Service Requested: 1. Tax preparation Only
2. Tax preparation with Electronic Filing
3. Tax preparation with Electonic Filing & Rapid Refund
4. Tax preparation with Electonic Filing & Direct Deposit
(attach your canceled check)
Instructions: 1. Complete this organizer .
2. Attach W2s and other tax related information that will help us prepare your taxes.
3. If your taxes are already prepared and you want service 2, 3, or 4; complete and sign attached 8453.
4. If your taxes are not yet prepared and you want service 2, 3, or 4; do not sign 8453.
5. If service 3 is desired; complete and sign Bank One application.
6. Read and sign Electronic Filing Agreement below for service 2,3,4.
7. Present two forms of ID. At least one should be a Picture ID.
8. Enclose your money order payable to "KT&J Tax Service" for services
1,2, & 4.
9. You will receive your tax return package from us with:
1. A check if you applied for RAL OR
2. Receive your refund via direct deposit from the IRS 10-21 days after your return is processed.
This agreement is by and between "KT&J Tax Service, Inc." hereinafter referred to as tax prepareer, on behalf of itself and it's Collection points and the taxpayer identified on the signature page of this Agreement. Whereas tax preparer is in the business of providing tax preparation, electronic filing, refund anticipation loan and other tax related services. Whereas tax payer wishes to obtain one or more of the above-mentioned services from taxpreparer in accordance with the terms of this Agreement. Now therefore, in consideration of the mutual promises expressed herein, tax preparer and taxpayer agree that taxpreparer will provide taxpayer with tax related services contracted for. Documents that are determined by the IRS or transmitter to be inaccurate, incomplete, false, or fraudulent will be returned for completion or verification. Fees charged constitute the total charges for tax return preparation, electronic filing/refund anticipation loan. In situations where inaccurate or incomplete return is submitted, tax preparer will charge the fee for preparing an actual return plus EF charges. Taxpayer agrees that all information furnished in connection with tax filing and refund loan application is true and agrees that all fees for these services be deducted from refund-loan check. In situations where a loan is denied, taxpayer hereby agree to pay all fees incurred. In situations where taxpayers are dropped off at a collection point taxpayer releases the store from all liability in connection with all services rendered. Refund Anticipation Loan is a loan against your refund. We do not guarantee loan approval within a certain number of days nor the acceptance of the said return by the IRS. Majority of Refund Anticipated Loans are processed within 3-14 working days. However, various circumstances could sometimes delay the loan. Accordingly tax preparer is held blameless and hereby relieved of any responsibility or liability regarding the tax preparation, refund anticipation loan, electronic filing or other related services. Taxpayer agrees that in no event shall any action at law or take action against tax preparer and/or its collection points. Taxpayer further agrees to pay any legal or other expenses incurred by tax preparer. Signature(s) below constitute an understanding and acceptance of the terms and conditions of this agreement and constitute authorization for preparer and transmitter to transmit return Electronically to the IRS.
Taxpayer's Signature ________________ Spouse's Signature ________________ Date: ________ |
