Tax Planning and Prep Agreement – Existing SLP Wealth Clients

At this time, SLP Wealth is accepting tax clients that are financial planning clients only. Please confirm the date and time of your SLP Wealth Onboarding meeting prior to continuing with this form:

Date

Time

Name

First

Last

Email

Your Address

Address Line 1

Address Line 2

City

State

Zip Code

What best represents your marital status as of the end of this calendar year?

Single
Legally Married
Long term partnership (not legally married)

*Note: If you are not legally married and would like services for both household members, we require two separate tax services agreements and monthly payments since we will be managing two separate tax accounts and filing two separate returns. Please have your partner complete this form if they would like tax services.

What's your spouse / partner's name?

First

Last

What's your spouse / partner's email?

SLP Wealth's tax service is $99 a month per household for individuals (1040s). This amount will be added to your next financial planning invoice.

I agree

Complex returns may incur an additional fee. We list examples of these complex situations below

The following services may be provided for an additional fee and do not fall under the scope of what's included for $99 a month:

Business Ownership
More than 1 rental property
More than 2 state filings
Crypto not reported on a brokerage tax form
Bookkeeping
Payroll Services
Estates & Trusts
Shoeboxes full of paper/digital receipts

Do any of the above apply to you?

Yes
No

Disclaimer: None of the following complex situations listed above apply to me and that I understand if any of the above do apply that additional fees might be incurred if they apply for the current year's tax return

I agree

Which of the following apply to your tax situation/needs?

Note: Bookkeeping services are charged at a $199 hourly rate subject to the terms of the tax engagement agreement letter. We hope to incorporate bookkeeping services within the scope of a monthly fee at a future date.

I agree

Note: Payroll services are currently unavailable. We hope to incorporate payroll within the scope of a monthly fee at a future date.

I agree

How many employees do you have?

Just me
Just myself and my spouse
3+

Your Phone Number

Just in case we need to call you about your return

SLPW Tax business owner return preparation is at capacity. However, we are happy to provide individual (i.e. personal) tax prep and planning subsequent to filing.

I understand that I will need to use a separate tax firm for my business return this year, and that SLP Wealth will file my individual return (includes Sole proprietor/Sch C)

For clients with more than 1 rental property, more than 2 state filings, crypto not reported on a brokerage account tax form, or large amounts of paper receipts, SLP Wealth reserves the right to charge a $199 per hour rate for requests related to these categories

Yes, I agree

Please open and read the SLP Wealth tax engagement agreement.

I acknowledge that I/we have accessed, downloaded, or otherwise received in good order the Client Tax Agreement (the "Agreement") hyperlinked above, and I/we agree to be legally bound by such Agreement by my undersigned electronic signature(s).

Yes, I agree

Note: Clients who sign up February 16 – April 1 will incur a $995 enrollment fee, and may have their return automatically extended (October 15) to ensure sufficient time and resources to prepare and file an accurate return. April 1 until November 15, clients may sign up with no enrollment fee for the current calendar year only. Between November 16 and February 15, a $495 enrollment fee applies.

I agree to the above, and I understand that any enrollment fee will be billed immediately (prior to my monthly invoice)

Yes, I agree

Sign below to acknowledge you agree to the SLP Wealth tax agreement

Clear Signature

(Spouse / Partner) Sign below to acknowledge you agree to the SLP Wealth tax agreement

Clear Signature