Save & Return

Use an account to return to saved work.

Finesse Tax Accounting, LLC

Individual Annual Engagement Agreement & Update Questionnaire

Basic Background Data

Did Finesse Tax Accounting prepare/file your 2023 tax returns for you? *

Yes

No

Were you legally married as of 12-31-24 (the last day of tax year 2024)? *

Yes

No

In what year did you get legally married? *

Please select a filing status option: *

"Married Filing Jointly"

"Married Filing Separately"

Not sure, please help us decide

STOP!!! BEFORE PROCEEDING YOU WILL NEED A COPY OF YOUR LAST TAX RETURNS YOU FILED IN FRONT OF YOU. WHY? BECAUSE YOU MUST PROVIDE MATCHING INFO FROM LAST YEAR. WHOEVER WAS TAXPAYER ON LAST RETURN MUST BE TAXPAYER ON THIS RETURN. WHOEVER WAS SPOUSE, MUST BE SPOUSE. SO FOR THE INFO BELOW PLEASE ENSURE THAT WHERE YOU ARE ASKED FOR TAXPAYER INFO YOU PROVIDE THAT FOR WHO WAS LISTED AS TAXPAYER ON LAST RETURN YOU FILED. DO NOT REVERSE TAXPAYER AND SPOUSE FROM LAST YEAR TO THIS YEAR AS THIS WILL CAUSE CERTAIN ISSUES WITH THE IRS AND WITH YOUR FILINGS.

Taxpayer's Social Security Number *

Taxpayer's First Name (exactly as it appears on Social Security Card) *

Taxpayer's Last Name (exactly as it appears on Social Security Card) *

Taxpayer's Occupation *

Taxpayer's Birth Month *

Taxpayer's Day of Birth *

Taxpayer's Year of Birth *

Taxpayer's Work Number

Taxpayer's Cell Number *

Spouse's Social Security Number *

Spouse's First Name (exactly as it appears on social security card) *

Spouse's Last Name (exactly as it appears on social security card) *

Spouse's Occupation *

Spouse's Birth Month *

Spouse's Day of Birth *

Spouse's Year of Birth *

Spouse's Work Number

Spouse's Cell Number *

Would you like us to refer to you by a different name or nickname? (Example: Mike instead of Michael or Sam instead of Samantha) *

Yes

No

What name or nickname do you prefer? *

Would you like us to refer to your spouse by a different name or nickname? (Example: Liz instead of Elizabeth or Tom instead of Thomas?) *

Yes

No

What name or nickname does your spouse prefer? *

Mailing Address

Do you need us to use a foreign address on your tax returns this year? *

NO

YES

Please provide us with your foreign address in the space below *

0/255 characters

Address (Number and Street) *

Apartment or Suite Number

City *

State *

Zip Code *

County (Fauquier, Fairfax, Arlington, Montgomery, Howard, Anne Arundel etc...) *

Do you have a special local taxing area or school district you would like us to note for your returns? *

Yes

No

Please specify the local taxing area or district you would like us to list if applicable? *

Did you move during calendar year 2024? *

Yes

No

During calendar year 2024 did you move from one state to another state? (Note: Washington, DC is considered a state for tax purposes.) *

Yes

No

Where did you move FROM? *

Where did you move TO? *

When did you move? * +

Did you move between states (DC being considered a state), more than once during calendar year 2024? (Example, you moved from Massachusetts to Maryland to Texas all during 2024) *

Yes

No

Since you have indicated you moved more than once during 2024, please provide details for any other moves you made between states (DC being considered a state) during calendar year 2024:

Where did you move FROM? *

Where did you move TO? *

When did you move? * +

Where did you move FROM?

Where did you move TO?

When did you move? +

Dependent Info

Do you have any children or dependents who should be reported as such on your tax returns for the tax year 2024? Providing dependent information below WILL result in those individuals being listed as such on your returns so please only list info for dependents you can legally claim as such on your 2024 returns. If you are divorced, separated, or have some kind of arrangement with another parent to your child or children please ensure that you are only providing dependent information for a child or children you may legally claim on your taxes as again, if you list someone below Finesse Tax Accounting, LLC will place them on your returns as a dependent. *

Yes

No

How many children or dependents do you have? *

One

Two

Three

Four or More

Dependent 1

Was this dependent listed on your prior year's tax returns? *

Yes

No

Dependent's Name (as it appears on social security card) *

Dependent's Social Security Number *

Dependent's Date of Birth *

Dependent's Relationship to you (son, daughter, parent, etc) *

Dependent 2

Was this dependent listed on your prior year's tax returns? *

Yes

No

Dependent's Name (as it appears on social security card) *

Dependent's Social Security Number *

Dependent's Date of Birth *

Dependent's Relationship to you (son, daughter, parent, etc) *

Dependent 3

Was this dependent listed on your prior year's tax returns? *

Yes

No

Dependent's Name (as it appears on social security card) *

Dependent's Social Security Number *

Dependent's Date of Birth *

Dependent's Relationship to you (son, daughter, parent, etc) *

Four or More Dependents

If you have four or more children or dependents please list their name as it appears on their social security card, their social security number, date of birth and relationship to you. Use the box below. *

Email Contact Info

Taxpayer's Email Address *

SPOUSE'S EMAIL MUST BE DIFFERENT THAN TAXPAYER. FAILURE TO PROVIDE A UNIQUE EMAIL ADDRESS WILL PREVENT FINESSE TAX ACCOUNTING FROM BEING ABLE TO EFILE YOUR TAX RETURNS FOR THIS YEAR. IN OTHER WORDS, DON'T MAKE THE TAXPAYER EMAIL AND SPOUSE EMAIL THE SAME OR WE CAN NOT EFILE YOUR RETURNS!

