Tax Planning and Prep Agreement – Existing SLP Wealth Clients

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)

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 for individual returns for an individual, married couple, or single household. We add this amount to your existing $99 a month financial planning invoice, and will update your next invoice to reflect this $198 a month combined service.

I agree

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

Complex Services Available for an Additional Fee

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

S Corps
More than 1 rental property
More than 2 state filings
Crypto not reported on a brokerage tax form
Bookkeeping
Payroll Services
Shoeboxes full of paper 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 needs do you have / would be interested in?

Please note: bookkeeping and payroll 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

How many employees do you have?

Just me
Just myself and my spouse
2-9
10 or more

Your Phone Number

Just in case we need to call you about your return

Our S corp services for 2023 tax year will be limited to single employee businesses or single employee + spouse. The cost of this service is $299 a month and is tax deductible to the corporation. For S corp return clients we will throw in the individual return for free. We provide no guarantee that this free individual filing will be included for future tax years and reserve the right to add the individual return fee at any time with electronic written notice.

I agree

For 2023 tax year, we will be unable to provide S corp filing services for business owners with more than 1 employee. We hope to offer this service for 2023 tax year. However, we are happy to provide individual (i.e. personal) tax planning and prep.

I understand that I will need to use a separate tax firm for my S corp this year, and that SLP Wealth will file my individual return

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

Note: Any client who signs up between the day after Tax Day and November 15 may sign up with no enrollment fee. Between November 16 and February 15, a $495 enrollment fee will apply. Between February 16 and April 1, a $995 enrollment fee will apply. Between April 2 and Tax Day, SLP Wealth will not be able to accommodate filing services for the prior tax year. Any client who signs up for tax services during this date range will be signed up for tax services for the current calendar year tax year.

I agree to the above, and I understand that any enrollment fee will be billed separately from my monthly fee

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

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

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