Requesting Bank Products that include but are not limited to: Rapid Refunds, Withdrawing Tax Preparation fees from tax returns and other banking products require consumer consent of information disclosure

Federal law requires this consent form be provided to you ("you" refers to each taxpayer, if more than one). Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. You are not required to complete this form. Our need to disclose your tax return information to another a 3rd party - Refund Advantage affects the tax return representation service(s) that we provide to you and its (their) cost, we may decline to provide you with the tax return preparation service or change the terms (including the cost) of the tax return preparation services that we provide to you. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year.

In order to process your return, we must disclose all of your tax return information to Refund Advantage. For your convenience, we have entered into agreements with a bank to provide qualifying taxpayers with the opportunity to apply for a (bank product) Refund Transfer (RT), or Electronic Refund Check or Electronic Refund Deposit. To determine whether these products may be available to you, we will need to use your tax return information by analyzing it and calculating the amount of your anticipated refund.

By signing below, you (including each of you if there is more than one taxpayer) authorize us to disclose to Refund Advantage all of your tax return information.

Engagement Letter (Section A)

 Thank you for choosing W2G Group to assist with filing your taxes. This letter confirms the terms of engagement and outlines the nature and extent of the services we will provide.

 We will prepare your federal and state (if applicable) income tax returns based on the information you provide. While we may request clarification, we will not audit or verify the data submitted. The enclosed Questionnaire/Organizer is to help you collect the required data and minimize costs.

 We will perform accounting services only as needed to prepare your returns and cannot be relied upon to disclose errors, fraud, or illegal acts. However, any material issues we discover will be brought to your attention.

 Should unclear tax laws or conflicts arise, we will outline reasonable courses of action and risks, allowing you to decide the path forward. We are not responsible for omissions or errors based on incomplete or withheld information.

 Fees for services are charged on a "per-form" basis, including charges for additional work, copies, long-distance calls, and administrative costs. A full breakdown will be provided before submission. If you decide not to file after completion, a $75 fee applies.

 Unpaid fees may be subject to legal collection and additional administrative charges if unresolved. Clients initiating service after September 25th may be charged an additional $150 unless waived in writing.

 This engagement includes only annual tax preparation unless otherwise agreed upon. You must retain all documents supporting your return, such as receipts, logs, statements, and other records for at least five years.

 Upon payment (or agreement for fees to be taken from your refund), you will receive your tax return, e-file authorizations, and instructions. Returns cannot be filed without your signed authorization.

 We may also request personal identification documents (such as a government-issued ID or Social Security card) to protect your identity and ensure tax return accuracy.

Consent for Payment (Section B)

 By using our services, you understand that you are paying for tax preparation, not for receiving a refund.

 You may pay by cash, card, money order, or request to have the tax prep fee taken from your refund. If your refund is intercepted (e.g., child support, student loans, IRS offset), you are still responsible for the preparation fee.

In such cases, you will receive an invoice. If not paid within 30 days, we may initiate ACH debit or send the balance to collections.

Note: The Department of Treasury's Financial Management Services (FMS) may apply refund offsets without notice.

ACH Authorization (Section C)

 By signing this form, you authorize W2G Group to initiate electronic debits from your bank account to collect unpaid tax preparation fees.

Terms:

• Payment is for services rendered, regardless of refund status.
• If your refund is not approved/funded within 30 days, W2G Group is authorized to charge your account.
• You confirm your banking details are accurate.
• You may revoke this authorization in writing at any time.
• W2G Group will retain this agreement and notify you of any changes in payment amount/schedule.
   

Acknowledgement & Agreement (Section D)

By signing this intake form and submitting your tax documents, you:

Acknowledge that you have read and agree to all terms outlined in Sections A–C of this letter.
Consent to the terms of payment and ACH authorization.
Authorize W2G Group to begin tax preparation services.
 

We thank you for your trust and look forward to supporting you this tax season and beyond.

Warm Regards,

W2G Group

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. However, federal law also prohibits us from revealing any personal or financial information to any third party. Therefore as a matter of fact, we will never reveal your financial or personal information in any way, to anyone, unless you specifically request we do so, and provide in writing to us the specific person or persons to whom you wish that disclose to be made, which is done on a wholly separate consent form from this. For the purposes of this consent form please note we are seeking consent only to satisfy requirements set forth by federal law so we may speak with you on the phone, send you email correspondences of any kind, send you mailings, newsletters, email reminders, holiday and occasional cards and greetings, and reminders of upcoming deadlines, etc.

You are not required to complete this form. If we obtain your signature on this form by conditioning our service on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for a period of three years from the date you have signed the consent.

The undersigned hereby consents to the use; by W2G Group, its owner, employees, and staff; of any and all tax return information pertaining to:

• Direct questions, inquiries or requests you make regarding your tax returns, situation, or issues.
• Requests you make for copies of your documents, figures, numbers, or information.
• Upon your direct request in order to connect you with another professional in another field or profession so you may gain further information on a certain topic not available or in the realm of expertise of this firm.
• Notification of important tax law changes.
• Notification of changes or information that will impact our engagement, such as a change of firm website address, email address, physical location, or other such contact, biographical or geographical information.
• Other reasonable business purposes including but not limited to: appointment reminders, holiday mailings, birthday greetings and other informational mailings.

The tax information may not be disclosed or used by W2G Group, its owner, employees, or staff, for any purpose other than that which is permitted by this consent document.

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484 by email at complaints@tigta.treas.gov.

Warm Regards,

W2G Group

We are in the process of completing your tax return and are preparing it to transmit it to the IRS. Because we are virtually preparing your tax return and before we can transmit your tax return, we will need permission from you to electronically sign your tax return.

To grant us permission purpose, please sign below

Once we received your authorization, we will complete your tax return and provide you copies of your signed and completed tax return.

Please let me know if you have any questions or concerns.

Thanks so much

W2G Group