Spouse's Email Address *

Please note that during certain phases of this engagement we can only contact one of you by email, mainly during out processing of returns, as our system is not set up to email both taxpayer and spouse during some parts of the preparation and out processing phase of this engagement. When allowed for we do email both parties as needed however there are just parts of the process where it is not possible to email both parties. Who would you like to designate as the primary contact for the portions of the preparation and out processing phase where we are only able to contact one of you? *

Taxpayer

Spouse

Direct Deposit Information and Authorization

If you are getting a refund, would you like it directly deposited into your bank account? *

Yes

No

PLEASE BE ADVISED DUE TO INTERNAL POLICIES AT FINESSE TAX ACCOUNTING, WE ARE UNABLE TO CHANGE DIRECT DEPOSIT DECISIONS AFTER WORK HAS BEGUN ON YOUR RETURNS. SO IF YOU SELECTED NO FOR DIRECT DEPOSIT, THIS DECISION IS IRREVOCABLE.

If you have a balance due would you like it directly debited from your bank account? *

Yes

No

PLEASE BE ADVISED DUE TO INTERNAL POLICIES AT FINESSE TAX ACCOUNTING, WE ARE UNABLE TO CHANGE DIRECT DEBIT DECISIONS AFTER WORK HAS BEGUN ON YOUR RETURNS. SO IF YOU SELECTED EITHER YES OR NO FOR DIRECT DEBIT, THIS DECISION IS IRREVOCABLE.

Bank Name *

Bank Routing Number (nine digit number shown on your checks) *

Bank Account Number *

Is this a checking or savings account? *

Checking

Savings

Misc. Information

Is this your first visit to our office/first time using our services? *

Yes

No

How did you find Finesse Tax Accounting? *

Please provide the name of the person who referred you to our firm *

Please provide the name of the website or search engine where you found our firm *

Please provide any details you can on how you found our firm *

ACA/Health Insurance Compliance Questionnaire

Did you have health insurance coverage for all 12 months of the tax year for which we are preparing tax returns? (please note that coverage for just one day of a month is considered coverage for the entire month) *

Yes

No

Did you buy any of your health insurance online using a "health insurance exchange/marketplace" like healthcare.gov, dchealthlink.gov, marylandhealthconnection.gov, etc? *

Yes

No

Please check each month where you had at least one day of health insurance *

Engagement Letter and Consent Form Section

CLIENT ENGAGEMENT LETTER

Dear Client,

Thank you for the opportunity to work with you in preparing your income tax returns. To foster a complete understanding of our relationship, take a moment to review the following information.

We will prepare your income tax return based solely on the information you furnish to us. Upon completion of your tax returns we will return any original tax documents to you unless otherwise instructed by you. From time to time our office may retain scanned copies of your documents for our records, however you should retain all documents, cancelled checks and other data that form the basis of income and deductions and other tax return forms, schedules, elections and disclosures. Such documents include but are not limited to, all receipts, invoices, bills and proper records to support all deductions claimed for items such as meals, travel, business gifts, charitable contributions, supplies, services, and vehicle use (if applicable), as well as bank and credit card statements. These records will be necessary to prove the accuracy and completeness of the returns to taxing authorities, should your returns be selected for examination. We recommend keeping all documents and copies of your returns for a minimum of five years after you file your tax returns or after their due date, whichever is later.

Our work in connection with the preparation of your income tax return cannot be relied upon to disclose errors, irregularities or illegal acts, including, without limitation, fraud that may exist within the documents or figures you provide. We will use our professional judgment in resolving questions where the tax law is unclear or where there may be conflicts between the tax authority’s interpretations of the tax law and other supportable positions. Unless instructed by you, we will take a tax position in your favor whenever reasonable. We cannot provide any assurance that tax positions taken will not be challenged or ensure the ultimate outcome of such a challenge. Moreover, we cannot be responsible for issues arising from any income, expenses or other information not provided to us at the time of tax preparation or prior to the filing of your returns.

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/tangible business property tax or services related to property taxes assessed on real property, whether residential or commercial. 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.

The charges for our services are on a “per form” basis with references to time spent by our professional staff to perform the work, and costs incurred for related supplies and expenses, including copy charges, overseas/long distance phone charges and computer processing charges. It is company policy not to release tax returns or any tax related reports, schedules, information, advice, or notes without payment in full. Should a situation arise where services have been rendered but payment is not received and our firm is forced to or elects 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.

Because we understand that cost is an important issue for many clients, we will do our best to provide you with an estimate of our fees prior to completing your returns but please understand that circumstances arise which may raise or lower the estimated fee. We will contact you if such a situation arises after you receive an estimate.

If you are completing or need us to complete a Condominium Association or HOA form 1120-H please note our standard fee of $400, has increased to $500 for all 1120-H Forms prepared/completed after November 1st, 2024.

Please be advised that effective November 1^st, 2024, our tax preparation fees have increased. After a prolonged period where our fees remained the same, we are instituting a $50-$100 increase in our tax preparation fees, across the board for all clients. While it is never our goal to increase fees, it is sometimes necessary and for the coming season, this is the case.

Please be advised that as of January 1, 2023, Finesse Tax Accounting, LLC has moved to a tier-based fee structure. This structure applies to all tax preparation engagements except 1120-H Condominium Association Returns which pay a flat rate of $500 per year. Any services provided thereafter, for our Condo Assn clients are billed at $375 per hour.

Under this tiered structure, you may select, annually, your fee tier. Under Tier 1, you will be charged a flat rate for tax preparation services plus $375/hour for advisory services. Under Tier 2, you will be charged a flat rate that is higher than Tier 1, however there will be no hourly charges for advisory services. For more information on our tiered fee structure, please contact our office by phone/email and we can provide you with detailed information to help inform you about all aspects of the tiered structure and make whatever decision is best for you. However, many questions about our tiered fee structure can be answered below by scrolling down to the section titled Tiered Fee Structure at the end of this form.

For planning purposes to help you map out when you turn in your data, Finesse Tax Accounting, LLC has a surcharge that exists for returns which are started in close proximity to the main April and extended October deadlines whereby, you expect to file by the coming deadline. While we understand circumstances arise that might push your filing close to a deadline, for most taxpayers, most of your tax documents and information should readily be available in January, February and early March. Also, this engagement agreement is available December each year and you can always complete your annual engagement agreement very early, annually. Waiting until the last weeks of any tax season, to turn in your information, creates a substantial time and monetary burden on Finesse Tax Accounting and our staff members, in terms of increased labor and overtime costs, which is why there is a surcharge for waiting until a deadline is upon us or in close proximity to when you start your tax preparation engagement.

