test | Rossman Tax Service

Did Rossman Tax Service Prepare your Tax Return Last Year?*
- Yes
- No
Personal Information: Your last name must be the name shown on your social security card. Your tax return will be delayed due to incorrect last names being submitted to the IRS.
Taxpayer Name*
First Name Middle Initial Last Name as appears on Soc. Sec. Card
Taxpayer SSN*
Taxpayer Birthdate*
Taxpayer Occupation
Spouse Name
First Name Middle Initial Last Name as appears on Soc. Sec. Card
Spouse SSN
Spouse Birthdate
Spouse Occupation
Did you move in 2020?*
- Yes
- No
If yes, what date did you move?*
Did you purchase a home in 2020?*
- Yes
- No
If yes, you must provide us a copy of your Mortgage Closing Disclosure
ADDRESS - SAME
- Address is the same as last year
Address
Address Line 2
City
State
Zip Code
County
School District
Home Phone
Cell Phone*
Taxpayer's Email*
Spouse's Email
Did you have access to a residence in New York City this year?
- Yes
- No

Higher Education Information: A credit may be available for qualified expenses paid to an institution of higher education. The Expense must have been incurred and paid in 2020 to qualify. You must supply a 2020 form 1098-T from the institution.
DID YOU OR ANYONE IN YOUR HOUSEHOLD INCUR EXPENSES FOR HIGHER EDUCATION IN 2020?*
- Yes
- No
Student Name:*
Tuition Paid in 2020:*
Cost for books and fees:*
Undergraduate or Graduate?*
School Name:*
Fed ID:*
Student Name:
Tuition Paid in 2020:
Cost for books and fees:
Undergraduate or Graduate?
School Name:
Fed ID:
Energy Credits: List the amount you paid on qualifying windows, doors, insulation, roof, water heater, furnace (Gas, Propane, Oil), central air conditioner, biomass stoves and solar panels – Please note, the maximum life time credit is no greater than $500.00. Therefore, if you previously received a credit of $500.00, you are no longer eligible for this credit.
Item(s) Purchased:
Amount paid in 2020:
Long Term Care Insurance
Did you pay for a Long-Term Care Insurance Policy in 2020?*
- Yes
- No
Long Term Care Premium Paid in 2020 (Taxpayer)*
Long Term Care Premium Paid in 2020 (Spouse)
Direct Deposit: If you would like to receive your tax refund electronically deposited from the IRS and State Tax Authority check the “YES” box and supply us with your complete Banking information. If you do not wish to have your tax refund electronically deposited check the “NO” box.
PLEASE BE ADVISED, INCORRECT OR INCOMPLETE BANKING INFORMATION MAY CAUSE A DELAY OF YOUR TAX REFUND. IF NO INFORMATION OR INCOMPLETE INFORMATION IS SUPPLIED, YOU WILL RECEIVE YOUR TAX REFUND CHECK(S) IN THE MAIL.
Would you like your tax refund(s) electronically direct deposited?*
- Yes
- No
Name on the account (Must be Taxpayer or Spouse)
Your Bank's Name
Type of Account?
Routing Number
Account Number

2020 ITEMIZED DEDUCTIONS
Medical Expenses:
Did you have major medical expenses in 2020 (including cost for insurance)
- Yes
- No
Major Medical Expenses incurred in 2020 (including cost for insurance):
Charitable Contributions: How much did you donate to qualified charitable organization(s) in 2020?
Please Note: Be sure you keep records of receipts and/or letters from charitable organizations disclosing the dollar amount of your donations you will be claiming on your tax return.
Cash (including Check or Credit Card Donations)
Non-Cash (example -Clothing, Furniture, House Hold items etc.)
For Non-Cash Donations, Description of items donated:
Name of organization you donated Non-Cash Items to:
FOR STATE USE ONLY
Unreimbursed Employee Business Expenses: Taxpayer and/or Spouses job related business expenses that were not reimbursed by employer:
TAXPAYER - Union Dues
SPOUSE - Union Dues
TAXPAYER - Uniforms
SPOUSE - Uniforms
TAXPAYER - Other (Tools, Supplies, Etc.)
SPOUSE - Other (Tools, Supplies, Etc.)
TAXPAYER - Local Travel (Tolls, Parking)
SPOUSE - Local Travel (Tolls, Parking)
TAXPAYER - Total Mileage
SPOUSE - Total Mileage
TAXPAYER - Commuting Mileage
(Home to Work, then Work to Home)
SPOUSE - Commuting Mileage
(Home to Work, then Work to Home)
TAXPAYER - Business Mileage
BUSINESS MILES ARE MILES TRAVELED FOR BUSINESS. YOU CANNOT INCLUDE MILES TRAVELED TO AND FROM HOME WHEN CALCULATING BUSINESS MILES TRAVELED.
SPOUSE - Business Mileage
BUSINESS MILES ARE MILES TRAVELED FOR BUSINESS. YOU CANNOT INCLUDE MILES TRAVELED TO AND FROM HOME WHEN CALCULATING BUSINESS MILES TRAVELED.
PLEASE NOTE: You must have adequate documentation to support income & deductions listed on the tax return. You must keep all supporting documents with your records and make available to us in the event of an audit by the IRS and/or local State Tax Authorities.
Additional Information: Please utilize this section for additional information (example: additional dependents, child care expenses etc.) This section can also be used to submit questions you may have for your accountant.

ROSSMAN TAX SERVICE 2020 ENGAGEMENT LETTER
Dear Client,

Due to IRS and our Insurance Company's regulations we are requesting that you read the following, sign and date. If you are filing a joint tax return or married filing separate return, the client who is signing this Engagement Letter attests that they have reviewed this engagement letter with their spouse and both agree to the Terms of the Engagement for Preparation of the 2020 Tax Return.

