Tax Terms of Service and Required Documents

Tax Terms of Service

Click to Sign Your Individual Terms of Service - 2024

Click to Sign Your Business Terms of Service - 2024

Individual Tax Terms of Service

Services to be Rendered:

Individual Federal Tax Return 2022
State Tax Return 2022 (State(s) of Residence/Work)
Previous Year Tax Returns, as Needed

Rates/Methods of Payment:

Individual Standard Rate: $105 per hour
$50 deposit due to reserve client slot, to be deducted from final amount due
$50-$200 rush fee may apply due to late transmission of documents (see within)
Remainder of invoice due no later than 30 days after filing unless otherwise agreed upon by both parties
Payment methods accepted:
- Check: Inquire for address
- PayPal : carlyjanecrawford@gmail.com
- Zelle/QuickPay: carlyjanecrawford@gmail.com
- Venmo: @thatcarlyjane

Terms of Rate:

Information transmission to Carly Crawford by 11:59pm on February 28, 2023, phone/email response to all questions within 48 hours, and payment of nonrefundable deposit guarantees submission before April 15, 2023 filing deadline.
Information transmission to Carly Crawford after February 28, 2023, and/or failure to timely respond to questions during the preparation process, may result in the accumulation of rush fees at $50-$100/return. Information transmission on or after March 15, 2023, and/or failure to timely respond to questions during the preparation process, may result in the accumulation of rush fees at $100-$200/return or a required extension at Carly’s discretion.
Preparation fees will be charged by the quarter-hour for any time spent preparing returns and reviewing them with the client. General preparation time is 2.5-4.5 hours per return; Carly cannot guarantee a set total price/hours budget before preparation of return due to the individualized nature of tax preparation.
A nonrefundable deposit of $50 is due prior to beginning any draft of a return or reviewing or filing a return. Payment may be made via Check, PayPal, Zelle/QuickPay, or Venmo. The remainder owed will be invoiced after filing and is due in full 30 days after filing unless a payment plan is otherwise arranged.
Due to the changing nature of the tax code, items may be treated differently during this preparation season than in previous filings. Carly Crawford will make every effort to explain these changes when the client has questions.

Information Transmission Recommendation:

If the client is working with Carly Crawford remotely, it is recommended that the client sends all documents containing sensitive data through Carly’s encrypted client portal, SmartVault. Carly will create an account for you and invite you to SmartVault upon receipt of your deposit and signed Terms of Service. Carly Crawford will not be responsible for the clients’ data should they choose to submit it in a non-secure format.

Waiver and Disclosure:

To protect you (the client), your tax preparer (Carly Crawford) follows accepted ethical procedures as specified by the Internal Revenue Code and/or applicable guidelines governing the conduct of professional tax preparer.

The specified income tax returns are prepared for me and/or my business at my direction by Carly Crawford, tax preparer.

By initialing on your form, you agreed to the following items:

I acknowledge that before my returns will be filed, I must review the completed returns and understand their contents. I will receive a copy of the returns for my records upon filing. I realize it is my responsibility to include in my records all documentation necessary to substantiate all income, deductions, and credits reflected on the returns for at least 3 years, or 2 years after I complete paying my tax bill, whichever is later.
Before filing, I must and will confirm that all information on these returns is true and accurate according to the information furnished to me by my tax preparer. Nothing has been added or deleted by the preparer that would understate my tax liability.
All taxable income has been reported, including any cash payments, any partering, and partnership interests, any sales of business or personal assets, and all interest and dividend income from all sources, including income for which I did not receive a tax form.
I have informed my tax preparer of any adjustments or correspondence between any taxing authority and me and/or my business during the past 3 years.
I have been informed that I must have adequate records for all deductions and specifically for: any travel or meals, any business use of a vehicle, any business use of electronics or “listed property,” and any cash and/or non-cash contributions to charity.
I understand my professional tax preparer has and will base the entries on my returns according to present laws, regulations, and other applicable authority. I understand that tax law and its interpretation is subject to continual change and therefore the rules and principles followed in the preparation of these returns may not be applicable for any other tax year.
My tax preparer has/will indicate(d) any aggressive applications of tax law to me, and I understand such a position may be questioned and/or overturned in the audit process. I agree to hold my preparer harmless from any examination and possible reversal on this/these issues.
I understand that my tax preparer must uphold due diligence requirements, and agree to furnish my preparer with any necessary documentation and answer all questions truthfully in order to prepare my return.
I understand that my tax preparer has prepared my taxes to the best interpretation of the law. I release my tax preparer from any liability of payment of additional taxes, penalties, or interest should a tax authority send me a letter assessing additional taxes. Should I receive such a letter, I have the right to send this letter to my tax preparer and receive an explanation of the letter’s contents.
I understand that it is my responsibility as the taxpayer to pay all debts owed to the IRS and any state taxing entities. These debts may include taxes, penalties, and interest. My tax preparer is not responsible for any amount I owe.