Should you engage our firm to prepare your 2024 taxes but do not provide us with both this engagement agreement and at least 50% of your tax return documents/information by March 25th, 2025, but you expect to file by the April 2025 deadline, a surcharge of $250 will be added to your final invoice for your tax preparation engagement. This fee will not apply if you agree to go on extension allowing for more time to file beyond April 15th or if we inform you that finishing your taxes by the deadline is not possible. Moreover, whether you are an existing or new client, if we are beyond the April deadline and you engage with our firm for your 2024 returns and fail to provide us with both this engagement agreement and at least 50% of your tax return documents/information by September 25th, 2025 but you expect to file by the October 15th, 2025 deadline, a surcharge of $250 will be added to your final invoice for your tax preparation engagement. So please note, you can avoid this surcharge fee by turning in both this engagement agreement and at least 50% of the information needed to prepare your returns, prior to either March 25th, 2025, or in the case of clients on extension, September 25th, 2025.

All invoices issued by Finesse Tax Accounting, LLC to you in connection with our services rendered per this or any engagement, must be paid within 14 days from the date on the invoice. Any invoice, aged longer than 14 days, will be assessed a 10% administrative and operational collections fee. Please note, if your invoice remains unpaid after 30 days from the date on the invoice, another 10% administrative and operation collections fee may be assessed. Should your invoice remain unpaid at or after 60 days from date on your invoice, we reserve the right to assess further administrative and operational collections fees.

Upon completion of your returns and after you have paid your tax preparation fees, we will provide you with a copy of your returns as well as the e-file signature authorizations and any applicable payment vouchers to complete your tax filing. You should review the completed returns carefully. If you see anything that requires changing, please bring it to our attention immediately and we will either explain the matter to you or correct it without delay and provide you with new, corrected copies. If you are satisfied with the returns and see no issues, please sign and date the e-file signature authorizations and return them to this office immediately. Please note that all taxing authorities prohibit us from transmitting your tax returns without signed authorization from you. Please also note that if your returns cannot be e-filed we will provide you with paper copies to sign and mail to the taxing authorities.

Please be advised that if you receive any correspondence from a taxing authority that pertains to your tax returns, we do not consider this to be included with your standard tax preparation engagement however, we will be happy to address this matter on your behalf or advise on the best course of action. This service would fall under the category of advisory services and depending on your tier selection, you may be charged an hourly rate for our work in connection with your tax authority letter. Should you fully engage us to resolve a tax authority letter, please be advised that at any time in the resolution process you may choose to have us cease our work in connection with your correspondence, but we will require said request in writing with your name and signature included. If, during the course of this work, it becomes apparent the correspondence received was due to an “error” or “omission” by this office there will be no charge for handling the correspondence regardless of the time involved. For purposes of this agreement an “error” or an “omission” is defined as Finesse Tax Accounting entering information you provided incorrectly on your returns or omitting data or information from your returns that was in our possession at the time of preparing or filing your returns.

Please also note that audit/examination representation work is not included in the tax preparation fee regardless of the tier selection you might make annually and is considered a different engagement with a separate fee structure. If you have any questions regarding the specifics of audit/examination representation please feel free to ask any time before, during or after your appointment. Again, if your returns are audited or examined by any taxing authority, for any reason, the fee you paid for tax preparation does not include the costs to represent you with regard to any audit or examination.

Should Finesse Tax Accounting, LLC, it’s owner, employees, or other individuals involved in the operations of Finesse Tax Accounting, LLC be subpoenaed or compelled to provide statements, information, testimony, or in any way participate, voluntarily or involuntarily, in any proceeding initiated but any public or private entity, agency or individual, by signing this agreement you agree to compensate and reimburse Finesse Tax Accounting, LLC for any and all costs associated with this participation to include but not be limited to legal costs, supplies, travel related expenses and any other compliance related expenses. You also agree, regardless of your tier selection, to compensate Finesse Tax Accounting, LLC for the time associated with participating in said proceeding at our hourly rate of $375 per hour.

Finesse Tax Accounting, LLC takes your privacy and personal information very seriously. We will take whatever steps are necessary to safeguard that information and will never sell or disclose said information to anyone outside the firm for any reason. Please note that while we will protect your confidential information, our firm, from time to time, will need to utilize some of your information for internal purposes not related directly to your current year tax preparation or for administrative reasons or to alert you to something we feel you need to know. Examples of this usage might include mailing/emailing you a newsletter, mailing a holiday card, sending a text message to alert you to a tax law change, alert you to coming deadlines, or remind you of something we feel is important to assist with the filing or out processing of your returns. By signing this letter, you agree to allow Finesse Tax Accounting, LLC access/usage to your information for such instances including but not limited to the aforementioned examples.

Please also note that in an effort to do our best to protect you from the increasing threat of identity theft and to ensure the returns filed by our firm are accurate, true, and pertain to the proper client or taxpayer, Finesse Tax Accounting, LLC reserves the right to request, as condition of our providing services, certain documents to verify your identity and the identity of others you may be listing on your tax returns. This is for your protection and for the protection of your spouse and/or dependents and these documents will be safeguarded to the best of our ability and in accordance with our document protection procedures. Such documents requested by our firm may include but are not limited to; government issued photo identification, Social Security Cards, birth certificates, or visa and immigration related documents.

If you agree with the terms of our engagement as described in this letter, please sign below. Please be aware that by signing below and giving us your income tax information, you expressly agree to the terms of this engagement letter. We want to thank you for putting your trust in Finesse Tax Accounting, LLC and look forward to a long and mutually satisfying relationship.

