Dear Prospective Client-

Thank you for your interest in Lusk Tax Service, LLC. We know you could have chosen any tax service to prepare and file your tax return. We would be pleased to be able to assist you in preparing your 2018 federal and requested state income tax returns. This letter is to specify and to clarify our process for preparing and filing your returns.

Today’s technology makes it possible for us to work remotely with our clients throughout the country to process their tax return. We will generally speak with a new client via phone, text and/or email to start a business-client relationship. We look at your previously filed return and current year documents to provide a price estimate for our services. Upon acceptance, Lusk Tax Service, LLC will send via DocuSign an engagement letter and disclosures for your review and signature. If married, both spouses are required to sign all documents. The email will invite you to download a free link to DocuSign.

DocuSign is the tool we use to send documents to you for your electronic signature. To use this service, each taxpayer and spouse (if applicable) must send an email to Lusk Tax Service, LLC containing your full name, email address where you want to receive your tax return and the last 4-digits of your social security number (this is your pin). Taxpayer and spouse may not use the same email address to receive documents. Access your documents by providing your PIN when prompted.

We take the security and safety of your personal information very seriously. All documents are digitally stored and meet the IRS guidelines for document retention.

Uponreceiving the signed documents, Lusk Tax Service, LLC will send you an invitation via Dropbox to upload your tax and supporting documents to a secure portal to share with us going forward. When you receive this email, you can begin uploading your 2018information.Let us know when you are finished and we will review the uploaded information to process your return.

If you prefer to mail your documents, please retain your originals and send copies to:
Lusk Tax Service, LLC
P.O. Box 954
Missouri City, TX 77459
Or
FAX: 1 (888) 922-8252.
We will send you an email confirmation if we receive your information via mail or fax.

In all cases, we require a color copy of your current driver’s license or government-issued ID to be electronically submitted with your tax documents to curb identity theft. We cannot file without it.

Should we have questions during the preparation of your return, we will contact you via email.

You will receive an email via DocuSign when your return is ready for review and signature. Once signed, your tax return will be e-filed. When it has been accepted by the IRS, we will send you an e-File Acknowledgement.

You can choose to have your preparation fees withheld from your tax refund using the Quick Collect option. Quick Collect is not a loan or refund transfer. The fee is $15 to withhold your preparation fees and distribute the balance of the refund as a direct deposit to your bank. To choose this option, you must have a current Driver’s License or unexpired government-issued photo id.  No refund or you want to pay out of pocket, just ask us how and we will provide the details. As a reminder, your tax return will not be released to you nor filed with the IRS until we receive full payment of preparation fees.

Our normal tax return preparation turnaround time after receiving everything we need is 7-10 days. We will update you with email and text alerts along the way.

We look forward to working with you in preparing and filing an accurate tax return with the IRS. Let us know if you have any questions.

Action Item:

  • Please respond to this email and let us know if you would like to continue a relationship with us.

Best Regards,

Lusk Tax Service, LLC Group

Monique Davis, Michelle Lusk, Nicholas Lusk