I (We) hereby attest to the following:
1. All information provided in this client information sheet is correct.
2. I (We) have provided current Banking Information for Electronic Direct Deposit of our tax refund(s).
3. I (We) have provided all documents that are required to prepare the 2020 tax return.
4. I (We) have adequate documentation to support income & deductions listed on the tax return.
5. I (We) acknowledge that all income (including cash) has been reported on the return.
6. I (We) understand that Rossman Tax Service will not be held responsible for any errors on the tax return due to client omissions or incorrect information on the client information sheet and that an additional fee will be incurred in order to make corrections.
7. I (We) understand that both the taxpayer and spouse are responsible for any tax liability on a joint tax return
8. I (We) am (are) responsible for the tax return and payment of my (our) balance due to the IRS or state taxing authority by April 15th.
9. In the event I(We) file for an Extension, I (We) understand that I (We) am (are) responsible to send any amount owed to either IRS or your state taxing authority with my extension no later than April 15th. I (We) further understand that an Extension is solely an extension to file not an extension to pay any amounts owed to the government.
10. In the event of a potential divorce of a married couple, Rossman Tax Service is the representative of both the taxpayer and the spouse. If there is potential information that may be harmful to one party or the other, Rossman Tax Service will be obliged to divulge such information to the other party. Rossman Tax Service reserves the right, where there is a conflict of interest between the two parties and Rossman Tax Service, to request that one or both of the parties seeks accounting advice elsewhere.
11. I (We) understand that it is my (our) responsibility to have reviewed the Tax Return, Transmittals and bank account information prior to signing the e-filing forms with the preparer and are aware of the content of the tax return and whether I (we) are receiving a refund or if I (we) have a balance due.
12. I (We) am (are) also aware that my mistakes will delay my refund.
13. All services must be paid in full before E-Filing or receipt of a taxpayer copy. NO POST-DATED CHECKS WILL BE PERMITTED. Any returned checks from the bank will be assessed a $50 Bounced Check Fee.
14. One taxpayer copy will be given each year upon payment. Any additional copies of Tax Returns will require a $25 fee.
15. All work papers and prepared tax returns are the property of Rossman Tax Service. If the return is not prepared by Rossman Tax Services we will return to the client all of their documents. No work papers or tax returns prepared by Rossman Tax Services will be returned.
16. I (We) understand that if requested by IRS or your state taxing authority, I (we) will produce receipts and documentation to substantiate income and deduction. I (we) further understand that I (we) should keep records of income and receipts for a minimum of 7 years.
THIS ENGAGEMENT IS LIMITED TO THE PREPARATION OF INCOME TAX RETURNS. ADDITIONAL SERVICES SUCH AS PROJECTIONS OR GOVERNMENT EXAMINATIONS WILL INCUR AN ADDITIONAL CHARGE. WE (I) ALSO ACKNOWLEDGE THAT PAYMENT IS DUE UPON COMPLETION OF THE TAX RETURN AND THAT ONCE PAYMENT IS MADE, THE FEE FOR SERVICES RENDERED IS NON-REFUNDABLE.
Agree to Disclaimer*
- I agree
Client Name*
Date*
Date Format: MM slash DD slash YYYY
Client Electronic Signature*
Name
This field is for validation purposes and should be left unchanged.

TEST_2021_NEW-Personal-Client Info Sheet (1)

Step 1 of 7

Personal Information: Your last name must be the name shown on your social security card. Your tax return will be delayed due to incorrect last names being submitted to the IRS.

1st Dependent Information

2nd Dependent Information

3rd Dependent Information

4th Dependent Information

5th Dependent Information

Foreign Bank Account: It is required to report ownership or signature of foreign bank accounts.

Virtual Currency:

Qualified Tuition Program (529 Plan)

Child Care Information: A credit may be available for expenses paid to a daycare, preschool or camp. All of the following information must be supplied to determine eligibility.

Higher Education Information: A credit may be available for qualified expenses paid to an institution of higher education. The Expense must have been incurred and paid in 2020 to qualify. You must supply a 2020 form 1098-T from the institution.

Long Term Care Insurance

Direct Deposit: If you would like to receive your tax refund electronically deposited from the IRS and State Tax Authority check the “YES” box and supply us with your complete Banking information. If you do not wish to have your tax refund electronically deposited check the “NO” box.

Federal and State Estimated Payments: List any estimated payments you made to the Government.

Volunteer Firefighter or EMT: You are entitled to a $200 ($400 if tax payer and spouse volunteer) credit on your NYS Return.

Purchases without sales tax:

Health Care Exchange:

Stimulus Payment(s):

2020 ITEMIZED DEDUCTIONS

Medical Expenses:

Charitable Contributions: How much did you donate to qualified charitable organization(s) in 2020?

FOR STATE USE ONLY

Unreimbursed Employee Business Expenses: Taxpayer and/or Spouses job related business expenses that were not reimbursed by employer:

PLEASE NOTE: You must have adequate documentation to support income & deductions listed on the tax return. You must keep all supporting documents with your records and make available to us in the event of an audit by the IRS and/or local State Tax Authorities.

Additional Information: Please utilize this section for additional information (example: additional dependents, child care expenses etc.) This section can also be used to submit questions you may have for your accountant.

ROSSMAN TAX SERVICE 2020 ENGAGEMENT LETTER

Tax Season – Data Entry

Tax Season – Office Assistant

Customer Service/Office Assistant

Tax Season – Office Assistant

Jr. Income Tax Accountant

Sr. Income Tax Accountant