Warm Regards,

Michael L. Fine, CSA

President

Finesse Tax Accounting, LLC

SIGN IN BOX BELOW WITH YOUR MOUSE OR A STYLUS IF USING A TOUCHSCREEN ENABLED DEVICE

Please sign indicating agreement with the above engagement letter. *

clear

CONSENT TO USE OF TAX RETURN INFORMATION

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. However, federal law also prohibits us from revealing any personal or financial information to any third party. Therefore as a matter of fact, we will never reveal your financial or personal information in any way, to anyone, unless you specifically request we do so, and provide in writing to us the specific person or persons to whom you wish that disclose to be made, which is done on a wholly separate consent form from this. For the purposes of this consent form please note we are seeking consent only to satisfy requirements set forth by federal law so we may speak with you on the phone, send you email correspondences of any kind, send you mailings, newsletters, email reminders, holiday and occasional cards and greetings, and reminders of upcoming deadlines, etc.

You are not required to complete this form. If we obtain your signature on this form by conditioning our service on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for a period of three years from the date you have signed the consent.

The undersigned hereby consents to the use; by Finesse Tax Accounting LLC, its owner, employees, and staff; of any and all tax return information pertaining to:

Direct questions, inquiries or requests you make regarding your tax returns, situation, or issues.
Requests you make for copies of your documents, figures, numbers, or information.
Upon your direct request in order to connect you with another professional in another field or profession so you may gain further information on a certain topic not available or in the realm of expertise of this firm.
Notification of important tax law changes.
Notification of changes or information that will impact our engagement, such as a change of firm website address, email address, physical location, or other such contact, biographical or geographical information.
Other reasonable business purposes including but not limited to: appointment reminders, holiday mailings, birthday greetings and other informational mailings.

The tax information may not be disclosed or used by Finesse Tax Accounting, LLC, its owner, employees, or staff, for any purpose other than that which is permitted by this consent document.

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484 by email at complaints@tigta.treas.gov.

SIGN IN BOX BELOW WITH YOUR MOUSE OR A STYLUS IF USING A TOUCHSCREEN ENABLED DEVICE

Please sign to indicate you give consent as spelled out above *

clear

Crypto Currency/Foreign Bank Account/Foreign Asset Information

At any time during the tax year for which we are now preparing taxes, did you; and/or anyone listed on your tax return (spouse or dependents); receive, sell, send, exchange, or otherwise acquire any financial interest in any crypto or virtual currency? *

Yes

No

To the best of your knowledge are you the owner of or have signature authority on any foreign bank accounts, investment accounts or pension/retirement accounts? *

Yes

No

At any point, during the tax year for which we are preparing a tax return, did the balance or value of the foreign account(s) rise above $10,000 (ten thousand) US Dollars? *

Yes

No

How many foreign accounts did you have during 2024? *

Foreign Account 1

Who owns or has signature authority over this foreign account? *

Taxpayer

Spouse

Joint/Both Taxpayer and Spouse

Account Type *

Checking/Savings Account

Investment/Stock Account

Retirement/Pension Account

Highest balance in this account during 2024 *

Account Number *

Financial institution in which account is held *

Address of financial institution *

City *

Foreign Country *

Foreign Postal Code *

Foreign Account 2

Who owns or has signature authority over this foreign account? *

Taxpayer

Spouse

Joint/Both Taxpayer and Spouse

Account Type *

Checking/Savings Account

Investment/Stock Account

Retirement/Pension Account

Highest balance in this account during 2024 *

Account Number *

Financial institution in which account is held *

Address of financial institution *

City *

Foreign Country *

Foreign Postal Code *

Foreign Account 3

Who owns or has signature authority over this foreign account? *

Taxpayer

Spouse

Joint/Both Taxpayer and Spouse

Account Type *

Checking/Savings Account

Investment/Stock Account

Retirement/Pension Account

Highest balance in this account during 2024 *

Account Number *

Financial institution in which account is held *

Address of financial institution *

City *

Foreign Country *

Foreign Postal Code *

Foreign Account 4

Who owns or has signature authority over this foreign account? *

Taxpayer

Spouse

Joint/Both Taxpayer and Spouse

Account Type *

Checking/Savings Account

Investment/Stock Account

Retirement/Pension Account

Highest balance in this account during 2024 *

Account Number *

Financial institution in which account is held *

Address of financial institution *

City *

Foreign Country *

Foreign Postal Code *

Foreign Account 5

Who owns or has signature authority over this foreign account? *

Taxpayer

Spouse

Joint/Both Taxpayer and Spouse

Account Type *

Checking/Savings Account

Investment/Stock Account

Retirement/Pension Account

Highest balance in this account during 2024 *

Account Number *

Financial institution in which account is held *

Address of financial institution *

City *

Foreign Country *

Foreign Postal Code *

Greater Than 5 Foreign Accounts

If you have more than 5 foreign accounts please use this space to provide the high balance, account number, financial institution and full foreign address, as requested above but for all accounts beyond the five listed above. *

To the best of your knowledge do you own or have signature authority on any foreign "assets." Assets are defined as but not limited to; foreign partnership or corporate holdings, real estate, life insurance, art, jewelry, precious metals, currency holdings, collectibles, cars, boats, airplanes. *

Yes

No

At any point, during the tax year for which we are preparing a tax return, was the combined value of all your foreign accounts and assets greater than $50,000 (fifty thousand) US Dollars? *

Yes

No

In the space below please provide details about the assets, value, and date of acquisition. For example: Home in Warsaw Poland, received by inheritance June 2023, valued at $275,000 on date of acquisition OR 2017 Mercedes SL500 located in London England bought in November 2023 valued at $85,000 OR Collection of Antique Rolex Watches gifted on Feb 15th 2023 valued at $108,000. *

SIGN IN BOX BELOW WITH YOUR MOUSE OR A STYLUS IF USING A TOUCHSCREEN ENABLED DEVICE

Please sign to indicate the above information concerning crypto currently, foreign bank and asset reporting is true to the best of your knowledge *

clear

Annual Tax Update Questionnaire

All of the following, unless otherwise specified, refer to situations, income, or expenses for calendar year 2024:

Unless otherwise specified "you" refers to both you and your spouse if you were married on the last day of the tax year 2024 so if the question applied to either or both you or your spouse (if applicable), please answer YES.