Individual Tax Documents and Information Required

Documents Required for Tax Preparation:

Information Needed for All Parties on Return:

Full Legal Name, DOB, SSN
Current mailing address and phone number
Your filing status as of 12/31/2021 (single, married – filing jointly, married – filing separately, head of household, qualifying
widow(er)*)
Your Driver License or State ID (to verify your identity)
Any W2s for tax year 2021 (employee income)
Any 1095-A for tax year 2021 (proof of health insurance through marketplace)
A copy of the Federal and State Tax Return filed (1040 and all applicable schedules) for tax year 2020 (for comparison and
reference)

Information Needed for Any Dependents on Return:

Full Name, DOB, SSN
Proof of identity (birth certificate/passport)
Any childcare expenses, including full-year tuition/cost, caretaker/organization name, caretaker/organization address, and caretaker/organization SSN/FEIN

Other Information Needed, If Applicable:

Any 1099-MISC for tax year 2021 (independent contractor income)
Any business income not reported to you on W2 or 1099-MISC (invoices, cash payments, etc)
Any foreign income documents that were not reported to you on W2 or 1099-MISC
Any 1099-K for tax year 2021 (online servicer statement)
Any Uber/Lyft/AirBNB income statement
Any K-1 Partnership Statement for tax year 2021
Any 1099-DIV for tax year 2021 (dividend distributions)
Any 1099-INT for tax year 2021 (interest income)
Any 1099-G for tax year 2021 (state tax refund/unemployment compensation)
Any 1099-B for tax year 2021 (stock income)
Any supplemental information for 1099-B (cost basis information for stock sale without basis reported on 1099-B)
Any 1099-R for tax year 2021 (retirement income)
Any 1098-T for tax year 2021 (tuition payments)
Any 1098-E for tax year 2021 (student loan interest payments)
Any IRA Contribution information for tax year 2021
Any 1098 for tax year 2021 (mortgage interest statement)
Any 1098-SA or 5498 for tax year 2021 (HSA information)
*Head of household filing status requires additional documentation.

Business Expense Information, If Applicable:
If you have self-employment (1099-MISC/self-reported) income, we will need your business expense information as well. You must
have written documentation of these expenses. Expenses fit into the following categories:

Accounting
Advertising
Bank Charges
Commissions
Contract Labor
Dues and Subscriptions
Insurance (not health/dental/vision)
Laundry and Cleaning
Legal and Professional
Miscellaneous
Office Expense
Parking/Tolls
Printing
Postage
Rent (business equipment/space)
Repairs
Federal Start-Up Costs ($5,000 maximum)
Supplies
Payroll Taxes Paid Out to Employees
Sales Tax Included in Gross Receipts
Telephone/Utilities
Tools
Travel (business; public transit in your home area is NOT business travel)
Meals
Uniforms
Wages Paid Out to Employees

Other Business Expense Information, If Applicable:

