Thank you for taking time to complete your 2025 Client Questionnaire. For new clients, this information is critical to ensure we accurately file your tax return. For existing clients, we kindly request you provide this information again to ensure our records are 100% accurate and up to date.

IMPORTANT:  UPON COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO OUR OFFICE.  CLOSING YOUR BROWSER BEFORE CLICKING THE "SUBMIT" BUTTON WILL DELETE ALL INFO WITHOUT SENDING TO US.  IT SHOULD BE NOTED THAT UPON CLICKING THE SUBMIT BUTTON YOU WILL GET A CONFIRMATION EMAIL THAT WE RECEIVED YOUR INFO.

Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid state issued photo identification card during your engagement.

***The page is highly secure. We use industry-leading technology Secured Socket Layer (SSL) to keep your information safe. All sensitive information are securely transmitted and can not be compromised***

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This questionnaire may take you up to 30 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form.

I acknowledge that all information provided to Community Chest Tax Services is true and accurate to the best of my knowledge. I understand that I am required to maintain any supporting documentation necessary to validate the information provided. Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS may constitute a criminal offense and is punishable by law, including but not limited to court appearances, restitution, and possible imprisonment. I hereby waive Community Chest Tax Services and the tax preparer from any liability for errors resulting from incorrect or incomplete information provided by me. By signing below, I authorize Community Chest Tax Services to file my tax return.

I further acknowledge that by signing this form, if I and/or my spouse owes any federal or government debt—including but not limited to IRS liabilities, child support, or student loans—I/we remain fully responsible for all tax preparation fees due to Community Chest Tax Services at the time services are rendered. Additionally, if the federal refund is mailed rather than disbursed electronically, I/we remain responsible for payment of the tax preparation fees as stated on the invoice. If the tax preparation fees are not paid, I understand that Community Chest Tax Services may pursue legal action to collect the unpaid fees.

ENGAGEMENT LETTER

Thank you for the opportunity to work with you in preparing your income tax returns. To ensure a clear and complete understanding of our professional relationship, please review the following information carefully.

Community Chest Tax Services will prepare your income tax returns based solely on the information you provide to us. Upon completion of your tax returns, we will return any original documents you supplied. From time to time, our office may retain scanned copies of your documents for recordkeeping purposes; however, you are responsible for retaining all original documents, canceled checks, and other data that form the basis of income, deductions, and other tax return forms, schedules, elections, and disclosures. Such documents include, but are not limited to, records supporting deductions for meals, entertainment, travel, business gifts, charitable contributions, and vehicle use (if applicable), as well as bank and credit card statements. These records are necessary to substantiate the accuracy and completeness of your returns should they be selected for examination by any taxing authority. We recommend that you retain all documentation and copies of your tax returns for a minimum of five (5) years after filing or after the due date, whichever is later.

Our work in connection with the preparation of your income tax returns cannot be relied upon to detect errors, irregularities, or illegal acts, including but not limited to fraud, that may exist in the information or documentation you provide. We will exercise professional judgment in resolving questions where tax law is unclear or where there may be differing interpretations between taxing authorities and other reasonable positions. Unless otherwise instructed by you, we will take a tax position favorable to you when it is reasonable to do so. However, we cannot guarantee that such positions will not be challenged or ensure the ultimate outcome of any challenge. Additionally, we are not responsible for issues arising from income, expenses, or other information not provided to us prior to the filing of your returns.

Please note that this engagement includes general and annual income tax preparation services only. Unless specifically requested by you and agreed upon in writing, Community Chest Tax Services does not provide services related to payroll tax, sales tax, excise tax, personal or real property tax, or other non-income tax matters. We also do not determine or report compliance with federal, state, or local business laws, health care or human resources regulations, retirement plan compliance, or business, property, or professional licensing or permitting requirements.

Fees for our services are based on a per-form structure, with consideration given to the time spent by our professional staff and costs incurred for supplies and related expenses, including copying, long-distance telephone charges, and computer processing fees. Payment for tax preparation services is due upon presentation of your completed tax returns. It is company policy not to release tax returns or any related schedules, reports, advice, or notes until payment is received in full. In the event that payment is not received and Community Chest Tax Services seeks legal assistance to collect outstanding fees, you may be responsible for reimbursing the firm for any associated legal costs. While we strive to provide a fee estimate in advance, circumstances may arise that increase or decrease the final cost. Should this occur after an estimate is provided, we will notify you accordingly.

Upon completion of your tax returns and receipt of payment, we will provide you with copies of your returns, e-file authorization forms, and any applicable payment vouchers. You are responsible for reviewing the completed returns carefully. If any changes are required, please notify us immediately so we may address or correct the issue without delay. If you approve the returns, please sign and date the e-file authorization forms and return them promptly. Taxing authorities prohibit electronic filing without signed authorization. If your returns cannot be e-filed, paper copies will be provided for your signature and mailing.

