For compliance, identity protection, and accurate income verification, Diversified Medical Revenue Services requires secure access to your IRS account. This access is also essential for obtaining the necessary wage transcripts to qualify for our Same Day Tax Loan Advances, available starting January 2nd. Please be assured: this process will never be executed without your direct involvement and presence, whether by a phone appointment or a virtual phone consultation. If you do not yet have an account, please visit www.irs.gov and select "Sign in with an existing account or Create a new account.”

For faster processing, you will receive a Form 8821 - Tax Information Authorization once we receive your info on the intake form.

I give and express full written and verbal permission over to Diversified Medical Revenue Services  and it's employees/agents/representatives to contact the American Offset Debt Line/Treasury Offset Program on behalf of myself to determine if I have any non-tax debt that could potentially offset my current tax return. 

The questions below are provided as part of our due diligence as a paid preparer for your return when claiming any of the tax credits. You may be asked additional questions for due diligence. The IRS may request ADDTIONAL DOCUMENTATION and you need to be able to provide it. Please answer to the best of your ability. 

Client Engagement Agreement for Tax Preparation Services

Thank you for choosing Diversified Medical Revenue Services for your income tax preparation needs. This letter outlines the scope of our engagement and details our respective responsibilities to ensure a clear and productive professional relationship.

1. Scope of Engagement and Client Responsibilities

We will prepare your federal, and applicable state and local, income tax returns based solely on the financial information and documentation you furnish to us.

Your Responsibilities:

• Information Accuracy: You are responsible for providing all information necessary for the preparation of complete and accurate returns. Our services cannot be relied upon to discover errors, irregularities, or fraud within the documents you provide.
• Document Retention: You must retain all original documents, canceled checks, and other data supporting the income, deductions, and other figures reported on your returns. This includes, but is not limited to, records for:
  • Meals, entertainment, travel, and business gifts.
  • Vehicle usage logs (if applicable).
  • Bank and credit card statements.
• Retention Period: We recommend retaining all supporting documents and copies of your filed tax returns for a minimum of five (5) years after the later of the filing date or the tax return’s due date. We may retain scanned copies of your documents for our internal records; however, the ultimate responsibility for record retention remains yours.

Our Role and Professional Judgment:

• We will apply our professional judgment when interpreting tax law that is unclear or where a conflict exists between various authoritative interpretations.
• Unless you provide specific, contrary instructions, we will generally take a tax position that favors you, provided the position is reasonable and supportable under current tax law.
• We cannot guarantee that any tax position will not be challenged by taxing authorities, nor can we ensure the ultimate outcome of any such challenge.
• We are not responsible for issues arising from any income, expenses, or other information that was not provided to us prior to the filing of your returns.

2. Services Excluded from this Engagement

Unless specifically requested by you and agreed upon in a separate, written agreement, this engagement is limited to general and annual income tax preparation.

• Bookkeeping: Tax preparation fees do not include any required bookkeeping services to render your records complete for tax filing. If required, bookkeeping will be invoiced separately.
• Other Taxes: We do not provide services related to payroll tax, sales tax, excise tax, or personal/real property tax.
• Compliance: We are not responsible for determining or reporting your compliance with any Federal, State, or Local business laws, health care or human resources regulations, retirement plan requirements, or any business/professional permitting/licensing.

3. Fees and Payment Terms

Our fees are generally calculated on a "per form" basis, reflecting the time spent by our professional staff, complexity of the return, and costs incurred for related supplies and processing.

• Fee Breakdown: You will receive a full breakdown of the tax preparation charges and any applicable Refund Advance Fees (if approved) before your return is submitted for filing.
• Payment Due Date: Our fee for tax preparation is due and payable upon presentation of your completed income tax filing.
• Release of Documents: It is our company policy not to release tax returns, reports, schedules, or related advice until payment in full has been received.
• Cancellation Fee: If you choose not to have us file a completed tax return, an immediate cancellation charge of $100.00 will be assessed.
• Late Season Fee: An additional fee of $200.00 may be applied to accounts commencing the preparation process after September 25th each year to cover increased administrative costs associated with late filings. This fee may be waived if prior written arrangements have been made.
• Collection Costs: Should legal assistance be required to collect outstanding fees, you agree to reimburse Diversified Medical Revenue Services for all associated legal costs.
• Alternative Payment: We accept Debit/Credit Cards, and other third-party payments (e.g., Affirm, After-Pay).
• Refund Deduction Option: If you opt to have preparation fees deducted from your tax refund and the refund is not funded (due to offset, audit, etc.), all fees will be due immediately. If payment is not received within thirty (30) days of notification of non-funding, the balance will be subject to applicable interest charges.
• Other Tax Situations: Services for other tax-related matters are billed at standard hourly rates plus out-of-pocket expenses, payable upon presentation of the invoice.