Cost of Goods Sold
- Inventory 1/1/2021
- Purchases
- Cost of Items for Personal Use
- Cost of Labor
- Materials and Supplies (for creation of product to sell)
- Inventory 12/31/2021
Business Use of Home (must be dedicated area of home used solely for business)
- Square footage of home office
- Square footage of entire home
- Annual rent cost
- Annual utilities cost
- Any repairs/maintenance cost
- Any homeowner’s/renter’s insurance cost
Vehicle Business Use
- Odometer number 1/1/2021
- Odometer number 12/31/2021
- Business (self-employment/1099 only) miles
- Commuting (W2/employee) miles
- Make/Model of Vehicle
- Date Placed in Service

Rental Property Information, If Applicable:

If you have rental property income, we will need your income and expense information as well. You must have written documentation of these expenses.

Rental Income
- Total Rental Income Received in 2019
- NOTE: Rental income does NOT include a refundable security deposit, but DOES include advance rent (i.e. last month’s rent paid at lease signing)
- Expenses paid by tenant, if tenant deducted amount from rent bill
Rental Expenses
- Mortgage Interest for rental property (Form 1098)
- Property Tax for rental property (sometimes shown on Form 1098)
- Operating expenses of rental property
- Maintenance Expenses
- Repair Expenses
- Advertising Expenses
- Utility Expenses paid by Owner/Operator
- Insurance Expenses
- Miscellaneous Expenses
Other Rental Information Needed
- Purchase price of home
- Date of purchase
- Date of conversion to rental
- Improvements made and cost of improvements
- NOTE: Improvements are large renovations and/or costs of turning a personal home into a rental home, or changing the purpose of the rental property.
- Dates inhabited by tenants
- Dates available to rent but not inhabited by tenants

Itemized Deduction Information, If Applicable:

Any 1098 for tax year 2021 (mortgage interest statement)
Property tax information for tax year 2021
Any sales tax on personal property (i.e. new car) for tax year 2021
Medical expenses paid in 2021
Charitable contributions – cash
Charitable contributions – non-cash

Business Tax Terms of Service

Services to be Rendered:

Federal Partnership Information Return (Form 1065), Federal S-Corporation Information Return (Form 1120S), or Federal Nonprofit Return (Form 990 series)
K-1 Forms for all Partners, as applicable
Any State Partnership or S-Corp Returns Required (Note: This is not the same as an annual report; if you need assistance filing an annual report, please reach out to Carly separately.)

Rates/Methods of Payment:

Partnership Standard Rate: $140 per hour
$100 deposit due to reserve client slot, to be deducted from final amount due
$50-$200 rush fee may apply due to late transmission of documents (see within)
Remainder of invoice due no later than 30 days after filing unless otherwise agreed upon by both parties
Payment methods accepted:
- Check: Inquire for address
- PayPal : carlyjanecrawford@gmail.com
- Zelle/QuickPay: carlyjanecrawford@gmail.com
- Venmo: @thatcarlyjane

Terms of Rate:

Information transmission to Carly Crawford with information required to file all necessary 1099-MISC forms for contractors and/or W2 forms for employees must occur on or before January 9, 2022 in order to guarantee submission by January 31, 2022 deadline.Information transmission to Carly Crawford by 11:59pm on Friday, February 4, 2022, phone/email response to all questions within 48 hours, and payment of nonrefundable deposit guarantees submission by March 15, 2022 deadline.Information transmission to Carly Crawford on or after February 5, 2022, and/or failure to timely respond to questions during the preparation process, may result in the accumulation of rush fees at $50-$100/return. Information transmission on or after February 18, 2022, and/or failure to timely respond to questions during the preparation process, may result in the accumulation of rush fees at $100-$200/return.Preparation fees will be charged by the quarter-hour for any time spent preparing returns and reviewing them with the client. General preparation time is 2-6 hours per return; Carly cannot guarantee a set total price/hours budget before preparation of return due to the individualized nature of tax preparation.A nonrefundable deposit of $100 is due prior to beginning any draft of a return or reviewing or filing a return. Payment may be made via Check, PayPal, Zelle/QuickPay, or Venmo. The remainder owed will be invoiced after filing and is due in full 30 days after filing unless a payment plan is otherwise arranged.Due to the changing nature of the tax code, items may be treated differently during this preparation season than in previous filings. Carly Crawford will make every effort to explain these changes when the client has questions.Information Transmission Recommendation:

