By submitting this form, you are agreeing to the following:

Here’s what you need to know

• All tax preparation fees must be paid in full before your return is filed or released, unless you choose to have your fees deducted from your refund (if that option is available to you).

• If you decide to stop the process after we’ve already started working on your return, you will still be responsible for paying for the work completed.

• In some cases, a retainer may be required before we begin. Once work is completed, it will be delivered accordingly.

• This is not a free quote. Once you submit this form, you are agreeing to move forward and be billed for services completed.

• Any unpaid balances after 45 days may be sent to collections.

WHAT WE’RE DOING FOR YOU

We’re here to take care of your tax return the right way.

That means preparing your current-year federal return and any state returns based on the information you provide. If your situation includes multiple states, business income, or additional forms, we can handle that too. Just know that additional services may come with additional fees, and we’ll always be upfront about that. If you’re looking for deeper support like tax planning, bookkeeping, or strategy, we offer those as well under a separate service. At the end of the day, our goal is simple. Handle your taxes with accuracy, care, and strategy so you can move forward with confidence.

WHAT WE NEED FROM YOU

We can only do our job right if we have the right information.

Be honest and accurate with everything you submit. This is a judgment-free space, but incomplete or incorrect information can delay your return or cause issues later. Make sure you send all required documents. This includes W-2s, 1099s, business income, expenses, and anything else we request.

Keep your records. Even though we prepare your return, you are responsible for having proof of your income, deductions, and credits if the IRS ever asks. Stay responsive. If we reach out, it’s because we need something to keep things moving. Delays in communication can delay your return.

WHAT YOU CAN EXPECT FROM US

• We take pride in how we handle our clients.

• We will prepare your return accurately based on the information you provide.

• We follow all IRS and state guidelines to make sure your return is compliant and protected.

• Your information stays confidential. Always. We communicate clearly, keep you updated, and let you know if anything needs your attention. If we see something that could cause an issue or trigger unnecessary attention, we will speak up and guide you on the best next step.

• This is a partnership. You bring the information, we bring the strategy.

IMPORTANT NOTE

If we complete your return and you decide not to file, there will be a $150 abandonment fee.

This will be automatically drafted from the bank account provided. By submitting this form, you are agreeing to that. We never file without your approval. Your return is always your decision. Just understand that our time and work still hold value.

FEES & PAYMENTS

• We keep everything transparent so you know exactly what to expect.

• Your tax prep fee covers your federal return and any state returns. Pricing depends on your specific situation, including forms, schedules, and filings.

• If you choose bank products or refund advances, there may be additional third-party fees, and those will be explained before you agree to anything.

• If you choose to have your fees taken from your refund, there will be an added convenience fee.

• Once your return is prepared, there are no refunds. You are paying for the time, knowledge, and work that have already been done.

• We will not release or file your return until your balance is paid in full.

• We don’t promise a specific refund amount. Your outcome depends on your numbers and what you provide. What we do promise is that we will handle your return with integrity and make sure you’re positioned the right way.

RECORD KEEPING

• We keep copies of the work we prepare, but you should always keep your original documents.

• We retain your return and related documents for up to 3 years.

• You are responsible for keeping your own records like W-2s, 1099s, receipts, and statements.

• If you ever need a copy of your return later, we can resend it. A small retrieval fee may apply.

IF WE NEED TO PART WAYS

We don’t expect issues, but we like to keep things clear.

You can cancel at any time before your return is filed. Just understand that any work already completed will still need to be paid for.

We may also end the relationship if:

• You stop responding or don’t provide documents

• You submit false or misleading information

• Communication becomes disrespectful

• Continuing would compromise our professional standards

If the engagement ends, you are still responsible for any completed work, and the abandonment fee may apply.

Meka Financial Service, LLC values your privacy. We collect only the financial and personal information necessary to prepare your tax returns and provide related services. This information may come from applications, forms, conversations, or supporting documents you provide.Your information is kept confidential and is not shared with anyone outside of my team who needs it to provide services, or as required by law. We maintain physical, electronic, and procedural safeguards to protect your data from unauthorized access.