Personal Information

First Name *

Last Name *

Email *

Phone *

Address

Street Address *

Country *

State *

City *

Postal Code *

Tax Year *

Return Type *

Social Security Number / ITIN *

Confirm Social Security Number/ ITIN *

Upload Driver's License/State Government ID *

Upload your Prior Year Tax Return (recommended)

Will you be claiming any dependents? *

Yes

No

Business Information

Did you own a business and/or make any additional income from self-employment? *

Yes

No

Upload all Business Income & Expense Documents

Click to upload

Income Log, Profit and Loss Statement, Tax Forms, Software Reports, etc

Health Insurance

Upload Health Insurance Tax Forms

Click to upload

Identity Theft Pin

Have you been issued an identity theft pin by the IRS? *

Yes

No

Unsure

Additional Information

If there is any additional information you would like to tell your tax preparer?

Engagement Agreement

This agreement confirms the tax preparation engagement between Racksup Taxes and the taxpayer signing below.

Scope of Services

Racksup Taxes will prepare the federal, state, and/or local tax return(s) requested using the information and documents you provide. Electronic filing will be completed when applicable and authorized by you.

Your Responsibilities

You agree to provide complete, accurate, and truthful information and supporting documentation. You are responsible for reviewing your completed return before filing and maintaining records that support the information reported.

Our Responsibilities

Racksup Taxes will prepare your return based on the information provided and applicable tax law. We may request additional information or documentation when necessary. Unless separately agreed, we do not audit or independently verify the information you provide.

Additional Services

Bookkeeping, tax planning, amended returns, notice assistance, audit representation, and other services outside standard tax preparation are not included unless separately agreed upon and may require additional fees.

Fees & Results

Preparation fees are based on the forms, complexity, and services required and will be disclosed before filing. Racksup Taxes does not guarantee a specific refund, tax liability, processing time, funding date, or acceptance outcome.

Acceptance

By signing below, I confirm that I have read and agree to these terms and authorize Racksup Taxes to provide the tax preparation services described above.

Sign Here *

Clear

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.