2025 TIER Financial Solutions Tax Intake Form w/ Disclosure

Tax Preparation Pricing & Engagement Policy

Our Commitment to Transparent Pricing

At TIER Financial Solutions, our pricing reflects the complexity of your tax return — not a one-size-fits-all estimate.

Fees are based on factors such as:

• Multiple income sources (W-2, 1099, self-employment, rental, investments)
• Deductions and credits
• Dependents
• Business activity
• State filings
• Prior-year issues or special circumstances
• Investment or asset reporting

Our pricing starts at $225. Final fees are determined after reviewing your completed intake questionnaire and documents.

Two Ways to Pay

Clients may choose one of the following payment options:

1️⃣ Pay Upfront

You may pay your preparation fee directly via invoice before your return is filed.

No additional processing fees apply when paying upfront.

2️⃣ Pay Through Your Refund (Refund Transfer Option)

You may choose to have your preparation fee deducted directly from your federal refund.

⚠️ Please note: If you select this option, additional third-party bank and processing fees will apply.

These fees are charged by the refund processing bank and service providers — not by TIER Financial Solutions — and are outside of our control.

Examples of potential third-party fees may include:

• Service Bureau Fee
• Document Preparation Fee
• Refund Transfer / Bank Processing Fee

These fees are automatically deducted from your refund before funds are disbursed to you.

If you would like to avoid additional third-party fees, we recommend selecting the upfront payment option.

File Abandonment & Administrative Fee Policy

If a client initiates services and fails to provide required documentation or becomes unresponsive for more than fourteen (14) consecutive days, the file will be deemed abandoned.

A $100 administrative abandonment fee will be assessed to cover:

• Document review
• Preliminary preparation
• File setup
• Administrative processing

By signing this agreement and submitting payment information, you authorize TIER Financial Solutions to charge the $100 abandonment fee via CPACharge if your file is deemed abandoned.

Services will not resume until the abandonment fee has been processed.

Disclaimer: Important Notice Regarding Quotes

We do not provide standalone tax quotes.

The time required to generate an accurate quote is equivalent to preparing the tax return itself. Our focus is on delivering precise and thorough tax preparation rather than speculative estimates.

If you submit your intake form and later decide not to file after your return has been prepared, preparation fees will still apply and will be charged accordingly.

Thank you for choosing TIER Financial Solutions.

We look forward to serving you with precision and professionalism.

First Name *

Last Name *

Are You Shopping Around or Ready to File? *

Acknowledgment of Pricing Structure *

I acknowledge that tax preparation fees begin at $225 and may increase based on the complexity of my tax return. I understand that the final fee will be determined after review of my documents. By signing below, I authorize TIER Financial Solutions to charge the final agreed-upon amount to the payment method on file via CPACharge.

Acknowledgment of Refund Transfer & Third-Party Processing Fees *

I acknowledge that if I choose to pay my tax preparation fee through my federal refund (Refund Transfer option), additional third-party bank and processing fees will apply. I understand that these fees are charged by the refund processing bank and service providers and are outside the control of TIER Financial Solutions. I understand that these third-party fees will be deducted directly from my refund before funds are disbursed to me, which will reduce the total refund amount I receive. By selecting this payment option, I authorize the applicable third-party processing fees to be deducted from my refund.

Acknowledgment of File Abandonment & Administrative Fee Policy *

I acknowledge that I have read and understand the File Abandonment & Administrative Fee Policy. I understand that if I fail to provide required documentation or remain unresponsive for more than fourteen (14) consecutive days, my file may be deemed abandoned and a $100 administrative fee will be charged to the payment method on file via CPACharge. I authorize TIER Financial Solutions to process this fee if applicable.

Please Sign If You Agree to the terms above *

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Date *

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