Income Related Questions

Did you hold a job or have an employer where you receive a W-2? *

Yes

No

Did you change jobs during the year? *

Yes

No

N/A - Not Employer During the Year

Who was your employer on 12-31-24? *

Did your spouse hold a job or have an employer where your spouse will receive a W-2? *

Yes

No

Did your spouse change jobs during the year? *

Yes

No

N/A - Not Employed During the Year

Who was your spouse's employer on 12-31-23? *

How many W-2 forms should we expect to receive from you for your 2024 taxes? Bear in mind W-2 forms only come from employers where taxes were withheld and you were considered an employee. *

How many W-2 forms should we expect to receive from your spouse for your 2024 taxes? Bear in mind W-2 forms only come from employers where taxes were withheld and your spouse was considered an employee. *

Did you (and/or your spouse if applicable) have any bank accounts where you earned more than $10.00 in interest? *

Yes

No

Did you (and/or your spouse if applicable) have any post tax investment/brokerage accounts, where you earned dividends? *

Yes

No

Did you (and/or your spouse if applicable) dispose of/sell any stocks, mutual funds, bonds or securities during the year? *

Yes

No

Did you (and/or your spouse if applicable) own a small business or receive contractor/self employment earnings? *

Yes

No

Do you (and/or your spouse if applicable) keep reconciled books or use a bookkeeper or bookkeeping software to track your income and expenses for your business? *

Yes

No

Sort of/Not Really/Kind of/Maybe

Do you (and/or your spouse if applicable) have any W-2 employees working for your small business? *

Yes

No

Do you (and/or your spouse if applicable) have any contractors (individuals/people or single member LLC's) to whom you paid $600 or more during the year? *

Yes

No

Did you or will you issue 1099-NEC forms to these individuals or single member LLC's? *

Yes

No

Does your household typically have greater than $3000 in out of pocket medical expenses (health insurance, copays, Rx, doctor/hospital fees, mental health/therapy) that is NOT covered or reimbursed by insurance/FSA/HSA? Or do you expect for the coming year you will have greater than $3000 in out of pocket medical expenses? *

Yes

No

Did you (and/or your spouse if applicable) exercise the option to purchase incentive stock from your employer, also known as an ISO, during the year? *

Yes

No

At any point during the year did you (and/or your spouse if applicable) own any percentage of an S Corporation or Partnership/Multi Member LLC? *

Yes

No

Did you (and/or your spouse if applicable) receive any income from a source outside the USA? *

Yes

No

Did you (and/or your spouse if applicable) pay tax to any foreign government? *

Yes

No

Did you (or your spouse if applicable) receive any unemployment compensation during the year? *

Yes

No

Did you (or your spouse if applicable) receive any tip income or gratuities not reported to your employer? *

Yes

No

How much tip/gratuity income did you (and/or your spouse if applicable) receive that was not reported to your employer? *

Did you (and/or your spouse if applicable) have any gambling, lottery, or game show winnings? *

Yes

No

Did you (and/or your spouse if applicable) win an award or receive an honor that came with a monetary payment or that came with a prize with some kind of monetary value? *

Yes

No

Please elaborate on your answer? *

Did you (and/or your spouse if applicable) have any credit card debt, student loan debt, personal debt, or any mortgage debt officially forgiven during the year? *

Yes

No

Did you (and/or your spouse if applicable) remove money from an IRA, 401k, 403b, ROTH IRA, SEP or any other official qualified retirement account? *

Yes

No

Did you (and/or your spouse if applicable) receive any Social Security benefits/income during the year? *

Yes

No

Did you sell any cryptocurrency during the year or convert one type of currency for another during the year? *

Yes

No

Did you receive payment, during 2024 (personally NOT work/business related) from a friend, relative, or third party via Venmo, Zelle, PayPal, or any other online or app based peer to peer payment service? *

Yes

No

Was the total amount you received, from any one of these services, $600 or more? *

Yes

No

Why did you receive payment via these services? Check ALL that might apply below *

Gift

Loaned someone money, they were paying me back

Reimbursement for dinner or travel costs

Sold personal items online NOT for a profit

Sold personal items online FOR a profit

Hobby Related

Did someone a "favor" and they paid me unexpectedly

Offered a personal service and they paid me (mowing lawn, cleaning house, helping someone move)

Did you received Alimony during 2024? *

Yes

No

How much did you receive? *

On what date was your divorce, which ordered your receipt of alimony, finalized? * +

Real Estate Related Questions

Did you (and/or your spouse if applicable) own a primary residence at any point during the year? Please note that you should answer yes even if you have a mortgage on your home whereby "the bank owns it technically." *

Yes

No

Did you (and/or your spouse if applicable) purchase a primary residence during the year? *

Yes

No

Did you (and/or your spouse if applicable) sell a primary residence during the year? *

Yes

No

Did you have a mortgage on your primary residence? *

Yes

No

Did you refinance your mortgage on your primary residence during the year? *

Yes

No

Did you convert a primary residence to a rental property during the year? *

Yes

No

Did you (and/or your spouse if applicable) own rental property at any point during the year? *

Yes

No

Did you (and/or your spouse if applicable) sell rental property during the year? *

Yes

No

Did you (and/or your spouse if applicable) purchase rental property during the year? *

Yes

No

Did you (and/or your spouse if applicable) have a mortgage on your rental property? *

Yes

No

Did you experience a foreclosure on any real estate or did you abandon a principal residence during the year? *

Yes

No

Quarterly Estimated Tax Payment Questions

Did you pay estimated quarterly tax payments (by check or online) to the IRS that was credited as a tax payment for tax year 2024? *

Yes

No

Date of Each IRS Payment *

+-

Amount of Each IRS Payment *

+-

Did you pay estimated quarterly tax payments (by check or online) to any state government that was credited as a payment for 2024? For purposes of this form we will call Washington DC a "state." *

