Chicago Disclosure Form 2015

Transcription

Chicago Disclosure Form 2015
CHICAGO TAX PREPARATION DISCLOSURE
Tax Preparation Fees:
(Taxpayer Initial)
Tax preparation fees are determined and charged based upon the complexity of the tax
return. You will have the opportunity to review all fees associated with your tax return.
MINIMUM INCOME TAX PREPARATION FEES:
FEDERAL FORMS 1040EZ*
1040A
1040
FEDERAL
$99.00
$189.00
$189.00
STATE
$29.00
$29.00
$29.00
Miscellaneous fees that may apply:
(Taxpayer Initial)
Data and Document Storage Fee $20.00
Gold Guarantee – Not Available
Assisted Refund - Federal Assisted Refund Fee $32.95
Assisted Refund - State Assisted Refund Fee $12.95
Assisted Refund - Office Disbursement Fee $20.00
Written Estimate:
(Taxpayer Initial)
Based upon a review of the documentation and information provided in our introductory
conversation, we estimate the total charge for tax preparation service to be: 1040EZ, fees start
at $99, if 1040A or 1040, fees start at $189.00. Your actual charge will be determined during
our full tax preparation interview.
Refund Timing Estimate:
(Taxpayer Initial)
According to the IRS, 9 out of 10 refunds will be issued in less than 21 days. Our experience
over the last three years shows many Jackson Hewitt customers received their refunds in 10
days or less.
My tax preparer has verbally reviewed the above disclosures with me.
Taxpayer Signature
Date
I have verbally reviewed the above disclosures with the taxpayer.
Tax Preparer Signature
This information is being provided to you as required by
SECTION 4-44-030 of the CHICAGO MUNICIPAL CODE
Date