Thank you for choosing Fasttrack Accounting

Dear Valued Taxpayer,

First and foremost, Welcome to the Fasttrack Accounting Family!!! We're truly honored that you've chosen us as your tax preparation partner. Your trust means everything to us, and we're excited to show you why so many clients consider us their lifetime tax professionals.

As someone who has helped countless clients navigate their tax journeys, I want to personally assure you that you're in caring and capable hands. Our team of dedicated tax professionals brings decades of combined experience to your tax preparation, and we're committed to making this experience exceptional for you.

What Makes Your Experience With Us Special:

•         Personal attention to your unique tax situation

•         Expert guidance throughout the entire process

•         Year-round support for your tax-related questions

•         Strategic planning to maximize your financial benefits

We've already begun reviewing your information with the attention to detail you deserve. In the coming days, you'll be experiencing our signature white-glove service, starting with:

•         Access to your secure, private client portal

•         A thorough review of your tax documents

•         Personalized recommendations for your situation

•         Clear communication every step of the way

Your Secure Client Portal

You'll receive separate login credentials for your dedicated portal shortly. This secure platform ensures you have 24/7 access to your tax journey, allowing you to:

•         Review your tax return progress in real-time

•         Securely sign documents from anywhere

•         Communicate directly with our expert team

•         Access your tax documents whenever needed

Important Notice for Refund Advance Applicants:

We prioritize these applications and will notify you of your status within 24 hours of submission.

Our Commitment to You:

Remember, we're not just here for tax season we're here to be your year-round tax partners. Whether you have questions about:

•         Estimated payments

•         Life changes affecting your taxes

•         Planning for next year

•         General tax inquiries

We're always just a message away through your secure portal or by phone.

On behalf of our entire team, thank you for choosing Fasttrack Accounting. We're looking forward to exceeding your expectations and helping you achieve the best possible outcome for your taxes.

With Warm Regards and Appreciation,

Fasttrack Accounting

SPOUSE INFORMATION

TAX RELATED INFORMATION

All self employed questions will be answered further down under the Business Questions

INCOME INFORMATION

HEALTHCARE QUESTIONS

BUSINESS EXPENSES

If you choose to have a check printed and you are not local, We will confirm all your mailing information before your check is mailed out. If you are not local and will need to be mailed out there will be a fee of $10.00 to receive in 2 days. 

You will still need to provide your bank info no matter which option as it is an agreement for payment if your refund is taken.

We will confirm all your mailing information before your return is finalized. 

I acknowledge that all information provided to Fasttrack Accounting is true and accurate to the best of my knowledge.  I understand that I am required to have any supporting documentation to validate the information provided.  Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, that I am taking part in a potentially criminal penalty situation and is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment.  I waive Fasttrack Accounting and the preparer of any error due to incorrect information provided by me.  By signing below, I authorize Fasttrack Accounting Business to file my tax return.

PLEASE NOTE. If you change your mind and choose not to allow us to file your return and we have fully completed it, there will be a charge of $75.00 that will be due immediately! Should a situation arise where services have been rendered but payment is not received and our firm is forced to or elect to seek legal assistance to collect fees due to us, please note that you may be asked to reimburse our firm for the legal costs to collect any outstanding balance due. Also please note that an additional fee of one hundred and fifty dollars may be applied to certain accounts who begin the preparation process after September 25th each year. This fee covers the additional labor and administrative costs that arise when beginning a tax return so close to a terminal filing deadline. Should arrangements in writing have been made prior to September 25th or should arrangements have been made in writing with Fasttrack Accounting, LLC at any time this fee may be waived upon request. We also have fees based on the time required to help in other tax situations, which are billed at standard billing rates plus out-of-pocket expenses. Invoices are due and payable upon presentation unless you have opted to have your preparation fee taken from your Tax Refund. All accounts that had their tax preparation fees requested to be taken from their refund and end up not getting funded (Due to audit, offset, etc.), getting a mailed check from the IRS, or any other situation what causes your fees to not get paid, thirty (30) days after said issue all fees are subject to interest charges to the extent permitted by state law. Please note that this engagement, and this firm’s services, include but are not limited to general and annual income tax-related services. Unless specifically requested by you and agreed upon in writing we do not provide any services related to payroll tax, sales tax, excise tax, and personal or real property tax. Nor can we be relied upon to determine or report your compliance, or lack thereof, with any Federal, State, or Local business-related laws, health care or human resources regulations, retirement plan compliance or any business, property, or professional permitting/licensing.

I acknowledge by signing this form if I and/or my spouse owes a federal/government debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to Fasttrack Accounting at the time of service.

Also, if the federal refund amount is mailed, I/we are still responsible for the tax preparation fees stated on the invoice. If the tax preparation fees are not paid, I understand that once I have a confirm date of my tax return and it is taken to handle a previous debt, I/we understand that our account will be ach debited within 3 business days from date it was taken. I do understand that I can reach out with one business day to setup a payment arrangement. If I/we fail to reach out the ach debit will stay in place.

I understand Fasttrack Accounting will take legal action to collect the unpaid tax preparation fees.

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