By signing this engagement letter, you agree to compensate Community Chest Tax Services for the services requested. If this engagement is terminated prior to completion, Community Chest Tax Services reserves the right to invoice you for any out-of-pocket expenses, professional time at our standard hourly rates, or other costs incurred during the engagement. This applies to in-person consultations, advisory services provided by phone or email, representation services, or any tax-related services rendered, even if the engagement is terminated before completion.

If you receive correspondence from any taxing authority regarding a tax return prepared by our firm, we will be happy to assist you. Included in your tax preparation fee is up to 120 minutes of correspondence-related services per tax year at no additional charge. Additional time beyond 120 minutes will be billed at a standard hourly rate of one hundred and fifty dollars ($150) per hour or portion thereof. When feasible, we will inform you if additional time is anticipated. Regardless, additional fees are payable upon completion of the work. You may request that we discontinue correspondence assistance at any time by submitting a written request with your signature. If the correspondence results from an error or omission by our firm, no charge will apply. Except in such cases, a flat handling fee of fifty dollars ($50) will be assessed for correspondence assistance and is not included in the annual tax preparation fee.

Audit or examination representation services are not included in the tax preparation fee and require a separate engagement and fee structure. If you wish to obtain audit representation, please inquire at any time. Audit representation is available through Audit Maintenance Protection for an additional fee of $49.99, which may be added to your tax preparation services.

Community Chest Tax Services takes the privacy and security of your personal information seriously. We take reasonable measures to safeguard your information and do not sell or disclose it outside the firm. However, limited internal use of your information may occur for non-tax-related purposes such as newsletters, holiday greetings, or courtesy communications. By signing this agreement, you consent to such limited internal use.

To help prevent identity theft and ensure accurate filing, Community Chest Tax Services may request documentation to verify your identity and that of any individuals listed on your tax returns. These documents may include, but are not limited to, government-issued photo identification, Social Security cards, birth certificates, or immigration-related documents. All such documentation will be safeguarded in accordance with our information security procedures.

If you agree to the terms of this engagement, please sign below. By signing and providing your tax information, you acknowledge and accept the terms outlined in this engagement letter. Thank you for placing your trust in Community Chest Tax Services. We look forward to a long and mutually beneficial professional relationship.

CONSENT TO USE OF TAX RETURN INFORMATION

Federal law requires that this consent form be provided to you. Unless authorized by law, Community Chest Tax Services may not use your tax return information for purposes other than the preparation and filing of your tax return without your consent. Federal law also prohibits the disclosure of your personal or financial information to any third party. Accordingly, Community Chest Tax Services will not disclose your personal or financial information to anyone unless you specifically request such disclosure in writing and identify the person or persons to whom the disclosure may be made. Any such authorization will be documented on a separate consent form.

For the purposes of this consent, please note that we are seeking authorization solely to satisfy federal law requirements so that we may communicate with you directly. This includes, but is not limited to, speaking with you by telephone, sending emails or other correspondence, mailing newsletters or reminders, sending holiday or occasional greetings, and providing reminders of upcoming deadlines or important updates.

You are not required to complete this form. If your consent is obtained by conditioning our services upon your agreement, such consent will not be considered valid. Your consent is valid for the duration you specify. If no duration is specified, your consent will remain in effect for a period of three (3) years from the date you sign this form.

The undersigned hereby consents to the use, by Community Chest Tax Services, its owner, employees, and staff, of any tax return information pertaining to the following purposes:

• Responding to questions, inquiries, or requests you make regarding your tax returns, tax situation, or related issues.

• Fulfilling requests for copies of your documents, figures, records, or other tax-related information.

• Acting upon your direct request to connect you with another professional in a different field when the matter falls outside the scope of this firm’s expertise.

• Providing notifications of important tax law changes.

• Providing notifications of changes affecting our engagement, including updates to firm contact information, website address, email address, physical location, or other relevant business details.

• Other reasonable business purposes, including but not limited to appointment reminders, holiday mailings, birthday greetings, and informational communications.

  
  

Tax return information may not be disclosed or used by Community Chest Tax Services, its owner, employees, or staff for any purpose other than those expressly permitted by this consent.

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 or by email at complaints@tigta.treas.gov.

CONSENT FOR PAYMENT

At Community Chest Tax Services, we value the relationships we build with each of our clients and are committed to providing the highest level of professional tax preparation services. Please note that our firm provides a tax preparation service, not a guaranteed refund. Any refund issued is determined solely by the taxing authorities based on the information provided.

As a taxpayer, you may choose to pay your tax preparation fees using one of the following methods: cash, check, money order, credit card, or by having the fees deducted directly from your tax refund.*

*If you elect to have your tax preparation fees deducted from your refund and, for any reason, your refund is delayed, reduced, or intercepted, you remain fully responsible for payment of the tax preparation fees. Please contact our office promptly to remit payment or arrange acceptable payment terms. By signing your tax return, you agree to pay the tax preparation fees regardless of whether or when your refund is received. If payment or a payment arrangement is not made within ninety (90) days from the date your refund was scheduled to be issued, Community Chest Tax Services reserves the right to submit the account for collections and/or initiate a debit to your designated bank account, as permitted by law.

We appreciate your cooperation and encourage open communication so we can work together to avoid any inconvenience.