4. Review, Filing, and Termination

Filing Authorization:

• Upon completion and payment, we will provide you with a copy of your returns, e-file signature authorizations, and any necessary payment vouchers.
• You must review the completed returns carefully. Please notify us immediately of any issues.
• Taxing authorities prohibit us from transmitting your returns without your signed authorization. Please sign and return the e-file authorizations promptly.
• If your return cannot be e-filed, we will provide paper copies for you to sign and mail to the respective taxing authorities.

Engagement Termination:

• By signing this agreement, you agree to compensate Diversified Medical Revenue Services for services rendered.
• In the event you terminate the engagement prior to completion, Diversified Medical Revenue Services reserves the right to invoice you for all out-of-pocket expenses and time spent at our standard hourly rate for services provided up to the date of termination (e.g., consultation, advisory services, preliminary work).

5. Taxing Authority Correspondence and Representation

Correspondence Assistance (Included):

• The cost of your tax preparation includes 30 minutes of professional time to assess and address correspondence you receive from a taxing authority related to the prepared tax return.
• Within this 30 minutes, we will assess the issue, advise you on the best course of action, and, if possible, compose and send a preliminary reply.
• A flat $75.00 handling charge will be assessed for all requests for assistance with taxing authority correspondence, payable upon completion of this service (except when the issue is caused by our office error).

Additional Time and Audit Representation:

• If correspondence assistance requires more than 30 minutes, each additional hour (or fraction thereof) will be billed at a standard hourly rate of $200.00. We will attempt to inform you if we anticipate exceeding the initial 30 minutes, but this may not always be possible.
• Audit/Examination Representation is not included in the tax preparation fee. This is a separate engagement with a distinct fee structure.
• You may opt to purchase Audit Protection for an additional fee of $100.00.

6. Privacy and Identity Verification

• Privacy Commitment: Diversified Medical Revenue Services takes your privacy and the security of your personal information seriously. We will never sell or disclose your information to external parties for non-firm-related purposes.
• Internal Use: By signing, you permit our staff limited access to your information for internal, non-tax related purposes (e.g., sending newsletters, holiday cards, or greetings).
• Identity Verification: To combat identity theft and ensure accuracy, Diversified Medial Revenue Services reserves the right to request certain documents (e.g., government-issued photo ID, Social Security Cards, birth certificates) to verify the identity of all individuals listed on the tax returns. These documents will be safeguarded according to our firm’s protection procedures.

Acknowledgment and Agreement

By signing this engagement agreement, you confirm that you have read, understood, and agree to the terms and conditions outlined above. You authorize Diversified Medical Revenue Services to prepare your income tax returns and agree to compensate us according to the stated fee schedule.

We appreciate the trust you have placed in Diversified Medical Revenue Services and look forward to a successful professional relationship.

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 or disclose, 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. 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 three years.

In order to process your return, we must disclose all your 2025 tax return information to Refund Advantage that we partner with in order to provide certain services. For your convenience, we have entered into agreements with Refund Advantage 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 your 2025 tax return information to determine whether to present you with opportunity to apply for bank product (described above) and services.

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 Diversified Medical Revenue Services, 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 Diversified Medical Revenue Services/Refund Advantage, 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.

We appreciate your business. Please understand that all fees charged by Diversified Medical Revenue Services are for professional services rendered.

Payment Terms:

• Payment for all services is required before your tax returns are electronically filed or at the time the services are completed.
• Accepted forms of payment are Debit/Credit Cards, ACH and other third-party payments (e.g., Affirm, After-Pay).
• Processed securely online or over the phone.
• Please Note: You are responsible for all preparation fees regardless of whether you receive a tax refund or if your refund is delayed, adjusted, or intercepted.

By engaging in our services, you agree to pay all preparation fees using one of the accepted methods, regardless of the status or outcome of any expected tax refund.