Next Level Financial Services LLC requires that all clients adhere to company policies and procedures, as observed below. Please read and initial each statement, confirming that you understand the following:

__________ A non-refundable Tax Preparation Fee of $125.00 / $175.00 / $300.00 is due at your initial appointment and any additional costs will be determine by the preparer.

__________Prior to tax preparation, all clients’ social security numbers are checked for IRS offsets / indebtedness.

__________Estimates are not given by default and can only be prepared by request at a predetermined cost of either $125.00 or $150.00, to first be confirmed by the preparer.

__________The following items must be provided and/or signed as required for processing:

1. Valid Identification such as a Driver’s License or Passport at start of the appointment
2. Social security cards or birth certificates of all dependents (if applicable)
3. Copy of Mortgage Interest Statement or Residential Lease / Rental Agreement (only for clients filing under the Head of Household status)

__________Next Level Financial Services LLC has taken great precaution in securing all clients’ sensitive and financial data, having implemented the following: a strict cyber security policy, the mandatory shredding of documents, locking file cabinets, a reputable alarm system, auto-updated anti-virus software, and password protection of confidential material with two-factor authentication being required for access.

__________All requests for information must be made either in person or in writing to the company email address: nextlevelfin1@gmail.com. No information will be released via phone.

__________Once you receive your transmitted and signed copy of your tax return, it is strongly advised that you keep records for a minimum of three (3) years from the date you filed your original return. If any requests are made after the current tax season, a $25.00 fee will be assessed for each additional copy.

__________In the event of a returned check, the client will be assessed a Returned Check Fee of $50.00.

By initialing above and signing below, you hereby acknowledge that you have read, understand, and agree to the policies and procedures as defined in this document.

Signed: ___________________________            Dated: ________________________

Signed: ___________________________            Dated: ________________________