If the client is working with Carly Crawford remotely, it is recommended that the client uses Carly’s client portal, SmartVault. Carly will set you up with a free account for encrypted document transmission.

Waiver and Disclosure:

The specified income tax returns are prepared for me and/or my business at my direction by Carly Crawford, tax preparer.

By initialing on your form, you agreed to the following items:

I acknowledge that before my returns will be filed, I must review the completed returns and understand their contents. I will receive a copy of the returns for my records upon filing. I realize it is my responsibility to include in my records all documentation necessary to substantiate all income, deductions, and credits reflected on the returns for at least 3 years, or 2 years after I complete paying my tax bill, whichever is later.
Before filing, I must and will confirm that all information on these returns is true and accurate according to the information furnished to me by my tax preparer. Nothing has been added or deleted by the preparer that would understate my tax liability.
All taxable income has been reported, including any cash payments, any partering, and partnership interests, any sales of business or personal assets, and all interest and dividend income from all sources, including income for which I did not receive a tax form.
I have informed my tax preparer of any adjustments or correspondence between any taxing authority and me and/or my business during the past 3 years.
I have been informed that I must have adequate records for all deductions and specifically for: any travel or meals, any business use of a vehicle, any business use of electronics or “listed property,” and any cash and/or non-cash contributions to charity.
I understand my professional tax preparer has and will base the entries on my returns according to present laws, regulations, and other applicable authority. I understand that tax law and its interpretation is subject to continual change and therefore the rules and principles followed in the preparation of these returns may not be applicable for any other tax year.
My tax preparer has/will indicate(d) any aggressive applications of tax law to me, and I understand such a position may be questioned and/or overturned in the audit process. I agree to hold my preparer harmless from any examination and possible reversal on this/these issues.
I understand that my tax preparer must uphold due diligence requirements, and agree to furnish my preparer with any necessary documentation and answer all questions truthfully in order to prepare my return.
I understand that my tax preparer has prepared my taxes to the best interpretation of the law. I release my tax preparer from any liability of payment of additional taxes, penalties, or interest should a tax authority send me a letter assessing additional taxes. Should I receive such a letter, I have the right to send this letter to my tax preparer and receive an explanation of the letter’s contents.
I understand that it is my responsibility as the taxpayer to pay all debts owed to the IRS and any state taxing entities. These debts may include taxes, penalties, and interest. My tax preparer is not responsible for any amount I owe.

Partnership Tax Documents and Information Required

Information Needed for partnership on return:

Identifying Information

For the Business: EIN (Tax ID #), Legal Name of Partnership, Legal Address/Phone of Partnership
For Partners: Legal Name, SSN
For Contractors:

- - If paid < $600 in 2019: No further information needed, but include their pay in the P&L statement below as contractor expense
  - If paid $600 or more in 2019: Legal Name, Address, SSN/Tax ID # (should be on their W9)
P&L Statement (Profit and Loss Statement), showing gross income/expenses/net income. If you don’t have one of these, let me know how you’ve been handling the recordkeeping, and I will help you create one. This sheet shows ALL income from any source, along with ALL expenses, with descriptions so they can be properly categorized.
How much money each partner invested in the business when you started it to create any starting capital.
Your official start date of the partnership.
Your Articles of Organization and/or Registration with the State.
The amount of free services you gave to anyone (if that applies), as well as any discounts given in dollars.
Information on any business assets (does the partnership own anything in terms of furniture, computers, etc?)
Your NAICS Code (You can find this information HERE)