Yes

No

To which state did you pay quarterly estimated tax payments for 2024? *

Date of Each State Payment *

+-

Amount of Each State Payment *

+-

Did you pay quarterly estimated taxes to more than one state for 2024? *

Yes

No

Please provide the other states to whom you paid quarterly estimated taxes and you will also need to provide the dates and amounts for each payment: *

Did you paid quarterly estimated taxes to a city/county/locality that is not considered a state but has its own tax structure like. For example, Philadelphia and New York City have their own tax structures. Some cities/counties in Ohio, Missouri, Indiana, and several other states require separate quarterly payments in many cases. *

Yes

No

Date of Each Local Payment *

+-

Amount of Each Local Payment *

+-

Would you like Finesse Tax Accounting, LLC to remind you to make your estimated payments each quarter? Please note that by selecting "yes" below, Finesse Tax Accounting, LLC will send you a text message ahead of any estimated payment deadline to remind you to pay your estimated payments. *

Yes

No

ALERT: MOST CELL PROVIDERS WILL BLOCK TEXTS COMING TO YOU, FROM FINESSE TAX ACCOUNTING UNLESS YOU STOP AND ADD FINESSE TAX ACCOUNTING (703)-812-4750 TO YOUR CONTACTS LIST DIRECTLY. PLEASE DO THIS NOW TO AVOID OUR TEXT REMINDERS FROM BEING BLOCKED BY YOUR CARRIER.

Childcare Info

Did you pay for childcare? *

Yes

No

Were any of your child care providers a nanny/au pair? *

Yes

No

Did you use a payroll company (Breedlove, Care.com, ADP, Paychex etc) to assist with your nanny/au pair payroll during the year? *

Yes

No

How many child care providers did you pay? *

Provider 1 Name *

Provider 1 Street Address *

Provider 1 City *

Provider 1 State *

Provider 1 Zip *

Provider 1 Tax ID/SSN *

Provider 1 Total Amount Paid *

Provider 2 Name *

Provider 2 Street Address *

Provider 2 City *

Provider 2 State *

Provider 2 Zip *

Provider 2 Tax ID/SSN *

Provider 2 Total Amount Paid *

Provider 3 Name *

Provider 3 Street Address *

Provider 3 City *

Provider 3 State *

Provider 3 Zip *

Provider 3 Tax ID/SSN *

Provider 3 Total Amount Paid *

Provider 4 Name *

Provider 4 Street Address *

Provider 4 City *

Provider 4 State *

Provider 4 Zip *

Provider 4 Tax ID/SSN *

Provider 4 Total Amount Paid *

Provider 5 Name *

Provider 5 Street Address *

Provider 5 City *

Provider 5 State *

Provider 5 Zip *

Provider 5 Tax ID/SSN *

Provider 5 Total Amount Paid *

Provider 6 Name *

Provider 6 Street Address *

Provider 6 City *

Provider 6 State *

Provider 6 Zip *

Provider 6 Tax ID/SSN *

Provider 6 Total Amount Paid *

Credits & Deduction Related Questions

Did you finalize an adoption of a child? *

Yes

No

Please provide your total adoption related expenses in connection with this finalized adoption: *

What was the date the adoption was finalized by the courts? *

Did you (and/or your spouse if applicable) lend money, under an official written loan arrangement, to another person or business, with the understanding they would repay you, and during the year this loan became totally and completely uncollectible? *

Yes

No

Did you (and/or your spouse if applicable) purchase a NEW (not used) plug-in electric vehicle during 2024? *

Yes

No

Year *

Make *

Model *

VIN *

Outside of employer 401k/403b/TSP done through your normal paychecks, did you contribute directly yourself to an IRA or private retirement account like a Solo 401k, SEP IRA, Simple IRA, or Keogh plan? *

Yes

No

To what retirement account did you contribute? *

How much did you contribute? *

Outside of employer 401k/403b/TSP done through your normal paychecks, did your spouse contribute directly to an IRA or private retirement account like a Solo 401k, SEP IRA, Simple IRA, or Keogh plan? *

Yes

No

To what retirement account did you contribute? *

How much did you contribute? *

Did you pay out of pocket medical expenses (co-pays, prescriptions, doctor or hospital fees) that you believe will exceed 7.5% of your income for the year? *

Yes

No

Unsure/Maybe/I Dunno!!!

How much was your total out of pocket medical for the year for you and everyone listed on your returns? DON'T INCLUDE health insurance premiums that are paid through payroll via an employer provided health insurance plan OR purchased privately through a government run health care exchange OR by purchasing direct through a health insurance company. *

Did you pay "car tax" or a value based excise tax on your car, truck, SUV, boat, trailer, RV, motorcycle, jet ski or other personal conveyance? *

Yes

No

Total amount of "car tax" or value based excise tax paid for your household during the year: *

Did you donate by cash, check, or credit card to any official 501c3 Non Profit/Charity during the year? (Sorry...political campaign contributions do NOT count even if you think they are a worthy cause!) *

Yes

No

How much did you contribute in total for your entire household? Federal employee? Don't forget to add your CFC contributions!!! They count here!!! *

Did you donate clothing, household items, furniture or other physical items to charity? *

Yes

No

Name of Charity *

+-

Address of Charity *

+-

Date of Donation *

+-

Value of Donation *

+-

Did you donate a vehicle to charity? *

Yes

No

Did you install any of the following on your primary residence during the year? *

For your selections above please specify the date each installation was completed and the total cost for each project/installation. For example: Solar Panels completed 5-31-24 - $35,250.00 *

Are you a teacher of grades K-12? *

Yes

No

How much did you spend on classroom related expenses during the tax year? *

Is your spouse a teacher of grades K-12 *

Yes

No

How much did your spouse spend on classroom related expenses during the tax year? *

Did you pay any alimony to a former spouse in 2024? WARNING!!! Alimony is not the same as child support. So please make sure if you answer yes to this question, what you paid was legally alimony not child support. *

Yes

No

On what date was your divorce finalized? * +

How much did you pay your former spouse? *

You must provide the name, address, and SSN for the spouse to whom you paid alimony. Please do so in the space provided below and DO NOT omit any of the required info or your alimony deduction, if you are entitled to one, will not be included in your returns. *

