PLEASE READ BEFORE STARTING
Engagement Letter

1. Tax Prep Estimates

We understand that many clients may want to know the estimated amount of their refund before services are completed. If you would like an estimate of your refund amount, please let us know before we begin entering all of your tax information into our system.

At this time, we can only provide refund estimates for basic tax returns (W-2 only clients). Self-employment, business income, and other complex tax situations may make it difficult to provide an accurate estimate in advance.

Once your tax return is prepared, you are responsible for payment in full for our preparation services, regardless of the outcome of the return or the refund amount.

2. Price Increase

We have been operating under industry standard pricing for years; however, due to rising operational costs, increased compliance requirements, and the value of our expertise, we can no longer maintain previous pricing.

Our prices have increased effective immediately.

To avoid any surprises, we encourage all clients to request a price estimate before their tax return is prepared. We will make every effort to provide an accurate estimate based on the information you share; however, the final cost of tax preparation may change depending on the complexity of your return, additional schedules, forms, or research required.

We appreciate your understanding and continued trust in McNeal Tax & Associates. Our priority is to provide accurate, compliant, and timely tax preparation services while maintaining the highest level of professionalism.

Acknowledgement

By signing below, you acknowledge that you have read and understood the terms outlined above and agree to the payment of fees for services rendered.

Your Signature *

Clear

Client Status *

New

Returning

How did you hear about us? *

Tax Year *

2025

2024

2023

2022

Today's Date *

Referral Name *

First Name *

Last Name *

Job Title *

SSN *

Date of birth *

Email *

Phone *

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time.

Is Taxpayer or Spouse Blind? *

Yes

Is Taxpayer or Spouse Disabled? *

Yes

Address

Street Address *

City *

State *

Country *

Postal Code *

Social Security Card *

Upload Unexpired ID/Driver's License *

If filing Head of Household, taxpayer must be unmarried and qualify.

Spouse Legal First Name *

Spouse Legal Last Name *

Spouse Date of Birth *

Spouse's SSN *

Spouse IRS Identity Protection PIN (IP PIN) *

If issued by the IRS (6 digits)

Have you ever been denied the Earned Tax Credit (EITC)?

Yes

Can someone else claim you as a dependent?

Yes

Why is the other parent not filing the dependent(s) (if not filing together)?

Did you support your dependent for more than 6 months out the year?

Yes

Upload Lease or Bill for Head of Household filing status

W-2

Additional W-2(s)

1099s (1099-MISC, 1099G, 1099-NEC, 1099-DIV, 1099-R)

Any other additional documents?

Are you self employed? *

Yes

Business Name *

Business Type *

EIN *

Describe Your Business *

Upload Business Income Documents (multi-file) *

Upload Business Expense Documents (multi-file) *

Upload Mileage/Vehicle Logs (multi-file) (optional)

Were Any Cancelled Debt Forms Received (such as 1099C, 1099A)?

Yes

Itemizing (Please Submit Any Documents)

List Itemized Amounts

Please upload those documents

Were you issued an Identity Pin (IP Pin)? *

Yes

IP PIN Number *

Did you purchase health insurance through the Marketplace?

Yes

I don't know what that is

Please upload 1095A Form *

Have you received any letters from the IRS last year? *

Yes

Wrap Up

Additional Notes for Your Preparer:

Would you like to apply for a refund advance? *

Yes

Approvals are solely up to the bank not your Tax Preparer. If you are not approved the bank will send you a letter within 45 days explaining why. Check here if you understand there is no guarantee you will be approved for the refund advance. *

I Agree

Refund Disbursement

How would you like your refund disbursed? *

Check (printed in office)

Direct Deposit (your own account)

Prepaid Debit Card (pick up in office)

Refund Not Expected

Routing Number *

Account Number *

In the event you or your spouse refund is offset for a debt you owed, held up for any reason, or not disbursed at the fault of your negligence, you are still responsible for your agreed prep fee. Payment options are available upon request. Do you understand and agree?