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Client’s Authorization to Prepare Tax Returns & Credit Card Information

This Form Contains Two Parts

Part 1: Client’s Authorization to Prepare Tax Returns*

* This form lets MKA know that you have completed providing the firm with all of the documents required to prepare your returns
  • By my signature below, I confirm that to the best of my knowledge all the required tax related documents that will be needed to prepare my tax returns have been uploaded to the Secure Document Sharing File provided by the firm.
  • Please proceed to schedule my tax returns for preparation on your calendar.
  • I understand that tax returns are scheduled on a first come first served basis.
  • I understand that I will be notified by email regarding the date that my tax returns will be worked on by the MKA tax preparer and that I will be contacted if there are questions or concerns.
  • I understand that tax season is a busy time of the year for all accounting firms and that schedules might change from time to time due to workflow issues. Projects may have to be rescheduled to accommodate those situations.
  • I understand that I will be notified when DRAFT tax returns have been uploaded to the Secure Document Sharing File for me to review.
  • I understand that I must review the returns carefully before signing them. MKA is happy to make adjustments and edits per my instructions based on information that I have provided. There is no cost to me for such minor edits and adjustments made to my DRAFT tax returns.
  • I understand that additional fees will be charged if changes must be made to my DRAFT tax returns due to my not providing information, documents, forms, or statements prior to authorizing tax returns to be prepared (prior to signing this form).
  • I understand that I must sign my tax returns and upload my signed signature pages to the Secure Document Sharing File to have MKA electronically file my tax returns.
  • I understand that my tax returns will automatically be put on filing extension if for any reason the returns cannot be prepared or filed in time for the tax filing deadline. There is no cost to me for MKA to put my returns on extension.
  • I understand that I will receive an invoice by email for MKA tax preparation services when the DRAFT returns are prepared and ready for my review.
  • I understand that MKA will not file my tax returns until the invoice for services has been paid in full.
  • All Clients must complete this form AFTER they have uploaded all tax documents and information that the firm will need to prepare BUSINESS and/or PERSONAL / FAMILY tax returns.
  • This form is required. So that we can streamline the process of preparing tax returns for our clients and promote efficiency, MKA will not schedule tax returns to be prepared until our clients assure us that everything that might be needed by the tax preparer is uploaded to the Secure Document Sharing Folder.
By my signature, I acknowledge that I have read, understand, and agree to the policies, terms, conditions, and procedures as outlined on this document.
Clear Signature
By signing this Acknowledgement, I agree that my electronic signature is the legally binding equivalent to my handwritten signature. Whenever I execute an electronic signature, it has the same validity and meaning as my handwritten signature. I will not, at any time in the future, repudiate the meaning of my electronic signature or claim that my electronic signature is not legally binding.

Part 2: Credit/Debit Card Authorization*

* Your card will not be charged until the tax returns are prepared.
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