Forms

In our continued attempt to provide all of our clients with necessary tools to make filing your taxes an easier and more satisfying experience, here are some of the forms that we will need during your appointment, when mailing, faxing or dropping off your tax information. Please complete all information for each form.

Please do not submit your tax documents until all necessary documents have been received, and in one email or fax. Submitting incomplete or multiple emails or fax files, can result in errors or delays when preparing your tax return.

Engagement Letter form (doc)
Engagement Letter Form (PDF)
Tax Preparation Letter form (Doc)
Tax Preparation Letter form (pdf)
Client Intake form (Doc)
Client Intake form (PDF)
Tax-Preparation Checklist (doc)
Self Employed Checklist (doc)
We have been going to James Henry Inc. for as long as he has been in business. I can't say enough good things. He is very thorough and when we were audited, he was quick to stand behind his work and help us with any questions that the auditors had. It was painless and without issues. I trust him completely and wouldn't go anywhere else! Thank you, James, for being so professional and thorough!
- Donna H.
Rancho Cucamonga
You are asked to sign this form in order to set the terms of our relationship. In the event of any review by a governing agency, this form will provide a written statement that your return was prepared based on factual information you provided and that no intentional miss-statement was intended.
  1.    I have retained JAMES C HENRY EA, INC. to prepare my 2023 income tax return.
  2.    I understand that payment for services must be made at the time of service, and prior to the electronic filing of both my Federal and State tax returns. By signing I am providing authorization to run my credit card, or process my check.
  3.    If any Tax return is initiated, individual is responsible for any preparation/form fees regardless if client decides to complete filing or not.
  4.    All information given to my preparer is correct to the best of my knowledge and can be documented.
  5.    You agree that you are entitled to the credits on your tax return, and the preparer asked the appropriate questions to verify you qualify for the credits and you will maintain appropriate records for at least 3 years from the filing date of your return. These credits include: earned income credit(EITC), child tax credit (CTC), additional child tax credit(ACTC), credit for other dependents (ODC), and American opportunity tax credit(AOTC)Nothing has been added which would overstate deductions or credits.
  6.    Nothing has been deleted which would understate my income.
  7.    I agree to review my return prior to submitting it to the Federal and State governments to verify that all income and expenses have been correctly stated.
  8.    If additional documentation is presented after your return is completed, additional fees will be charged to correct or amend the return.
  9.    Filing of my 2023 tax return constitutes my acceptance of the statements contained in this document.
  10.    In the event of a review by any government agency, I understand additional hourly fees will be charged by JAMES C HENRY EA, INC for representation. A review includes any letters, adjustments and audits.
  11.    Once refunds are processed by E-File or Mail, we are no longer responsible on the decisions made by the IRS. In addition, if you owe other debts to the federal government or to a state government, the IRS must apply your refund to those debts, before issuing your refund.
  12.    Tax payers claiming Tip Out deductions must be able to upon request by federal and state agencies provide Documentation.
  13.    For a copy of our privacy statement, please visit our website at www.jameshenryinc.com under the forms tab.