status or any other required information from the IRS. TC Tax Services is not responsible for any IRS glitch problems or IRS problems that may cause a delay in your tax refund. We DO NOT reimburse any bank fees in the event of this occurrence.*

Consent To Use
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 your tax return information for purposes other than the preparation and filing of your tax return without your consent. You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services 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 one year from the date of signature. For your convenience, we have entered into an arrangement with certain companies to offer an Electronic Refund Disbursement Service and/or Loan product. To determine whether these offerings may be of interest to you, we will need to use your tax return information. If you would like us to use your tax return information to determine whether these offerings are relevant to you while we are preparing your return, please sign and date this consent to the use of your tax return information. By signing below, you authorize us to use the information you provide to us during the preparation of your 2020 tax return to determine whether to offer you an opportunity to apply for the Electronic Refund Disbursement Service and/or Loan product.*

The information contained in this office or on this website is of a general nature. It should not be construed as legal advice nor should it be acted upon in your specific situation without further details and/or professional assistance. Any use of information contained in this office or on our web site is done so at the risk of the user, and TC Tax Services is not responsible for the result or outcome of its use. TC Tax Services does not guarantee and is not liable for the truthfulness, accuracy, effectiveness, or any resulting effects of the use of any information contained in this office or on the web site. It is advised and it is the responsibility of the visitor of this office or web site to seek proper instruction and/or seek professional assistance in all matters regarding taxes and the IRS. TC Tax Services is thus held harmless, released of, and users of information contained in this office or on this web site assume full responsibility for, any violation of Tax laws and/or IRS procedure, and any other legal liability resulting from use of any information contained in this office or on this web site. I attest that all information contained in this income tax return was obtained from the taxpayer or spouse and is true and correct to the best of his/her knowledge.*

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