Intake form

Name *

First Name *

Last Name *

Phone number *

Date of Birth *

Business Name *

Street Address *

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City *

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Industry *

Email address *

What services are you interested in? *

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SETC Covid Intake - (For ACH : click SETC Intake at the bottom of this site.)

ERC 2025 Fraud Prevention - ERC Filing - Defense - Fraud Victim Audit Letter Received from IRS

COVID-relief Advising

Employee Benefit Plan Consulting

Non Profit Consulting

Financial Planning

Market Analysis

Tax Credit Guidance

AWS CCP Training Certification Program

Cryptocurrency ETF Basket Allocation

WIOA Advising

Grant Consulting

Business Strategy Consulting

What was your filing status for 2020? *

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Single

Married Filing Jointly

Married Filing Separately

Head of Household

Qualifying Widow

Did you file a Schedule C with a net profit? *

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Yes - only in 2020

Yes - only in 2021

Yes - in both 2020 and 2021

Did you file a Schedule SE with a Net Profit on Part 1, Line 6? *

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Yes - only in 2020

Yes - only in 2021

Yes - in both 2020 and 2021

Did your spouse file a Schedule SE with a Net Profit on Part 1, Line 6 for 2021? *

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Yes

No

Yes - in both 2020 and 2021

Did you have children under the age of 18 in 2020 or 2021? *

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Yes - only in 2020

Yes - in both 2020 and 2021

List your child(ren) and their date(s) of birth: *

Did you miss work due to COVID or COVID like symptoms? To answer yes, dates must fill in Period 1 (4/1/2020-3/31/2021) and/or Period 2 (4/1/2021-9/31/2021) *

Please select at least one option.

Yes

No

How many days of work were missed in Period 1 (4/1/20-3/31/21)? *

How many days of work were missed in Period 2 (4/1/21-9/30/21)? *

Did you miss work because your child's school or daycare was closed because of COVID-related issues? *

Please select at least one option.

Yes

No

How many days of work were missed in Period 1 (4/1/20-3/31/21)? *

How many days of work were missed in Period 2 (4/1/21-9/30/21)? *

Did you miss work to take care of someone who contracted COVID or had COVID like symptoms? *

Please select at least one option.

Yes

No

How many days of work were missed in Period 1 (4/1/20-3/31/21)? *

How many days of work were missed in Period 2 (4/1/21-9/30/21)? *

Do you currently owe back taxes to the IRS or have a payment plan? *

Please select at least one option.

Yes

No

I don't know

Automated Accounting Solutions, Inc. Self-Employed Tax Credit Service Agreement This Self-Employed Tax Credit Services Agreement (the “Agreement”) is entered into by the undersigned Client (the “Client”) and Automated Accounting Solutions, Inc. (“AAS, Inc.”), a professional corporation located at 3333 Michelson Drive, Suite 300, Irvine, CA 92618. By executing this Agreement, the Client agrees to the terms and conditions outlined herein. I. Services AAS, Inc. agrees to provide the following services (“Services”): Qualification Assistance: Deliver a qualification document enabling the Client to self-validate facts and circumstances for potential eligibility under the Self-Employed Tax Credit (SETC). Tax Filing Support: Assist the Client in navigating and filing for tax credits under the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). AAS, Inc. will charge reasonable fees for this process. SETC Reporting: Prepare and provide reports necessary for the Client to claim the SETC for the 2020 and 2021 calendar years with the Internal Revenue Service (IRS). IRS Audit and Notice Support: Respond to IRS notices or requests for information, provided the Client forwards such notices to AAS, Inc. within five (5) business days. AAS, Inc. will provide audit support and respond to all IRS notices related to the SETC, included as part of the agreed fee. II. Client Obligations To enable AAS, Inc. to perform the Services, the Client agrees to: Provide Required Documentation: Submit all documents necessary for calculating and filing the SETC accurately. Accuracy of Information: Ensure all Client-supplied data is true, complete, and accurate. Filing of Refund Requests: File refund requests prepared by AAS, Inc., in accordance with their analysis. III. Confidentiality AAS, Inc. will: Protect the confidentiality of the Client’s information, including business documents, intellectual property, and proprietary data, and use it solely for delivering the Services. Take reasonable steps to safeguard the Client’s confidential information from unauthorized access or disclosure. IV. Guarantee and Warranty Performance Warranty: AAS, Inc. will perform Services with reasonable care, diligence, and competence. Errors or defects not caused by inaccurate Client-supplied data will be corrected at no additional charge. Liability for IRS Penalties: If the IRS imposes penalties due to AAS, Inc.’s negligence in calculating the SETC, AAS, Inc. will reimburse the penalties up to 100% of the fees paid by the Client. Limitations: No guarantees are made regarding refund amounts, IRS approval, or audit outcomes. V. Payment Terms Contingency Fee: AAS, Inc.’s fee will be 25% of any refund or tax bill reduction achieved through SETC filing. This fee is due upon receipt of the refund or credit. No fee is owed if no refund or reduction is achieved. Non-Interference Clause: The Client agrees not to bypass or interfere with the compensation owed to AAS, Inc. under this Agreement. VI. Default Remedies Fee Collection: Any unpaid contingency fees are considered in default 30 days after the IRS refund check issuance. In the event of default, AAS, Inc. may collect all fees due, including reasonable costs, attorney fees, and collection fees. Late Payments: Delinquent balances are subject to a 1.5% monthly late fee (18% annual rate). Governing Law: This Agreement is governed by the laws of the State of California. VII. Severability If any provision of this Agreement is found invalid or unenforceable, the remaining provisions will remain in full force and effect. VIII. Disclaimer The Client acknowledges: AAS, Inc. is not a law firm and does not provide legal advice. The accuracy of the Client’s submitted information is the sole responsibility of the Client. Services provided do not include audits or formal reviews. AAS, Inc. makes no representations about the IRS’s approval of the SETC or audit outcomes. IX. Mediation and Dispute Resolution Mediation: Disputes will be mediated in Orange County, California before litigation. Arbitration: If mediation fails, disputes will be resolved through binding arbitration in Orange County under California law. X. Acceptance This Agreement constitutes the entire agreement between the Client and AAS, Inc. and supersedes all prior understandings. By signing below, the Client agrees to the terms herein. Signature and Acknowledgment Client Name: _________________________ Client Signature: _____________________ Date: _______________ Automated Accounting Solutions, Inc. By: ________________________ Authorized Representative Date: _______________

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