Tax Preparation Agreement and Privacy Disclosure January, 2018 ...-2026

1. Click ‘Get Form’ to open the Tax Preparation Agreement and Privacy Disclosure in the editor.
2. Begin by reviewing the introductory section that outlines the engagement terms. Ensure you understand the services provided.
3. In the designated fields, indicate any additional returns you wish to have prepared by checking the appropriate boxes.
4. Fill in your signature and date at the bottom of the agreement, confirming your acceptance of the terms.
5. Proceed to complete your personal information in the General Information section, including names, Social Security numbers, and contact details.
6. For dependents, provide their names, relationships, and other required details as specified in the form.
7. Review all sections carefully before finalizing. Use our platform’s tools to save or print your completed document for submission.

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