Higher Education Related Questions

Did you (and/or your spouse/children if applicable) attend college during the year? *

Yes

No

Did you pay any student loan interest during the year? *

Yes

No

Did you (and/or your spouse if applicable) contribute to any 529 plans during the year? *

Yes

No

Did you (and/or your spouse if applicable) make any withdrawals from a 529 Plan during the year or direct money to be paid directly to a college, university or K-12 Private/Parochial School from your 529 plan(s)? *

Yes

No

Are your 529 Plans sponsored by or qualified for your state of residence? For example, you are a DC Resident and your 529 Plans are held by "DC College Savings Plan." Or you are a Virginia resident and your plan is managed by "Virginia529." *

Yes

No

Unsure

General Information/Background Questions

Did you (and/or your spouse if applicable) retire during the year? *

Yes

No

Did you (and/or your spouse; and/or children/dependents if applicable) receive an Identity Protection Pin (IP PIN) from the IRS or any State or Locality? *

Yes

No

Did you receive any letters from the IRS or any state/local tax agency that, as of the day you are completing this form, remains unresolved? *

Yes

No

Do you presently have any unpaid federal, state or local income taxes? *

Yes

No

Do you (and/or your spouse if applicable) expect a large fluctuation in income, deductions, or withholding for 2025? *

Yes

No

Please elaborate on your answer? *

Did you (and/or your spouse if applicable) work overseas during the tax year? *

Yes

No

In what country did you work? *

How many days in total, did you work overseas during 2024? *

In the spaces below provide your travel info for 2024, business or personal. Please provide the country, date you arrived there, and date you departed in chronological order starting with Jan 1, 2024. Please also provide dates for any return trips to the USA that might have taken place during 2024.

Country *

+-

Date Arrived *

+-

Date Departed *

+-

Did you incur any costs to live overseas such as rent of an apartment, house, or hotel? *

Yes

No

Please provide total rent costs for overseas housing? *

For any child you listed above in the dependent section, who was under the age of 24 as of 12-31-24, did they have MORE THAN $1,300 in interest, dividend and capital gains income, under their name and SSN for tax year 2024? *

Yes

No

Maryland SAVES Act

During 2024, were you employed by a Maryland based company/employer who did NOT offer standard 401k/403b but during the year, offered you a MarylandSaves IRA Account? *

Yes

No

Did you agree to participate in, open, or fund a MarylandSaves IRA Account through your Maryland based employer? *

Yes

No

During 2024, how much money did you contribute to your MarylandSaves IRA Account? *

Tiered Fee Structure

Finesse Tax Accounting operates under a tiered fee structure. It’s important to note, the tier you select, when engaging with our firm does NOT determine the services you are entitled to. Every client has access to tax preparation and advisory services. The tier you select determines what and how you will be charged. Please read the following information and select the tier that best suits your needs below:

Our services are formally divided into two categories: Tax Preparation Services and Advisory Services.
Your engagement will allow for you to receive both services, however whether you pay for Advisory Services or not will depend on which tier you select.
Tier 1 - Tax Preparation fees are reduced $150 from our base fee. Advisory Services are available under Tier 1 at $375/hr. Advisory Services are invoiced in 6-minute increments.
Tier 2 - Tax Preparation fees are increased $300 from our base fee. Advisory Services are available under Tier 2, free of charge.
For existing clients, if you change your tier from 1 to 2 or 2 to 1, from one year to the next you will see either an increase (Tier 1 to Tier 2) or a decrease (Tier 2 to Tier 1) from year to year in your fees.
Should your tier selection remain the same from one year to the next, your fees should remain the same as well.
Please note that should your tax return change from year to year, in terms of the forms included or the complexity of your situation, your fees will likely change to accommodate and account for the increase in costs associated with a more complicated return, regardless of what tier you select.
Tax Preparation and Advisory Services are detailed below to clarify what is included in your tax preparation fee and what services incur the Tier 1 hourly charge.
Tier selections are made once a year, on the Annual Engagement Agreement.
Finesse Tax will be happy to provide tax preparation and/or advisory services after you have completed your Annual Engagement Agreement including a valid tier selection.
You may change from Tier 1 to Tier 2 during the year. There is a charge of $450 for migrating from Tier 1 to Tier 2. If you wish to change your tier from 1 to 2, you must do so in writing using our Tier Upgrade Form: https://fs22.formsite.com/DfdRl1/8zaqzom4by/index.html
After completing your Annual Engagement Agreement, should you select Tier 2, you may not change your tier selection to Tier 1 for the rest of the year, however the following year when you engage us for the next round of tax preparation you may select a different tier should you choose. For example, in/for 2025 you select Tier 2. While you can’t change to Tier 1 during the rest of 2025, in early 2026, when it’s time to engage for your return filing you may select Tier 1 to cover you for 2026.
Tier selections are valid until such time as you change from Tier 1 to 2 using the Tier Upgrade Form or when the year is over, and you complete your next Annual Engagement form for the following year’s engagement.
Invoices for advisory services are typically delivered weekly following the rendering of the advisory services you requested. Finesse Tax Accounting, LLC reserves the right to invoice more or less frequently due to holidays, vacations, tax season demands, or other office closures
Payment for open invoices is due within 14 days of the date on your invoice. Invoices not paid within 14 days may be subject to a collections and admin surcharge of 10%.

Tax Preparation vs. Advisory Services

Tax Preparation Services

Included in your tax preparation fee, annually are the following services:

Scheduling of tax preparation appointment
Sending of an organizer or other materials to help you prepare for your tax season appointment and tax return preparation such as organizers, online forms, or lists of deductions
The preparation of your tax return, outprocessing services such as invoicing, transmitting copies of your return, and sending/collection of efile pages
Sending miscellaneous tax forms to you which must be filing alongside your returns, aka returns that may not be efiled
Assisting you, by phone with portal access, locating payment vouchers, or assistance with any part of your tax filing once your returns have been completed
Reviewing a prepared tax return ahead of or post filing, up to 3 months after it has been completed or filed with the government
Preliminary estimated payment calculation and recommendations rendered when your tax returns are being prepared
Referral to another professional when services are needed outside of tax accounting, such as a lawyer, financial planner, payroll or bookkeeping specialist, or real estate related professional (realtor or mortgage lender)
Filing of automatic extensions of time to file

Advisory Services

Should you select a Tier 1 Fee Structure the following services will be subject to our hourly charge whether they are conducted by phone, email, or in person. For Tier 2 these services are free of charge.

