Client Information

Email *

Phone *

Street Address *

City *

State *

Country *

Postal code *

Household & Dependents

Spouse's Name (if applicable)

Spouse's SSN

Spouse's Date of Birth

Dependents (List Below):

Full Name

Dependent SSN

Dependent Date of Birth

Relationship

Were you or any dependents full-time students?

Yes

No

Did any dependent provide more than half of their own support?

Yes

No

Income Sources (Check all that apply)

Legal Acknowledgments (Check All to Proceed)

Legal Acknowledgments *

I agree to the terms outlined in the Letter of Engagement and this form.

I confirm all information provided is accurate and complete.

I authorize ATE Financial Services to prepare and e-file my return(s).

I understand I'm responsible for reviewing and signing my return.

I understand refund delays, offsets, or denials do NOT eliminate my responsibility to pay.

I acknowledge any additional forms requested later may be subject to a $25 processing fee.

Record Retention & Security (Check All to Proceed)

Record Retention & Security *

I understand that ATE Financial Services will retain my file for 3 years.

I am responsible for keeping copies of my own tax documents.

I understand that my data will be securely stored and used only for tax services.

IRS Due Diligence Acknowledgment (Check All to Proceed)

IRS Due Diligence Acknowledgment *

I provided truthful information for EITC, CTC, AOTC, HOH, or other credits.

I submitted documents to verify income, dependents, or household status as required.

I understand giving false info may result in denied credits or IRS penalties.

I acknowledge that ATE Financial Services followed IRS due diligence procedures.

Signature & Agreement

Client Signature *

Clear

Date

Preparer Signature *

Clear

Date

Letter of Engagement

Thank you for choosing ATE Financial Services, LLC for your tax preparation needs. This engagement outlines the terms of our services, responsibilities, and expectations.

Scope of Services:

We will prepare your federal and state income tax returns based on the information you provide. Additional services such as prior-year returns, audit support, or tax planning are billed separately.

Fees and Payment Terms:

You will receive a quote before services begin. Payment options include: 1) Upfront (Zelle, Cash, Card), 2) Refund Transfer, or 3) Refund Advance (if approved). If your refund is delayed, offset, or denied, you are still responsible for payment. Late fees may apply after 7 days.

Client Responsibilities:

You agree to provide complete and accurate information, respond promptly, and notify us of any changes. We do not verify information unless agreed in writing.

Record Retention:

We retain your records for 3 years. You are responsible for keeping your own copies. Additional requests for forms may be subject to a $25 processing fee.

Acknowledgment:

By signing above, you authorize us to prepare and file your tax returns and agree to the terms outlined.

Due Diligence Acknowledgment

To comply with IRS rules for refundable credits (EITC, CTC, AOTC, HOH), we are required to:

Ask verification questions
Request supporting documentation
Confirm eligibility to protect you from audits and penalties

By signing below, you acknowledge the following: *

I provided complete and accurate information about income, dependents, and household.

I submitted the required proof (school records, lease, income docs, etc.).

I understand false/incomplete info may result in disallowed credits or IRS penalties.

I accept full responsibility for the information provided.

I understand ATE Financial must verify this info by federal law.

Client Signature *

Clear

Preparer Signature *

Clear

Upload Your Tax Documents

Please upload the required documents to complete your intake:

W-2s, 1099s *

SSA statements *

Valid IDs *

Dependent verification *

Income proof *

Tuition forms or other supporting paperwork *

Note: Your return will not be started until all required documents are received.