Planning and Strategy sessions
Projection of tax return results
Withholding analysis
Estimated payment revisions
Tax/Accounting/Business related questions, specific to your situation or in general as a matter whereby you are trying to educate yourself or learn about a specific topic to become better informed. This would not include questions you might have that related to an active return which is in the process of being prepared.
All IRS and State Tax Authority related representation matters. “IRS Letters” if you will. This excludes official audit or examination work where the IRS or a state/local taxing authority is seeking to officially audit or examine your returns for a particular year. Regardless of the tier you select, an hour charge will apply to all audit and examination services. For more information on audit and examination charges please call our office.
Meetings or calls with financial advisors, lawyers, payroll providers, real estate related professionals or any other professional where you have provided a third-party disclosure release and you ask Finesse Tax to collaborate with or communicate with a third party regarding your tax accounting situation. This would apply whether you are present for the call/meeting or not and also applies whether you initiate the call/meeting.
Refund status checks
Mortgage or other lender related “comfort” and verification letters and requests. This also includes any kind of request for income, expenses, or tax return information verification from a landlord, management company, or any other entity where you need us to provide this information.
Review of any tax return, greater than 3 months after it has been either completed or filed with the government.
Review of employment, legal, or other professional documents that might pertain to your tax situation (stock option agreement, employment or contractor agreement, a lease, etc.)
Assistance with ancillary, local, or regulatory related issues such as licensing, entity establishment and compliance issues, or local tangible, personal, or property tax related forms.
Discussions about retirement strategy as it relates to your taxes
Review of any prior year tax return not prepared by Finesse Tax Accounting, LLC.
Preparation of basic returns for children or dependents. For more info on whether you child’s/dependent’s returns are considered basic, please contact our office by phone so we can discuss this in greater detail.
Amending previously filed tax returns whether prepared by Finesse Tax Accounting, LLC or not where Finesse Tax Accounting, LLC did not cause the amendment to be necessary.
Altering an otherwise completed/outprocessed, but not yet filed return due to an omission of information that was not provided to us during the tax preparation process but would have existed during the preparation process.

Should you require services that do not appear above, please contact our office and we will be happy to review the services you are requesting and provide you with a decision on where your service request may fall and whether an hourly charge is applicable.

Please note that should you request advisory services by phone, your invoice may reflect time spent by Finesse Tax Accounting, LLC before and after the call takes place and your invoice will not necessarily be for only the time spent actively on the phone with our accounting staff.

Please select the Tier below that best suits your needs *

Tier 1

Tier 2

ALERT!!! YOU HAVE SELECTED TIER 2. PLEASE NOTE THIS DECISION IS IRREVOCABLE FOR THIS PARTICULAR ENGAGEMENT. BY SELECTING TIER 2 PLEASE NOTE THAT YOU MAY NOT ALTER THIS SELECTION FOR THIS ENGAGEMENT AND MOVE TO TIER 1. SO PLEASE REVIEW THE TERMS AND DETAILS ABOVE TO CONFIRM TIER 2 IS YOUR TIER OF CHOICE FOR THIS PARTICULAR ENGAGEMENT AS YOU WILL NOT BE ALLOWED TO MOVE TO TIER 1, ONCE YOU HAVE SIGNED AND SUBMITTED THIS ENGAGEMENT TO OUR OFFICE.

By signing below I confirm I have read the above details regarding the Tiered Fee Structure for Finesse Tax Accounting, LLC and confirm both my tier selection as well as my understanding and agreement to this structure and the charges and fees I will be subject to under this engagement and tiered fee structure. Also by signing below I understand that should I select Tier 2, that is an irrevocable decision and I am unable to change from Tier 2 to Tier 1 for this particular engagement at any point from the moment I sign below, moving forward. *

clear

Tax Topic Text Alerts

From time to time, due to changes in the tax code, or when information comes to light that might be helpful, we try to share that information or those changes as quickly as we can. Recently we implemented a system where we can text you changes to the tax code, tips or other info, quickly. But to do this, we need your help determining what

might be of interest to you.

Below you will find some topics. Feel free to select more than one and we will add you to those specific distribution lists and when we have information to share on any topic that you selected, we will sent out a short text.

Please be advised we send out texts sparingly and only when there is either a deadline or important change to tax law or some newsworthy information/tip we might think you may like to know but rest assured, will NOT "flood" your phone with texts.

ALERT: MOST CELL PROVIDERS WILL BLOCK TEXTS COMING TO YOU, FROM FINESSE TAX ACCOUNTING UNLESS YOU STOP AND ADD FINESSE TAX ACCOUNTING (703)-812-4750 TO YOUR CONTACTS LIST DIRECTLY. PLEASE DO THIS NOW TO AVOID OUR TEXT REMINDERS FROM BEING BLOCKED BY YOUR CARRIER.

Tax Year 2024 Returns - Due April of 2025

In an effort to be proactive, we like to think ahead to our next engagement. While you are never locked into using our firm as a result of this particular engagement, we would like to know whether or not, should we fail to hear from you prior to your next tax return (Tax year 2025) being due (April of 2026), whether you would like us to file an automatic extension for you. Again this is just in case you get busy and forget to reach out to us early in 2026. Please select from the options below with the understanding that if you say "no", we will not automatically file an extension for you for Tax Year 2025 when we prepare extensions in March and April of 2026. Also please note this only applies if we do not hear from you ahead of when we typically file extensions in March or April of 2026, so you can select no, but contact us in early 2026 to request an extension specifically. *

Yes

No